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 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.8KNew |
$139K - $155K
|
4.8K
$155K
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
4.77K+ 1.13% |
$138K - $153K
|
426K
$13.7M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
4.76K+ 69.11% |
$138K - $153K
|
11.6K
$376K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.74K+ 13.7% |
$137K - $153K
|
39.3K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.72K+ 31.15% |
$137K - $152K
|
19.9K
$642K
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.71K+ 1.24% |
$136K - $152K
|
383K
$12.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.7K+ 11.1% |
$136K - $151K
|
47K
$1.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.68K+ 9.84% |
$135K - $151K
|
52.2K
$1.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.67K+ 4.86% |
$135K - $150K
|
101K
$3.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.51K+ 29.73% |
$130K - $145K
|
19.7K
$634K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.5K+ 38.87% |
$130K - $145K
|
16.1K
$519K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.41K+ 7.36% |
$128K - $142K
|
64.3K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
4.36KNew |
$126K - $140K
|
4.36K
$141K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.35K+ 2.56% |
$126K - $140K
|
174K
$5.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.34K+ 1.66% |
$125K - $140K
|
265K
$8.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.34K+ 45.38% |
$125K - $140K
|
13.9K
$448K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.28K+ 0.67% |
$124K - $138K
|
647K
$20.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.23K+ 6.98% |
$122K - $136K
|
64.8K
$2.09M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
4.09K+ 3.08% |
$118K - $132K
|
137K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.05K+ 494.99% |
$117K - $130K
|
4.87K
$157K
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.87K+ 1.15% |
$112K - $124K
|
340K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.81K+ 1.97% |
$110K - $123K
|
198K
$6.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3.8K+ 41.69% |
$110K - $122K
|
12.9K
$417K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.77K+ 17.21% |
$109K - $121K
|
25.7K
$828K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.69K+ 6.67% |
$107K - $119K
|
59K
$1.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.66K+ 28.7% |
$106K - $118K
|
16.4K
$529K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.64K+ 19.01% |
$105K - $117K
|
22.8K
$735K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
3.61K+ 3.91% |
$104K - $116K
|
95.9K
$3.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.6K+ 3.63% |
$104K - $116K
|
103K
$3.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.56K+ 8.74% |
$103K - $115K
|
44.4K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.56K+ 3.66% |
$103K - $115K
|
101K
$3.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.54K+ 2.29% |
$102K - $114K
|
158K
$5.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
3.51K+ 36.86% |
$102K - $113K
|
13K
$421K
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
3.47K+ 2.0% |
$100K - $112K
|
177K
$5.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.46K+ 4.46% |
$100K - $111K
|
81.1K
$2.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.46K+ 22.71% |
$100K - $111K
|
18.7K
$603K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
3.41KNew |
$98.5K - $110K
|
3.41K
$110K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.4K+ 22.7% |
$98.3K - $109K
|
18.4K
$593K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.39K+ 10.25% |
$98.1K - $109K
|
36.5K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.39K+ 16.12% |
$98K - $109K
|
24.4K
$788K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.39K+ 7.93% |
$98K - $109K
|
46.1K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
3.36KNew |
$97.3K - $108K
|
3.36K
$108K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.3K+ 1.11% |
$95.4K - $106K
|
301K
$9.72M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.29K+ 6.29% |
$95.2K - $106K
|
55.7K
$1.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.29K+ 2.58% |
$95.1K - $106K
|
131K
$4.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.28K+ 2.11% |
$94.7K - $105K
|
159K
$5.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.21K+ 11.71% |
$92.9K - $103K
|
30.6K
$989K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
3.2K+ 10.7% |
$92.5K - $103K
|
33.1K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3.16K+ 2.05% |
$91.3K - $102K
|
157K
$5.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.15K+ 4.93% |
$91.2K - $101K
|
67.1K
$2.16M
|
|