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 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
19+ 1.29% |
$549 - $612
|
1.49K
$47.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14New |
$405 - $451
|
14
$444
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.1% |
$376 - $418
|
13.3K
$421K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.02% |
$376 - $418
|
64.7K
$2.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12+ 0.09% |
$347 - $386
|
13.7K
$435K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
11+ 0.61% |
$318 - $354
|
1.81K
$57.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
11+ 0.09% |
$318 - $354
|
12.2K
$386K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
10+ 0.09% |
$289 - $322
|
11.6K
$367K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.09% |
$260 - $290
|
9.89K
$314K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
8+ 0.05% |
$231 - $258
|
14.9K
$472K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
7+ 0.09% |
$202 - $225
|
8.14K
$258K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.09% |
$202 - $225
|
8.15K
$259K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
6+ 0.02% |
$174 - $193
|
24.3K
$772K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
6+ 0.08% |
$174 - $193
|
7.49K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
5+ 0.09% |
$145 - $161
|
5.64K
$179K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
5+ 0.0% |
$145 - $161
|
136K
$4.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4+ 0.01% |
$116 - $129
|
29K
$921K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$116 - $129
|
43.4K
$1.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$86.8 - $96.6
|
16.9K
$536K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.03% |
$86.8 - $96.6
|
9.6K
$305K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3+ 0.02% |
$86.8 - $96.6
|
15.1K
$481K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.07% |
$86.8 - $96.6
|
4.02K
$128K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2+ 0.03% |
$57.8 - $64.4
|
7.89K
$251K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.02% |
$57.8 - $64.4
|
12.5K
$397K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.07% |
$57.8 - $64.4
|
2.84K
$90.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.33% |
$57.8 - $64.4
|
613
$19.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.11% |
$28.9 - $32.2
|
879
$27.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 0.13% |
$28.9 - $32.2
|
765
$24.3K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.65% |
$28.9 - $32.2
|
156
$4.95K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
1+ 0.01% |
$28.9 - $32.2
|
17.2K
$545K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1+ 0.01% |
$28.9 - $32.2
|
16.1K
$510K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.01% |
$28.9 - $32.2
|
8.18K
$260K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-4- 0.03% |
$116 - $129
|
15.2K
$482K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5- 0.06% |
$145 - $161
|
8.6K
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.48% |
$174 - $193
|
1.23K
$39.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7- 0.2% |
$202 - $225
|
3.56K
$113K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-12- 0.08% |
$347 - $386
|
14.4K
$457K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-13- 0.13% |
$376 - $418
|
10.3K
$328K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-14- 0.04% |
$405 - $451
|
32.6K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-14- 1.3% |
$405 - $451
|
1.06K
$33.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31- 4.72% |
$897 - $998
|
626
$19.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-38- 0.04% |
$1.1K - $1.22K
|
102K
$3.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-38- 0.04% |
$1.1K - $1.22K
|
102K
$3.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.15% |
$1.21K - $1.35K
|
27.9K
$885K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-43- 0.41% |
$1.24K - $1.38K
|
10.5K
$332K
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-44- 0.15% |
$1.27K - $1.42K
|
28.7K
$912K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-49- 2.58% |
$1.42K - $1.58K
|
1.85K
$58.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-49- 0.26% |
$1.42K - $1.58K
|
18.7K
$593K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-60- 0.71% |
$1.74K - $1.93K
|
8.4K
$266K
|