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
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
151+ 0.29% |
$3.76K - $4.38K
|
51.7K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
146New |
$3.64K - $4.24K
|
146
$4.33K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
141New |
$3.51K - $4.09K
|
141
$4.19K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
112+ 0.4% |
$2.79K - $3.25K
|
28.4K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
108+ 8.82% |
$2.69K - $3.13K
|
1.33K
$39.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
106New |
$2.64K - $3.08K
|
106
$3.15K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
81+ 0.48% |
$2.02K - $2.35K
|
16.9K
$501K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
70New |
$1.74K - $2.03K
|
70
$2.08K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
64+ 0.01% |
$1.59K - $1.86K
|
803K
$23.8M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
62+ 0.39% |
$1.54K - $1.8K
|
16K
$474K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
60+ 0.21% |
$1.49K - $1.74K
|
28.1K
$835K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
58+ 0.11% |
$1.44K - $1.68K
|
51.5K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
53+ 0.07% |
$1.32K - $1.54K
|
74.1K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 12.25% |
$1.25K - $1.45K
|
458
$13.6K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
45+ 0.43% |
$1.12K - $1.31K
|
10.5K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
45+ 0.11% |
$1.12K - $1.31K
|
40.6K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 0.08% |
$1.05K - $1.22K
|
55.6K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
40+ 0.01% |
$996 - $1.16K
|
794K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
38+ 0.1% |
$947 - $1.1K
|
38.2K
$1.13M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36+ 0.62% |
$897 - $1.04K
|
5.82K
$173K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
34+ 0.91% |
$847 - $987
|
3.78K
$112K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
30+ 0.11% |
$747 - $871
|
26.4K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
26+ 0.11% |
$648 - $755
|
23.2K
$688K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
23+ 0.06% |
$573 - $667
|
37.7K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
20+ 0.11% |
$498 - $580
|
17.5K
$518K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
19+ 0.13% |
$473 - $551
|
14.7K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
19+ 1.4% |
$473 - $551
|
1.38K
$40.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
19+ 0.1% |
$473 - $551
|
19.4K
$576K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
18+ 0.11% |
$448 - $522
|
16.1K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
17+ 0.11% |
$423 - $493
|
14.9K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
17+ 0.11% |
$423 - $493
|
15.1K
$447K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
17+ 0.34% |
$423 - $493
|
5.06K
$150K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
16+ 0.11% |
$399 - $464
|
15.1K
$449K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15+ 0.15% |
$374 - $435
|
9.71K
$288K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
12+ 0.11% |
$299 - $348
|
11.2K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
11New |
$274 - $319
|
11
$327
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
10+ 0.03% |
$249 - $290
|
33.9K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.06% |
$249 - $290
|
17.8K
$528K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
10+ 0.03% |
$249 - $290
|
35.2K
$1.05M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
8+ 1.33% |
$199 - $232
|
608
$18.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.1% |
$199 - $232
|
8.38K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7+ 0.01% |
$174 - $203
|
48.4K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 0.09% |
$174 - $203
|
7.8K
$232K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.04% |
$174 - $203
|
16.1K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
6+ 0.11% |
$149 - $174
|
5.64K
$168K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
6+ 0.01% |
$149 - $174
|
74.9K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.1% |
$125 - $145
|
4.9K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.06% |
$125 - $145
|
8.13K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
5+ 0.12% |
$125 - $145
|
4.02K
$119K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.01% |
$125 - $145
|
74.6K
$2.21M
|