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
|
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
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.49K- 2.33% |
$55.5K - $72.8K
|
105K
$3.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 3.14% |
$58.8K - $77.1K
|
86.7K
$2.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
121K+ 1.82% |
$2.71M - $3.55M
|
6.81M
$202M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
1.88K+ 1.91% |
$41.8K - $54.8K
|
100K
$2.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-33.6K- 58.23% |
$748K - $982K
|
24.1K
$716K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.11K- 5.49% |
$24.8K - $32.5K
|
19.1K
$569K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9.18K- 7.96% |
$204K - $268K
|
106K
$3.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
16KNew |
$356K - $467K
|
16K
$475K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.38K+ 0.46% |
$30.8K - $40.3K
|
300K
$8.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.14K- 8.01% |
$25.4K - $33.3K
|
13.1K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.84M+ 4.54% |
$40.9M - $53.6M
|
42.3M
$1.26B
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
60.1K+ 555.88% |
$1.34M - $1.75M
|
70.9K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49K+ 7.69% |
$1.09M - $1.43M
|
686K
$20.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1+ 0.01% |
$22.3 - $29.2
|
17.2K
$510K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.01% |
$89.1 - $117
|
79.9K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
22.6K+ 17.36% |
$504K - $661K
|
153K
$4.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 3.93% |
$671K - $880K
|
797K
$23.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14.3KNew |
$319K - $418K
|
14.3K
$425K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
275K+ 2848.49% |
$6.12M - $8.02M
|
284K
$8.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6.84K+ 16.44% |
$152K - $200K
|
48.4K
$1.44M
|