Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHG)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.5M+ 653.67% |
$634M - $831M
|
32.8M
$997M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.98M+ 14.46% |
$155M - $204M
|
55.2M
$1.68B
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
4.8MNew |
$107M - $140M
|
4.8M
$146M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.52M+ 10.98% |
$101M - $132M
|
45.7M
$1.39B
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.25M+ 13.2% |
$72.3M - $94.9M
|
27.9M
$847M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.84M+ 4.54% |
$40.9M - $53.6M
|
42.3M
$1.29B
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.58M+ 22.34% |
$35.1M - $46.1M
|
8.64M
$263M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.55MNew |
$34.5M - $45.2M
|
1.55M
$47M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.51M+ 296.36% |
$33.6M - $44.1M
|
2.02M
$61.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.09M+ 132.08% |
$24.3M - $31.9M
|
1.92M
$58.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.06MNew |
$23.6M - $30.9M
|
1.06M
$32.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
936K+ 11.35% |
$20.8M - $27.3M
|
9.19M
$279M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
822K+ 157.56% |
$18.3M - $24M
|
1.34M
$40.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
780K+ 19.11% |
$17.4M - $22.8M
|
4.86M
$148M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
750K+ 2464.69% |
$16.7M - $21.9M
|
780K
$23.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
715K+ 314.98% |
$15.9M - $20.9M
|
942K
$28.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
665K+ 778.61% |
$14.8M - $19.4M
|
751K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
645K+ 425.87% |
$14.4M - $18.8M
|
796K
$24.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
610K+ 27.95% |
$13.6M - $17.8M
|
2.79M
$84.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
583K+ 51.0% |
$13M - $17M
|
1.73M
$52.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
556K+ 674.42% |
$12.4M - $16.2M
|
639K
$19.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
554KNew |
$12.3M - $16.2M
|
554K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
534K+ 3.09% |
$11.9M - $15.6M
|
17.8M
$541M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
531K+ 66.9% |
$11.8M - $15.5M
|
1.32M
$40.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
495K+ 3.34% |
$11M - $14.5M
|
15.3M
$465M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
456K+ 8.6% |
$10.2M - $13.3M
|
5.76M
$175M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
427K+ 1083.52% |
$9.5M - $12.5M
|
466K
$14.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
419K+ 8.29% |
$9.32M - $12.2M
|
5.47M
$166M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
418KNew |
$9.31M - $12.2M
|
418K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
402KNew |
$8.96M - $11.8M
|
402K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
393K+ 5.13% |
$8.76M - $11.5M
|
8.06M
$245M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
377K+ 25.91% |
$8.4M - $11M
|
1.83M
$55.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
368K+ 100.06% |
$8.21M - $10.8M
|
737K
$22.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
339K+ 12.18% |
$7.54M - $9.89M
|
3.12M
$94.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
328K+ 201.07% |
$7.31M - $9.59M
|
492K
$14.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
328K+ 25.52% |
$7.3M - $9.57M
|
1.61M
$49M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
324K+ 3873.38% |
$7.22M - $9.47M
|
332K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
322KNew |
$7.18M - $9.42M
|
322K
$9.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
319K+ 2.14% |
$7.1M - $9.31M
|
15.2M
$462M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
317K+ 22.96% |
$7.05M - $9.25M
|
1.7M
$51.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
316K+ 246.24% |
$7.03M - $9.22M
|
444K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
314K+ 7.86% |
$6.99M - $9.17M
|
4.31M
$131M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
309K+ 34.39% |
$6.89M - $9.03M
|
1.21M
$36.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
300KNew |
$6.68M - $8.76M
|
300K
$9.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
293K+ 48.37% |
$6.53M - $8.57M
|
900K
$27.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
290KNew |
$6.46M - $8.47M
|
290K
$8.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
289K+ 6.05% |
$6.45M - $8.45M
|
5.08M
$154M
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
289KNew |
$6.42M - $8.43M
|
289K
$8.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
286K+ 688.3% |
$6.36M - $8.34M
|
327K
$9.94M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
283K+ 3.71% |
$6.3M - $8.26M
|
7.9M
$240M
|