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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
27.7K+ 10.56% |
$689K - $803K
|
290K
$8.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
27.5K+ 19.85% |
$686K - $799K
|
166K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
27.5K+ 80.75% |
$685K - $798K
|
61.5K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
27.4KNew |
$683K - $796K
|
27.4K
$798K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
27.4K+ 7.53% |
$682K - $795K
|
391K
$11.4M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
27.4K+ 7.59% |
$682K - $794K
|
388K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
27.3K+ 9.04% |
$681K - $793K
|
329K
$9.58M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
26.3K+ 17.54% |
$655K - $763K
|
176K
$5.13M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
BUY
|
- |
25.9K+ 6.35% |
$644K - $750K
|
433K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
25.7K+ 2.09% |
$641K - $747K
|
1.26M
$36.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.3K+ 4.38% |
$629K - $733K
|
602K
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
25K+ 9748.83% |
$622K - $724K
|
25.2K
$733K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
24.4K+ 4.36% |
$608K - $709K
|
584K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
24.2K+ 14.18% |
$602K - $702K
|
195K
$5.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
23.6KNew |
$588K - $685K
|
23.6K
$686K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
23.6K+ 44.17% |
$587K - $684K
|
76.9K
$2.24M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
23.6KNew |
$587K - $684K
|
23.6K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
23.4K+ 46.49% |
$583K - $679K
|
73.8K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
23.3KNew |
$581K - $677K
|
23.3K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
22.7K+ 316.35% |
$566K - $660K
|
29.9K
$871K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
22.7K+ 2.29% |
$565K - $659K
|
1.01M
$29.5M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
22.6K+ 22.98% |
$564K - $657K
|
121K
$3.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
22.3KNew |
$555K - $646K
|
22.3K
$648K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
21.8K+ 3.93% |
$542K - $631K
|
576K
$16.8M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21.7K+ 2.07% |
$541K - $631K
|
1.07M
$31.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
21.7K+ 4.29% |
$541K - $631K
|
528K
$15.4M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
21.2K+ 4.62% |
$529K - $616K
|
481K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
21.2K+ 19.59% |
$529K - $616K
|
130K
$3.77M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.2K+ 29.35% |
$527K - $614K
|
93.3K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
21K+ 12.27% |
$522K - $608K
|
192K
$5.58M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
20.6K+ 126.12% |
$514K - $599K
|
37K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
20.3K+ 63.79% |
$505K - $588K
|
52K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
20.1K+ 14.44% |
$501K - $584K
|
159K
$4.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
20K+ 4.3% |
$498K - $580K
|
485K
$14.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
19.9K+ 8.55% |
$497K - $578K
|
253K
$7.36M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
19.8K+ 4.12% |
$494K - $576K
|
502K
$14.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19.6KNew |
$487K - $568K
|
19.6K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
19.4K+ 1.67% |
$484K - $563K
|
1.18M
$34.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
19.3K+ 93.37% |
$482K - $561K
|
40.1K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
19.1KNew |
$476K - $554K
|
19.1K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.8K+ 43.56% |
$468K - $545K
|
61.9K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.7K+ 12.86% |
$466K - $543K
|
164K
$4.78M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
18.7K+ 33.64% |
$465K - $541K
|
74.1K
$2.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
18.2K+ 43.58% |
$454K - $529K
|
60.1K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
18.1KNew |
$451K - $526K
|
18.1K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 3.16% |
$450K - $525K
|
591K
$17.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18K+ 28.96% |
$448K - $522K
|
80K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17.6KNew |
$439K - $511K
|
17.6K
$512K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
17.4K+ 284.53% |
$433K - $505K
|
23.5K
$683K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
17.1K+ 4.61% |
$425K - $495K
|
387K
$11.3M
|