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 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.95KNew |
$48.5K - $56.5K
|
1.95K
$56.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.91KNew |
$47.6K - $55.4K
|
1.91K
$55.6K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.89K+ 24.32% |
$47.1K - $54.8K
|
9.66K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1.81K+ 15.62% |
$45.1K - $52.5K
|
13.4K
$390K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.8KNew |
$44.7K - $52.1K
|
1.8K
$52.2K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
1.76K+ 1.4% |
$43.9K - $51.2K
|
128K
$3.72M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.73K+ 12.42% |
$43.1K - $50.2K
|
15.7K
$456K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.72K+ 7.2% |
$42.8K - $49.9K
|
25.6K
$745K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.64K+ 0.95% |
$40.7K - $47.4K
|
174K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.58KNew |
$39.4K - $45.9K
|
1.58K
$46K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
1.53K+ 3.68% |
$38.2K - $44.5K
|
43.3K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.53K+ 12.4% |
$38K - $44.3K
|
13.8K
$403K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.52K+ 5.42% |
$37.8K - $44K
|
29.5K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.5KNew |
$37.2K - $43.4K
|
1.5K
$43.5K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.46K+ 5.23% |
$36.5K - $42.5K
|
29.5K
$857K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.45K+ 14.71% |
$36.1K - $42.1K
|
11.3K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.43K+ 3.52% |
$35.5K - $41.4K
|
41.9K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.42K+ 6.13% |
$35.5K - $41.3K
|
24.7K
$717K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.38K+ 7.28% |
$34.4K - $40.1K
|
20.4K
$592K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.36K+ 17.68% |
$34K - $39.6K
|
9.07K
$264K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 25.65% |
$30.1K - $35.1K
|
5.93K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.17K+ 0.85% |
$29.1K - $34K
|
139K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.12K+ 0.6% |
$28K - $32.6K
|
188K
$5.47M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
965+ 3.34% |
$24K - $28K
|
29.8K
$868K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
956+ 4.91% |
$23.8K - $27.7K
|
20.4K
$594K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
937+ 7.26% |
$23.3K - $27.2K
|
13.8K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
891+ 4.76% |
$22.2K - $25.9K
|
19.6K
$570K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
881New |
$21.9K - $25.6K
|
881
$25.6K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
852+ 4.08% |
$21.2K - $24.7K
|
21.7K
$632K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
846+ 6.67% |
$21.1K - $24.6K
|
13.5K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
844+ 0.6% |
$21K - $24.5K
|
143K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
830+ 26.93% |
$20.7K - $24.1K
|
3.91K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
825+ 202.21% |
$20.6K - $23.9K
|
1.23K
$35.9K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
820+ 4.67% |
$20.4K - $23.8K
|
18.4K
$535K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
814New |
$20.3K - $23.6K
|
814
$23.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
813+ 16260.0% |
$20.3K - $23.6K
|
818
$23.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
763+ 0.22% |
$19K - $22.1K
|
343K
$9.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
750+ 8.96% |
$18.7K - $21.8K
|
9.12K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
748+ 6.86% |
$18.6K - $21.7K
|
11.6K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
748New |
$18.6K - $21.7K
|
748
$21.8K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
743+ 0.37% |
$18.5K - $21.6K
|
200K
$5.83M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
720+ 29.9% |
$17.9K - $20.9K
|
3.13K
$91K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
712+ 6.92% |
$17.7K - $20.7K
|
11K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
712New |
$17.7K - $20.7K
|
712
$20.7K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
678+ 4.06% |
$16.9K - $19.7K
|
17.4K
$505K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
662+ 0.19% |
$16.5K - $19.2K
|
341K
$9.92M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
661+ 5.25% |
$16.5K - $19.2K
|
13.2K
$385K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
652+ 8.89% |
$16.2K - $18.9K
|
7.99K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
650+ 2.3% |
$16.2K - $18.9K
|
28.9K
$842K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
647New |
$16.1K - $18.8K
|
647
$18.8K
|