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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
453+ 0.14% |
$13.1K - $14.6K
|
328K
$10.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
453+ 0.68% |
$13.1K - $14.6K
|
67K
$2.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
400New |
$11.6K - $12.9K
|
400
$12.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
386+ 6.16% |
$11.2K - $12.4K
|
6.66K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
373+ 5.07% |
$10.8K - $12K
|
7.73K
$245K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
360+ 2.52% |
$10.4K - $11.6K
|
14.7K
$466K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
355+ 4.91% |
$10.3K - $11.4K
|
7.58K
$241K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
352+ 2.65% |
$10.2K - $11.3K
|
13.6K
$433K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
348+ 669.23% |
$10.1K - $11.2K
|
400
$12.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
347+ 3.22% |
$10K - $11.2K
|
11.1K
$353K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
336+ 1.27% |
$9.72K - $10.8K
|
26.8K
$851K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
328+ 6.6% |
$9.49K - $10.6K
|
5.3K
$168K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
325+ 0.81% |
$9.4K - $10.5K
|
40.6K
$1.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
315+ 0.88% |
$9.11K - $10.1K
|
36.2K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
312+ 16.25% |
$9.02K - $10K
|
2.23K
$70.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
310+ 885.71% |
$8.97K - $9.98K
|
345
$11K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
300New |
$8.68K - $9.66K
|
300
$9.52K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
300New |
$8.68K - $9.66K
|
300
$9.52K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
298+ 4.02% |
$8.62K - $9.59K
|
7.72K
$245K
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
285+ 0.61% |
$8.24K - $9.17K
|
46.9K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
202+ 0.92% |
$5.84K - $6.5K
|
22.1K
$703K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
201+ 4.94% |
$5.81K - $6.47K
|
4.27K
$135K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
200+ 2.46% |
$5.78K - $6.44K
|
8.32K
$264K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
198New |
$5.73K - $6.37K
|
198
$6.28K
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
195+ 2.53% |
$5.64K - $6.28K
|
7.9K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
183+ 1.25% |
$5.29K - $5.89K
|
14.8K
$469K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
177+ 769.57% |
$5.12K - $5.7K
|
200
$6.35K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
170+ 11.85% |
$4.92K - $5.47K
|
1.6K
$50.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
156+ 15.65% |
$4.51K - $5.02K
|
1.15K
$36.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
150+ 1.22% |
$4.34K - $4.83K
|
12.4K
$394K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
125+ 1.69% |
$3.62K - $4.02K
|
7.5K
$238K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
121+ 0.2% |
$3.5K - $3.89K
|
59.6K
$1.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
120+ 0.92% |
$3.47K - $3.86K
|
13.2K
$419K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
118+ 0.01% |
$3.41K - $3.8K
|
1.08M
$34.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
104+ 0.12% |
$3.01K - $3.35K
|
84.6K
$2.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
98+ 0.6% |
$2.83K - $3.15K
|
16.4K
$519K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
82+ 0.15% |
$2.37K - $2.64K
|
54.9K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
81+ 0.22% |
$2.34K - $2.61K
|
37.3K
$1.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
75+ 4.05% |
$2.17K - $2.41K
|
1.93K
$61.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
75+ 0.23% |
$2.17K - $2.41K
|
32.2K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
71+ 0.11% |
$2.05K - $2.29K
|
63.3K
$2.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
66+ 0.94% |
$1.91K - $2.12K
|
7.08K
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
65+ 0.04% |
$1.88K - $2.09K
|
156K
$4.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
60+ 0.57% |
$1.74K - $1.93K
|
10.6K
$335K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
55New |
$1.59K - $1.77K
|
55
$1.75K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
54+ 1.82% |
$1.56K - $1.74K
|
3.01K
$95.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
47+ 0.09% |
$1.36K - $1.51K
|
54.4K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
40+ 1.77% |
$1.16K - $1.29K
|
2.3K
$72.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
38+ 0.2% |
$1.1K - $1.22K
|
18.7K
$592K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
36New |
$1.04K - $1.16K
|
36
$1.14K
|