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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
16MNew |
$464M - $516M
|
16M
$509M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08MNew |
$31.2M - $34.7M
|
1.08M
$34.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
468K+ 44.26% |
$13.5M - $15.1M
|
1.53M
$48.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
440K+ 15.75% |
$12.7M - $14.2M
|
3.23M
$103M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
408K+ 69.36% |
$11.8M - $13.1M
|
996K
$31.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
244K+ 29.89% |
$7.06M - $7.86M
|
1.06M
$33.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
235K+ 81.05% |
$6.8M - $7.56M
|
525K
$16.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
232KNew |
$6.71M - $7.47M
|
232K
$7.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
207K+ 3.04% |
$5.99M - $6.67M
|
7.01M
$223M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
188K+ 75.61% |
$5.43M - $6.04M
|
436K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
174K+ 9.47% |
$5.02M - $5.59M
|
2.01M
$63.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
167K+ 10.03% |
$4.83M - $5.38M
|
1.83M
$58.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
159K+ 51.62% |
$4.59M - $5.11M
|
466K
$14.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
156K+ 9.72% |
$4.51M - $5.02M
|
1.76M
$55.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
156K+ 16.54% |
$4.51M - $5.02M
|
1.1M
$34.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
155K+ 3.24% |
$4.49M - $4.99M
|
4.95M
$157M
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
BUY
|
- |
141KNew |
$4.08M - $4.54M
|
141K
$4.48M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
126KNew |
$3.64M - $4.05M
|
126K
$3.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
119K+ 32.81% |
$3.45M - $3.85M
|
484K
$15.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
119K+ 111.86% |
$3.43M - $3.82M
|
225K
$7.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
117K+ 13.37% |
$3.37M - $3.75M
|
988K
$31.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
108K+ 6.71% |
$3.13M - $3.49M
|
1.72M
$54.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
102K+ 194.48% |
$2.95M - $3.28M
|
154K
$4.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
92K+ 1.89% |
$2.66M - $2.96M
|
4.96M
$157M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
90K+ 197.64% |
$2.6M - $2.9M
|
136K
$4.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
81.1K+ 65.4% |
$2.35M - $2.61M
|
205K
$6.51M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
74.5K+ 14.83% |
$2.16M - $2.4M
|
577K
$18.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
74.5K+ 10.2% |
$2.15M - $2.4M
|
805K
$25.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
68.4K+ 50.53% |
$1.98M - $2.2M
|
204K
$6.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
67.4K+ 64.66% |
$1.95M - $2.17M
|
172K
$5.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
67.3K+ 165.03% |
$1.95M - $2.17M
|
108K
$3.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
67.1K+ 40.27% |
$1.94M - $2.16M
|
234K
$7.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
67K+ 44.58% |
$1.94M - $2.16M
|
217K
$6.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
66K+ 13.01% |
$1.91M - $2.13M
|
574K
$18.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
65.9K+ 12.97% |
$1.91M - $2.12M
|
574K
$18.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
60.4K+ 3.39% |
$1.75M - $1.94M
|
1.84M
$58.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
60K+ 18.2% |
$1.73M - $1.93M
|
389K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
59.6K+ 7.49% |
$1.72M - $1.92M
|
855K
$27.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.6K+ 6.97% |
$1.61M - $1.79M
|
853K
$27.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
54.6KNew |
$1.58M - $1.76M
|
54.6K
$1.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
53.1KNew |
$1.54M - $1.71M
|
53.1K
$1.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
49.9K+ 63.34% |
$1.44M - $1.61M
|
129K
$4.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
49.7K+ 34.7% |
$1.44M - $1.6M
|
193K
$6.12M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
49.2K+ 84.6% |
$1.42M - $1.58M
|
107K
$3.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
49K+ 5.11% |
$1.42M - $1.58M
|
1.01M
$32M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
45.7K+ 5.24% |
$1.32M - $1.47M
|
918K
$29.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
44.6K+ 16.4% |
$1.29M - $1.44M
|
317K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
44.6K+ 11.38% |
$1.29M - $1.43M
|
436K
$13.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
43.5K+ 5.04% |
$1.26M - $1.4M
|
907K
$28.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
43.5K+ 26.09% |
$1.26M - $1.4M
|
210K
$6.67M
|