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 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.63K+ 0.38% |
$75.9K - $84.5K
|
693K
$22M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.6K+ 3.67% |
$75.1K - $83.6K
|
73.5K
$2.33M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
2.52K+ 4.37% |
$73K - $81.2K
|
60.3K
$1.91M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.46K+ 301.96% |
$71.2K - $79.2K
|
3.28K
$104K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.45K+ 33.12% |
$70.9K - $78.9K
|
9.85K
$313K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.4K+ 28.49% |
$69.4K - $77.3K
|
10.8K
$344K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.39K+ 13.16% |
$69.2K - $77.1K
|
20.6K
$653K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.37K+ 25.66% |
$68.4K - $76.1K
|
11.6K
$368K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.27K+ 1.41% |
$65.7K - $73.1K
|
163K
$5.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.09KNew |
$60.4K - $67.2K
|
2.09K
$66.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.04K+ 0.09% |
$59.1K - $65.8K
|
2.27M
$72M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 6.29% |
$58.5K - $65.1K
|
34.2K
$1.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.02K+ 103.11% |
$58.5K - $65.1K
|
3.99K
$126K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.96K+ 27.02% |
$56.6K - $63K
|
9.2K
$292K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.85K+ 8.19% |
$53.5K - $59.6K
|
24.5K
$776K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 10.86% |
$51.5K - $57.3K
|
18.2K
$577K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.74K+ 5.96% |
$50.2K - $55.9K
|
30.9K
$980K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.67K+ 14.84% |
$48.2K - $53.7K
|
12.9K
$409K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.64K+ 8.62% |
$47.3K - $52.7K
|
20.6K
$655K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.54K+ 6.77% |
$44.4K - $49.4K
|
24.2K
$768K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.51K+ 145.51% |
$43.6K - $48.5K
|
2.54K
$80.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.49K+ 0.51% |
$43.1K - $48K
|
296K
$9.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.46K+ 6.0% |
$42.2K - $46.9K
|
25.8K
$817K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.45K+ 5.37% |
$41.8K - $46.5K
|
28.4K
$900K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.36K+ 13.99% |
$39.4K - $43.8K
|
11.1K
$352K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.36K+ 21.83% |
$39.3K - $43.7K
|
7.58K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.35K+ 5.52% |
$39K - $43.5K
|
25.8K
$818K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.32K+ 0.52% |
$38.1K - $42.4K
|
255K
$8.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.29K+ 2.38% |
$37.4K - $41.6K
|
55.7K
$1.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 5.15% |
$37K - $41.2K
|
26.2K
$830K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.21K+ 11.79% |
$34.8K - $38.8K
|
11.4K
$363K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.18K+ 60.26% |
$34K - $37.8K
|
3.13K
$99.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.15K+ 0.33% |
$33.1K - $36.9K
|
344K
$10.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.13K+ 15.11% |
$32.6K - $36.3K
|
8.59K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.08K+ 6.0% |
$31.2K - $34.7K
|
19.1K
$605K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.05K+ 0.5% |
$30.3K - $33.7K
|
212K
$6.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.04K+ 11.92% |
$30K - $33.4K
|
9.74K
$309K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
954+ 4.13% |
$27.6K - $30.7K
|
24K
$763K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
923+ 12.34% |
$26.7K - $29.7K
|
8.4K
$267K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
896+ 1.1% |
$25.9K - $28.8K
|
82.2K
$2.61M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
886+ 0.54% |
$25.6K - $28.5K
|
166K
$5.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
872+ 11.52% |
$25.2K - $28.1K
|
8.44K
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
802New |
$23.2K - $25.8K
|
802
$25.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
800+ 7.14% |
$23.1K - $25.8K
|
12K
$381K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
780+ 0.18% |
$22.6K - $25.1K
|
437K
$13.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
774New |
$22.4K - $24.9K
|
774
$24.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
773+ 1.21% |
$22.4K - $24.9K
|
64.8K
$2.06M
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
725+ 2.92% |
$21K - $23.3K
|
25.5K
$811K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
717+ 10.41% |
$20.7K - $23.1K
|
7.6K
$241K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
706+ 4.15% |
$20.4K - $22.7K
|
17.7K
$563K
|