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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
32.4K+ 2.07% |
$721K - $945K
|
1.6M
$46.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30.3K+ 6.23% |
$674K - $884K
|
516K
$15M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 3.93% |
$671K - $880K
|
797K
$23.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30K+ 1.79% |
$668K - $876K
|
1.71M
$49.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
29.9KNew |
$666K - $874K
|
29.9K
$870K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
29.6K+ 248.08% |
$660K - $865K
|
41.6K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.2K+ 36.18% |
$651K - $854K
|
110K
$3.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
29.2KNew |
$651K - $854K
|
29.2K
$850K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
29.2K+ 4.9% |
$650K - $852K
|
624K
$18.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
28.5K+ 9.55% |
$635K - $833K
|
327K
$9.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27.5K+ 16.23% |
$612K - $802K
|
197K
$5.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
26.9KNew |
$600K - $787K
|
26.9K
$783K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
25.9K+ 17.75% |
$577K - $757K
|
172K
$5M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
25.8K+ 3.87% |
$575K - $754K
|
693K
$20.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
22.7K+ 1.98% |
$505K - $662K
|
1.17M
$33.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
22.6K+ 17.36% |
$504K - $661K
|
153K
$4.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21KNew |
$468K - $614K
|
21K
$612K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
17.4K+ 62.43% |
$387K - $508K
|
45.3K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
17.1K+ 41.23% |
$382K - $501K
|
58.7K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
16KNew |
$356K - $467K
|
16K
$465K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
15.1KNew |
$335K - $440K
|
15.1K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14.3KNew |
$319K - $418K
|
14.3K
$416K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14.2K+ 16.15% |
$316K - $414K
|
102K
$2.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
13.1K+ 18.27% |
$292K - $383K
|
85K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.2K+ 11.17% |
$272K - $357K
|
122K
$3.54M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
11.8K+ 29.21% |
$264K - $346K
|
52.4K
$1.52M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11.6KNew |
$258K - $339K
|
11.6K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
11.4K+ 29.58% |
$253K - $332K
|
49.8K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
11.2K+ 3.57% |
$249K - $326K
|
324K
$9.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
10.5K+ 1.32% |
$233K - $306K
|
804K
$23.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
9.49K+ 8.05% |
$211K - $277K
|
127K
$3.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.45K+ 4.48% |
$211K - $276K
|
221K
$6.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
8.73K+ 4.29% |
$194K - $255K
|
212K
$6.17M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
8.53K+ 3.23% |
$190K - $249K
|
273K
$7.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.46KNew |
$188K - $247K
|
8.46K
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
8.42KNew |
$188K - $246K
|
8.42K
$245K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
7.9KNew |
$176K - $231K
|
7.9K
$230K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.89KNew |
$176K - $230K
|
7.89K
$230K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.68K+ 1.24% |
$171K - $224K
|
627K
$18.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
7.62KNew |
$170K - $222K
|
7.62K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
7.57KNew |
$169K - $221K
|
7.57K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.42KNew |
$165K - $217K
|
7.42K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.36KNew |
$164K - $215K
|
7.36K
$214K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.34KNew |
$164K - $214K
|
7.34K
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.22KNew |
$161K - $211K
|
7.22K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.02KNew |
$156K - $205K
|
7.02K
$204K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.01KNew |
$156K - $205K
|
7.01K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
6.89KNew |
$153K - $201K
|
6.89K
$200K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6.84K+ 16.44% |
$152K - $200K
|
48.4K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
6.7K+ 4.31% |
$149K - $196K
|
162K
$4.72M
|