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 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 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
32+ 0.09% |
$1.01K - $1.08K
|
37.3K
$1.2M
|
|
|
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
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10+ 0.04% |
$314 - $337
|
25.8K
$832K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
10New |
$314 - $337
|
10
$323
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.09% |
$314 - $337
|
10.6K
$341K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
9+ 0.06% |
$283 - $303
|
14.9K
$480K
|
|
|
Jan 21, 2026
Q4 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
8+ 0.1% |
$251 - $270
|
8.15K
$263K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.1% |
$251 - $270
|
8.16K
$263K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
7+ 0.49% |
$220 - $236
|
1.44K
$46.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
7+ 0.11% |
$220 - $236
|
6.61K
$213K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5+ 0.05% |
$157 - $168
|
9.8K
$316K
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4+ 0.04% |
$126 - $135
|
9.89K
$319K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.11% |
$126 - $135
|
3.57K
$115K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
4+ 0.1% |
$126 - $135
|
4.03K
$130K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$126 - $135
|
43.4K
$1.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$94.2 - $101
|
22.2K
$715K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$94.2 - $101
|
58.8K
$1.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.01% |
$62.8 - $67.4
|
18.7K
$603K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2+ 0.11% |
$62.8 - $67.4
|
1.82K
$58.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.09% |
$62.8 - $67.4
|
2.28K
$73.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
1+ 1.56% |
$31.4 - $33.7
|
65
$2.1K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.96M+ 376.77% |
$56.6M - $63M
|
2.48M
$79.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.71M+ 5.2% |
$49.3M - $54.9M
|
34.5M
$1.11B
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.53M+ 17.71% |
$44.3M - $49.3M
|
10.2M
$328M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.43M+ 20.53% |
$41.3M - $46M
|
8.39M
$271M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.26M+ 8.16% |
$36.5M - $40.6M
|
16.7M
$539M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08MNew |
$31.2M - $34.7M
|
1.08M
$34.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
841K+ 9.15% |
$24.3M - $27.1M
|
10M
$323M
|
|