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 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 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 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 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
|
|
|
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
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
201New |
$6.31K - $6.77K
|
201
$6.48K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
189+ 0.58% |
$5.94K - $6.37K
|
32.8K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
160New |
$5.03K - $5.39K
|
160
$5.16K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
151+ 28.65% |
$4.74K - $5.09K
|
678
$21.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
125+ 0.13% |
$3.93K - $4.21K
|
92.8K
$2.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
113+ 1.38% |
$3.55K - $3.81K
|
8.29K
$267K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
91+ 1.01% |
$2.86K - $3.07K
|
9.11K
$294K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 12.78% |
$2.51K - $2.7K
|
706
$22.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
76+ 0.5% |
$2.39K - $2.56K
|
15.2K
$489K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
66+ 0.61% |
$2.07K - $2.22K
|
10.9K
$352K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
61+ 0.1% |
$1.92K - $2.06K
|
59.7K
$1.92M
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
52+ 0.52% |
$1.63K - $1.75K
|
10K
$323K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
49+ 3.28% |
$1.54K - $1.65K
|
1.54K
$49.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
47+ 0.15% |
$1.48K - $1.58K
|
32.2K
$1.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
33+ 0.16% |
$1.04K - $1.11K
|
20.4K
$658K
|
|
|
Jan 21, 2026
Q4 2025
|
Affiance Financial, LLC
|
BUY
|
- |
31+ 0.2% |
$974 - $1.04K
|
15.6K
$503K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19+ 0.08% |
$597 - $640
|
25.1K
$809K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
14+ 0.08% |
$440 - $472
|
16.9K
$545K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14+ 0.1% |
$440 - $472
|
13.7K
$442K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.1% |
$408 - $438
|
13.3K
$429K
|
|
|
Jan 21, 2026
Q4 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
12+ 0.1% |
$377 - $404
|
11.6K
$373K
|
|