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 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
34.8KNew |
$1.01M - $1.12M
|
34.8K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.3K+ 8.0% |
$992K - $1.1M
|
463K
$14.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
34.3K+ 3.95% |
$992K - $1.1M
|
902K
$29.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
34.2K+ 14.05% |
$990K - $1.1M
|
278K
$8.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
34.2K+ 1693.91% |
$990K - $1.1M
|
36.3K
$1.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33.9K+ 7.42% |
$982K - $1.09M
|
492K
$15.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
33.9K+ 11.92% |
$980K - $1.09M
|
318K
$10.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
33.8K+ 17.23% |
$977K - $1.09M
|
230K
$7.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
33.6K+ 29.2% |
$972K - $1.08M
|
149K
$4.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
33.2KNew |
$959K - $1.07M
|
33.2K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33.2K+ 44.12% |
$959K - $1.07M
|
108K
$3.49M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
33.1K+ 4.93% |
$957K - $1.06M
|
704K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
32.1K+ 2.22% |
$929K - $1.03M
|
1.48M
$47.7M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
31.7K+ 13.0% |
$915K - $1.02M
|
275K
$8.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 4.61% |
$911K - $1.01M
|
714K
$23M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
31.4KNew |
$909K - $1.01M
|
31.4K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
30.9K+ 37.96% |
$894K - $995K
|
112K
$3.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
30.8KNew |
$891K - $992K
|
30.8K
$994K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
30.7K+ 20.06% |
$887K - $987K
|
184K
$5.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
30.4KNew |
$878K - $977K
|
30.4K
$980K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
30.1K+ 7.63% |
$872K - $970K
|
425K
$13.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
29.9K+ 3.86% |
$865K - $962K
|
805K
$26M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
29.6K+ 61.09% |
$856K - $952K
|
78K
$2.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
29K+ 4.18% |
$838K - $932K
|
722K
$23.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
28.6K+ 5.43% |
$827K - $920K
|
555K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
28.5K+ 4.11% |
$825K - $918K
|
723K
$23.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.3K+ 26.53% |
$820K - $912K
|
135K
$4.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
27.9K+ 66.86% |
$806K - $897K
|
69.6K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
27.9K+ 0.38% |
$806K - $897K
|
7.3M
$236M
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
27.5K+ 5.26% |
$795K - $885K
|
550K
$17.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
27.4K+ 8.36% |
$791K - $881K
|
355K
$11.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.9K+ 2.85% |
$778K - $866K
|
971K
$31.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26.5K+ 8.36% |
$768K - $855K
|
344K
$11.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.4K+ 6.45% |
$763K - $850K
|
436K
$14.1M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26.1KNew |
$756K - $841K
|
26.1K
$843K
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
25.7KNew |
$743K - $827K
|
25.7K
$829K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
25.5K+ 35.48% |
$738K - $821K
|
97.4K
$3.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
25.1K+ 12.65% |
$726K - $808K
|
224K
$7.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
25.1KNew |
$725K - $807K
|
25.1K
$809K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
25KNew |
$724K - $806K
|
25K
$808K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25K+ 7.45% |
$724K - $806K
|
361K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
24.5K+ 11.8% |
$709K - $789K
|
232K
$7.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.4K+ 4.94% |
$706K - $785K
|
518K
$16.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
24.1K+ 109.32% |
$697K - $776K
|
46.1K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24K+ 3.82% |
$694K - $772K
|
652K
$21M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
23.9K+ 10.86% |
$690K - $768K
|
244K
$7.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
23.8K+ 31.77% |
$690K - $768K
|
98.9K
$3.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
23.6K+ 26.82% |
$684K - $761K
|
112K
$3.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
23.4K+ 1.51% |
$677K - $754K
|
1.57M
$50.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.3K+ 1.74% |
$675K - $751K
|
1.37M
$44.1M
|
|