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 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.07K+ 33.59% |
$90.6K - $119K
|
16.2K
$480K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36+ 0.31% |
$802 - $1.05K
|
11.6K
$343K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
8+ 0.1% |
$178 - $234
|
8.13K
$241K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.01K- 3.01% |
$22.5K - $29.5K
|
32.6K
$968K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
183K+ 2712.89% |
$4.07M - $5.34M
|
190K
$5.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-47K- 27.5% |
$1.05M - $1.37M
|
124K
$3.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.77K- 4.51% |
$61.6K - $80.8K
|
58.5K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43.2K+ 11.2% |
$962K - $1.26M
|
429K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 3.74% |
$24.2K - $31.7K
|
27.9K
$829K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
25.8K+ 3.87% |
$575K - $754K
|
693K
$20.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-42- 0.34% |
$935 - $1.23K
|
12.2K
$361K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
58+ 0.07% |
$1.29K - $1.69K
|
89K
$2.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-687- 2.91% |
$15.3K - $20.1K
|
22.9K
$680K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.75K+ 14.62% |
$106K - $139K
|
37.2K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-6.83K- 25.66% |
$152K - $200K
|
19.8K
$588K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-59.2K- 49.87% |
$1.32M - $1.73M
|
59.5K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
6.28K+ 1.12% |
$140K - $183K
|
566K
$16.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8- 0.02% |
$178 - $234
|
34.6K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
69.4K+ 738.3% |
$1.54M - $2.03M
|
78.8K
$2.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
387+ 0.58% |
$8.62K - $11.3K
|
66.8K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-131- 0.79% |
$2.92K - $3.83K
|
16.4K
$487K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
107K+ 13.96% |
$2.38M - $3.12M
|
871K
$25.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
79K+ 2.58% |
$1.76M - $2.31M
|
3.14M
$93.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
23New |
$512 - $672
|
23
$683
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
517+ 0.33% |
$11.5K - $15.1K
|
156K
$4.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
289KNew |
$6.42M - $8.43M
|
289K
$8.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.68K+ 1.24% |
$171K - $224K
|
627K
$18.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-18K- 3.63% |
$401K - $525K
|
478K
$14.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.06MNew |
$23.6M - $30.9M
|
1.06M
$31.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-76.5K- 17.37% |
$1.7M - $2.24M
|
364K
$10.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13+ 0.1% |
$290 - $380
|
13.7K
$406K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.9KNew |
$42.2K - $55.4K
|
1.9K
$56.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
718+ 6.78% |
$16K - $21K
|
11.3K
$336K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.34K+ 7.33% |
$96.6K - $127K
|
63.5K
$1.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-61- 0.64% |
$1.36K - $1.78K
|
9.55K
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
69+ 0.62% |
$1.54K - $2.02K
|
11.2K
$333K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
90K+ 3.14% |
$2M - $2.63M
|
2.96M
$87.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-170- 6.95% |
$3.79K - $4.97K
|
2.28K
$67.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
15.1KNew |
$335K - $440K
|
15.1K
$447K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
25.9K+ 17.75% |
$577K - $757K
|
172K
$5.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
29.9KNew |
$666K - $874K
|
29.9K
$888K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
4+ 0.03% |
$89.1 - $117
|
14.8K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6.16K+ 5.94% |
$137K - $180K
|
110K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
44.5K+ 220.94% |
$991K - $1.3M
|
64.7K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
7.62KNew |
$170K - $222K
|
7.62K
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
92.2KNew |
$2.05M - $2.69M
|
92.2K
$2.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-123K- 51.44% |
$2.74M - $3.59M
|
116K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
53.9KNew |
$1.2M - $1.57M
|
53.9K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
36.1K+ 6.29% |
$803K - $1.05M
|
609K
$18.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.1% |
$178 - $234
|
8.14K
$242K
|