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
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3.33K+ 1.54% |
$105K - $112K
|
219K
$7.08M
|
|
|
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 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.8K+ 6.89% |
$87.9K - $94.3K
|
43.4K
$1.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.75K+ 16.3% |
$86.3K - $92.5K
|
19.6K
$632K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.67K+ 3.75% |
$84K - $90.1K
|
73.9K
$2.38M
|
|
|
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 23, 2026
Q4 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.13K+ 0.95% |
$66.7K - $71.6K
|
226K
$7.28M
|
|
|
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 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.88KNew |
$59.1K - $63.4K
|
1.88K
$60.7K
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.86K+ 27.89% |
$58.5K - $62.7K
|
8.53K
$275K
|
|
|
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 23, 2026
Q4 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.75K+ 4.3% |
$55K - $59K
|
42.5K
$1.37M
|
|
|
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 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.38K+ 11.64% |
$43.3K - $46.4K
|
13.2K
$426K
|
|
|
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 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.06K+ 0.58% |
$33.4K - $35.8K
|
185K
$5.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
964+ 2.91% |
$30.3K - $32.5K
|
34.1K
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
959+ 11.16% |
$30.1K - $32.3K
|
9.55K
$308K
|
|
|
Jan 22, 2026
Q4 2025
|
Capital Planning LLC
|
BUY
|
- |
863+ 0.11% |
$27.1K - $29.1K
|
789K
$25.5M
|
|
|
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 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
514+ 0.22% |
$16.1K - $17.3K
|
231K
$7.45M
|
|
|
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 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
287+ 0.71% |
$9.01K - $9.67K
|
41K
$1.32M
|
|
|
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 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
254+ 8.43% |
$7.98K - $8.56K
|
3.27K
$105K
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
253+ 0.09% |
$7.95K - $8.52K
|
297K
$9.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
250+ 17.56% |
$7.85K - $8.42K
|
1.67K
$54K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
237+ 1.22% |
$7.44K - $7.98K
|
19.7K
$634K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
227+ 4.02% |
$7.13K - $7.65K
|
5.87K
$189K
|
|