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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
67.1K+ 40.27% |
$1.94M - $2.16M
|
234K
$7.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
67K+ 44.58% |
$1.94M - $2.16M
|
217K
$7.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
66K+ 13.01% |
$1.91M - $2.13M
|
574K
$18.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
65.9K+ 12.97% |
$1.91M - $2.12M
|
574K
$18.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
65.5K+ 12.57% |
$1.9M - $2.11M
|
587K
$18.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
63.6K+ 14.18% |
$1.84M - $2.05M
|
512K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
63.4K+ 17621.11% |
$1.83M - $2.04M
|
63.8K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
60.4K+ 3.39% |
$1.75M - $1.94M
|
1.84M
$59.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
60K+ 18.2% |
$1.73M - $1.93M
|
389K
$12.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
59.6K+ 7.49% |
$1.72M - $1.92M
|
855K
$27.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
58.9KNew |
$1.7M - $1.9M
|
58.9K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
57.9K+ 2.72% |
$1.67M - $1.86M
|
2.18M
$70.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
57.4K+ 9.52% |
$1.66M - $1.85M
|
660K
$21.3M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
56.5K+ 15.35% |
$1.63M - $1.82M
|
424K
$13.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56.1K+ 294.49% |
$1.62M - $1.81M
|
75.1K
$2.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.6K+ 6.97% |
$1.61M - $1.79M
|
853K
$27.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
54.6KNew |
$1.58M - $1.76M
|
54.6K
$1.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
53.1KNew |
$1.54M - $1.71M
|
53.1K
$1.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
52.1K+ 4.61% |
$1.51M - $1.68M
|
1.18M
$38.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
51.6KNew |
$1.49M - $1.66M
|
51.6K
$1.66M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
50.6K+ 10.42% |
$1.46M - $1.63M
|
536K
$17.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
50.3K+ 8.44% |
$1.46M - $1.62M
|
647K
$20.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
49.9K+ 63.34% |
$1.44M - $1.61M
|
129K
$4.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
49.7K+ 34.7% |
$1.44M - $1.6M
|
193K
$6.22M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
49.2K+ 84.6% |
$1.42M - $1.58M
|
107K
$3.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
49K+ 5.11% |
$1.42M - $1.58M
|
1.01M
$32.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
48.5K+ 2.62% |
$1.4M - $1.56M
|
1.9M
$61.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
47.6K+ 3.91% |
$1.38M - $1.53M
|
1.27M
$40.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
47.1K+ 29.64% |
$1.36M - $1.52M
|
206K
$6.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
46.4K+ 16.44% |
$1.34M - $1.49M
|
329K
$10.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
45.8K+ 5.72% |
$1.32M - $1.47M
|
846K
$27.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
45.7K+ 5.24% |
$1.32M - $1.47M
|
918K
$29.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
44.6K+ 16.4% |
$1.29M - $1.44M
|
317K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
44.6K+ 11.38% |
$1.29M - $1.43M
|
436K
$14.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
43.5K+ 5.04% |
$1.26M - $1.4M
|
907K
$29.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
43.5K+ 26.09% |
$1.26M - $1.4M
|
210K
$6.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
43.3K+ 25.25% |
$1.25M - $1.39M
|
215K
$6.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
42.1KNew |
$1.22M - $1.36M
|
42.1K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
41.8K+ 416.95% |
$1.21M - $1.35M
|
51.9K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
40.2KNew |
$1.16M - $1.29M
|
40.2K
$1.3M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
40K+ 50.07% |
$1.16M - $1.29M
|
120K
$3.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.8K+ 0.22% |
$1.12M - $1.25M
|
17.8M
$576M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
37.4K+ 3828.45% |
$1.08M - $1.2M
|
38.4K
$1.24M
|
|
|
Nov 19, 2025
Q3 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
37.3K+ 75.78% |
$1.08M - $1.2M
|
86.6K
$2.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
37.3K+ 2.2% |
$1.08M - $1.2M
|
1.73M
$55.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37K+ 11.96% |
$1.07M - $1.19M
|
346K
$11.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
36.2K+ 5.61% |
$1.05M - $1.17M
|
681K
$22M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
35.5KNew |
$1.03M - $1.14M
|
35.5K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
35.2KNew |
$1.02M - $1.13M
|
35.2K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
35.2KNew |
$1.02M - $1.13M
|
35.2K
$1.14M
|
|