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 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.19K- 0.72% |
$26.5K - $34.7K
|
165K
$4.89M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
68+ 0.14% |
$1.51K - $1.99K
|
50K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.77K+ 0.22% |
$84K - $110K
|
1.75M
$51.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
22.7K+ 1.98% |
$505K - $662K
|
1.17M
$34.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
11.2K+ 3.57% |
$249K - $326K
|
324K
$9.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-346- 0.1% |
$7.71K - $10.1K
|
340K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
123K+ 84.5% |
$2.75M - $3.6M
|
269K
$8M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
536+ 1.45% |
$11.9K - $15.7K
|
37.6K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
33+ 0.06% |
$735 - $964
|
58.2K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 2.83% |
$46K - $60.3K
|
75.1K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.1K+ 3.54% |
$113K - $149K
|
149K
$4.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-5.24K- 1.03% |
$117K - $153K
|
503K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41.9K+ 27.11% |
$933K - $1.22M
|
197K
$5.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-410- 2.03% |
$9.13K - $12K
|
19.8K
$588K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-19.1K- 9.26% |
$424K - $557K
|
187K
$5.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-863- 3.85% |
$19.2K - $25.2K
|
21.6K
$640K
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
47.6KNew |
$1.06M - $1.39M
|
47.6K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.25K+ 6.05% |
$27.9K - $36.6K
|
21.9K
$652K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-686- 2.72% |
$15.3K - $20K
|
24.6K
$729K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
744+ 3.69% |
$16.6K - $21.7K
|
20.9K
$621K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.03K- 0.4% |
$22.9K - $30.1K
|
254K
$7.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-140- 0.19% |
$3.12K - $4.09K
|
72K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-593- 1.51% |
$13.2K - $17.3K
|
38.7K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-523- 5.2% |
$11.6K - $15.3K
|
9.53K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.02KNew |
$156K - $205K
|
7.02K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.64K- 2.49% |
$81.1K - $106K
|
143K
$4.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
276K+ 25.6% |
$6.15M - $8.07M
|
1.36M
$40.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
9.49K+ 8.05% |
$211K - $277K
|
127K
$3.78M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.96K- 5.32% |
$65.9K - $86.5K
|
52.7K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.5K+ 5.58% |
$55.6K - $72.9K
|
47.2K
$1.4M
|
|
|
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
|