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 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
607+ 1.43% |
$15.1K - $17.6K
|
42.9K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
601+ 0.13% |
$15K - $17.4K
|
463K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
586+ 7.59% |
$14.6K - $17K
|
8.31K
$247K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
584New |
$14.5K - $16.9K
|
584
$17.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
551+ 17.47% |
$13.7K - $16K
|
3.71K
$110K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
548+ 62.84% |
$13.7K - $15.9K
|
1.42K
$42.2K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
516+ 0.73% |
$12.9K - $15K
|
70.7K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
511+ 2.57% |
$12.7K - $14.8K
|
20.4K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
491+ 0.1% |
$12.2K - $14.2K
|
501K
$14.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
483New |
$12K - $14K
|
483
$14.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
446+ 1.65% |
$11.1K - $12.9K
|
27.4K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
403+ 2.68% |
$10K - $11.7K
|
15.4K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
391+ 3.71% |
$9.74K - $11.3K
|
10.9K
$325K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
384+ 2.24% |
$9.57K - $11.1K
|
17.5K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
383+ 1.86% |
$9.54K - $11.1K
|
20.9K
$622K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
381+ 3.59% |
$9.49K - $11.1K
|
11K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
380+ 4.36% |
$9.47K - $11K
|
9.1K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
368+ 3.02% |
$9.17K - $10.7K
|
12.6K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
367+ 0.53% |
$9.14K - $10.7K
|
69.3K
$2.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350New |
$8.72K - $10.2K
|
350
$10.4K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
343+ 0.35% |
$8.54K - $9.95K
|
99.7K
$2.96M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
341+ 1.4% |
$8.49K - $9.9K
|
24.8K
$736K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
333+ 0.18% |
$8.3K - $9.66K
|
184K
$5.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
329+ 2.39% |
$8.2K - $9.55K
|
14.1K
$418K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
316+ 0.58% |
$7.87K - $9.17K
|
54.7K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
314+ 3.35% |
$7.82K - $9.11K
|
9.7K
$288K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
291+ 25.89% |
$7.25K - $8.44K
|
1.42K
$42K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
285+ 0.46% |
$7.1K - $8.27K
|
62.4K
$1.85M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
279+ 0.56% |
$6.95K - $8.1K
|
49.8K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
273+ 34.13% |
$6.8K - $7.92K
|
1.07K
$31.9K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
272+ 0.11% |
$6.78K - $7.89K
|
250K
$7.43M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
268New |
$6.68K - $7.78K
|
268
$7.96K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
264+ 0.46% |
$6.58K - $7.66K
|
58.1K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
256New |
$6.38K - $7.43K
|
256
$7.6K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
238+ 0.32% |
$5.93K - $6.91K
|
74.6K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
235+ 1.15% |
$5.85K - $6.82K
|
20.7K
$616K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
232New |
$5.78K - $6.73K
|
232
$6.89K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
214+ 5.31% |
$5.33K - $6.21K
|
4.25K
$126K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
210+ 2.35% |
$5.23K - $6.09K
|
9.13K
$271K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
208+ 0.13% |
$5.18K - $6.04K
|
154K
$4.58M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
208+ 1.13% |
$5.18K - $6.04K
|
18.6K
$551K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
197+ 2.12% |
$4.91K - $5.72K
|
9.5K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
196+ 1.34% |
$4.88K - $5.69K
|
14.9K
$441K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
189+ 1.37% |
$4.71K - $5.48K
|
14K
$415K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
185+ 0.72% |
$4.61K - $5.37K
|
25.7K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
182+ 0.74% |
$4.53K - $5.28K
|
24.7K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
176New |
$4.38K - $5.11K
|
176
$5.23K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
173+ 25.33% |
$4.31K - $5.02K
|
856
$25.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
163+ 1.48% |
$4.06K - $4.73K
|
11.2K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
155New |
$3.86K - $4.5K
|
155
$4.6K
|