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 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
16MNew |
$464M - $516M
|
16M
$517M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.65M+ 12.04% |
$192M - $214M
|
61.9M
$2B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.12M+ 65.99% |
$177M - $197M
|
15.4M
$496M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.85M+ 13.81% |
$111M - $124M
|
31.7M
$1.02B
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.96M+ 376.77% |
$56.6M - $63M
|
2.48M
$79.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.71M+ 5.2% |
$49.3M - $54.9M
|
34.5M
$1.11B
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.53M+ 17.71% |
$44.3M - $49.3M
|
10.2M
$328M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.43M+ 20.53% |
$41.3M - $46M
|
8.39M
$271M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.26M+ 8.16% |
$36.5M - $40.6M
|
16.7M
$539M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08MNew |
$31.2M - $34.7M
|
1.08M
$34.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
841K+ 9.15% |
$24.3M - $27.1M
|
10M
$323M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
597K+ 3.17% |
$17.3M - $19.2M
|
19.4M
$627M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
560K+ 14.57% |
$16.2M - $18M
|
4.4M
$142M
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
523KNew |
$15.1M - $16.8M
|
523K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
484K+ 29705.52% |
$14M - $15.6M
|
486K
$15.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
470K+ 15.07% |
$13.6M - $15.1M
|
3.59M
$116M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
468K+ 44.26% |
$13.5M - $15.1M
|
1.53M
$49.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
463K+ 5.04% |
$13.4M - $14.9M
|
9.65M
$311M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
440K+ 15.75% |
$12.7M - $14.2M
|
3.23M
$104M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
429K+ 35.5% |
$12.4M - $13.8M
|
1.64M
$52.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
428KNew |
$12.4M - $13.8M
|
428K
$13.8M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
408K+ 69.36% |
$11.8M - $13.1M
|
996K
$32.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
393KNew |
$11.4M - $12.7M
|
393K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
345KNew |
$9.97M - $11.1M
|
345K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
329K+ 4.08% |
$9.51M - $10.6M
|
8.39M
$271M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
322KNew |
$9.32M - $10.4M
|
322K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
297K+ 16.19% |
$8.58M - $9.54M
|
2.13M
$68.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
278K+ 1414.63% |
$8.04M - $8.95M
|
298K
$9.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
267K+ 9.06% |
$7.73M - $8.61M
|
3.22M
$104M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
264K+ 33.22% |
$7.62M - $8.49M
|
1.06M
$34.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
253K+ 75.45% |
$7.32M - $8.14M
|
588K
$19M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
244K+ 29.89% |
$7.06M - $7.86M
|
1.06M
$34.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
243K+ 27.68% |
$7.02M - $7.81M
|
1.12M
$36.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
242K+ 7.96% |
$7M - $7.8M
|
3.28M
$106M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
236K+ 2.98% |
$6.82M - $7.59M
|
8.13M
$262M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
235K+ 81.05% |
$6.8M - $7.56M
|
525K
$16.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
232KNew |
$6.71M - $7.47M
|
232K
$7.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
228K+ 44.85% |
$6.6M - $7.34M
|
737K
$23.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
227K+ 315.48% |
$6.58M - $7.32M
|
300K
$9.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
218K+ 29.53% |
$6.29M - $7.01M
|
955K
$30.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
207K+ 3.04% |
$5.99M - $6.67M
|
7.01M
$226M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
202K+ 39.12% |
$5.85M - $6.51M
|
719K
$23.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
188K+ 75.61% |
$5.43M - $6.04M
|
436K
$14.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
174K+ 9.47% |
$5.02M - $5.59M
|
2.01M
$64.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
167K+ 10.03% |
$4.83M - $5.38M
|
1.83M
$59.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
159K+ 51.62% |
$4.59M - $5.11M
|
466K
$15M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
156K+ 9.72% |
$4.51M - $5.02M
|
1.76M
$56.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
156K+ 16.54% |
$4.51M - $5.02M
|
1.1M
$35.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
155K+ 3.24% |
$4.49M - $4.99M
|
4.95M
$160M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
149K+ 70.48% |
$4.32M - $4.81M
|
361K
$11.6M
|
|