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 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
694K+ 34.56% |
$21.8M - $23.4M
|
2.7M
$87.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-183K- 5.93% |
$5.75M - $6.17M
|
2.9M
$93.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.17K- 4.75% |
$36.7K - $39.3K
|
23.4K
$755K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.52K- 53.57% |
$47.8K - $51.3K
|
1.32K
$42.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-568- 7.57% |
$17.8K - $19.1K
|
6.93K
$224K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.5K+ 9.41% |
$47.1K - $50.5K
|
17.4K
$562K
|
|
|
Jan 23, 2026
Q4 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-503- 0.7% |
$15.8K - $16.9K
|
71.7K
$2.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
55.3K+ 107.11% |
$1.74M - $1.86M
|
107K
$3.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-150K- 87.29% |
$4.7M - $5.04M
|
21.8K
$704K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4+ 0.0% |
$126 - $135
|
86K
$2.78M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.59K- 16.99% |
$49.9K - $53.5K
|
7.76K
$250K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.33K+ 7.32% |
$73.2K - $78.5K
|
34.2K
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
206K+ 44.44% |
$6.46M - $6.93M
|
669K
$21.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-931- 3.81% |
$29.2K - $31.4K
|
23.5K
$758K
|
|
|
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
|
|