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 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
157KNew |
$3.49M - $4.58M
|
157K
$4.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.22KNew |
$161K - $211K
|
7.22K
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
102K+ 26.13% |
$2.28M - $2.99M
|
494K
$14.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.4K- 39.1% |
$275K - $361K
|
19.3K
$572K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-496- 1.13% |
$11K - $14.5K
|
43.4K
$1.29M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.34KNew |
$164K - $214K
|
7.34K
$218K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.1K- 0.44% |
$91.3K - $120K
|
930K
$27.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
6.45K+ 18.69% |
$144K - $188K
|
41K
$1.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
29.6K+ 248.08% |
$660K - $865K
|
41.6K
$1.23M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
85.5K+ 132.06% |
$1.9M - $2.5M
|
150K
$4.46M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
290KNew |
$6.46M - $8.47M
|
290K
$8.61M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11.6KNew |
$258K - $339K
|
11.6K
$344K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
8.53K+ 3.23% |
$190K - $249K
|
273K
$8.11M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30K+ 1.79% |
$668K - $876K
|
1.71M
$50.6M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-2.2K- 17.09% |
$54.7K - $63.7K
|
10.7K
$316K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.27MNew |
$56.6M - $66M
|
2.27M
$67.5M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
647New |
$16.1K - $18.8K
|
647
$19.2K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
4.85K+ 5.06% |
$121K - $141K
|
101K
$2.99M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-254K- 24.66% |
$6.33M - $7.38M
|
776K
$23.1M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-30.3KClosed |
$756K - $880K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
443K+ 1428516.12% |
$11M - $12.9M
|
443K
$13.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
523K+ 2898.87% |
$13M - $15.2M
|
541K
$16.1M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
182K+ 409.97% |
$4.53M - $5.28M
|
226K
$6.72M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
584New |
$14.5K - $16.9K
|
584
$17.3K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-105K- 11.74% |
$2.63M - $3.06M
|
793K
$23.5M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.32K+ 11.76% |
$207K - $241K
|
79.1K
$2.35M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.23K+ 52.02% |
$155K - $181K
|
18.2K
$541K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.89K+ 24.32% |
$47.1K - $54.8K
|
9.66K
$287K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
617K+ 607.57% |
$15.4M - $17.9M
|
719K
$21.3M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-120- 1.81% |
$2.99K - $3.48K
|
6.5K
$193K
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
SELL
|
- |
-2.4K- 3.2% |
$59.7K - $69.6K
|
72.5K
$2.15M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
27.4K+ 7.53% |
$682K - $795K
|
391K
$11.6M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
141K+ 114.66% |
$3.5M - $4.08M
|
263K
$7.82M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
279+ 0.56% |
$6.95K - $8.1K
|
49.8K
$1.48M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
123K+ 1097.25% |
$3.07M - $3.57M
|
134K
$3.99M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-64.7K- 96.17% |
$1.61M - $1.88M
|
2.57K
$76.4K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.32K+ 267.94% |
$207K - $241K
|
11.4K
$339K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
8+ 1.33% |
$199 - $232
|
608
$18.1K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.12KNew |
$77.8K - $90.6K
|
3.12K
$92.7K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-13.7K- 4.98% |
$342K - $399K
|
262K
$7.79M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-232- 51.33% |
$5.78K - $6.73K
|
220
$6.53K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
511+ 2.57% |
$12.7K - $14.8K
|
20.4K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.7K+ 12.86% |
$466K - $543K
|
164K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
68.8K+ 248.68% |
$1.71M - $2M
|
96.5K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.9K+ 2.21% |
$172K - $200K
|
319K
$9.48M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-269- 0.2% |
$6.7K - $7.81K
|
132K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.06K+ 65.8% |
$76.2K - $88.8K
|
7.71K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-710- 2.37% |
$17.7K - $20.6K
|
29.2K
$868K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-575- 1.61% |
$14.3K - $16.7K
|
35.2K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-52.6K- 23.12% |
$1.31M - $1.53M
|
175K
$5.19M
|
|