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 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-848- 4.84% |
$24.5K - $27.3K
|
16.7K
$529K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-850- 6.03% |
$24.6K - $27.4K
|
13.3K
$421K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-863- 0.65% |
$25K - $27.8K
|
132K
$4.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-866- 0.65% |
$25K - $27.9K
|
132K
$4.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 0.35% |
$30.9K - $34.4K
|
304K
$9.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.14K- 11.63% |
$33K - $36.7K
|
8.67K
$275K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.16K- 10.03% |
$33.6K - $37.4K
|
10.4K
$331K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.19K- 5.88% |
$34.4K - $38.3K
|
19.1K
$605K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.23K- 4.56% |
$35.6K - $39.6K
|
25.8K
$818K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.31K- 1.77% |
$38K - $42.3K
|
72.9K
$2.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.32K- 5.87% |
$38.1K - $42.4K
|
21.1K
$670K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-1.4K- 3.31% |
$40.3K - $44.9K
|
40.7K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.42K- 5.2% |
$41.2K - $45.8K
|
26K
$824K
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.47K- 0.95% |
$42.6K - $47.4K
|
154K
$4.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.47K- 12.86% |
$42.6K - $47.4K
|
9.97K
$317K
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.51K- 3.41% |
$43.7K - $48.6K
|
42.7K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.52K- 0.91% |
$43.8K - $48.8K
|
164K
$5.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.54K- 5.48% |
$44.4K - $49.4K
|
26.5K
$840K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.65K- 1.16% |
$47.7K - $53.1K
|
141K
$4.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.75K- 0.99% |
$50.6K - $56.3K
|
174K
$5.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 1.67% |
$51.2K - $57K
|
104K
$3.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.79K- 13.85% |
$51.7K - $57.6K
|
11.1K
$353K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-1.84K- 0.57% |
$53.1K - $59.1K
|
323K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.86K- 10.89% |
$53.9K - $60K
|
15.2K
$484K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.87K- 15.43% |
$54K - $60.1K
|
10.2K
$325K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.9K- 1.45% |
$54.8K - $61K
|
129K
$4.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.99K- 6.37% |
$57.6K - $64.1K
|
29.3K
$929K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-2K- 2.46% |
$57.7K - $64.3K
|
79K
$2.51M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.11K- 0.77% |
$61.1K - $68K
|
271K
$8.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.19K- 0.5% |
$63.2K - $70.4K
|
439K
$13.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.24K- 9.78% |
$64.8K - $72.1K
|
20.7K
$656K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-2.31K- 1.19% |
$66.7K - $74.3K
|
191K
$6.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-2.32K- 1.36% |
$67K - $74.6K
|
168K
$5.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.38K- 0.53% |
$68.9K - $76.7K
|
448K
$14.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.41K- 0.63% |
$69.7K - $77.6K
|
383K
$12.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.48K- 1.04% |
$71.7K - $79.8K
|
237K
$7.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-2.6K- 8.37% |
$75.2K - $83.8K
|
28.5K
$904K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.69K- 0.8% |
$77.8K - $86.6K
|
335K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.78K- 2.73% |
$80.4K - $89.5K
|
99.1K
$3.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.79K- 14.49% |
$80.7K - $89.8K
|
16.5K
$523K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.83K- 0.47% |
$81.9K - $91.2K
|
605K
$19.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.9K- 0.96% |
$83.9K - $93.4K
|
300K
$9.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.03K- 1.11% |
$87.5K - $97.4K
|
269K
$8.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.03K- 5.72% |
$87.7K - $97.7K
|
50K
$1.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-3.04K- 23.72% |
$88K - $98K
|
9.79K
$311K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.12K- 30.26% |
$90.2K - $100K
|
7.19K
$228K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-3.41K- 4.19% |
$98.5K - $110K
|
77.9K
$2.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.42K- 29.55% |
$98.8K - $110K
|
8.15K
$259K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.6K- 3.68% |
$104K - $116K
|
94.2K
$2.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.64K- 34.05% |
$105K - $117K
|
7.04K
$223K
|