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 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
6.45K+ 18.69% |
$144K - $188K
|
41K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
6.28K+ 1.12% |
$140K - $183K
|
566K
$16.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6.16K+ 5.94% |
$137K - $180K
|
110K
$3.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.62K+ 2.6% |
$125K - $164K
|
221K
$6.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.6K+ 5.28% |
$125K - $164K
|
112K
$3.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.6K+ 4.17% |
$125K - $163K
|
140K
$4.06M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5.2K+ 253.98% |
$116K - $152K
|
7.25K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.1K+ 26.73% |
$114K - $149K
|
24.2K
$704K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.1K+ 3.54% |
$113K - $149K
|
149K
$4.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.01K+ 1.73% |
$112K - $146K
|
294K
$8.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.89K+ 3.72% |
$109K - $143K
|
136K
$3.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.75K+ 14.62% |
$106K - $139K
|
37.2K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.68K+ 56.72% |
$104K - $137K
|
12.9K
$376K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
4.55K+ 8.55% |
$101K - $133K
|
57.7K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.54K+ 42.62% |
$101K - $132K
|
15.2K
$442K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.34K+ 7.33% |
$96.6K - $127K
|
63.5K
$1.85M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.07K+ 33.59% |
$90.6K - $119K
|
16.2K
$471K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.02K+ 26.42% |
$89.6K - $118K
|
19.3K
$560K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.87K+ 8.18% |
$86.1K - $113K
|
51.1K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.77K+ 0.22% |
$84K - $110K
|
1.75M
$50.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
3.51K+ 1.08% |
$78.1K - $102K
|
330K
$9.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
3.16K+ 127.21% |
$70.3K - $92.2K
|
5.64K
$164K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.84K+ 52.96% |
$63.2K - $82.9K
|
8.19K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 3.14% |
$58.8K - $77.1K
|
86.7K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
2.5K+ 2.96% |
$55.7K - $73.1K
|
87.1K
$2.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.5K+ 5.58% |
$55.6K - $72.9K
|
47.2K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.42KNew |
$53.8K - $70.6K
|
2.42K
$70.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.33KNew |
$51.8K - $67.9K
|
2.33K
$67.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.3K+ 7.91% |
$51.1K - $67.1K
|
31.3K
$911K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.26K+ 11.09% |
$50.4K - $66.1K
|
22.7K
$659K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 22.08% |
$48.7K - $63.9K
|
12.1K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.18K+ 4.66% |
$48.5K - $63.6K
|
49K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.09K+ 0.42% |
$46.5K - $60.9K
|
503K
$14.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 2.83% |
$46K - $60.3K
|
75.1K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.01K+ 0.42% |
$44.7K - $58.6K
|
481K
$14M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.92K+ 44.15% |
$42.8K - $56.1K
|
6.27K
$182K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.9KNew |
$42.2K - $55.4K
|
1.9K
$55.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
1.88K+ 1.91% |
$41.8K - $54.8K
|
100K
$2.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.86K+ 2.78% |
$41.5K - $54.4K
|
68.9K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.58K+ 408.29% |
$35.1K - $46K
|
1.96K
$57.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.38K+ 0.46% |
$30.8K - $40.3K
|
300K
$8.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.34K+ 5.84% |
$29.8K - $39.1K
|
24.3K
$707K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.25K+ 6.05% |
$27.9K - $36.6K
|
21.9K
$638K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
863+ 0.84% |
$19.2K - $25.2K
|
104K
$3.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
852+ 0.63% |
$19K - $24.9K
|
136K
$3.97M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
815New |
$18.2K - $23.8K
|
815
$23.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
779+ 8.15% |
$17.3K - $22.8K
|
10.3K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
767+ 3.94% |
$17.1K - $22.4K
|
20.2K
$589K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
764New |
$17K - $22.3K
|
764
$22.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
744+ 3.69% |
$16.6K - $21.7K
|
20.9K
$608K
|