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
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-2.77K- 6.45% |
$80.2K - $89.3K
|
40.2K
$1.28M
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-3.02K- 0.1% |
$87.2K - $97.1K
|
3.09M
$97.9M
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.41K- 23.07% |
$98.6K - $110K
|
11.4K
$361K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.42K- 29.55% |
$98.8K - $110K
|
8.15K
$259K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.48K- 0.35% |
$100K - $112K
|
982K
$31.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.53K- 2.57% |
$102K - $114K
|
134K
$4.25M
|
|
|
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
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.04K- 3.55% |
$117K - $130K
|
110K
$3.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-4.08K- 20.19% |
$118K - $131K
|
16.1K
$512K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.08K- 9.55% |
$118K - $131K
|
38.7K
$1.23M
|
|
|
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 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-4.62K- 3.73% |
$134K - $149K
|
119K
$3.79M
|
|
|
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 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.74K- 7.46% |
$137K - $153K
|
58.8K
$1.87M
|
|
|
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 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-5.1K- 18.03% |
$148K - $164K
|
23.2K
$737K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-5.41K- 30.68% |
$156K - $174K
|
12.2K
$388K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.67K- 0.39% |
$164K - $182K
|
1.46M
$46.3M
|