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 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.68K+ 56.72% |
$104K - $137K
|
12.9K
$410K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.65K+ 0.34% |
$104K - $136K
|
1.37M
$43.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
4.62K+ 21.51% |
$103K - $135K
|
26.1K
$828K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.6K+ 2.15% |
$102K - $134K
|
218K
$6.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
4.55K+ 8.55% |
$101K - $133K
|
57.7K
$1.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.54K+ 42.62% |
$101K - $132K
|
15.2K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.51K+ 26.61% |
$100K - $132K
|
21.5K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.35K+ 8.01% |
$96.9K - $127K
|
58.7K
$1.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.34K+ 7.33% |
$96.6K - $127K
|
63.5K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.18K+ 7.51% |
$93K - $122K
|
59.8K
$1.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.1K+ 2.86% |
$91.3K - $120K
|
147K
$4.67M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.07K+ 33.59% |
$90.6K - $119K
|
16.2K
$513K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.02K+ 26.42% |
$89.6K - $118K
|
19.3K
$611K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.87K+ 8.18% |
$86.1K - $113K
|
51.1K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.78K+ 13.1% |
$84.2K - $110K
|
32.6K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.77K+ 0.22% |
$84K - $110K
|
1.75M
$55.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.75K+ 5.06% |
$83.5K - $109K
|
77.8K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.75KNew |
$83.5K - $109K
|
3.75K
$119K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
3.73K+ 2.24% |
$83K - $109K
|
170K
$5.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.72K+ 33.81% |
$82.8K - $109K
|
14.7K
$467K
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3.63K+ 1.8% |
$80.9K - $106K
|
205K
$6.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.57K+ 6.8% |
$79.5K - $104K
|
56.1K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
3.51K+ 1.08% |
$78.1K - $102K
|
330K
$10.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
3.51K+ 1.83% |
$78.1K - $102K
|
195K
$6.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.49K+ 0.89% |
$77.6K - $102K
|
397K
$12.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.47K+ 1.78% |
$77.3K - $101K
|
198K
$6.3M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.41KNew |
$75.8K - $99.5K
|
3.41K
$108K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.29K+ 0.75% |
$73.2K - $96K
|
443K
$14.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.28K+ 6.42% |
$73K - $95.8K
|
54.4K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.26K+ 1.45% |
$72.6K - $95.2K
|
228K
$7.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.23K+ 17.66% |
$71.9K - $94.3K
|
21.5K
$683K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.18K+ 4.07% |
$70.8K - $92.9K
|
81.4K
$2.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
3.16K+ 127.21% |
$70.3K - $92.2K
|
5.64K
$179K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.03K+ 7.71% |
$67.4K - $88.4K
|
42.3K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3K+ 1.8% |
$66.8K - $87.6K
|
170K
$5.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.94K+ 15.48% |
$65.4K - $85.8K
|
21.9K
$695K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.9KNew |
$64.7K - $84.8K
|
2.9K
$92.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.84K+ 52.96% |
$63.2K - $82.9K
|
8.19K
$260K
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
2.83K+ 37.45% |
$63K - $82.7K
|
10.4K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.83K+ 3.51% |
$63K - $82.6K
|
83.4K
$2.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 3.14% |
$58.8K - $77.1K
|
86.7K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.59KNew |
$57.6K - $75.5K
|
2.59K
$82.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.56K+ 0.32% |
$57.1K - $74.9K
|
795K
$25.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.54K+ 13.0% |
$56.6K - $74.3K
|
22.1K
$702K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
2.54KNew |
$56.6K - $74.3K
|
2.54K
$80.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.52K+ 2.27% |
$56.1K - $73.6K
|
114K
$3.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
2.52K+ 0.54% |
$56K - $73.5K
|
465K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
2.5K+ 2.96% |
$55.7K - $73.1K
|
87.1K
$2.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.5K+ 5.58% |
$55.6K - $72.9K
|
47.2K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.44K+ 10.21% |
$54.4K - $71.4K
|
26.4K
$837K
|