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 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
17K+ 18.08% |
$424K - $493K
|
111K
$3.23M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
16.5K+ 1.08% |
$411K - $478K
|
1.55M
$45.1M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
16.4K+ 1.39% |
$409K - $477K
|
1.2M
$34.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
16.3K+ 26.8% |
$406K - $473K
|
77.1K
$2.24M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
16KNew |
$400K - $465K
|
16K
$467K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
16K+ 0.88% |
$397K - $463K
|
1.83M
$53.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
15.7K+ 10.36% |
$390K - $454K
|
167K
$4.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.6K+ 2.12% |
$390K - $454K
|
753K
$21.9M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.6K+ 5.55% |
$387K - $451K
|
296K
$8.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.5K+ 33.02% |
$385K - $449K
|
62.3K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
15.5K+ 61.83% |
$385K - $448K
|
40.4K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
15.3K+ 5.89% |
$382K - $445K
|
275K
$8.01M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
15.1K+ 7.61% |
$377K - $440K
|
214K
$6.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
15K+ 0.75% |
$373K - $435K
|
2M
$58.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
14.8K+ 300.0% |
$368K - $429K
|
19.7K
$574K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
14.8K+ 9.43% |
$368K - $428K
|
171K
$4.98M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
14.7K+ 2.24% |
$367K - $428K
|
672K
$19.6M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.6KNew |
$363K - $423K
|
14.6K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.4K+ 142.8% |
$358K - $417K
|
24.4K
$710K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
14.1K+ 3.71% |
$351K - $409K
|
394K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
13.6K+ 0.61% |
$339K - $395K
|
2.25M
$65.5M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
13.4K+ 3437.69% |
$334K - $389K
|
13.8K
$401K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13.2K+ 148.62% |
$328K - $382K
|
22K
$641K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
13.1K+ 6.39% |
$328K - $382K
|
219K
$6.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
13KNew |
$323K - $376K
|
13K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
12.7KNew |
$317K - $369K
|
12.7K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.3K+ 89.04% |
$307K - $358K
|
26.2K
$762K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 60.21% |
$305K - $356K
|
32.6K
$948K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12K+ 4.05% |
$298K - $348K
|
308K
$8.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
11.7K+ 62.59% |
$292K - $340K
|
30.4K
$885K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
11.3KNew |
$282K - $329K
|
11.3K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.2K+ 33.45% |
$278K - $324K
|
44.6K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.1K+ 7.28% |
$278K - $323K
|
164K
$4.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.1KNew |
$276K - $321K
|
11.1K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
10.9KNew |
$273K - $318K
|
10.9K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 2.95% |
$270K - $315K
|
379K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$267K - $312K
|
10.7K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.7KNew |
$267K - $311K
|
10.7K
$312K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.7K+ 117.99% |
$265K - $309K
|
19.7K
$573K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10.6K+ 3.91% |
$264K - $308K
|
282K
$8.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
10.4K+ 5.64% |
$259K - $302K
|
195K
$5.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
10.4K+ 24.67% |
$259K - $302K
|
52.5K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.2KNew |
$255K - $297K
|
10.2K
$297K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
10.1K+ 20.73% |
$252K - $293K
|
58.9K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
9.99KNew |
$249K - $290K
|
9.99K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.99K+ 0.36% |
$249K - $290K
|
2.78M
$80.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
9.99K+ 0.96% |
$249K - $290K
|
1.05M
$30.5M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
9.83KNew |
$245K - $285K
|
9.83K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.78K+ 1.71% |
$244K - $284K
|
581K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
9.76K+ 4.21% |
$243K - $283K
|
241K
$7.02M
|