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 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.64K- 11.43% |
$105K - $117K
|
28.2K
$896K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.66K- 1.86% |
$106K - $118K
|
193K
$6.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-3.73K- 0.8% |
$108K - $120K
|
461K
$14.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.76K- 1.86% |
$109K - $121K
|
198K
$6.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.87K- 0.17% |
$112K - $125K
|
2.27M
$72M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-3.94K- 17.67% |
$114K - $127K
|
18.4K
$583K
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-4.25K- 26.57% |
$123K - $137K
|
11.7K
$372K
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-4.49K- 0.58% |
$130K - $144K
|
770K
$24.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-4.65K- 1.7% |
$134K - $150K
|
268K
$8.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.66K- 1.48% |
$135K - $150K
|
311K
$9.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-4.72K- 40.24% |
$137K - $152K
|
7.02K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-4.9K- 0.62% |
$142K - $158K
|
788K
$25M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.06K- 2.2% |
$146K - $163K
|
225K
$7.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-5.41K- 30.68% |
$156K - $174K
|
12.2K
$388K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.69K- 0.46% |
$165K - $183K
|
1.22M
$38.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-6.09K- 1.88% |
$176K - $196K
|
318K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-6.26K- 0.62% |
$181K - $201K
|
1M
$31.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-6.28K- 11.64% |
$181K - $202K
|
47.6K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.61K- 2.2% |
$191K - $213K
|
294K
$9.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.31K- 0.46% |
$211K - $235K
|
1.59M
$50.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-7.63K- 7.61% |
$221K - $246K
|
92.7K
$2.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7.65K- 0.59% |
$221K - $246K
|
1.29M
$40.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.7K- 41.96% |
$223K - $248K
|
10.7K
$338K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-7.71K- 0.98% |
$223K - $248K
|
783K
$24.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-7.81K- 1.94% |
$226K - $251K
|
394K
$12.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.06K- 3.14% |
$233K - $259K
|
248K
$7.89M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-8.14K- 99.3% |
$235K - $262K
|
57
$1.81K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8.82K- 3.68% |
$255K - $284K
|
231K
$7.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-8.88K- 4.46% |
$257K - $286K
|
190K
$6.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-8.91K- 33.77% |
$258K - $287K
|
17.5K
$555K
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-8.94K- 3.39% |
$259K - $288K
|
255K
$8.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-9.23K- 7.53% |
$267K - $297K
|
113K
$3.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.26K- 4.08% |
$268K - $298K
|
218K
$6.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10K- 1.9% |
$289K - $322K
|
517K
$16.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-10.5K- 18.37% |
$304K - $339K
|
46.7K
$1.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10.7K- 9.85% |
$310K - $345K
|
98.2K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-10.8K- 18.48% |
$314K - $349K
|
47.9K
$1.52M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11K- 48.33% |
$317K - $353K
|
11.7K
$372K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-11.6K- 38.16% |
$336K - $374K
|
18.8K
$598K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-12.2K- 10.04% |
$353K - $393K
|
109K
$3.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-13K- 22.2% |
$376K - $418K
|
45.5K
$1.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-13.1K- 6.65% |
$378K - $421K
|
184K
$5.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-13.1K- 61.99% |
$380K - $423K
|
8.05K
$255K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-13.8K- 1.61% |
$398K - $443K
|
844K
$26.8M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14K- 2.24% |
$405K - $451K
|
612K
$19.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14.6K- 30.97% |
$423K - $471K
|
32.6K
$1.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-15.6K- 4.82% |
$450K - $501K
|
307K
$9.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-15.7K- 0.36% |
$453K - $504K
|
4.3M
$136M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-15.8K- 6.58% |
$458K - $510K
|
225K
$7.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-16K- 60.12% |
$462K - $515K
|
10.6K
$337K
|