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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
6.86KNew |
$153K - $200K
|
6.86K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
6.84K+ 1.3% |
$152K - $200K
|
535K
$17M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6.84K+ 16.44% |
$152K - $200K
|
48.4K
$1.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
6.8K+ 12.03% |
$151K - $198K
|
63.3K
$2.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.75K+ 3.84% |
$150K - $197K
|
183K
$5.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
6.7K+ 4.31% |
$149K - $196K
|
162K
$5.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.69K+ 6.68% |
$149K - $195K
|
107K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
6.64K+ 21.11% |
$148K - $194K
|
38.1K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.45K+ 31.6% |
$144K - $189K
|
26.9K
$853K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
6.45K+ 18.69% |
$144K - $188K
|
41K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.41K+ 51.04% |
$143K - $187K
|
19K
$602K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6.38K+ 12.23% |
$142K - $186K
|
58.6K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.38K+ 0.35% |
$142K - $186K
|
1.83M
$58.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
6.28K+ 1.12% |
$140K - $183K
|
566K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
6.22K+ 192.54% |
$138K - $182K
|
9.45K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6.16K+ 5.94% |
$137K - $180K
|
110K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.12K+ 16.22% |
$136K - $179K
|
43.8K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.06K+ 3.23% |
$135K - $177K
|
194K
$6.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6.05K+ 52.17% |
$135K - $177K
|
17.6K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.96K+ 35.81% |
$133K - $174K
|
22.6K
$717K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.9K+ 37.69% |
$131K - $172K
|
21.6K
$685K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5.88K+ 24.99% |
$131K - $172K
|
29.4K
$933K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.75K+ 1.72% |
$128K - $168K
|
340K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.75KNew |
$128K - $168K
|
5.75K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.75K+ 22.78% |
$128K - $168K
|
31K
$983K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
5.74K+ 5.02% |
$128K - $168K
|
120K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.64K+ 20.58% |
$126K - $165K
|
33.1K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.62K+ 2.6% |
$125K - $164K
|
221K
$7.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.6K+ 5.28% |
$125K - $164K
|
112K
$3.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.6K+ 4.17% |
$125K - $163K
|
140K
$4.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.37K+ 1.83% |
$120K - $157K
|
298K
$9.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.29K+ 1.98% |
$118K - $155K
|
272K
$8.65M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5.2K+ 253.98% |
$116K - $152K
|
7.25K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.17K+ 60.97% |
$115K - $151K
|
13.7K
$433K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
5.13K+ 13.65% |
$114K - $150K
|
42.7K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.11K+ 3.11% |
$114K - $149K
|
169K
$5.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.1K+ 26.73% |
$114K - $149K
|
24.2K
$768K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.1K+ 3.54% |
$113K - $149K
|
149K
$4.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.04K+ 4.16% |
$112K - $147K
|
126K
$4.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.01K+ 176.58% |
$112K - $146K
|
7.85K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.01K+ 1.73% |
$112K - $146K
|
294K
$9.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.99K+ 4.03% |
$111K - $146K
|
129K
$4.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.96K+ 16.89% |
$110K - $145K
|
34.3K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
4.9K+ 8.32% |
$109K - $143K
|
63.8K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.89K+ 3.72% |
$109K - $143K
|
136K
$4.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
4.81K+ 6.94% |
$107K - $141K
|
74.2K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.79K+ 11.17% |
$107K - $140K
|
47.7K
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.75K+ 14.62% |
$106K - $139K
|
37.2K
$1.18M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.74K+ 12.75% |
$105K - $138K
|
41.9K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.69K+ 0.4% |
$104K - $137K
|
1.18M
$37.4M
|