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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
160K+ 4.6% |
$3.99M - $4.65M
|
3.64M
$106M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
159K+ 31.21% |
$3.96M - $4.61M
|
668K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
158KNew |
$3.95M - $4.6M
|
158K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
157K+ 49.87% |
$3.9M - $4.55M
|
471K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
150KNew |
$3.74M - $4.36M
|
150K
$4.37M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
150K+ 563.02% |
$3.73M - $4.34M
|
176K
$5.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
142K+ 25.58% |
$3.53M - $4.12M
|
697K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
141K+ 10.76% |
$3.52M - $4.1M
|
1.45M
$42.3M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
141K+ 114.66% |
$3.5M - $4.08M
|
263K
$7.66M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
141K+ 400.46% |
$3.5M - $4.08M
|
176K
$5.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
139KNew |
$3.46M - $4.03M
|
139K
$4.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
134K+ 558.27% |
$3.33M - $3.87M
|
157K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
128KNew |
$3.19M - $3.72M
|
128K
$3.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
125K+ 4.28% |
$3.11M - $3.62M
|
3.04M
$88.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
123K+ 8.37% |
$3.07M - $3.58M
|
1.6M
$46.5M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
123K+ 1097.25% |
$3.07M - $3.57M
|
134K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
119K+ 202.67% |
$2.98M - $3.47M
|
178K
$5.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
117K+ 20.89% |
$2.92M - $3.4M
|
679K
$19.7M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
114K+ 23.17% |
$2.84M - $3.31M
|
606K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
111K+ 3.23% |
$2.77M - $3.22M
|
3.54M
$103M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
105K+ 23.27% |
$2.61M - $3.04M
|
554K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
104K+ 11.1% |
$2.6M - $3.03M
|
1.05M
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
100K+ 0.58% |
$2.5M - $2.91M
|
17.3M
$503M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
98.1K+ 28.24% |
$2.44M - $2.85M
|
445K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
94.8K+ 102.08% |
$2.36M - $2.75M
|
188K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
93.9K+ 45.21% |
$2.34M - $2.72M
|
301K
$8.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
93K+ 17.68% |
$2.32M - $2.7M
|
619K
$18M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
92.2K+ 171.57% |
$2.3M - $2.67M
|
146K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
89.9KNew |
$2.24M - $2.61M
|
89.9K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
89K+ 31.68% |
$2.22M - $2.58M
|
370K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
87.8KNew |
$2.19M - $2.55M
|
87.8K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
82.3K+ 15.46% |
$2.05M - $2.39M
|
614K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
82.2K+ 61.51% |
$2.05M - $2.39M
|
216K
$6.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
81.8K+ 1.0% |
$2.04M - $2.38M
|
8.3M
$241M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
79.4K+ 12.29% |
$1.98M - $2.31M
|
726K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
78.3KNew |
$1.95M - $2.27M
|
78.3K
$2.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
77.1K+ 11.55% |
$1.92M - $2.24M
|
744K
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
76.7K+ 116.3% |
$1.91M - $2.23M
|
143K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
74.7K+ 109.22% |
$1.86M - $2.17M
|
143K
$4.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
74.5K+ 7.99% |
$1.86M - $2.16M
|
1.01M
$29.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
72.7K+ 30.78% |
$1.81M - $2.11M
|
309K
$8.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
71K+ 25.96% |
$1.77M - $2.06M
|
345K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
70.7K+ 228.33% |
$1.76M - $2.05M
|
102K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
68.8K+ 248.68% |
$1.71M - $2M
|
96.5K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
68.1K+ 3.18% |
$1.7M - $1.98M
|
2.21M
$64.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
67.9K+ 42.67% |
$1.69M - $1.97M
|
227K
$6.61M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
67.1K+ 15.54% |
$1.67M - $1.95M
|
499K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
66.8K+ 305.63% |
$1.66M - $1.94M
|
88.6K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
66.5K+ 24.82% |
$1.66M - $1.93M
|
335K
$9.73M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
66.5K+ 9.05% |
$1.66M - $1.93M
|
801K
$23.3M
|