Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHG)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
815New |
$18.2K - $23.8K
|
815
$24.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-75- 0.59% |
$1.67K - $2.19K
|
12.6K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-3.52K- 4.15% |
$78.4K - $103K
|
81.3K
$2.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-398K- 56.42% |
$8.87M - $11.6M
|
308K
$9.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.33KNew |
$51.8K - $67.9K
|
2.33K
$69K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
602+ 2.91% |
$13.4K - $17.6K
|
21.3K
$632K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-145- 0.13% |
$3.23K - $4.24K
|
109K
$3.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.2K- 18.72% |
$160K - $210K
|
31.3K
$928K
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-227K- 78.19% |
$5.05M - $6.62M
|
63.2K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-7.29K- 6.82% |
$162K - $213K
|
99.5K
$2.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-781- 2.91% |
$17.4K - $22.8K
|
26.1K
$775K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-6.49K- 30.42% |
$145K - $190K
|
14.8K
$441K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
111+ 0.33% |
$2.47K - $3.24K
|
33.4K
$990K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.23K- 4.09% |
$116K - $153K
|
123K
$3.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
518+ 1.93% |
$11.5K - $15.1K
|
27.4K
$813K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
11.4K+ 29.58% |
$253K - $332K
|
49.8K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
607+ 2.82% |
$13.5K - $17.7K
|
22.1K
$656K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-3.17K- 15.49% |
$70.7K - $92.7K
|
17.3K
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-64.3K- 3.83% |
$1.43M - $1.88M
|
1.61M
$47.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.01K+ 0.42% |
$44.7K - $58.6K
|
481K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
521+ 0.3% |
$11.6K - $15.2K
|
176K
$5.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
10.5K+ 1.32% |
$233K - $306K
|
804K
$23.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
12+ 0.06% |
$267 - $351
|
21.2K
$629K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.6K+ 5.28% |
$125K - $164K
|
112K
$3.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-7.24K- 1.84% |
$161K - $212K
|
386K
$11.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.86K+ 2.78% |
$41.5K - $54.4K
|
68.9K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
447+ 2.58% |
$9.95K - $13.1K
|
17.8K
$527K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
84.9K+ 20.07% |
$1.89M - $2.48M
|
508K
$15.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10- 0.05% |
$223 - $292
|
18.6K
$553K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-6.43K- 3.74% |
$143K - $188K
|
166K
$4.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
6.7K+ 4.31% |
$149K - $196K
|
162K
$4.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.34K+ 5.84% |
$29.8K - $39.1K
|
24.3K
$721K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-169K- 9.63% |
$3.76M - $4.93M
|
1.58M
$47.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
327+ 18.05% |
$7.28K - $9.55K
|
2.14K
$63.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-680- 7.39% |
$15.1K - $19.9K
|
8.52K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.24K- 2.15% |
$27.5K - $36.1K
|
56.2K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-985- 22.08% |
$21.9K - $28.8K
|
3.48K
$103K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-207- 4.55% |
$4.61K - $6.05K
|
4.34K
$129K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
314K+ 7.86% |
$6.99M - $9.17M
|
4.31M
$128M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.02K+ 26.42% |
$89.6K - $118K
|
19.3K
$572K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
46+ 0.38% |
$1.02K - $1.34K
|
12.1K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
767+ 3.94% |
$17.1K - $22.4K
|
20.2K
$601K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
17.1K+ 41.23% |
$382K - $501K
|
58.7K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-48.6K- 36.0% |
$1.08M - $1.42M
|
86.3K
$2.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.89K+ 3.72% |
$109K - $143K
|
136K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
83.3K+ 4.38% |
$1.85M - $2.43M
|
1.99M
$59M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.4K- 2.24% |
$320K - $419K
|
626K
$18.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
556K+ 674.42% |
$12.4M - $16.2M
|
639K
$19M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
424+ 1.9% |
$9.44K - $12.4K
|
22.7K
$674K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-53.8K- 14.3% |
$1.2M - $1.57M
|
323K
$9.58M
|