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 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6- 0.01% |
$174 - $193
|
92.2K
$2.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7- 0.2% |
$202 - $225
|
3.56K
$113K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-12- 0.08% |
$347 - $386
|
14.4K
$457K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-13- 0.13% |
$376 - $418
|
10.3K
$328K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-14- 1.3% |
$405 - $451
|
1.06K
$33.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-14- 0.18% |
$405 - $451
|
7.56K
$240K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-14- 0.04% |
$405 - $451
|
32.6K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-18- 0.21% |
$521 - $579
|
8.59K
$273K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-24- 0.1% |
$694 - $773
|
23.4K
$744K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31- 4.72% |
$897 - $998
|
626
$19.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-35- 0.15% |
$1.01K - $1.13K
|
23.3K
$738K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-37- 8.47% |
$1.07K - $1.19K
|
400
$12.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-38- 0.04% |
$1.1K - $1.22K
|
102K
$3.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-38- 0.04% |
$1.1K - $1.22K
|
102K
$3.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.15% |
$1.21K - $1.35K
|
27.9K
$885K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-43- 0.41% |
$1.24K - $1.38K
|
10.5K
$332K
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-44- 0.15% |
$1.27K - $1.42K
|
28.7K
$912K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-48- 0.16% |
$1.39K - $1.55K
|
29.9K
$947K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-49- 0.26% |
$1.42K - $1.58K
|
18.7K
$593K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-49- 2.58% |
$1.42K - $1.58K
|
1.85K
$58.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-60- 0.71% |
$1.74K - $1.93K
|
8.4K
$266K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-80- 0.48% |
$2.31K - $2.58K
|
16.4K
$521K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-89- 0.5% |
$2.57K - $2.86K
|
17.6K
$558K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-91- 0.99% |
$2.63K - $2.93K
|
9.06K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-110- 0.88% |
$3.18K - $3.54K
|
12.4K
$394K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-115- 0.66% |
$3.33K - $3.7K
|
17.2K
$546K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-146- 1.38% |
$4.22K - $4.7K
|
10.4K
$330K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-152- 0.47% |
$4.4K - $4.89K
|
32.4K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-163- 0.22% |
$4.71K - $5.25K
|
74.4K
$2.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-167- 1.55% |
$4.83K - $5.38K
|
10.6K
$336K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-168- 1.96% |
$4.86K - $5.41K
|
8.39K
$266K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-169- 0.51% |
$4.89K - $5.44K
|
33.2K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-180- 2.7% |
$5.21K - $5.79K
|
6.49K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-182- 0.64% |
$5.26K - $5.86K
|
28.3K
$898K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-190- 1.93% |
$5.49K - $6.12K
|
9.64K
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-191- 2.04% |
$5.52K - $6.15K
|
9.19K
$292K
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-218- 1.1% |
$6.3K - $7.02K
|
19.6K
$622K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-220- 2.43% |
$6.36K - $7.08K
|
8.84K
$280K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-232- 0.65% |
$6.71K - $7.47K
|
35.4K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-245- 0.33% |
$7.09K - $7.89K
|
73.1K
$2.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-254- 25.32% |
$7.35K - $8.18K
|
749
$23.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-255- 0.51% |
$7.37K - $8.21K
|
49.4K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-270- 1.87% |
$7.81K - $8.69K
|
14.2K
$451K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-272- 0.43% |
$7.87K - $8.76K
|
62.4K
$1.98M
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
SELL
|
- |
-276- 2.89% |
$7.98K - $8.88K
|
9.27K
$294K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-283- 1.49% |
$8.18K - $9.11K
|
18.7K
$593K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-283- 0.82% |
$8.18K - $9.11K
|
34.1K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-292- 0.34% |
$8.44K - $9.4K
|
84.8K
$2.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-297- 0.88% |
$8.59K - $9.56K
|
33.3K
$1.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-298- 1.7% |
$8.62K - $9.59K
|
17.3K
$548K
|