Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHG)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-229- 0.81% |
$7.19K - $7.72K
|
28K
$903K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
1+ 1.56% |
$31.4 - $33.7
|
65
$2.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.06K+ 0.58% |
$33.4K - $35.8K
|
185K
$5.96M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10.6K- 2.06% |
$334K - $358K
|
506K
$16.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-56.2K- 1.93% |
$1.77M - $1.89M
|
2.85M
$92M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.72K- 1.17% |
$180K - $193K
|
481K
$15.5M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-31.9K- 12.72% |
$1M - $1.08M
|
219K
$7.07M
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.75K+ 4.3% |
$55K - $59K
|
42.5K
$1.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
97.6K+ 44.95% |
$3.07M - $3.29M
|
315K
$10.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
143K+ 16.79% |
$4.51M - $4.83M
|
998K
$32.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
200New |
$6.28K - $6.74K
|
200
$6.45K
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-427K- 72.55% |
$13.4M - $14.4M
|
162K
$5.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-364- 8.34% |
$11.4K - $12.3K
|
4K
$129K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-474- 2.17% |
$14.9K - $16K
|
21.4K
$690K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
48.7K+ 11.45% |
$1.53M - $1.64M
|
474K
$15.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
514+ 0.22% |
$16.1K - $17.3K
|
231K
$7.45M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-12.7K- 2.07% |
$399K - $428K
|
599K
$19.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
42.6K+ 4.22% |
$1.34M - $1.43M
|
1.05M
$33.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
959+ 11.16% |
$30.1K - $32.3K
|
9.55K
$308K
|
|
|
Jan 23, 2026
Q4 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.13K+ 0.95% |
$66.7K - $71.6K
|
226K
$7.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6.55K+ 11.9% |
$206K - $221K
|
61.6K
$1.99M
|
|
|
Jan 23, 2026
Q4 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-500- 16.67% |
$15.7K - $16.8K
|
2.5K
$80.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
4.36K+ 65.66% |
$137K - $147K
|
11K
$355K
|
|
|
Jan 23, 2026
Q4 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
256KNew |
$8.04M - $8.63M
|
256K
$8.26M
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.23K+ 72.15% |
$164K - $176K
|
12.5K
$403K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.27K+ 13.23% |
$228K - $245K
|
62.2K
$2.01M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.4K+ 58.41% |
$390K - $418K
|
33.7K
$1.09M
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5- 0.02% |
$157 - $168
|
21.3K
$687K
|
|
|
Jan 22, 2026
Q4 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
6.9KNew |
$217K - $232K
|
6.9K
$222K
|
|
|
Jan 22, 2026
Q4 2025
|
Capital Planning LLC
|
BUY
|
- |
863+ 0.11% |
$27.1K - $29.1K
|
789K
$25.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.16K+ 10.29% |
$225K - $241K
|
76.7K
$2.48M
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
6.45KNew |
$203K - $217K
|
6.45K
$208K
|
|
|
Jan 22, 2026
Q4 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-36- 0.56% |
$1.13K - $1.21K
|
6.45K
$208K
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
32+ 0.09% |
$1.01K - $1.08K
|
37.3K
$1.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10+ 0.04% |
$314 - $337
|
25.8K
$832K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.69K- 0.8% |
$84.5K - $90.7K
|
332K
$10.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.3K+ 1.74% |
$638K - $684K
|
1.19M
$38.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.86K+ 1.69% |
$184K - $197K
|
352K
$11.4M
|
|
|
Jan 22, 2026
Q4 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
7.15KNew |
$225K - $241K
|
7.15K
$231K
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.86K+ 27.89% |
$58.5K - $62.7K
|
8.53K
$275K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14K+ 12.5% |
$441K - $473K
|
126K
$4.08M
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
3.49K+ 2.7% |
$109K - $117K
|
133K
$4.28M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 12.78% |
$2.51K - $2.7K
|
706
$22.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
237+ 1.22% |
$7.44K - $7.98K
|
19.7K
$634K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.05K- 0.97% |
$32.9K - $35.3K
|
107K
$3.45M
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.69K+ 1.25% |
$116K - $124K
|
299K
$9.66M
|
|
|
Jan 21, 2026
Q4 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 0.15% |
$37.3K - $40K
|
787K
$25.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3K- 21.33% |
$94.1K - $101K
|
11.1K
$357K
|
|
|
Jan 21, 2026
Q4 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-9.65K- 3.12% |
$303K - $325K
|
300K
$9.66M
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
52+ 0.52% |
$1.63K - $1.75K
|
10K
$323K
|
|