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 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
718+ 6.78% |
$16K - $21K
|
11.3K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
682+ 15.9% |
$15.2K - $19.9K
|
4.97K
$145K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
675+ 12.17% |
$15K - $19.7K
|
6.22K
$181K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
607+ 2.82% |
$13.5K - $17.7K
|
22.1K
$643K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
602+ 2.91% |
$13.4K - $17.6K
|
21.3K
$619K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
536+ 1.45% |
$11.9K - $15.7K
|
37.6K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
521+ 0.3% |
$11.6K - $15.2K
|
176K
$5.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
518+ 1.93% |
$11.5K - $15.1K
|
27.4K
$797K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
517+ 0.33% |
$11.5K - $15.1K
|
156K
$4.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
447+ 2.58% |
$9.95K - $13.1K
|
17.8K
$517K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
424+ 1.9% |
$9.44K - $12.4K
|
22.7K
$661K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
420+ 3.73% |
$9.35K - $12.3K
|
11.7K
$340K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
387+ 0.58% |
$8.62K - $11.3K
|
66.8K
$1.94M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
385New |
$8.57K - $11.2K
|
385
$11.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
367+ 2.31% |
$8.17K - $10.7K
|
16.3K
$473K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
327+ 18.05% |
$7.28K - $9.55K
|
2.14K
$62.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
315+ 3.8% |
$7.02K - $9.2K
|
8.6K
$250K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
300+ 0.74% |
$6.68K - $8.76K
|
40.8K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
234+ 0.1% |
$5.21K - $6.84K
|
240K
$7M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
186+ 0.76% |
$4.14K - $5.43K
|
24.8K
$722K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
111+ 0.33% |
$2.47K - $3.24K
|
33.4K
$970K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
69+ 0.62% |
$1.54K - $2.02K
|
11.2K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
68+ 0.14% |
$1.51K - $1.99K
|
50K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
66+ 0.46% |
$1.47K - $1.93K
|
14.4K
$419K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
64+ 2.21% |
$1.43K - $1.87K
|
2.96K
$86.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
59+ 0.1% |
$1.31K - $1.72K
|
61.6K
$1.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
58+ 0.07% |
$1.29K - $1.69K
|
89K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
46+ 0.38% |
$1.02K - $1.34K
|
12.1K
$352K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36+ 0.31% |
$802 - $1.05K
|
11.6K
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
36+ 0.19% |
$802 - $1.05K
|
19K
$553K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
33+ 0.06% |
$735 - $964
|
58.2K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
25+ 0.11% |
$557 - $730
|
21.9K
$637K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
23New |
$512 - $672
|
23
$669
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
21+ 1.49% |
$468 - $613
|
1.43K
$41.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
15+ 0.14% |
$334 - $438
|
10.8K
$315K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13+ 0.1% |
$290 - $380
|
13.7K
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
12+ 0.06% |
$267 - $351
|
21.2K
$616K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
12+ 0.1% |
$267 - $351
|
11.5K
$336K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.1% |
$223 - $292
|
10.5K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8+ 0.08% |
$178 - $234
|
9.88K
$287K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
8+ 0.1% |
$178 - $234
|
8.13K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.1% |
$178 - $234
|
8.14K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.01% |
$89.1 - $117
|
79.9K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
4+ 0.03% |
$89.1 - $117
|
14.8K
$430K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3+ 0.49% |
$66.8 - $87.6
|
611
$17.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.08% |
$66.8 - $87.6
|
3.57K
$104K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1+ 0.01% |
$22.3 - $29.2
|
17.2K
$499K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.01% |
$22.3 - $29.2
|
7.95K
$231K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.1% |
$22.3 - $29.2
|
1.02K
$29.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1+ 0.01% |
$22.3 - $29.2
|
10.4K
$301K
|