Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) during Q3 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
468K+ 44.26% |
$13.5M - $15.1M
|
1.53M
$48.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
440K+ 15.75% |
$12.7M - $14.2M
|
3.23M
$103M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
408K+ 69.36% |
$11.8M - $13.1M
|
996K
$31.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
244K+ 29.89% |
$7.06M - $7.86M
|
1.06M
$33.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
235K+ 81.05% |
$6.8M - $7.56M
|
525K
$16.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
232KNew |
$6.71M - $7.47M
|
232K
$7.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
188K+ 75.61% |
$5.43M - $6.04M
|
436K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
174K+ 9.47% |
$5.02M - $5.59M
|
2.01M
$63.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
167K+ 10.03% |
$4.83M - $5.38M
|
1.83M
$58.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
156K+ 16.54% |
$4.51M - $5.02M
|
1.1M
$34.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
BUY
|
- |
141KNew |
$4.08M - $4.54M
|
141K
$4.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
119K+ 32.81% |
$3.45M - $3.85M
|
484K
$15.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
119K+ 111.86% |
$3.43M - $3.82M
|
225K
$7.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
117K+ 13.37% |
$3.37M - $3.75M
|
988K
$31.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
108K+ 6.71% |
$3.13M - $3.49M
|
1.72M
$54.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
102K+ 194.48% |
$2.95M - $3.28M
|
154K
$4.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
92K+ 1.89% |
$2.66M - $2.96M
|
4.96M
$157M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
90K+ 197.64% |
$2.6M - $2.9M
|
136K
$4.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
86.4K+ 22.12% |
$2.5M - $2.78M
|
477K
$15.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
81.1K+ 65.4% |
$2.35M - $2.61M
|
205K
$6.51M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
74.5K+ 14.83% |
$2.16M - $2.4M
|
577K
$18.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
67.4K+ 64.66% |
$1.95M - $2.17M
|
172K
$5.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
67.3K+ 165.03% |
$1.95M - $2.17M
|
108K
$3.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
67K+ 44.58% |
$1.94M - $2.16M
|
217K
$6.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
66K+ 13.01% |
$1.91M - $2.13M
|
574K
$18.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
60.4K+ 3.39% |
$1.75M - $1.94M
|
1.84M
$58.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
60K+ 18.2% |
$1.73M - $1.93M
|
389K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
59.6K+ 7.49% |
$1.72M - $1.92M
|
855K
$27.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.6K+ 6.97% |
$1.61M - $1.79M
|
853K
$27.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
54.6KNew |
$1.58M - $1.76M
|
54.6K
$1.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
49.9K+ 63.34% |
$1.44M - $1.61M
|
129K
$4.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
49.7K+ 34.7% |
$1.44M - $1.6M
|
193K
$6.12M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
49.2K+ 84.6% |
$1.42M - $1.58M
|
107K
$3.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
49K+ 5.11% |
$1.42M - $1.58M
|
1.01M
$32M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
45.7K+ 5.24% |
$1.32M - $1.47M
|
918K
$29.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
44.6K+ 16.4% |
$1.29M - $1.44M
|
317K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
44.6K+ 11.38% |
$1.29M - $1.43M
|
436K
$13.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
43.5K+ 5.04% |
$1.26M - $1.4M
|
907K
$28.8M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
40K+ 50.07% |
$1.16M - $1.29M
|
120K
$3.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
38.9K+ 3.21% |
$1.13M - $1.25M
|
1.25M
$39.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37K+ 11.96% |
$1.07M - $1.19M
|
346K
$11M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
36.2K+ 5.61% |
$1.05M - $1.17M
|
681K
$21.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
34.8KNew |
$1.01M - $1.12M
|
34.8K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.3K+ 8.0% |
$992K - $1.1M
|
463K
$14.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
34.3K+ 3.95% |
$992K - $1.1M
|
902K
$28.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
30.9K+ 4.28% |
$894K - $995K
|
753K
$23.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
30.7K+ 20.06% |
$887K - $987K
|
184K
$5.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
30.1K+ 7.63% |
$872K - $970K
|
425K
$13.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
29K+ 4.18% |
$838K - $932K
|
722K
$22.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
27.9K+ 0.38% |
$806K - $897K
|
7.3M
$232M
|