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 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.34K+ 1.66% |
$125K - $140K
|
265K
$8.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.34K+ 45.38% |
$125K - $140K
|
13.9K
$441K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.69K+ 6.67% |
$107K - $119K
|
59K
$1.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.66K+ 28.7% |
$106K - $118K
|
16.4K
$520K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.64K+ 19.01% |
$105K - $117K
|
22.8K
$723K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.6K+ 3.63% |
$104K - $116K
|
103K
$3.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.56K+ 8.74% |
$103K - $115K
|
44.4K
$1.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
3.51K+ 36.86% |
$102K - $113K
|
13K
$414K
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
3.47K+ 2.0% |
$100K - $112K
|
177K
$5.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.46K+ 22.71% |
$100K - $111K
|
18.7K
$593K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.39K+ 10.25% |
$98.1K - $109K
|
36.5K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.39K+ 7.93% |
$98K - $109K
|
46.1K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
3.36KNew |
$97.3K - $108K
|
3.36K
$107K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.34K+ 354.24% |
$96.7K - $108K
|
4.29K
$136K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.3K+ 1.11% |
$95.4K - $106K
|
301K
$9.57M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.29K+ 6.29% |
$95.2K - $106K
|
55.7K
$1.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.29K+ 2.58% |
$95.1K - $106K
|
131K
$4.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.28K+ 2.11% |
$94.7K - $105K
|
159K
$5.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
3.2K+ 10.7% |
$92.5K - $103K
|
33.1K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.15K+ 4.93% |
$91.2K - $101K
|
67.1K
$2.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.15K+ 2.29% |
$91K - $101K
|
141K
$4.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.14KNew |
$90.9K - $101K
|
3.14K
$99.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.08K+ 2.26% |
$89.2K - $99.2K
|
139K
$4.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 13.49% |
$87.7K - $97.7K
|
25.5K
$810K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.96K+ 2.34% |
$85.5K - $95.2K
|
129K
$4.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.94K+ 0.66% |
$85.1K - $94.7K
|
446K
$14.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.86K+ 0.6% |
$82.7K - $92.1K
|
483K
$15.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.67K+ 10.63% |
$77.1K - $85.8K
|
27.7K
$880K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.65K+ 0.6% |
$76.6K - $85.2K
|
443K
$14.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.63K+ 5.28% |
$76.1K - $84.7K
|
52.4K
$1.66M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.63K+ 0.38% |
$75.9K - $84.5K
|
693K
$22M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.6K+ 3.67% |
$75.1K - $83.6K
|
73.5K
$2.33M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
2.52K+ 4.37% |
$73K - $81.2K
|
60.3K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.51K+ 8.57% |
$72.7K - $80.9K
|
31.9K
$1.01M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.46K+ 301.96% |
$71.2K - $79.2K
|
3.28K
$104K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.45K+ 33.12% |
$70.9K - $78.9K
|
9.85K
$313K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.4K+ 28.49% |
$69.4K - $77.3K
|
10.8K
$344K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.39K+ 13.16% |
$69.2K - $77.1K
|
20.6K
$653K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.37K+ 25.66% |
$68.4K - $76.1K
|
11.6K
$368K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.27K+ 1.41% |
$65.7K - $73.1K
|
163K
$5.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.27K+ 10.26% |
$65.6K - $73.1K
|
24.4K
$775K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.09KNew |
$60.4K - $67.2K
|
2.09K
$66.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.07K+ 8.04% |
$59.7K - $66.5K
|
27.7K
$880K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.04K+ 0.09% |
$59.1K - $65.8K
|
2.27M
$72M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 6.29% |
$58.5K - $65.1K
|
34.2K
$1.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.02K+ 103.11% |
$58.5K - $65.1K
|
3.99K
$126K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.96K+ 27.02% |
$56.6K - $63K
|
9.2K
$292K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.92K+ 2.67% |
$55.4K - $61.7K
|
73.8K
$2.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.85K+ 8.19% |
$53.5K - $59.6K
|
24.5K
$776K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 10.86% |
$51.5K - $57.3K
|
18.2K
$577K
|