Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
4.8MNew |
$107M - $140M
|
4.8M
$142M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.84M+ 4.54% |
$40.9M - $53.6M
|
42.3M
$1.26B
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.09M+ 132.08% |
$24.3M - $31.9M
|
1.92M
$56.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.06MNew |
$23.6M - $30.9M
|
1.06M
$31.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
610K+ 27.95% |
$13.6M - $17.8M
|
2.79M
$82.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
583K+ 51.0% |
$13M - $17M
|
1.73M
$51.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
556K+ 674.42% |
$12.4M - $16.2M
|
639K
$19M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
554KNew |
$12.3M - $16.2M
|
554K
$16.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
427K+ 1083.52% |
$9.5M - $12.5M
|
466K
$13.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
402KNew |
$8.96M - $11.8M
|
402K
$11.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
339K+ 12.18% |
$7.54M - $9.89M
|
3.12M
$92.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
322KNew |
$7.18M - $9.42M
|
322K
$9.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
314K+ 7.86% |
$6.99M - $9.17M
|
4.31M
$128M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
290KNew |
$6.46M - $8.47M
|
290K
$8.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
289K+ 6.05% |
$6.45M - $8.45M
|
5.08M
$151M
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
289KNew |
$6.42M - $8.43M
|
289K
$8.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
286K+ 688.3% |
$6.36M - $8.34M
|
327K
$9.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
276K+ 25.6% |
$6.15M - $8.07M
|
1.36M
$40.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
275K+ 2848.49% |
$6.12M - $8.02M
|
284K
$8.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
265KNew |
$5.9M - $7.74M
|
265K
$7.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
234K+ 5.11% |
$5.22M - $6.84M
|
4.81M
$143M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
232K+ 50.56% |
$5.16M - $6.77M
|
690K
$20.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
203K+ 12.9% |
$4.53M - $5.94M
|
1.78M
$52.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
183K+ 2712.89% |
$4.07M - $5.34M
|
190K
$5.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
177K+ 185.63% |
$3.94M - $5.17M
|
272K
$8.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
157KNew |
$3.49M - $4.58M
|
157K
$4.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
132K+ 69.69% |
$2.95M - $3.87M
|
322K
$9.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
123K+ 84.5% |
$2.75M - $3.6M
|
269K
$8M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
123K+ 41.26% |
$2.74M - $3.6M
|
421K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
121K+ 1.82% |
$2.71M - $3.55M
|
6.81M
$202M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
119K+ 5.54% |
$2.65M - $3.48M
|
2.27M
$67.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
107K+ 13.96% |
$2.38M - $3.12M
|
871K
$25.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
105K+ 10.07% |
$2.35M - $3.08M
|
1.15M
$34.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
102K+ 26.13% |
$2.28M - $2.99M
|
494K
$14.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
99.7K+ 14.23% |
$2.22M - $2.91M
|
800K
$23.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
97.3K+ 319.77% |
$2.17M - $2.84M
|
128K
$3.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
95.2K+ 1055.81% |
$2.12M - $2.78M
|
104K
$3.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
92.2KNew |
$2.05M - $2.69M
|
92.2K
$2.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
90K+ 3.14% |
$2M - $2.63M
|
2.96M
$87.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
85.5K+ 132.06% |
$1.9M - $2.5M
|
150K
$4.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
84.9K+ 20.07% |
$1.89M - $2.48M
|
508K
$15.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
83.3K+ 4.38% |
$1.85M - $2.43M
|
1.99M
$59M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
79K+ 2.58% |
$1.76M - $2.31M
|
3.14M
$93.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
76.1K+ 12.64% |
$1.69M - $2.22M
|
678K
$20.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
71.3KNew |
$1.59M - $2.08M
|
71.3K
$2.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
69.4K+ 738.3% |
$1.54M - $2.03M
|
78.8K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
67.7K+ 5.45% |
$1.51M - $1.98M
|
1.31M
$38.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
64.5K+ 2.92% |
$1.44M - $1.88M
|
2.27M
$67.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
63.3K+ 8.4% |
$1.41M - $1.85M
|
817K
$24.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
62.7KNew |
$1.4M - $1.83M
|
62.7K
$1.86M
|