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 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
3.47K+ 2.0% |
$100K - $112K
|
177K
$5.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.46K+ 22.71% |
$100K - $111K
|
18.7K
$593K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
3.36KNew |
$97.3K - $108K
|
3.36K
$107K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.34K+ 354.24% |
$96.7K - $108K
|
4.29K
$136K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.3K+ 1.11% |
$95.4K - $106K
|
301K
$9.57M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.29K+ 6.29% |
$95.2K - $106K
|
55.7K
$1.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.28K+ 2.11% |
$94.7K - $105K
|
159K
$5.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
3.2K+ 10.7% |
$92.5K - $103K
|
33.1K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.15K+ 4.93% |
$91.2K - $101K
|
67.1K
$2.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.15K+ 2.29% |
$91K - $101K
|
141K
$4.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.08K+ 2.26% |
$89.2K - $99.2K
|
139K
$4.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.96K+ 2.34% |
$85.5K - $95.2K
|
129K
$4.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.94K+ 0.66% |
$85.1K - $94.7K
|
446K
$14.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.86K+ 0.6% |
$82.7K - $92.1K
|
483K
$15.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.67K+ 10.63% |
$77.1K - $85.8K
|
27.7K
$880K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.63K+ 5.28% |
$76.1K - $84.7K
|
52.4K
$1.66M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.63K+ 0.38% |
$75.9K - $84.5K
|
693K
$22M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.6K+ 3.67% |
$75.1K - $83.6K
|
73.5K
$2.33M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
2.52K+ 4.37% |
$73K - $81.2K
|
60.3K
$1.91M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.46K+ 301.96% |
$71.2K - $79.2K
|
3.28K
$104K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.39K+ 13.16% |
$69.2K - $77.1K
|
20.6K
$653K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.27K+ 1.41% |
$65.7K - $73.1K
|
163K
$5.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.09KNew |
$60.4K - $67.2K
|
2.09K
$66.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.04K+ 0.09% |
$59.1K - $65.8K
|
2.27M
$72M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.02K+ 103.11% |
$58.5K - $65.1K
|
3.99K
$126K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.96K+ 27.02% |
$56.6K - $63K
|
9.2K
$292K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.85K+ 8.19% |
$53.5K - $59.6K
|
24.5K
$776K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 10.86% |
$51.5K - $57.3K
|
18.2K
$577K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.74K+ 5.96% |
$50.2K - $55.9K
|
30.9K
$980K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.67K+ 14.84% |
$48.2K - $53.7K
|
12.9K
$409K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.64K+ 8.62% |
$47.3K - $52.7K
|
20.6K
$655K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.54K+ 6.77% |
$44.4K - $49.4K
|
24.2K
$768K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.49K+ 0.51% |
$43.1K - $48K
|
296K
$9.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.46K+ 6.0% |
$42.2K - $46.9K
|
25.8K
$817K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.45K+ 5.37% |
$41.8K - $46.5K
|
28.4K
$900K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.36K+ 13.99% |
$39.4K - $43.8K
|
11.1K
$352K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.36K+ 21.83% |
$39.3K - $43.7K
|
7.58K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.35K+ 5.52% |
$39K - $43.5K
|
25.8K
$818K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.32K+ 0.52% |
$38.1K - $42.4K
|
255K
$8.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.29K+ 2.38% |
$37.4K - $41.6K
|
55.7K
$1.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 5.15% |
$37K - $41.2K
|
26.2K
$830K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.21K+ 11.79% |
$34.8K - $38.8K
|
11.4K
$363K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.15K+ 0.33% |
$33.1K - $36.9K
|
344K
$10.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.13K+ 15.11% |
$32.6K - $36.3K
|
8.59K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.08K+ 6.0% |
$31.2K - $34.7K
|
19.1K
$605K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.05K+ 0.5% |
$30.3K - $33.7K
|
212K
$6.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
954+ 4.13% |
$27.6K - $30.7K
|
24K
$763K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
923+ 12.34% |
$26.7K - $29.7K
|
8.4K
$267K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
886+ 0.54% |
$25.6K - $28.5K
|
166K
$5.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
872+ 11.52% |
$25.2K - $28.1K
|
8.44K
$268K
|