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 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.65KNew |
$272K - $292K
|
8.65K
$279K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.43K+ 44.1% |
$265K - $284K
|
27.6K
$889K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.17KNew |
$257K - $275K
|
8.17K
$264K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.43KNew |
$202K - $217K
|
6.43K
$207K
|
|
|
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 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.17KNew |
$194K - $208K
|
6.17K
$199K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.06K+ 20.63% |
$190K - $204K
|
35.4K
$1.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.86K+ 1.23% |
$184K - $197K
|
482K
$15.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.41K+ 23.72% |
$170K - $182K
|
28.2K
$910K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.21K+ 1.59% |
$164K - $175K
|
332K
$10.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.79KNew |
$150K - $161K
|
4.79K
$154K
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
4.06K+ 4.05% |
$128K - $137K
|
104K
$3.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.99K+ 8.48% |
$125K - $134K
|
51K
$1.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.94K+ 3.32% |
$124K - $133K
|
123K
$3.96M
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.24K+ 5.82% |
$102K - $109K
|
58.9K
$1.9M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.14K+ 15.37% |
$98.7K - $106K
|
23.6K
$761K
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
3.1K+ 3.36% |
$97.5K - $105K
|
95.6K
$3.08M
|
|
|
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 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 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
2.31K+ 1.3% |
$72.4K - $77.7K
|
180K
$5.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.1K+ 1.1% |
$66K - $70.7K
|
193K
$6.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.97K+ 1.37% |
$61.8K - $66.3K
|
146K
$4.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.93K+ 25.45% |
$60.6K - $65K
|
9.51K
$307K
|
|
|
Jan 14, 2026
Q4 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.92K+ 4.11% |
$60.4K - $64.8K
|
48.8K
$1.57M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.86K+ 18.45% |
$58.4K - $62.6K
|
11.9K
$385K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.78K+ 2.75% |
$55.9K - $60K
|
66.4K
$2.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.78KNew |
$55.8K - $59.8K
|
1.78K
$57.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 10.43% |
$52.2K - $56K
|
17.6K
$568K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.39K+ 1.0% |
$43.8K - $47K
|
141K
$4.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.35K+ 4.78% |
$42.4K - $45.5K
|
29.6K
$954K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.34K+ 8.63% |
$42.1K - $45.1K
|
16.9K
$544K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.26K+ 10.31% |
$39.6K - $42.5K
|
13.5K
$435K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.15K+ 6.25% |
$36.1K - $38.7K
|
19.5K
$629K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 1.76% |
$34.5K - $37K
|
63.5K
$2.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
964+ 2.91% |
$30.3K - $32.5K
|
34.1K
$1.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
674+ 6.59% |
$21.2K - $22.7K
|
10.9K
$352K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
522+ 0.62% |
$16.4K - $17.6K
|
85.3K
$2.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
516+ 7.57% |
$16.2K - $17.4K
|
7.33K
$237K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
492+ 0.45% |
$15.5K - $16.6K
|
110K
$3.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
487+ 1.17% |
$15.3K - $16.4K
|
42.3K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
420+ 0.48% |
$13.2K - $14.1K
|
88.7K
$2.86M
|
|
|
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 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
250+ 17.56% |
$7.85K - $8.42K
|
1.67K
$54K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
220+ 0.1% |
$6.91K - $7.41K
|
225K
$7.25M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
211+ 0.9% |
$6.63K - $7.11K
|
23.6K
$762K
|
|