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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.84M+ 4.54% |
$40.9M - $53.6M
|
42.3M
$1.23B
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.06MNew |
$23.6M - $30.9M
|
1.06M
$30.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
610K+ 27.95% |
$13.6M - $17.8M
|
2.79M
$81.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
556K+ 674.42% |
$12.4M - $16.2M
|
639K
$18.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
314K+ 7.86% |
$6.99M - $9.17M
|
4.31M
$125M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
290KNew |
$6.46M - $8.47M
|
290K
$8.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
289K+ 6.05% |
$6.45M - $8.45M
|
5.08M
$148M
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
289KNew |
$6.42M - $8.43M
|
289K
$8.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
276K+ 25.6% |
$6.15M - $8.07M
|
1.36M
$39.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
275K+ 2848.49% |
$6.12M - $8.02M
|
284K
$8.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
234K+ 5.11% |
$5.22M - $6.84M
|
4.81M
$140M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
232K+ 50.56% |
$5.16M - $6.77M
|
690K
$20.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
203K+ 12.9% |
$4.53M - $5.94M
|
1.78M
$51.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
183K+ 2712.89% |
$4.07M - $5.34M
|
190K
$5.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
157KNew |
$3.49M - $4.58M
|
157K
$4.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
123K+ 84.5% |
$2.75M - $3.6M
|
269K
$7.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
123K+ 41.26% |
$2.74M - $3.6M
|
421K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
121K+ 1.82% |
$2.71M - $3.55M
|
6.81M
$198M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
107K+ 13.96% |
$2.38M - $3.12M
|
871K
$25.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
102K+ 26.13% |
$2.28M - $2.99M
|
494K
$14.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
95.2K+ 1055.81% |
$2.12M - $2.78M
|
104K
$3.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
92.2KNew |
$2.05M - $2.69M
|
92.2K
$2.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
90K+ 3.14% |
$2M - $2.63M
|
2.96M
$86.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
85.5K+ 132.06% |
$1.9M - $2.5M
|
150K
$4.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
84.9K+ 20.07% |
$1.89M - $2.48M
|
508K
$14.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
83.3K+ 4.38% |
$1.85M - $2.43M
|
1.99M
$57.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
79K+ 2.58% |
$1.76M - $2.31M
|
3.14M
$91.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
69.4K+ 738.3% |
$1.54M - $2.03M
|
78.8K
$2.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
67.7K+ 5.45% |
$1.51M - $1.98M
|
1.31M
$38.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
62.7KNew |
$1.4M - $1.83M
|
62.7K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
60.1K+ 555.88% |
$1.34M - $1.75M
|
70.9K
$2.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
54.4K+ 11.76% |
$1.21M - $1.59M
|
517K
$15M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
53.9KNew |
$1.2M - $1.57M
|
53.9K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49K+ 7.69% |
$1.09M - $1.43M
|
686K
$20M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
47.6KNew |
$1.06M - $1.39M
|
47.6K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
46.6KNew |
$1.04M - $1.36M
|
46.6K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
45.8K+ 6.27% |
$1.02M - $1.34M
|
776K
$22.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
44.5K+ 220.94% |
$991K - $1.3M
|
64.7K
$1.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43.2K+ 11.2% |
$962K - $1.26M
|
429K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41.9K+ 27.11% |
$933K - $1.22M
|
197K
$5.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
40.2K+ 4.1% |
$896K - $1.17M
|
1.02M
$29.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
39.2K+ 1.35% |
$873K - $1.15M
|
2.95M
$85.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
37.3K+ 35.17% |
$830K - $1.09M
|
143K
$4.17M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
36.1K+ 15.39% |
$805K - $1.06M
|
271K
$7.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
36.1K+ 6.29% |
$803K - $1.05M
|
609K
$17.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
34K+ 5.1% |
$757K - $993K
|
701K
$20.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
33.2K+ 60.01% |
$739K - $969K
|
88.5K
$2.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
32.4K+ 2.07% |
$721K - $945K
|
1.6M
$46.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30.3K+ 6.23% |
$674K - $884K
|
516K
$15M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 3.93% |
$671K - $880K
|
797K
$23.2M
|