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 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
64.4KNew |
$1.6M - $1.87M
|
64.4K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.2K+ 5.02% |
$1.6M - $1.86M
|
1.34M
$39M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
62.6K+ 19.25% |
$1.56M - $1.82M
|
388K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
60.7K+ 52.62% |
$1.51M - $1.76M
|
176K
$5.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
60.2KNew |
$1.5M - $1.75M
|
60.2K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
60.1K+ 6.83% |
$1.5M - $1.74M
|
940K
$27.3M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
57.7KNew |
$1.44M - $1.67M
|
57.7K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56.8K+ 19.96% |
$1.41M - $1.65M
|
341K
$9.93M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
56.7K+ 23.41% |
$1.41M - $1.65M
|
299K
$8.69M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
56.3K+ 128.49% |
$1.4M - $1.63M
|
100K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
55.4KNew |
$1.38M - $1.61M
|
55.4K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
55.3K+ 290.37% |
$1.38M - $1.6M
|
74.3K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54.4K+ 2.98% |
$1.35M - $1.58M
|
1.88M
$54.7M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
53.7KNew |
$1.34M - $1.56M
|
53.7K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
53.5K+ 33.45% |
$1.33M - $1.55M
|
214K
$6.21M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
52K+ 3.41% |
$1.3M - $1.51M
|
1.58M
$45.9M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.6K+ 26.42% |
$1.24M - $1.44M
|
237K
$6.9M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
49.3K+ 15.74% |
$1.23M - $1.43M
|
362K
$10.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
48.8KNew |
$1.22M - $1.42M
|
48.8K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
48.2KNew |
$1.2M - $1.4M
|
48.2K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
48.2K+ 114.04% |
$1.2M - $1.4M
|
90.5K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
46.6K+ 1.49% |
$1.16M - $1.35M
|
3.17M
$92.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.5K+ 2.0% |
$1.16M - $1.35M
|
2.37M
$68.9M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
45.9K+ 6.64% |
$1.14M - $1.33M
|
736K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
44.7K+ 1050.02% |
$1.11M - $1.3M
|
49K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44.6K+ 254.41% |
$1.11M - $1.29M
|
62.1K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
42.4KNew |
$1.06M - $1.23M
|
42.4K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
41.1K+ 9.75% |
$1.02M - $1.19M
|
463K
$13.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
40.1K+ 35.54% |
$1M - $1.16M
|
153K
$4.45M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
39.4K+ 4.42% |
$982K - $1.14M
|
933K
$27.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
39K+ 1795.9% |
$972K - $1.13M
|
41.2K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
38.9K+ 129.17% |
$970K - $1.13M
|
69.1K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
38.4K+ 5.0% |
$956K - $1.11M
|
806K
$23.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
38.3K+ 37.65% |
$955K - $1.11M
|
140K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
37.6KNew |
$936K - $1.09M
|
37.6K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
36.9K+ 93.66% |
$918K - $1.07M
|
76.2K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
35.7K+ 5.06% |
$891K - $1.04M
|
743K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
35.3KNew |
$880K - $1.03M
|
35.3K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
34.9K+ 15.15% |
$869K - $1.01M
|
265K
$7.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
34K+ 200.0% |
$848K - $988K
|
51.1K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
34K+ 4.69% |
$847K - $987K
|
759K
$22.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
32.8K+ 193.95% |
$818K - $953K
|
49.8K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
32.8K+ 13.86% |
$818K - $953K
|
270K
$7.85M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32.7K+ 32.07% |
$816K - $950K
|
135K
$3.92M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
32.7K+ 17.22% |
$814K - $949K
|
222K
$6.47M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
32.5K+ 41.19% |
$810K - $943K
|
111K
$3.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
32.1K+ 25.65% |
$801K - $933K
|
157K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
30.5K+ 32.93% |
$760K - $886K
|
123K
$3.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.5K+ 343.23% |
$759K - $885K
|
39.4K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
29.7K+ 1.87% |
$739K - $861K
|
1.62M
$47.1M
|