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 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.97K+ 0.57% |
$98.9K - $115K
|
703K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.82K+ 1.17% |
$95.2K - $111K
|
329K
$9.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.73K+ 44.07% |
$92.8K - $108K
|
12.2K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 18.12% |
$91.5K - $107K
|
23.9K
$696K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.61K+ 2.48% |
$90K - $105K
|
149K
$4.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.59K+ 4.31% |
$89.3K - $104K
|
86.8K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.54K+ 24.56% |
$88.1K - $103K
|
17.9K
$522K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.27K+ 4.48% |
$81.5K - $95K
|
76.3K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.26K+ 4.21% |
$81.1K - $94.5K
|
80.5K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
3.25K+ 8.43% |
$81.1K - $94.4K
|
41.8K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.23KNew |
$80.4K - $93.7K
|
3.23K
$93.9K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.12KNew |
$77.8K - $90.6K
|
3.12K
$90.8K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.1K+ 7.31% |
$77.1K - $89.9K
|
45.5K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.06K+ 65.8% |
$76.2K - $88.8K
|
7.71K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.02K+ 40.08% |
$75.1K - $87.5K
|
10.5K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3K+ 39.63% |
$74.8K - $87.1K
|
10.6K
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$74.7K - $87.1K
|
3K
$87.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.98K+ 18.6% |
$74.1K - $86.3K
|
19K
$552K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.97KNew |
$74K - $86.2K
|
2.97K
$86.4K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.86K+ 10.79% |
$71.2K - $82.9K
|
29.3K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.83K+ 1.2% |
$70.4K - $82K
|
239K
$6.95M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.82K+ 15.11% |
$70.2K - $81.8K
|
21.5K
$625K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.81K+ 234.0% |
$69.9K - $81.5K
|
4.01K
$117K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.81K+ 0.82% |
$69.9K - $81.4K
|
343K
$9.98M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.73K+ 0.52% |
$68K - $79.2K
|
529K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.7K+ 0.43% |
$67.2K - $78.3K
|
627K
$18.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.64K+ 36.25% |
$65.7K - $76.6K
|
9.92K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.64K+ 3.69% |
$65.6K - $76.5K
|
74.1K
$2.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2.64K+ 2.58% |
$65.6K - $76.5K
|
105K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.6K+ 9.55% |
$64.8K - $75.5K
|
29.9K
$868K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.54K+ 2.4% |
$63.2K - $73.6K
|
108K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.51KNew |
$62.5K - $72.9K
|
2.51K
$73K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.43K+ 33.7% |
$60.6K - $70.6K
|
9.65K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.4K+ 3.64% |
$59.7K - $69.5K
|
68.2K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
2.34K+ 3.14% |
$58.4K - $68K
|
77.1K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.34K+ 26.8% |
$58.2K - $67.8K
|
11.1K
$322K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.3K+ 1.01% |
$57.3K - $66.7K
|
230K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 2.46% |
$57.1K - $66.5K
|
95.4K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.24K+ 7.67% |
$55.8K - $65.1K
|
31.5K
$915K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
2.19K+ 9.06% |
$54.5K - $63.5K
|
26.3K
$766K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.18K+ 10.04% |
$54.3K - $63.3K
|
23.9K
$695K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.17K+ 1.83% |
$54.1K - $63.1K
|
121K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.16K+ 3.61% |
$53.7K - $62.5K
|
61.8K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.13K+ 13.23% |
$53K - $61.7K
|
18.2K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.11K+ 1.71% |
$52.6K - $61.2K
|
126K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.1K+ 5.97% |
$52.2K - $60.8K
|
37.2K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.07KNew |
$51.5K - $60K
|
2.07K
$60.2K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.05K+ 3.6% |
$51.1K - $59.5K
|
58.9K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.03K+ 11.25% |
$50.6K - $58.9K
|
20.1K
$584K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.03KNew |
$50.4K - $58.8K
|
2.03K
$58.9K
|