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 |
|---|---|---|---|---|---|---|---|
|
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 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
203K+ 26.95% |
$6.37M - $6.83M
|
955K
$30.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
86.1K+ 21.82% |
$2.7M - $2.9M
|
481K
$15.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
53.4K+ 39.34% |
$1.68M - $1.8M
|
189K
$6.1M
|
|
|
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 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
33.1K+ 45.48% |
$1.04M - $1.11M
|
106K
$3.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
30.9K+ 1.79% |
$969K - $1.04M
|
1.75M
$56.6M
|
|
|
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 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
19.2K+ 6.03% |
$602K - $646K
|
337K
$10.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
16K+ 8.44% |
$504K - $540K
|
206K
$6.64M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
14.2K+ 24.76% |
$447K - $479K
|
71.7K
$2.31M
|
|
|
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 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 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.65KNew |
$272K - $292K
|
8.65K
$279K
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
6.41KNew |
$201K - $216K
|
6.41K
$207K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
6.32K+ 4.75% |
$198K - $213K
|
139K
$4.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.24KNew |
$196K - $210K
|
6.24K
$201K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.06K+ 20.63% |
$190K - $204K
|
35.4K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
4.06K+ 4.05% |
$128K - $137K
|
104K
$3.37M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.14K+ 15.37% |
$98.7K - $106K
|
23.6K
$761K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.08K+ 301.67% |
$96.6K - $104K
|
4.1K
$132K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.83K+ 1.06% |
$89K - $95.4K
|
271K
$8.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.35K+ 4.78% |
$42.4K - $45.5K
|
29.6K
$954K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.15K+ 6.25% |
$36.1K - $38.7K
|
19.5K
$629K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
674+ 6.59% |
$21.2K - $22.7K
|
10.9K
$352K
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
516+ 7.57% |
$16.2K - $17.4K
|
7.33K
$237K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
392+ 1.08% |
$12.3K - $13.2K
|
36.5K
$1.18M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
274+ 0.42% |
$8.61K - $9.23K
|
65K
$2.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
272+ 1.26% |
$8.54K - $9.16K
|
21.8K
$704K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
211+ 0.9% |
$6.63K - $7.11K
|
23.6K
$762K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
201New |
$6.31K - $6.77K
|
201
$6.48K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
151+ 28.65% |
$4.74K - $5.09K
|
678
$21.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
61+ 0.1% |
$1.92K - $2.06K
|
59.7K
$1.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14+ 0.1% |
$440 - $472
|
13.7K
$442K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.09% |
$314 - $337
|
10.6K
$341K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.1% |
$251 - $270
|
8.16K
$263K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$126 - $135
|
43.4K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1+ 0.01% |
$31.4 - $33.7
|
9.79K
$316K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.01% |
$31.4 - $33.7
|
7.89K
$255K
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
16MNew |
$464M - $516M
|
16M
$517M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.65M+ 12.04% |
$192M - $214M
|
61.9M
$2B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.12M+ 65.99% |
$177M - $197M
|
15.4M
$496M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.85M+ 13.81% |
$111M - $124M
|
31.7M
$1.02B
|
|