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 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 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.04K+ 11.92% |
$30K - $33.4K
|
9.74K
$309K
|
|
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
800+ 7.14% |
$23.1K - $25.8K
|
12K
$381K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
780+ 0.18% |
$22.6K - $25.1K
|
437K
$13.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
774New |
$22.4K - $24.9K
|
774
$24.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
773+ 1.21% |
$22.4K - $24.9K
|
64.8K
$2.06M
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
725+ 2.92% |
$21K - $23.3K
|
25.5K
$811K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
717+ 10.41% |
$20.7K - $23.1K
|
7.6K
$241K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
699+ 4.7% |
$20.2K - $22.5K
|
15.6K
$494K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
666+ 6.63% |
$19.3K - $21.4K
|
10.7K
$340K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
650+ 1.31% |
$18.8K - $20.9K
|
50.1K
$1.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
625+ 4.38% |
$18.1K - $20.1K
|
14.9K
$473K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
547New |
$15.8K - $17.6K
|
547
$17.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
535+ 0.76% |
$15.5K - $17.2K
|
71.1K
$2.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
525+ 0.48% |
$15.2K - $16.9K
|
110K
$3.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
511New |
$14.8K - $16.4K
|
511
$16.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
496+ 32.27% |
$14.3K - $16K
|
2.03K
$64.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
458+ 3.04% |
$13.2K - $14.7K
|
15.5K
$493K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
453+ 0.68% |
$13.1K - $14.6K
|
67K
$2.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
400New |
$11.6K - $12.9K
|
400
$12.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
386+ 6.16% |
$11.2K - $12.4K
|
6.66K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
373+ 5.07% |
$10.8K - $12K
|
7.73K
$245K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
360+ 2.52% |
$10.4K - $11.6K
|
14.7K
$466K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
355+ 4.91% |
$10.3K - $11.4K
|
7.58K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
347+ 3.22% |
$10K - $11.2K
|
11.1K
$353K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
336+ 1.27% |
$9.72K - $10.8K
|
26.8K
$851K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
328+ 6.6% |
$9.49K - $10.6K
|
5.3K
$168K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
315+ 0.88% |
$9.11K - $10.1K
|
36.2K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
298+ 4.02% |
$8.62K - $9.59K
|
7.72K
$245K
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
285+ 0.61% |
$8.24K - $9.17K
|
46.9K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
202+ 0.92% |
$5.84K - $6.5K
|
22.1K
$703K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
200+ 2.46% |
$5.78K - $6.44K
|
8.32K
$264K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
198New |
$5.73K - $6.37K
|
198
$6.28K
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
195+ 2.53% |
$5.64K - $6.28K
|
7.9K
$251K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
177+ 769.57% |
$5.12K - $5.7K
|
200
$6.35K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
121+ 0.2% |
$3.5K - $3.89K
|
59.6K
$1.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
120+ 0.92% |
$3.47K - $3.86K
|
13.2K
$419K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
104+ 0.12% |
$3.01K - $3.35K
|
84.6K
$2.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
98+ 0.6% |
$2.83K - $3.15K
|
16.4K
$519K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
82+ 0.15% |
$2.37K - $2.64K
|
54.9K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
81+ 0.22% |
$2.34K - $2.61K
|
37.3K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
75+ 0.23% |
$2.17K - $2.41K
|
32.2K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
75+ 4.05% |
$2.17K - $2.41K
|
1.93K
$61.2K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
71+ 0.11% |
$2.05K - $2.29K
|
63.3K
$2.01M
|