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 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.11% |
$126 - $135
|
3.57K
$115K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-10.8K- 8.18% |
$338K - $362K
|
121K
$3.9M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
522+ 0.62% |
$16.4K - $17.6K
|
85.3K
$2.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-689- 0.14% |
$21.6K - $23.2K
|
492K
$15.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
238K+ 15.56% |
$7.46M - $8M
|
1.76M
$56.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
113+ 1.38% |
$3.55K - $3.81K
|
8.29K
$267K
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.24K+ 5.82% |
$102K - $109K
|
58.9K
$1.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.1K+ 1.1% |
$66K - $70.7K
|
193K
$6.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-36.7K- 2.21% |
$1.15M - $1.24M
|
1.63M
$52.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
99.9KNew |
$3.14M - $3.36M
|
99.9K
$3.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-9.61K- 1.33% |
$302K - $324K
|
713K
$23M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-122- 1.8% |
$3.83K - $4.11K
|
6.67K
$215K
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
12.1KNew |
$379K - $406K
|
12.1K
$389K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10.1K+ 12.97% |
$316K - $339K
|
87.7K
$2.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-325- 0.27% |
$10.2K - $10.9K
|
119K
$3.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.19K- 1.28% |
$194K - $208K
|
477K
$15.4M
|
|
|
Jan 14, 2026
Q4 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2.31K+ 9.06% |
$72.7K - $78K
|
27.9K
$899K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
52.9K+ 151.86% |
$1.66M - $1.78M
|
87.7K
$2.83M
|
|
|
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 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
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
78KNew |
$2.45M - $2.63M
|
78K
$2.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-60- 0.08% |
$1.88K - $2.02K
|
79K
$2.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.17KNew |
$194K - $208K
|
6.17K
$199K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-18.3K- 62.64% |
$576K - $618K
|
10.9K
$353K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.38K- 2.4% |
$106K - $114K
|
138K
$4.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-359- 0.05% |
$11.3K - $12.1K
|
722K
$23.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.76K- 2.04% |
$86.7K - $93K
|
132K
$4.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19+ 0.08% |
$597 - $640
|
25.1K
$809K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 10.43% |
$52.2K - $56K
|
17.6K
$568K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.34K+ 8.63% |
$42.1K - $45.1K
|
16.9K
$544K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
189+ 0.58% |
$5.94K - $6.37K
|
32.8K
$1.06M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-7.78K- 12.29% |
$244K - $262K
|
55.5K
$1.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-2.61K- 2.37% |
$81.9K - $87.8K
|
107K
$3.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.99K+ 8.48% |
$125K - $134K
|
51K
$1.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.17KNew |
$257K - $275K
|
8.17K
$264K
|
|
|
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 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-358K- 0.85% |
$11.2M - $12.1M
|
41.8M
$1.35B
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 1.76% |
$34.5K - $37K
|
63.5K
$2.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.5K- 1.73% |
$47.1K - $50.5K
|
85.1K
$2.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
66+ 0.61% |
$2.07K - $2.22K
|
10.9K
$352K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-726- 0.42% |
$22.8K - $24.5K
|
172K
$5.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-26- 0.01% |
$817 - $876
|
269K
$8.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.86K+ 1.23% |
$184K - $197K
|
482K
$15.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
492+ 0.45% |
$15.5K - $16.6K
|
110K
$3.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-535- 1.92% |
$16.8K - $18K
|
27.3K
$882K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
14+ 0.08% |
$440 - $472
|
16.9K
$545K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
37.2K+ 876.07% |
$1.17M - $1.25M
|
41.4K
$1.34M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 0.49% |
$32.1K - $34.4K
|
210K
$6.76M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-87- 0.53% |
$2.73K - $2.93K
|
16.4K
$528K
|
|