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 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.33K+ 2.26% |
$183K - $213K
|
332K
$9.65M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.28K+ 6.25% |
$181K - $211K
|
124K
$3.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.12K+ 74.77% |
$177K - $207K
|
16.6K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.05K+ 41.6% |
$176K - $204K
|
24K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.9K+ 2.21% |
$172K - $200K
|
319K
$9.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
6.89K+ 40.04% |
$172K - $200K
|
24.1K
$701K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.85K+ 6.12% |
$171K - $199K
|
119K
$3.46M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
6.83K+ 54.3% |
$170K - $198K
|
19.4K
$564K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.6K+ 22.02% |
$164K - $192K
|
36.6K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.58K+ 111.83% |
$164K - $191K
|
12.5K
$363K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.39K+ 14.28% |
$159K - $185K
|
51.1K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6.35K+ 26.95% |
$158K - $184K
|
29.9K
$870K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.24K+ 1424.66% |
$155K - $181K
|
6.68K
$194K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.23K+ 52.02% |
$155K - $181K
|
18.2K
$530K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6.1K+ 4.88% |
$152K - $177K
|
131K
$3.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.99K+ 4.99% |
$149K - $174K
|
126K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
5.92K+ 9.23% |
$147K - $172K
|
70K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.91K+ 19.48% |
$147K - $172K
|
36.3K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.82K+ 4.21% |
$145K - $169K
|
144K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.71K+ 12.23% |
$142K - $166K
|
52.4K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.7K+ 14.98% |
$142K - $166K
|
43.8K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.68K+ 6.35% |
$142K - $165K
|
95.1K
$2.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5.6K+ 5.05% |
$139K - $162K
|
116K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.31K+ 66.92% |
$132K - $154K
|
13.3K
$386K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.26K+ 3.22% |
$131K - $153K
|
169K
$4.9M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.24K+ 167.49% |
$131K - $152K
|
8.37K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.23KNew |
$130K - $152K
|
5.23K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.2K+ 8.56% |
$130K - $151K
|
66K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.2K+ 8.99% |
$130K - $151K
|
63K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.15K+ 23.38% |
$128K - $150K
|
27.2K
$791K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.09K+ 15.81% |
$127K - $148K
|
37.3K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5K+ 3.09% |
$125K - $145K
|
167K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.96K+ 12.11% |
$124K - $144K
|
45.9K
$1.34M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
4.85K+ 5.06% |
$121K - $141K
|
101K
$2.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.79K+ 28.95% |
$119K - $139K
|
21.3K
$620K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.77K+ 16.54% |
$119K - $139K
|
33.6K
$978K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.77K+ 1.17% |
$119K - $138K
|
413K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
4.73K+ 2.42% |
$118K - $137K
|
200K
$5.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.68K+ 9.02% |
$116K - $136K
|
56.5K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4.63K+ 20.47% |
$115K - $134K
|
27.3K
$793K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.58K+ 9.2% |
$114K - $133K
|
54.3K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.57KNew |
$114K - $133K
|
4.57K
$133K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.55K+ 4.93% |
$113K - $132K
|
96.9K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.35K+ 1.52% |
$108K - $126K
|
290K
$8.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.32K+ 2.71% |
$108K - $125K
|
164K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
4.28K+ 17.22% |
$107K - $124K
|
29.1K
$847K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.2K+ 0.44% |
$105K - $122K
|
948K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
4.11KNew |
$102K - $119K
|
4.11K
$120K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.03K+ 8.59% |
$100K - $117K
|
50.9K
$1.48M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
3.99K+ 16625.0% |
$99.4K - $116K
|
4.01K
$117K
|