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 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
118+ 0.01% |
$3.41K - $3.8K
|
1.08M
$35.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
104+ 0.12% |
$3.01K - $3.35K
|
84.6K
$2.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
103+ 4.82% |
$2.98K - $3.32K
|
2.24K
$74.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
98+ 0.6% |
$2.83K - $3.15K
|
16.4K
$543K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
82+ 0.15% |
$2.37K - $2.64K
|
54.9K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
81+ 0.22% |
$2.34K - $2.61K
|
37.3K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
75+ 4.05% |
$2.17K - $2.41K
|
1.93K
$63.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
75+ 0.23% |
$2.17K - $2.41K
|
32.2K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
71+ 0.11% |
$2.05K - $2.29K
|
63.3K
$2.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
66+ 0.94% |
$1.91K - $2.12K
|
7.08K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
65+ 0.04% |
$1.88K - $2.09K
|
156K
$5.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
60+ 0.57% |
$1.74K - $1.93K
|
10.6K
$351K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
55New |
$1.59K - $1.77K
|
55
$1.82K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
54+ 1.82% |
$1.56K - $1.74K
|
3.01K
$99.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
47+ 0.09% |
$1.36K - $1.51K
|
54.4K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
40+ 1.77% |
$1.16K - $1.29K
|
2.3K
$76.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
38+ 0.2% |
$1.1K - $1.22K
|
18.7K
$619K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
36New |
$1.04K - $1.16K
|
36
$1.19K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
36+ 0.21% |
$1.04K - $1.16K
|
17.5K
$580K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
36New |
$1.04K - $1.16K
|
36
$1.19K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
33+ 0.06% |
$954 - $1.06K
|
58.3K
$1.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
25+ 0.03% |
$723 - $805
|
73.3K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20New |
$578 - $644
|
20
$663
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
19+ 1.29% |
$549 - $612
|
1.49K
$49.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16+ 0.08% |
$463 - $515
|
19.4K
$644K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14New |
$405 - $451
|
14
$464
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.02% |
$376 - $418
|
64.7K
$2.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.1% |
$376 - $418
|
13.3K
$440K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12+ 0.09% |
$347 - $386
|
13.7K
$454K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
11+ 0.61% |
$318 - $354
|
1.81K
$60.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
11+ 0.09% |
$318 - $354
|
12.2K
$404K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
10+ 0.09% |
$289 - $322
|
11.6K
$383K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.08% |
$289 - $322
|
12.4K
$410K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.09% |
$260 - $290
|
9.89K
$328K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
8+ 0.04% |
$231 - $258
|
20.9K
$693K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
8+ 0.05% |
$231 - $258
|
14.9K
$493K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8+ 0.07% |
$231 - $258
|
10.8K
$360K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.09% |
$202 - $225
|
8.15K
$270K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7+ 0.07% |
$202 - $225
|
9.69K
$321K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
7+ 0.09% |
$202 - $225
|
8.14K
$270K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
6+ 0.08% |
$174 - $193
|
7.49K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
6+ 0.02% |
$174 - $193
|
24.3K
$807K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
5+ 0.0% |
$145 - $161
|
136K
$4.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$145 - $161
|
74.7K
$2.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
5+ 0.09% |
$145 - $161
|
5.64K
$187K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4+ 0.01% |
$116 - $129
|
29K
$962K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$116 - $129
|
43.4K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3+ 0.02% |
$86.8 - $96.6
|
15.1K
$502K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3+ 0.12% |
$86.8 - $96.6
|
2.52K
$83.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.03% |
$86.8 - $96.6
|
9.6K
$318K
|