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 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.76K- 1.86% |
$109K - $121K
|
198K
$6.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.87K- 0.17% |
$112K - $125K
|
2.27M
$75.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-3.94K- 17.67% |
$114K - $127K
|
18.4K
$609K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.04K- 3.55% |
$117K - $130K
|
110K
$3.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-4.08K- 20.19% |
$118K - $131K
|
16.1K
$535K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.08K- 9.55% |
$118K - $131K
|
38.7K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-4.25K- 26.57% |
$123K - $137K
|
11.7K
$389K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.36K- 0.88% |
$126K - $140K
|
493K
$16.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-4.49K- 0.58% |
$130K - $144K
|
770K
$25.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-4.51K- 6.1% |
$130K - $145K
|
69.3K
$2.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-4.62K- 3.73% |
$134K - $149K
|
119K
$3.96M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-4.65K- 1.7% |
$134K - $150K
|
268K
$8.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.66K- 1.48% |
$135K - $150K
|
311K
$10.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-4.72K- 40.24% |
$137K - $152K
|
7.02K
$233K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.74K- 7.46% |
$137K - $153K
|
58.8K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-4.9K- 0.62% |
$142K - $158K
|
788K
$26.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.06K- 2.2% |
$146K - $163K
|
225K
$7.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-5.1K- 18.03% |
$148K - $164K
|
23.2K
$770K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-5.41K- 30.68% |
$156K - $174K
|
12.2K
$405K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.67K- 0.39% |
$164K - $182K
|
1.46M
$48.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.69K- 0.46% |
$165K - $183K
|
1.22M
$40.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-5.91K- 17.54% |
$171K - $190K
|
27.8K
$922K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-6.09K- 1.88% |
$176K - $196K
|
318K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-6.26K- 0.62% |
$181K - $201K
|
1M
$33.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-6.28K- 11.64% |
$181K - $202K
|
47.6K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.3K- 0.85% |
$182K - $203K
|
731K
$24.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.61K- 2.2% |
$191K - $213K
|
294K
$9.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.31K- 0.46% |
$211K - $235K
|
1.59M
$52.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.38K- 1.02% |
$213K - $238K
|
719K
$23.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-7.63K- 7.61% |
$221K - $246K
|
92.7K
$3.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7.65K- 0.59% |
$221K - $246K
|
1.29M
$42.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.7K- 0.7% |
$223K - $248K
|
1.1M
$36.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.7K- 41.96% |
$223K - $248K
|
10.7K
$353K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-7.71K- 0.98% |
$223K - $248K
|
783K
$26M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-7.81K- 1.94% |
$226K - $251K
|
394K
$13.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-7.99K- 23.22% |
$231K - $257K
|
26.4K
$876K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.06K- 3.14% |
$233K - $259K
|
248K
$8.24M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-8.14K- 99.3% |
$235K - $262K
|
57
$1.89K
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-8.5K- 5.24% |
$246K - $274K
|
154K
$5.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-8.76K- 2.76% |
$253K - $282K
|
309K
$10.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8.82K- 3.68% |
$255K - $284K
|
231K
$7.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-8.88K- 4.46% |
$257K - $286K
|
190K
$6.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-8.91K- 33.77% |
$258K - $287K
|
17.5K
$579K
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-8.94K- 3.39% |
$259K - $288K
|
255K
$8.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-9.23K- 7.53% |
$267K - $297K
|
113K
$3.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.26K- 4.08% |
$268K - $298K
|
218K
$7.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10K- 1.9% |
$289K - $322K
|
517K
$17.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.4K- 5.41% |
$301K - $335K
|
182K
$6.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-10.5K- 18.37% |
$304K - $339K
|
46.7K
$1.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10.7K- 9.85% |
$310K - $345K
|
98.2K
$3.26M
|