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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.78M+ 13.59% |
$144M - $168M
|
48.3M
$1.4B
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.16M+ 70.78% |
$78.6M - $91.6M
|
7.61M
$221M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.06M+ 8.02% |
$76.3M - $88.9M
|
41.2M
$1.2B
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
2.78MNew |
$69.2M - $80.7M
|
2.78M
$80.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.55M+ 11.58% |
$63.6M - $74.1M
|
24.6M
$716M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.27MNew |
$56.6M - $66M
|
2.27M
$66.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.04M+ 27.86% |
$50.7M - $59.1M
|
9.34M
$272M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.67M+ 56.14% |
$41.7M - $48.5M
|
4.65M
$135M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.48M+ 211.88% |
$37M - $43.1M
|
2.19M
$63.6M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.14M+ 16634.09% |
$28.3M - $33M
|
1.14M
$33.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.11M+ 7.7% |
$27.6M - $32.1M
|
15.5M
$450M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.01M+ 937.77% |
$25.3M - $29.4M
|
1.12M
$32.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
961K+ 16.01% |
$23.9M - $27.9M
|
6.96M
$202M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
916K+ 22.17% |
$22.8M - $26.6M
|
5.05M
$147M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
875K+ 45.91% |
$21.8M - $25.4M
|
2.78M
$80.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
776K+ 12.34% |
$19.3M - $22.5M
|
7.07M
$206M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
680K+ 466.09% |
$16.9M - $19.7M
|
826K
$24M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
666K+ 33.3% |
$16.6M - $19.3M
|
2.67M
$77.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
661K+ 22.25% |
$16.5M - $19.2M
|
3.63M
$106M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
655K+ 132.75% |
$16.3M - $19M
|
1.15M
$33.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
636K+ 38.06% |
$15.8M - $18.5M
|
2.31M
$67.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
617K+ 607.57% |
$15.4M - $17.9M
|
719K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
560K+ 7.87% |
$13.9M - $16.2M
|
7.67M
$223M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
551K+ 158.41% |
$13.7M - $16M
|
899K
$26.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
523K+ 2898.87% |
$13M - $15.2M
|
541K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
508K+ 6.56% |
$12.7M - $14.7M
|
8.25M
$240M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
500K+ 10.41% |
$12.5M - $14.5M
|
5.3M
$154M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
443K+ 1428516.12% |
$11M - $12.9M
|
443K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
441K+ 47.05% |
$11M - $12.8M
|
1.38M
$40.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
430K+ 13.57% |
$10.7M - $12.5M
|
3.6M
$105M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
406K+ 33.52% |
$10.1M - $11.8M
|
1.62M
$47.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
386K+ 285.92% |
$9.61M - $11.2M
|
521K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
360K+ 298.39% |
$8.96M - $10.4M
|
480K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
353K+ 11.02% |
$8.79M - $10.2M
|
3.56M
$103M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
350K+ 454.32% |
$8.73M - $10.2M
|
427K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
332K+ 2.29% |
$8.28M - $9.65M
|
14.8M
$431M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
322K+ 193.34% |
$8.03M - $9.35M
|
489K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
288K+ 462.76% |
$7.17M - $8.35M
|
350K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
279K+ 99.2% |
$6.95M - $8.09M
|
560K
$16.3M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
246K+ 111.0% |
$6.12M - $7.13M
|
467K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
236K+ 22.44% |
$5.87M - $6.83M
|
1.29M
$37.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
234K+ 3.35% |
$5.82M - $6.78M
|
7.21M
$210M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
227K+ 9.16% |
$5.64M - $6.57M
|
2.7M
$78.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
201KNew |
$5.02M - $5.84M
|
201K
$5.86M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
196K+ 2172.18% |
$4.89M - $5.7M
|
205K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
185K+ 806.66% |
$4.62M - $5.38M
|
208K
$6.06M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
182K+ 409.97% |
$4.53M - $5.28M
|
226K
$6.58M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
177K+ 36.63% |
$4.4M - $5.12M
|
659K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
165K+ 4.2% |
$4.1M - $4.77M
|
4.08M
$119M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
164KNew |
$4.08M - $4.75M
|
164K
$4.76M
|