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 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
49K+ 5.11% |
$1.42M - $1.58M
|
1.01M
$32M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
46.4K+ 16.44% |
$1.34M - $1.49M
|
329K
$10.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
45.7K+ 5.24% |
$1.32M - $1.47M
|
918K
$29.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
44.6K+ 16.4% |
$1.29M - $1.44M
|
317K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
44.6K+ 11.38% |
$1.29M - $1.43M
|
436K
$13.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
43.5K+ 5.04% |
$1.26M - $1.4M
|
907K
$28.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
43.5K+ 26.09% |
$1.26M - $1.4M
|
210K
$6.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
43.3K+ 25.25% |
$1.25M - $1.39M
|
215K
$6.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
41.8K+ 416.95% |
$1.21M - $1.35M
|
51.9K
$1.65M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
40K+ 50.07% |
$1.16M - $1.29M
|
120K
$3.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
38.9K+ 3.21% |
$1.13M - $1.25M
|
1.25M
$39.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37K+ 11.96% |
$1.07M - $1.19M
|
346K
$11M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
36.2K+ 5.61% |
$1.05M - $1.17M
|
681K
$21.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
34.8KNew |
$1.01M - $1.12M
|
34.8K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.3K+ 8.0% |
$992K - $1.1M
|
463K
$14.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
34.3K+ 3.95% |
$992K - $1.1M
|
902K
$28.6M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33.2K+ 44.12% |
$959K - $1.07M
|
108K
$3.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
30.9K+ 4.28% |
$894K - $995K
|
753K
$23.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
30.7K+ 20.06% |
$887K - $987K
|
184K
$5.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
30.4KNew |
$878K - $977K
|
30.4K
$964K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
30.1K+ 7.63% |
$872K - $970K
|
425K
$13.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
29.9K+ 3.86% |
$865K - $962K
|
805K
$25.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
29K+ 4.18% |
$838K - $932K
|
722K
$22.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
27.9K+ 0.38% |
$806K - $897K
|
7.3M
$232M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
27.6K+ 36.66% |
$798K - $888K
|
103K
$3.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
27.4K+ 8.36% |
$791K - $881K
|
355K
$11.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26.5K+ 8.36% |
$768K - $855K
|
344K
$10.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.4K+ 6.45% |
$763K - $850K
|
436K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
25.5K+ 35.48% |
$738K - $821K
|
97.4K
$3.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
25.1K+ 12.65% |
$726K - $808K
|
224K
$7.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
25.1KNew |
$725K - $807K
|
25.1K
$796K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
25KNew |
$724K - $806K
|
25K
$795K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25K+ 7.45% |
$724K - $806K
|
361K
$11.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
24.5K+ 11.8% |
$709K - $789K
|
232K
$7.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
24.1K+ 109.32% |
$697K - $776K
|
46.1K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
23.6K+ 26.82% |
$684K - $761K
|
112K
$3.55M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
23.5K+ 404.43% |
$681K - $758K
|
29.4K
$932K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.3K+ 1.74% |
$675K - $751K
|
1.37M
$43.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
23.2K+ 11.87% |
$670K - $745K
|
218K
$6.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
22.9K+ 1.75% |
$663K - $738K
|
1.33M
$42.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22.9K+ 6.2% |
$661K - $736K
|
392K
$12.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.7K+ 8.45% |
$657K - $731K
|
291K
$9.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
22.3K+ 2.19% |
$646K - $719K
|
1.04M
$33.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21.8K+ 7.65% |
$630K - $702K
|
307K
$9.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
20.9KNew |
$604K - $673K
|
20.9K
$663K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
20.4K+ 4.47% |
$589K - $656K
|
477K
$15.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
19.8K+ 93.15% |
$571K - $636K
|
41K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
19.7K+ 8.22% |
$570K - $634K
|
260K
$8.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
19.6K+ 4.63% |
$568K - $632K
|
444K
$14.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
19.4K+ 79.3% |
$562K - $626K
|
44K
$1.4M
|