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 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-16.3K- 5.43% |
$470K - $524K
|
284K
$9M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-16.3K- 3.42% |
$473K - $526K
|
461K
$14.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-16.6K- 5.44% |
$479K - $533K
|
287K
$9.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-18.6K- 41.18% |
$539K - $600K
|
26.6K
$845K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20K- 7.4% |
$580K - $645K
|
251K
$7.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-20.6K- 2.66% |
$596K - $663K
|
753K
$23.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22.2K- 21.59% |
$642K - $715K
|
80.6K
$2.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-22.4K- 35.71% |
$648K - $722K
|
40.4K
$1.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-23K- 4.57% |
$665K - $740K
|
480K
$15.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-23.1K- 3.69% |
$668K - $744K
|
604K
$19.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-23.3K- 2.92% |
$674K - $750K
|
775K
$24.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-23.9K- 23.98% |
$690K - $768K
|
75.7K
$2.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-26.5K- 99.76% |
$765K - $851K
|
64
$2.03K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-26.8K- 3.68% |
$776K - $864K
|
702K
$22.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-26.9K- 31.3% |
$778K - $866K
|
59K
$1.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-28K- 2.54% |
$810K - $902K
|
1.07M
$34.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-30.8K- 5.87% |
$890K - $990K
|
493K
$15.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-34.3K- 4.55% |
$993K - $1.1M
|
720K
$22.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-41.7K- 9.18% |
$1.2M - $1.34M
|
412K
$13.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-44.2K- 55.33% |
$1.28M - $1.42M
|
35.7K
$1.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-49.8K- 7.8% |
$1.44M - $1.6M
|
589K
$18.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-53.6K- 8.67% |
$1.55M - $1.73M
|
564K
$17.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-71.8K- 1.49% |
$2.08M - $2.31M
|
4.74M
$151M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-75.2K- 2.41% |
$2.17M - $2.42M
|
3.04M
$96.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-81K- 10.08% |
$2.34M - $2.61M
|
723K
$22.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-81.3K- 4.65% |
$2.35M - $2.62M
|
1.67M
$52.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-82.7K- 4.32% |
$2.39M - $2.66M
|
1.83M
$58.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-92.3K- 34.34% |
$2.67M - $2.97M
|
177K
$5.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-98.1K- 78.67% |
$2.84M - $3.16M
|
26.6K
$844K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-109K- 2.16% |
$3.17M - $3.52M
|
4.97M
$158M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-119K- 0.28% |
$3.43M - $3.82M
|
42.2M
$1.34B
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-134K- 49.65% |
$3.87M - $4.31M
|
136K
$4.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-139K- 31.32% |
$4.02M - $4.47M
|
305K
$9.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-141K- 63.7% |
$4.08M - $4.54M
|
80.4K
$2.55M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-159K- 37.23% |
$4.59M - $5.11M
|
268K
$8.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-185K- 90.93% |
$5.36M - $5.97M
|
18.5K
$587K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-366K- 46.94% |
$10.6M - $11.8M
|
414K
$13.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-457K- 73.2% |
$13.2M - $14.7M
|
167K
$5.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-498K- 23.77% |
$14.4M - $16M
|
1.6M
$50.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-679K- 85.42% |
$19.6M - $21.9M
|
116K
$3.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-731K- 97.39% |
$21.1M - $23.5M
|
19.6K
$623K
|