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 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
232K+ 50.56% |
$5.16M - $6.77M
|
690K
$20.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.54K+ 42.62% |
$101K - $132K
|
15.2K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-294- 2.71% |
$6.55K - $8.59K
|
10.6K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
2.5K+ 2.96% |
$55.7K - $73.1K
|
87.1K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
289K+ 6.05% |
$6.45M - $8.45M
|
5.08M
$151M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.36KNew |
$164K - $215K
|
7.36K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-91.4K- 25.37% |
$2.04M - $2.67M
|
269K
$7.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
37.3K+ 35.17% |
$830K - $1.09M
|
143K
$4.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
779+ 8.15% |
$17.3K - $22.8K
|
10.3K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
39.2K+ 1.35% |
$873K - $1.15M
|
2.95M
$87.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-666- 2.15% |
$14.8K - $19.5K
|
30.3K
$898K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.2K- 1.73% |
$26.7K - $35.1K
|
68.2K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8.52K- 2.72% |
$190K - $249K
|
305K
$9.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-10K- 6.87% |
$223K - $293K
|
136K
$4.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21KNew |
$468K - $614K
|
21K
$624K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.2K+ 11.17% |
$272K - $357K
|
122K
$3.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-204- 2.48% |
$4.54K - $5.96K
|
8.01K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-5.11K- 26.45% |
$114K - $149K
|
14.2K
$422K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
234K+ 5.11% |
$5.22M - $6.84M
|
4.81M
$143M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-235- 0.47% |
$5.23K - $6.86K
|
49.3K
$1.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
46.6KNew |
$1.04M - $1.36M
|
46.6K
$1.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.68K+ 56.72% |
$104K - $137K
|
12.9K
$384K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.03K- 9.05% |
$22.8K - $29.9K
|
10.3K
$306K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
420+ 3.73% |
$9.35K - $12.3K
|
11.7K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
300+ 0.74% |
$6.68K - $8.76K
|
40.8K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-3.35K- 16.4% |
$74.7K - $98K
|
17.1K
$508K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.1% |
$223 - $292
|
10.5K
$312K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
764New |
$17K - $22.3K
|
764
$22.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-168K- 12.17% |
$3.74M - $4.91M
|
1.21M
$36M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
45.8K+ 6.27% |
$1.02M - $1.34M
|
776K
$23M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
15+ 0.14% |
$334 - $438
|
10.8K
$322K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
367+ 2.31% |
$8.17K - $10.7K
|
16.3K
$483K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
26.9KNew |
$600K - $787K
|
26.9K
$799K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.01% |
$22.3 - $29.2
|
7.95K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-690- 0.91% |
$15.4K - $20.2K
|
75.5K
$2.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.87K+ 8.18% |
$86.1K - $113K
|
51.1K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
36+ 0.19% |
$802 - $1.05K
|
19K
$564K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-135- 0.58% |
$3.01K - $3.94K
|
23.1K
$686K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
675+ 12.17% |
$15K - $19.7K
|
6.22K
$185K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.42KNew |
$53.8K - $70.6K
|
2.42K
$71.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.84K+ 52.96% |
$63.2K - $82.9K
|
8.19K
$243K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-167- 0.34% |
$3.72K - $4.88K
|
49.5K
$1.47M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
385New |
$8.57K - $11.2K
|
385
$11.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.89KNew |
$176K - $230K
|
7.89K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.1% |
$22.3 - $29.2
|
1.02K
$30.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
67.7K+ 5.45% |
$1.51M - $1.98M
|
1.31M
$38.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
4.55K+ 8.55% |
$101K - $133K
|
57.7K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 22.08% |
$48.7K - $63.9K
|
12.1K
$359K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-96- 0.74% |
$2.14K - $2.8K
|
12.8K
$381K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1+ 0.01% |
$22.3 - $29.2
|
10.4K
$308K
|