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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
13.7KNew |
$398K - $443K
|
13.7K
$443K
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
13.7KNew |
$396K - $441K
|
13.7K
$442K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
13.7K+ 4.16% |
$396K - $441K
|
343K
$11.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13.5K+ 2.73% |
$390K - $434K
|
508K
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
13.3K+ 2.35% |
$385K - $428K
|
580K
$18.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
13.1K+ 6.02% |
$380K - $423K
|
231K
$7.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.9K+ 94.75% |
$374K - $417K
|
26.6K
$858K
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$367K - $409K
|
12.7K
$410K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.7KNew |
$367K - $408K
|
12.7K
$409K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
12.6K+ 5.96% |
$366K - $407K
|
225K
$7.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
12.6KNew |
$363K - $404K
|
12.6K
$405K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
12.5K+ 78.05% |
$363K - $404K
|
28.6K
$924K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
12.5K+ 6.87% |
$362K - $403K
|
195K
$6.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
12.5K+ 91.5% |
$361K - $402K
|
26.1K
$843K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.5K+ 10.64% |
$361K - $402K
|
130K
$4.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.5K+ 6.29% |
$360K - $401K
|
210K
$6.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
12.4K+ 2.32% |
$359K - $400K
|
547K
$17.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.3K+ 86.37% |
$355K - $395K
|
26.5K
$855K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
12.3KNew |
$355K - $395K
|
12.3K
$396K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
12.2K+ 127.22% |
$354K - $394K
|
21.9K
$705K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
12.2K+ 2.12% |
$354K - $394K
|
589K
$19M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
12.2KNew |
$352K - $392K
|
12.2K
$393K
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 1.56% |
$349K - $389K
|
788K
$25.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.1K+ 3.7% |
$349K - $388K
|
338K
$10.9M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
11.9KNew |
$345K - $384K
|
11.9K
$385K
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
11.9K+ 8.53% |
$344K - $383K
|
152K
$4.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.9K+ 3.38% |
$343K - $381K
|
363K
$11.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11.8K+ 0.59% |
$341K - $379K
|
2M
$64.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
11.7K+ 8.48% |
$339K - $377K
|
150K
$4.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
11.7KNew |
$339K - $377K
|
11.7K
$378K
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
11.6K+ 0.87% |
$334K - $372K
|
1.34M
$43.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
11.5KNew |
$333K - $371K
|
11.5K
$372K
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
11.4K+ 2.52% |
$330K - $367K
|
465K
$15M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
11.4K+ 22.91% |
$329K - $366K
|
61K
$1.97M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
11K+ 21.94% |
$317K - $353K
|
61K
$1.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 12.11% |
$304K - $338K
|
97.2K
$3.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
10.4K+ 8.94% |
$301K - $335K
|
127K
$4.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
10.4KNew |
$301K - $335K
|
10.4K
$335K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$300K - $334K
|
10.4K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.2K+ 977.61% |
$295K - $329K
|
11.3K
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
10.1K+ 2.53% |
$291K - $324K
|
407K
$13.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.87K+ 6.16% |
$285K - $318K
|
170K
$5.49M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.75K+ 78.14% |
$282K - $314K
|
22.2K
$717K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9.35K+ 11.42% |
$270K - $301K
|
91.2K
$2.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.33K+ 1.19% |
$270K - $300K
|
796K
$25.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.29K+ 4.22% |
$269K - $299K
|
229K
$7.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.13K+ 54.66% |
$264K - $294K
|
25.8K
$833K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.97K+ 6.3% |
$259K - $289K
|
151K
$4.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8.97KNew |
$259K - $289K
|
8.97K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.94K+ 4.04% |
$258K - $288K
|
230K
$7.43M
|
|