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 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
14.5K+ 89.51% |
$419K - $466K
|
30.6K
$973K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14.4K+ 9.44% |
$418K - $465K
|
167K
$5.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
14.4K+ 22.74% |
$416K - $463K
|
77.7K
$2.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
14.2K+ 7.03% |
$410K - $457K
|
216K
$6.86M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
13.7K+ 4.16% |
$396K - $441K
|
343K
$10.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13.5K+ 2.73% |
$390K - $434K
|
508K
$16.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.9K+ 94.75% |
$374K - $417K
|
26.6K
$845K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
12.6K+ 5.96% |
$366K - $407K
|
225K
$7.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
12.5K+ 78.05% |
$363K - $404K
|
28.6K
$909K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
12.5K+ 6.87% |
$362K - $403K
|
195K
$6.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.3K+ 86.37% |
$355K - $395K
|
26.5K
$841K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
12.3KNew |
$355K - $395K
|
12.3K
$389K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
12.2KNew |
$352K - $392K
|
12.2K
$386K
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 1.56% |
$349K - $389K
|
788K
$25M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.1K+ 3.7% |
$349K - $388K
|
338K
$10.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
11.9K+ 8.53% |
$344K - $383K
|
152K
$4.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11.8K+ 0.59% |
$341K - $379K
|
2M
$63.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
11.5KNew |
$333K - $371K
|
11.5K
$366K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
11K+ 21.94% |
$317K - $353K
|
61K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
10.4K+ 8.94% |
$301K - $335K
|
127K
$4.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$300K - $334K
|
10.4K
$329K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.87K+ 6.16% |
$285K - $318K
|
170K
$5.4M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.75K+ 78.14% |
$282K - $314K
|
22.2K
$705K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.33K+ 1.19% |
$270K - $300K
|
796K
$25.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.29K+ 4.22% |
$269K - $299K
|
229K
$7.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.97K+ 6.3% |
$259K - $289K
|
151K
$4.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8.97KNew |
$259K - $289K
|
8.97K
$285K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.95K+ 28.58% |
$259K - $288K
|
40.3K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
8.78K+ 13.77% |
$254K - $283K
|
72.5K
$2.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
8.57K+ 1.98% |
$248K - $276K
|
441K
$14M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.26K+ 7.54% |
$239K - $266K
|
118K
$3.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.04KNew |
$232K - $259K
|
8.04K
$255K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
7.72KNew |
$223K - $248K
|
7.72K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
7.59KNew |
$220K - $244K
|
7.59K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.55KNew |
$218K - $243K
|
7.55K
$240K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
7.44K+ 1200.32% |
$215K - $240K
|
8.06K
$256K
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.35K+ 12.23% |
$212K - $236K
|
67.4K
$2.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.3K+ 9.97% |
$211K - $235K
|
80.6K
$2.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
7.25KNew |
$210K - $234K
|
7.25K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
BUY
|
- |
7.1KNew |
$205K - $228K
|
7.1K
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.94KNew |
$201K - $224K
|
6.94K
$220K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.92KNew |
$200K - $223K
|
6.92K
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.89K+ 16.27% |
$199K - $222K
|
49.2K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
6.87K+ 3.62% |
$199K - $221K
|
196K
$6.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.79KNew |
$196K - $219K
|
6.79K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
6.73KNew |
$195K - $217K
|
6.73K
$214K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
6.7KNew |
$194K - $216K
|
6.7K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
6.64KNew |
$192K - $214K
|
6.64K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
6.64KNew |
$192K - $214K
|
6.64K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
6.61K+ 1.95% |
$191K - $213K
|
347K
$11M
|