Purchases and Sales Made in Q4 2025 in Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) during Q4 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
864KNew |
$27.1M - $29.1M
|
864K
$27.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
563KNew |
$17.7M - $19M
|
563K
$18.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
414K+ 12.79% |
$13M - $13.9M
|
3.65M
$118M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
238K+ 15.56% |
$7.46M - $8M
|
1.76M
$56.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
203K+ 26.95% |
$6.37M - $6.83M
|
955K
$30.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
199K+ 176.84% |
$6.24M - $6.7M
|
311K
$10M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
169K+ 72.39% |
$5.32M - $5.7M
|
403K
$13M
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
128K+ 83.18% |
$4.04M - $4.33M
|
283K
$9.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
125K+ 21.81% |
$3.93M - $4.22M
|
699K
$22.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
124K+ 23.57% |
$3.89M - $4.17M
|
649K
$20.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
119KNew |
$3.73M - $4M
|
119K
$3.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
106K+ 17.97% |
$3.33M - $3.57M
|
695K
$22.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
99.9KNew |
$3.14M - $3.36M
|
99.9K
$3.22M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
86.1K+ 21.82% |
$2.7M - $2.9M
|
481K
$15.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
84.4KNew |
$2.65M - $2.84M
|
84.4K
$2.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
78KNew |
$2.45M - $2.63M
|
78K
$2.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
72.8KNew |
$2.29M - $2.45M
|
72.8K
$2.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
71.1KNew |
$2.23M - $2.4M
|
71.1K
$2.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
63.8K+ 245.28% |
$2M - $2.15M
|
89.8K
$2.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
53.4K+ 39.34% |
$1.68M - $1.8M
|
189K
$6.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
52.9K+ 151.86% |
$1.66M - $1.78M
|
87.7K
$2.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
51.2K+ 115.48% |
$1.61M - $1.73M
|
95.6K
$3.08M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
48.4K+ 8.39% |
$1.52M - $1.63M
|
626K
$20.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
46.5K+ 20.06% |
$1.46M - $1.57M
|
279K
$8.99M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
37.2K+ 876.07% |
$1.17M - $1.25M
|
41.4K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
33.1K+ 45.48% |
$1.04M - $1.11M
|
106K
$3.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
32K+ 43.78% |
$1.01M - $1.08M
|
105K
$3.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
30.9K+ 1.79% |
$969K - $1.04M
|
1.75M
$56.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
27.9K+ 114.31% |
$877K - $940K
|
52.3K
$1.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.8K+ 0.8% |
$778K - $835K
|
3.11M
$100M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
24.2K+ 3.55% |
$760K - $816K
|
705K
$22.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
21KNew |
$659K - $707K
|
21K
$677K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
19.2K+ 6.03% |
$602K - $646K
|
337K
$10.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.8K+ 0.4% |
$590K - $632K
|
4.76M
$154M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
16K+ 8.44% |
$504K - $540K
|
206K
$6.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
15.8K+ 3.63% |
$497K - $533K
|
452K
$14.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.5K+ 58.48% |
$487K - $522K
|
42K
$1.35M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14.5K+ 106.37% |
$455K - $489K
|
28.1K
$908K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
14.2K+ 24.76% |
$447K - $479K
|
71.7K
$2.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14K+ 6.83% |
$440K - $472K
|
219K
$7.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13.9K+ 2.61% |
$435K - $467K
|
544K
$17.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
12.6K+ 2.55% |
$396K - $425K
|
508K
$16.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12.4K+ 6.73% |
$388K - $416K
|
196K
$6.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
12.2KNew |
$385K - $413K
|
12.2K
$395K
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
12.1KNew |
$379K - $406K
|
12.1K
$389K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11.8K+ 6.06% |
$370K - $397K
|
206K
$6.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 45.06% |
$340K - $365K
|
34.9K
$1.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
10.2K+ 27.15% |
$320K - $343K
|
47.7K
$1.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.1K+ 15.05% |
$317K - $340K
|
77.1K
$2.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10.1K+ 12.97% |
$316K - $339K
|
87.7K
$2.83M
|
|