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 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
16MNew |
$464M - $516M
|
16M
$509M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08MNew |
$31.2M - $34.7M
|
1.08M
$34.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
470K+ 15.07% |
$13.6M - $15.1M
|
3.59M
$114M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
468K+ 44.26% |
$13.5M - $15.1M
|
1.53M
$48.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
440K+ 15.75% |
$12.7M - $14.2M
|
3.23M
$103M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
408K+ 69.36% |
$11.8M - $13.1M
|
996K
$31.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
244K+ 29.89% |
$7.06M - $7.86M
|
1.06M
$33.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
235K+ 81.05% |
$6.8M - $7.56M
|
525K
$16.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
232KNew |
$6.71M - $7.47M
|
232K
$7.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
218K+ 29.53% |
$6.29M - $7.01M
|
955K
$30.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
207K+ 3.04% |
$5.99M - $6.67M
|
7.01M
$223M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
188K+ 75.61% |
$5.43M - $6.04M
|
436K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
174K+ 9.47% |
$5.02M - $5.59M
|
2.01M
$63.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
167K+ 10.03% |
$4.83M - $5.38M
|
1.83M
$58.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
159K+ 51.62% |
$4.59M - $5.11M
|
466K
$14.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
156K+ 9.72% |
$4.51M - $5.02M
|
1.76M
$55.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
156K+ 16.54% |
$4.51M - $5.02M
|
1.1M
$34.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
155K+ 3.24% |
$4.49M - $4.99M
|
4.95M
$157M
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
BUY
|
- |
141KNew |
$4.08M - $4.54M
|
141K
$4.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
136K+ 4.42% |
$3.93M - $4.38M
|
3.22M
$102M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
126KNew |
$3.64M - $4.05M
|
126K
$3.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
119K+ 32.81% |
$3.45M - $3.85M
|
484K
$15.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
119K+ 111.86% |
$3.43M - $3.82M
|
225K
$7.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
117K+ 13.37% |
$3.37M - $3.75M
|
988K
$31.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
108K+ 6.71% |
$3.13M - $3.49M
|
1.72M
$54.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
102K+ 194.48% |
$2.95M - $3.28M
|
154K
$4.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
95.9K+ 5.56% |
$2.77M - $3.09M
|
1.82M
$57.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
92K+ 1.89% |
$2.66M - $2.96M
|
4.96M
$157M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
90K+ 197.64% |
$2.6M - $2.9M
|
136K
$4.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
86.4K+ 22.12% |
$2.5M - $2.78M
|
477K
$15.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
81.1K+ 65.4% |
$2.35M - $2.61M
|
205K
$6.51M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
74.5K+ 14.83% |
$2.16M - $2.4M
|
577K
$18.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
74.5K+ 10.2% |
$2.15M - $2.4M
|
805K
$25.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
68.4K+ 50.53% |
$1.98M - $2.2M
|
204K
$6.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
67.4K+ 64.66% |
$1.95M - $2.17M
|
172K
$5.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
67.3K+ 165.03% |
$1.95M - $2.17M
|
108K
$3.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
67.1K+ 40.27% |
$1.94M - $2.16M
|
234K
$7.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
67K+ 44.58% |
$1.94M - $2.16M
|
217K
$6.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
66K+ 13.01% |
$1.91M - $2.13M
|
574K
$18.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
65.9K+ 12.97% |
$1.91M - $2.12M
|
574K
$18.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
60.4K+ 3.39% |
$1.75M - $1.94M
|
1.84M
$58.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
60K+ 18.2% |
$1.73M - $1.93M
|
389K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
59.6K+ 7.49% |
$1.72M - $1.92M
|
855K
$27.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.6K+ 6.97% |
$1.61M - $1.79M
|
853K
$27.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
54.6KNew |
$1.58M - $1.76M
|
54.6K
$1.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
53.1KNew |
$1.54M - $1.71M
|
53.1K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
51.6KNew |
$1.49M - $1.66M
|
51.6K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
49.9K+ 63.34% |
$1.44M - $1.61M
|
129K
$4.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
49.7K+ 34.7% |
$1.44M - $1.6M
|
193K
$6.12M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
49.2K+ 84.6% |
$1.42M - $1.58M
|
107K
$3.41M
|