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 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11.8K+ 0.59% |
$341K - $379K
|
2M
$63.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
11.5KNew |
$333K - $371K
|
11.5K
$366K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
11K+ 21.94% |
$317K - $353K
|
61K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
10.4K+ 8.94% |
$301K - $335K
|
127K
$4.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$300K - $334K
|
10.4K
$329K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.87K+ 6.16% |
$285K - $318K
|
170K
$5.4M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.75K+ 78.14% |
$282K - $314K
|
22.2K
$705K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.33K+ 1.19% |
$270K - $300K
|
796K
$25.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.29K+ 4.22% |
$269K - $299K
|
229K
$7.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8.97KNew |
$259K - $289K
|
8.97K
$285K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.95K+ 28.58% |
$259K - $288K
|
40.3K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.26K+ 7.54% |
$239K - $266K
|
118K
$3.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
7.72KNew |
$223K - $248K
|
7.72K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
7.59KNew |
$220K - $244K
|
7.59K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.55KNew |
$218K - $243K
|
7.55K
$240K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
7.44K+ 1200.32% |
$215K - $240K
|
8.06K
$256K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.3K+ 9.97% |
$211K - $235K
|
80.6K
$2.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
7.25KNew |
$210K - $234K
|
7.25K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
BUY
|
- |
7.1KNew |
$205K - $228K
|
7.1K
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.94KNew |
$201K - $224K
|
6.94K
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.89K+ 16.27% |
$199K - $222K
|
49.2K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
6.87K+ 3.62% |
$199K - $221K
|
196K
$6.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.79KNew |
$196K - $219K
|
6.79K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
6.73KNew |
$195K - $217K
|
6.73K
$214K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
6.7KNew |
$194K - $216K
|
6.7K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
6.64KNew |
$192K - $214K
|
6.64K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
6.64KNew |
$192K - $214K
|
6.64K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
6.61K+ 1.95% |
$191K - $213K
|
347K
$11M
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
6.6KNew |
$191K - $213K
|
6.6K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.6KNew |
$191K - $212K
|
6.6K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6.59K+ 13.61% |
$191K - $212K
|
55K
$1.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
6.5KNew |
$188K - $209K
|
6.5K
$206K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
6.46KNew |
$187K - $208K
|
6.46K
$205K
|
|
|
Oct 06, 2025
Q3 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
6.4KNew |
$185K - $206K
|
6.4K
$203K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.35KNew |
$184K - $204K
|
6.35K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$183K - $204K
|
6.34K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
6.32K+ 13.08% |
$183K - $203K
|
54.6K
$1.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
6.18K+ 1209.39% |
$179K - $199K
|
6.69K
$212K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.1K+ 73.22% |
$177K - $196K
|
14.4K
$458K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.9K+ 8.84% |
$171K - $190K
|
72.7K
$2.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
5.81K+ 0.95% |
$168K - $187K
|
615K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.76K+ 4.15% |
$166K - $185K
|
145K
$4.59M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.24K+ 1.11% |
$152K - $169K
|
477K
$15.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.21K+ 10.18% |
$151K - $168K
|
56.3K
$1.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.98K+ 13.95% |
$144K - $160K
|
40.7K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4.91K+ 1.44% |
$142K - $158K
|
345K
$10.9M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.8KNew |
$139K - $155K
|
4.8K
$152K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.74K+ 13.7% |
$137K - $153K
|
39.3K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.71K+ 1.24% |
$136K - $152K
|
383K
$12.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.67K+ 4.86% |
$135K - $150K
|
101K
$3.2M
|