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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.2K+ 33.45% |
$278K - $324K
|
44.6K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.1K+ 7.28% |
$278K - $323K
|
164K
$4.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.1KNew |
$276K - $321K
|
11.1K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
10.9KNew |
$273K - $318K
|
10.9K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 2.95% |
$270K - $315K
|
379K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$267K - $312K
|
10.7K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.7KNew |
$267K - $311K
|
10.7K
$312K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.7K+ 117.99% |
$265K - $309K
|
19.7K
$573K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10.6K+ 3.91% |
$264K - $308K
|
282K
$8.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
10.4K+ 5.64% |
$259K - $302K
|
195K
$5.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
10.4K+ 24.67% |
$259K - $302K
|
52.5K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.2KNew |
$255K - $297K
|
10.2K
$297K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
10.1K+ 20.73% |
$252K - $293K
|
58.9K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
9.99KNew |
$249K - $290K
|
9.99K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.99K+ 0.36% |
$249K - $290K
|
2.78M
$80.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
9.99K+ 0.96% |
$249K - $290K
|
1.05M
$30.5M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
9.83KNew |
$245K - $285K
|
9.83K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.78K+ 1.71% |
$244K - $284K
|
581K
$16.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.75KNew |
$243K - $283K
|
9.75K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
9.67KNew |
$241K - $281K
|
9.67K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.67KNew |
$241K - $281K
|
9.67K
$281K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
9.52KNew |
$237K - $276K
|
9.52K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.49KNew |
$236K - $275K
|
9.49K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.37K+ 1968.49% |
$233K - $272K
|
9.85K
$286K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.28KNew |
$231K - $269K
|
9.28K
$270K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
9.23K+ 0.99% |
$230K - $268K
|
941K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.13KNew |
$227K - $265K
|
9.13K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.1K+ 11.77% |
$227K - $264K
|
86.4K
$2.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
9.07KNew |
$226K - $263K
|
9.07K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
9.05KNew |
$225K - $263K
|
9.05K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
8.97K+ 42.38% |
$223K - $260K
|
30.1K
$877K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
8.86KNew |
$221K - $257K
|
8.86K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
8.8K+ 13.41% |
$219K - $255K
|
74.4K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.76KNew |
$218K - $254K
|
8.76K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
8.76KNew |
$218K - $254K
|
8.76K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.67K+ 3.96% |
$216K - $251K
|
228K
$6.62M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
8.41KNew |
$210K - $244K
|
8.41K
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.4K+ 27.2% |
$209K - $244K
|
39.3K
$1.14M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.32K+ 11.76% |
$207K - $241K
|
79.1K
$2.3M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.32K+ 267.94% |
$207K - $241K
|
11.4K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.26K+ 39.67% |
$206K - $240K
|
29.1K
$846K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.21K+ 2.29% |
$204K - $238K
|
367K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.21K+ 1.71% |
$204K - $238K
|
490K
$14.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.06KNew |
$201K - $234K
|
8.06K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.88K+ 2.76% |
$196K - $229K
|
293K
$8.52M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.8K+ 124.43% |
$194K - $226K
|
14.1K
$409K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.7K+ 11.82% |
$192K - $224K
|
72.9K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7.39K+ 3.79% |
$184K - $215K
|
202K
$5.88M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.37K+ 9.02% |
$184K - $214K
|
89.1K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.34K+ 2.84% |
$183K - $213K
|
265K
$7.72M
|