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 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 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
200New |
$6.28K - $6.74K
|
200
$6.45K
|
|
|
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 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 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4+ 0.0% |
$126 - $135
|
86K
$2.78M
|
|
|
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
|
|