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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5+ 0.02% |
$125 - $145
|
29K
$861K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.03% |
$99.6 - $116
|
12.5K
$370K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.03% |
$74.7 - $87.1
|
8.72K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3+ 0.02% |
$74.7 - $87.1
|
16.1K
$477K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2+ 0.02% |
$49.8 - $58
|
8.23K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.02% |
$49.8 - $58
|
12.5K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.05% |
$49.8 - $58
|
4.38K
$130K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2+ 0.01% |
$49.8 - $58
|
14.6K
$434K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.01% |
$49.8 - $58
|
27.8K
$826K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2+ 0.11% |
$49.8 - $58
|
1.81K
$53.8K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 50.0% |
$24.9 - $29
|
3
$89.1
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$24.9 - $29
|
5.44K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.34% |
$24.9 - $29
|
291
$8.64K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.0% |
$24.9 - $29
|
45.7K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.17% |
$24.9 - $29
|
603
$17.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.11% |
$24.9 - $29
|
877
$26K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.01% |
$24.9 - $29
|
9.46K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.29% |
$24.9 - $29
|
348
$10.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$24.9 - $29
|
9.41K
$279K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.01% |
$24.9 - $29
|
8.18K
$243K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.83M+ 395.25% |
$47.4M - $193M
|
2.29M
$68M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
992K+ 292.63% |
$25.7M - $104M
|
1.33M
$39.5M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
963K+ 300.13% |
$25M - $101M
|
1.28M
$38.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
482K+ 324.09% |
$12.5M - $50.8M
|
631K
$18.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
315K+ 222.32% |
$8.16M - $33.1M
|
456K
$13.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
218K+ 320.24% |
$5.66M - $23M
|
287K
$8.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
141K+ 297.4% |
$3.66M - $14.9M
|
189K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
136K+ 88260.39% |
$3.52M - $14.3M
|
136K
$4.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133K+ 354.15% |
$3.45M - $14M
|
171K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
118KNew |
$3.06M - $12.4M
|
118K
$3.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
113KNew |
$2.94M - $11.9M
|
113K
$3.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
109K+ 300.0% |
$2.84M - $11.5M
|
146K
$4.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
106K+ 571.32% |
$2.74M - $11.1M
|
124K
$3.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
102KNew |
$2.63M - $10.7M
|
102K
$3.02M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
90.9KNew |
$2.36M - $9.57M
|
90.9K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
86.3K+ 200.0% |
$2.24M - $9.09M
|
130K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
76.7K+ 300.0% |
$1.99M - $8.07M
|
102K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
76.7K+ 300.0% |
$1.99M - $8.07M
|
102K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
75.2K+ 304.04% |
$1.95M - $7.92M
|
99.9K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
74.7K+ 332.54% |
$1.94M - $7.86M
|
97.1K
$2.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
72.7KNew |
$1.89M - $7.66M
|
72.7K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
69.7K+ 202.91% |
$1.81M - $7.34M
|
104K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
68.9KNew |
$1.79M - $7.25M
|
68.9K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
68.1KNew |
$1.77M - $7.17M
|
68.1K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.8K+ 3171.42% |
$1.71M - $6.93M
|
67.9K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
65.1K+ 299.29% |
$1.69M - $6.85M
|
86.8K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
64.5K+ 300.0% |
$1.67M - $6.8M
|
86K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
61.3K+ 300.02% |
$1.59M - $6.45M
|
81.7K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
59.7K+ 291.75% |
$1.55M - $6.29M
|
80.2K
$2.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58.1K+ 300.0% |
$1.51M - $6.12M
|
77.5K
$2.3M
|
|