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 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.75M+ 5268.36% |
$54.9M - $58.8M
|
1.78M
$57.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
864KNew |
$27.1M - $29.1M
|
864K
$27.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
734K+ 44.84% |
$23.1M - $24.7M
|
2.37M
$76.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
694K+ 34.56% |
$21.8M - $23.4M
|
2.7M
$87.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
574KNew |
$18M - $19.3M
|
574K
$18.5M
|
|
|
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 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
270KNew |
$8.49M - $9.1M
|
270K
$8.72M
|
|
|
Jan 23, 2026
Q4 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
256KNew |
$8.04M - $8.63M
|
256K
$8.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
238K+ 15.56% |
$7.46M - $8M
|
1.76M
$56.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
206K+ 44.44% |
$6.46M - $6.93M
|
669K
$21.6M
|
|
|
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 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
143K+ 16.79% |
$4.51M - $4.83M
|
998K
$32.2M
|
|
|
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 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
97.6K+ 44.95% |
$3.07M - $3.29M
|
315K
$10.2M
|
|
|
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 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56.9K+ 16.29% |
$1.79M - $1.92M
|
407K
$13.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
55.3K+ 107.11% |
$1.74M - $1.86M
|
107K
$3.45M
|
|
|
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 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
50.4K+ 39.16% |
$1.58M - $1.7M
|
179K
$5.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
48.7K+ 11.45% |
$1.53M - $1.64M
|
474K
$15.3M
|
|
|
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 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
42.6K+ 4.22% |
$1.34M - $1.43M
|
1.05M
$33.9M
|
|
|
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 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.3K+ 1.74% |
$638K - $684K
|
1.19M
$38.3M
|
|
|
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 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
18.7K+ 18.89% |
$587K - $629K
|
118K
$3.79M
|
|