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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-309- 3.41% |
$8.94K - $9.95K
|
8.75K
$278K
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-554- 7.25% |
$16K - $17.8K
|
7.08K
$225K
|
|
|
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 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-644- 1.74% |
$18.6K - $20.7K
|
36.4K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-649- 0.36% |
$18.8K - $20.9K
|
178K
$5.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-658- 0.97% |
$19K - $21.2K
|
67.2K
$2.13M
|
|
|
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 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-760- 2.56% |
$22K - $24.5K
|
29K
$920K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-771- 5.22% |
$22.3K - $24.8K
|
14K
$445K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-773- 1.02% |
$22.4K - $24.9K
|
75.1K
$2.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-778- 2.68% |
$22.5K - $25K
|
28.2K
$895K
|
|
|
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
|
Montis Financial, LLC
|
SELL
|
- |
-816- 1.1% |
$23.6K - $26.3K
|
73.5K
$2.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-816- 3.7% |
$23.6K - $26.3K
|
21.2K
$674K
|
|
|
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
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-905- 6.64% |
$26.2K - $29.1K
|
12.7K
$404K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-964- 0.83% |
$27.9K - $31K
|
115K
$3.66M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-989- 18.96% |
$28.6K - $31.8K
|
4.23K
$134K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 0.35% |
$30.9K - $34.4K
|
304K
$9.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.09K- 87.02% |
$31.4K - $35K
|
162
$5.14K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.09K- 1.29% |
$31.6K - $35.1K
|
83.7K
$2.66M
|
|
|
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 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.18K- 1.13% |
$34K - $37.9K
|
103K
$3.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.19K- 5.88% |
$34.4K - $38.3K
|
19.1K
$605K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.21K- 5.61% |
$35K - $39K
|
20.4K
$646K
|