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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
680K+ 466.09% |
$16.9M - $19.7M
|
826K
$20.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
494K+ 29.25% |
$12.3M - $14.3M
|
2.18M
$54.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
367K+ 2000.11% |
$9.14M - $10.7M
|
385K
$9.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
300K+ 21.75% |
$7.47M - $8.7M
|
1.68M
$42M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
299K+ 1116.12% |
$7.45M - $8.68M
|
326K
$8.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
139KNew |
$3.46M - $4.03M
|
139K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
127K+ 19.1% |
$3.17M - $3.69M
|
793K
$19.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
120K+ 4.37% |
$2.99M - $3.48M
|
2.87M
$71.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
117K+ 20.89% |
$2.92M - $3.4M
|
679K
$17M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
70.6K+ 23.09% |
$1.76M - $2.05M
|
376K
$9.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
69.4KNew |
$1.73M - $2.01M
|
69.4K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67.5K+ 3.68% |
$1.68M - $1.96M
|
1.9M
$47.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
61.4K+ 137.96% |
$1.53M - $1.78M
|
106K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
60.2KNew |
$1.5M - $1.75M
|
60.2K
$1.51M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
40.5KNew |
$1.01M - $1.18M
|
40.5K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
39K+ 1795.9% |
$972K - $1.13M
|
41.2K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.2K+ 7.8% |
$826K - $963K
|
458K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
32.2K+ 139.77% |
$803K - $935K
|
55.3K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
32.1K+ 25.65% |
$801K - $933K
|
157K
$3.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
30K+ 153.34% |
$746K - $869K
|
49.5K
$1.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
21.7K+ 4.29% |
$541K - $631K
|
528K
$13.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
21.5K+ 3.03% |
$535K - $623K
|
730K
$18.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
17.3K+ 2.99% |
$430K - $501K
|
595K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
16.3K+ 26.8% |
$406K - $473K
|
77.1K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
16K+ 0.88% |
$397K - $463K
|
1.83M
$45.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
15.3K+ 4.07% |
$382K - $445K
|
392K
$9.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
15K+ 29.26% |
$374K - $436K
|
66.4K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
14.8K+ 300.0% |
$368K - $429K
|
19.7K
$493K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13.2K+ 148.62% |
$328K - $382K
|
22K
$551K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.8K+ 8.78% |
$294K - $342K
|
146K
$3.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
11.8K+ 79.28% |
$293K - $342K
|
26.6K
$666K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.3K+ 562500.0% |
$280K - $326K
|
11.3K
$282K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.1KNew |
$276K - $321K
|
11.1K
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.91KNew |
$247K - $288K
|
9.91K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.99K+ 86.93% |
$224K - $261K
|
19.3K
$484K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
8.22KNew |
$205K - $238K
|
8.22K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.21K+ 1.71% |
$204K - $238K
|
490K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.06KNew |
$201K - $234K
|
8.06K
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.81K+ 6.14% |
$194K - $227K
|
135K
$3.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
6.81K+ 10.47% |
$170K - $198K
|
71.8K
$1.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.82K+ 4.21% |
$145K - $169K
|
144K
$3.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.73K+ 44.07% |
$92.8K - $108K
|
12.2K
$305K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
3.13K+ 6.25% |
$77.9K - $90.8K
|
53.2K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.88K+ 2.26% |
$71.8K - $83.6K
|
130K
$3.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.64K+ 2.29% |
$65.7K - $76.6K
|
118K
$2.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
2.37K+ 7.38% |
$59.1K - $68.8K
|
34.5K
$863K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.25K+ 1.71% |
$56K - $65.3K
|
134K
$3.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.85K+ 74.17% |
$46.1K - $53.7K
|
4.35K
$109K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.64K+ 2404.41% |
$40.7K - $47.4K
|
1.7K
$42.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.45K+ 14.71% |
$36.1K - $42.1K
|
11.3K
$283K
|