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
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
18.7K+ 2.34% |
$540K - $601K
|
816K
$25.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
17.9K+ 10.42% |
$518K - $577K
|
190K
$6.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
17.5K+ 1.75% |
$507K - $564K
|
1.02M
$32.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17.3K+ 3.61% |
$499K - $556K
|
495K
$15.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.2K+ 2.51% |
$497K - $554K
|
703K
$22.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.8KNew |
$487K - $542K
|
16.8K
$535K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
16.5K+ 40.27% |
$477K - $531K
|
57.5K
$1.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
16.2K+ 48.15% |
$468K - $521K
|
49.8K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.1K+ 94.68% |
$466K - $519K
|
33.1K
$1.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15.9KNew |
$461K - $513K
|
15.9K
$506K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
15.1K+ 20.24% |
$437K - $486K
|
89.7K
$2.85M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
14.7K+ 64.39% |
$425K - $473K
|
37.5K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
14.5K+ 53.04% |
$419K - $466K
|
41.8K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
14.5K+ 89.51% |
$419K - $466K
|
30.6K
$973K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14.4K+ 9.44% |
$418K - $465K
|
167K
$5.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
14.4K+ 22.74% |
$416K - $463K
|
77.7K
$2.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
14.2K+ 7.03% |
$410K - $457K
|
216K
$6.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
13.7KNew |
$398K - $443K
|
13.7K
$436K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
13.7K+ 4.16% |
$396K - $441K
|
343K
$10.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13.5K+ 2.73% |
$390K - $434K
|
508K
$16.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.9K+ 94.75% |
$374K - $417K
|
26.6K
$845K
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$367K - $409K
|
12.7K
$403K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
12.6K+ 5.96% |
$366K - $407K
|
225K
$7.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
12.5K+ 78.05% |
$363K - $404K
|
28.6K
$909K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
12.5K+ 6.87% |
$362K - $403K
|
195K
$6.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.3K+ 86.37% |
$355K - $395K
|
26.5K
$841K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
12.3KNew |
$355K - $395K
|
12.3K
$389K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
12.2K+ 2.12% |
$354K - $394K
|
589K
$18.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
12.2KNew |
$352K - $392K
|
12.2K
$386K
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 1.56% |
$349K - $389K
|
788K
$25M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.1K+ 3.7% |
$349K - $388K
|
338K
$10.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
11.9K+ 8.53% |
$344K - $383K
|
152K
$4.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11.8K+ 0.59% |
$341K - $379K
|
2M
$63.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
11.7KNew |
$339K - $377K
|
11.7K
$372K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
11.5KNew |
$333K - $371K
|
11.5K
$366K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
11K+ 21.94% |
$317K - $353K
|
61K
$1.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 12.11% |
$304K - $338K
|
97.2K
$3.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
10.4K+ 8.94% |
$301K - $335K
|
127K
$4.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$300K - $334K
|
10.4K
$329K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.87K+ 6.16% |
$285K - $318K
|
170K
$5.4M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.75K+ 78.14% |
$282K - $314K
|
22.2K
$705K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.33K+ 1.19% |
$270K - $300K
|
796K
$25.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.29K+ 4.22% |
$269K - $299K
|
229K
$7.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.97K+ 6.3% |
$259K - $289K
|
151K
$4.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8.97KNew |
$259K - $289K
|
8.97K
$285K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.95K+ 28.58% |
$259K - $288K
|
40.3K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
8.78K+ 13.77% |
$254K - $283K
|
72.5K
$2.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
8.57K+ 1.98% |
$248K - $276K
|
441K
$14M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.26K+ 7.54% |
$239K - $266K
|
118K
$3.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.04KNew |
$232K - $259K
|
8.04K
$255K
|