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 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.22K- 6.16% |
$35.3K - $39.3K
|
18.6K
$590K
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.35K- 1.45% |
$39.2K - $43.6K
|
92.3K
$2.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.38K- 1.7% |
$39.9K - $44.4K
|
79.8K
$2.53M
|
|
|
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 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.43K- 1.32% |
$41.2K - $45.9K
|
107K
$3.38M
|
|
|
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 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.57K- 9.69% |
$45.3K - $50.4K
|
14.6K
$463K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.61K- 17.04% |
$46.4K - $51.7K
|
7.82K
$248K
|
|
|
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 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.8K- 3.37% |
$52K - $57.8K
|
51.6K
$1.64M
|
|
|
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 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 8.72% |
$54.4K - $60.5K
|
19.7K
$625K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.9K- 1.45% |
$54.8K - $61K
|
129K
$4.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.93K- 1.25% |
$55.9K - $62.2K
|
152K
$4.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.98K- 7.51% |
$57.4K - $63.9K
|
24.4K
$775K
|
|
|
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 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.1K- 9.65% |
$60.6K - $67.5K
|
19.6K
$623K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.11K- 0.77% |
$61.1K - $68K
|
271K
$8.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2.16K- 2.83% |
$62.3K - $69.4K
|
73.9K
$2.35M
|
|
|
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 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-2.25K- 4.83% |
$64.9K - $72.3K
|
44.2K
$1.4M
|
|
|
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 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
SELL
|
- |
-2.62K- 3.83% |
$75.7K - $84.3K
|
65.8K
$2.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.63K- 6.1% |
$76.1K - $84.7K
|
40.5K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.69K- 0.8% |
$77.8K - $86.6K
|
335K
$10.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.71K- 7.43% |
$78.4K - $87.3K
|
33.8K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-2.72K- 28.52% |
$78.6K - $87.5K
|
6.81K
$216K
|
|
|
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
|