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 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-89- 0.5% |
$2.57K - $2.86K
|
17.6K
$558K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-91- 0.99% |
$2.63K - $2.93K
|
9.06K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-110- 0.88% |
$3.18K - $3.54K
|
12.4K
$394K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-115- 0.66% |
$3.33K - $3.7K
|
17.2K
$546K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-146- 1.38% |
$4.22K - $4.7K
|
10.4K
$330K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-163- 0.22% |
$4.71K - $5.25K
|
74.4K
$2.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-167- 1.55% |
$4.83K - $5.38K
|
10.6K
$336K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-168- 1.96% |
$4.86K - $5.41K
|
8.39K
$266K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-180- 2.7% |
$5.21K - $5.79K
|
6.49K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-182- 0.64% |
$5.26K - $5.86K
|
28.3K
$898K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-190- 1.93% |
$5.49K - $6.12K
|
9.64K
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-191- 2.04% |
$5.52K - $6.15K
|
9.19K
$292K
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-218- 1.1% |
$6.3K - $7.02K
|
19.6K
$622K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-245- 0.33% |
$7.09K - $7.89K
|
73.1K
$2.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-255- 0.51% |
$7.37K - $8.21K
|
49.4K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-270- 1.87% |
$7.81K - $8.69K
|
14.2K
$451K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-272- 0.43% |
$7.87K - $8.76K
|
62.4K
$1.98M
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
SELL
|
- |
-276- 2.89% |
$7.98K - $8.88K
|
9.27K
$294K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-283- 1.49% |
$8.18K - $9.11K
|
18.7K
$593K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-292- 0.34% |
$8.44K - $9.4K
|
84.8K
$2.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-297- 0.88% |
$8.59K - $9.56K
|
33.3K
$1.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-298- 1.7% |
$8.62K - $9.59K
|
17.3K
$548K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-320- 6.56% |
$9.25K - $10.3K
|
4.56K
$145K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-321- 3.16% |
$9.28K - $10.3K
|
9.85K
$313K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-372- 0.76% |
$10.8K - $12K
|
48.6K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-423- 3.5% |
$12.2K - $13.6K
|
11.7K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-433- 1.97% |
$12.5K - $13.9K
|
21.5K
$682K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-465- 2.62% |
$13.4K - $15K
|
17.3K
$549K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-483- 6.75% |
$14K - $15.5K
|
6.67K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-540- 4.66% |
$15.6K - $17.4K
|
11K
$350K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-576- 5.56% |
$16.7K - $18.5K
|
9.79K
$311K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-592- 4.9% |
$17.1K - $19.1K
|
11.5K
$365K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-602- 6.82% |
$17.4K - $19.4K
|
8.23K
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-649- 0.36% |
$18.8K - $20.9K
|
178K
$5.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-659- 8.53% |
$19.1K - $21.2K
|
7.07K
$224K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-659- 0.06% |
$19.1K - $21.2K
|
1.16M
$37M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-660- 1.08% |
$19.1K - $21.2K
|
60.6K
$1.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-737- 0.83% |
$21.3K - $23.7K
|
88.2K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-752- 0.46% |
$21.7K - $24.2K
|
161K
$5.11M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-756- 1.04% |
$21.9K - $24.3K
|
72.2K
$2.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-771- 5.22% |
$22.3K - $24.8K
|
14K
$445K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-793- 21.32% |
$22.9K - $25.5K
|
2.93K
$92.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-800- 5.26% |
$23.1K - $25.8K
|
14.4K
$457K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-800- 31.9% |
$23.1K - $25.8K
|
1.71K
$54.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-816- 3.7% |
$23.6K - $26.3K
|
21.2K
$674K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-816- 1.1% |
$23.6K - $26.3K
|
73.5K
$2.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-826- 1.99% |
$23.9K - $26.6K
|
40.7K
$1.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-836- 3.11% |
$24.2K - $26.9K
|
26.1K
$827K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-844- 3.72% |
$24.4K - $27.2K
|
21.9K
$694K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-846- 2.27% |
$24.5K - $27.2K
|
36.4K
$1.15M
|