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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
6.64KNew |
$192K - $214K
|
6.64K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
6.64KNew |
$192K - $214K
|
6.64K
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
6.61K+ 1.95% |
$191K - $213K
|
347K
$11.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
6.6KNew |
$191K - $213K
|
6.6K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.6KNew |
$191K - $212K
|
6.6K
$213K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6.59K+ 13.61% |
$191K - $212K
|
55K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.5K+ 3.1% |
$188K - $209K
|
217K
$6.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
6.5KNew |
$188K - $209K
|
6.5K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.47K+ 26.76% |
$187K - $208K
|
30.7K
$989K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
6.46KNew |
$187K - $208K
|
6.46K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.45K+ 8.81% |
$187K - $208K
|
79.6K
$2.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
6.42K+ 0.41% |
$186K - $207K
|
1.55M
$50.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
6.41K+ 17.04% |
$185K - $206K
|
44K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
6.4KNew |
$185K - $206K
|
6.4K
$206K
|
|
|
Oct 06, 2025
Q3 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
6.4KNew |
$185K - $206K
|
6.4K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
6.39K+ 11.74% |
$185K - $206K
|
60.8K
$1.96M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.35KNew |
$184K - $204K
|
6.35K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$183K - $204K
|
6.34K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.3KNew |
$182K - $203K
|
6.3K
$203K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.28KNew |
$182K - $202K
|
6.28K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.28KNew |
$182K - $202K
|
6.28K
$203K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
6.18K+ 1209.39% |
$179K - $199K
|
6.69K
$216K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.1K+ 73.22% |
$177K - $196K
|
14.4K
$466K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6K+ 5.33% |
$174K - $193K
|
119K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.95K+ 70.06% |
$172K - $192K
|
14.4K
$466K
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
5.91K+ 11.58% |
$171K - $190K
|
56.9K
$1.84M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.9K+ 8.84% |
$171K - $190K
|
72.7K
$2.34M
|
|
|
Oct 06, 2025
Q3 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
5.81K+ 0.95% |
$168K - $187K
|
615K
$19.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.76K+ 4.15% |
$166K - $185K
|
145K
$4.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.72K+ 4.29% |
$165K - $184K
|
139K
$4.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.63K+ 2.55% |
$163K - $181K
|
226K
$7.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.57K+ 5.21% |
$161K - $179K
|
112K
$3.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5.49K+ 0.34% |
$159K - $177K
|
1.62M
$52.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.45K+ 56.76% |
$158K - $175K
|
15K
$485K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.43K+ 16.63% |
$157K - $175K
|
38.1K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.38KNew |
$156K - $173K
|
5.38K
$174K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.29K+ 1.65% |
$153K - $170K
|
327K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
5.28K+ 616.36% |
$153K - $170K
|
6.13K
$198K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.27K+ 10.93% |
$152K - $170K
|
53.5K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.25K+ 2.27% |
$152K - $169K
|
237K
$7.65M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.24K+ 1.11% |
$152K - $169K
|
477K
$15.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.21K+ 10.18% |
$151K - $168K
|
56.3K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.17K+ 24.0% |
$149K - $166K
|
26.7K
$861K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.13K+ 54.26% |
$148K - $165K
|
14.6K
$470K
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
BUY
|
- |
5.1K+ 21.2% |
$147K - $164K
|
29.2K
$941K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.05K+ 41.84% |
$146K - $162K
|
17.1K
$552K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.99K+ 3.89% |
$144K - $161K
|
133K
$4.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.99KNew |
$144K - $160K
|
4.99K
$161K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.98K+ 13.95% |
$144K - $160K
|
40.7K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4.91K+ 1.44% |
$142K - $158K
|
345K
$11.1M
|
|