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 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.85K+ 23.24% |
$256K - $285K
|
46.9K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
8.78K+ 13.77% |
$254K - $283K
|
72.5K
$2.34M
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
8.74KNew |
$253K - $281K
|
8.74K
$282K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.67KNew |
$251K - $279K
|
8.67K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8.66K+ 150.55% |
$250K - $279K
|
14.4K
$465K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
8.57K+ 1.98% |
$248K - $276K
|
441K
$14.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8.55KNew |
$247K - $275K
|
8.55K
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
8.41KNew |
$243K - $271K
|
8.41K
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.26K+ 7.54% |
$239K - $266K
|
118K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.18K+ 54.22% |
$236K - $263K
|
23.3K
$750K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
8.14K+ 27.69% |
$235K - $262K
|
37.5K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.11K+ 12.43% |
$235K - $261K
|
73.4K
$2.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.04KNew |
$232K - $259K
|
8.04K
$259K
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
8KNew |
$231K - $258K
|
8K
$258K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
7.99K+ 6.64% |
$231K - $257K
|
128K
$4.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
7.92KNew |
$229K - $255K
|
7.92K
$255K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
7.72KNew |
$223K - $248K
|
7.72K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.67K+ 1.55% |
$222K - $247K
|
504K
$16.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
7.59KNew |
$220K - $244K
|
7.59K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.55KNew |
$218K - $243K
|
7.55K
$244K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.49KNew |
$217K - $241K
|
7.49K
$242K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
7.44K+ 1200.32% |
$215K - $240K
|
8.06K
$260K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.37K+ 4.9% |
$213K - $237K
|
158K
$5.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.35K+ 12.23% |
$212K - $236K
|
67.4K
$2.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.33KNew |
$212K - $236K
|
7.33K
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.3K+ 9.97% |
$211K - $235K
|
80.6K
$2.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
7.3KNew |
$211K - $235K
|
7.3K
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.29K+ 6.53% |
$211K - $235K
|
119K
$3.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
7.25KNew |
$210K - $234K
|
7.25K
$234K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
7.25K+ 0.32% |
$210K - $233K
|
2.26M
$72.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
BUY
|
- |
7.1KNew |
$205K - $228K
|
7.1K
$229K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
7.07KNew |
$205K - $228K
|
7.07K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
7.07K+ 61.8% |
$205K - $228K
|
18.5K
$597K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.99KNew |
$202K - $225K
|
6.99K
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.94KNew |
$201K - $224K
|
6.94K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.92KNew |
$200K - $223K
|
6.92K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
6.92K+ 70.81% |
$200K - $223K
|
16.7K
$538K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.89K+ 16.27% |
$199K - $222K
|
49.2K
$1.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
6.87K+ 3.62% |
$199K - $221K
|
196K
$6.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6.85KNew |
$198K - $220K
|
6.85K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
6.83KNew |
$197K - $220K
|
6.83K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
6.82KNew |
$197K - $219K
|
6.82K
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.79KNew |
$196K - $219K
|
6.79K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.79KNew |
$196K - $218K
|
6.79K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
6.73KNew |
$195K - $217K
|
6.73K
$217K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.73KNew |
$195K - $217K
|
6.73K
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
6.7KNew |
$194K - $216K
|
6.7K
$216K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.7K+ 10.36% |
$194K - $216K
|
71.3K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
6.68K+ 51.32% |
$193K - $215K
|
19.7K
$635K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
6.66K+ 2.3% |
$193K - $214K
|
297K
$9.57M
|
|