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 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.42KNew |
$53.8K - $70.6K
|
2.42K
$76.7K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 2.51% |
$53.3K - $70K
|
97.8K
$3.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.35K+ 3.77% |
$52.3K - $68.6K
|
64.6K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.33KNew |
$51.8K - $67.9K
|
2.33K
$73.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.3K+ 7.91% |
$51.1K - $67.1K
|
31.3K
$994K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.26K+ 11.09% |
$50.4K - $66.1K
|
22.7K
$719K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.26KNew |
$50.2K - $65.9K
|
2.26K
$71.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 22.08% |
$48.7K - $63.9K
|
12.1K
$384K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.18K+ 4.66% |
$48.5K - $63.6K
|
49K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.16K+ 2.23% |
$48.1K - $63.1K
|
99K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.14K+ 1.1% |
$47.7K - $62.5K
|
197K
$6.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.13K+ 2.24% |
$47.5K - $62.3K
|
97.2K
$3.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.11K+ 8.39% |
$47.1K - $61.7K
|
27.3K
$866K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11K+ 0.84% |
$47.1K - $61.7K
|
253K
$8.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.09K+ 0.42% |
$46.5K - $60.9K
|
503K
$16M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.08K+ 10.18% |
$46.3K - $60.7K
|
22.5K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 2.83% |
$46K - $60.3K
|
75.1K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.01K+ 0.42% |
$44.7K - $58.6K
|
481K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.95K+ 13.22% |
$43.5K - $57.1K
|
16.7K
$531K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.95KNew |
$43.4K - $57K
|
1.95K
$61.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.92K+ 44.15% |
$42.8K - $56.1K
|
6.27K
$199K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.9KNew |
$42.2K - $55.4K
|
1.9K
$60.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.9K+ 3.68% |
$42.2K - $55.4K
|
53.4K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
1.88K+ 1.91% |
$41.8K - $54.8K
|
100K
$3.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.88K+ 1737.96% |
$41.8K - $54.8K
|
1.99K
$63K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.87K+ 7.57% |
$41.7K - $54.7K
|
26.6K
$844K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.86K+ 6.84% |
$41.5K - $54.4K
|
29.1K
$925K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.86K+ 2.78% |
$41.5K - $54.4K
|
68.9K
$2.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.86K+ 64.97% |
$41.3K - $54.2K
|
4.71K
$149K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.84K+ 21.75% |
$41K - $53.8K
|
10.3K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.68K+ 0.54% |
$37.3K - $48.9K
|
312K
$9.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.58K+ 408.29% |
$35.1K - $46K
|
1.96K
$62.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.51K+ 1.6% |
$33.6K - $44K
|
96K
$3.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.48K+ 3.8% |
$32.8K - $43.1K
|
40.3K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1.4K+ 0.7% |
$31.2K - $40.9K
|
202K
$6.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.38K+ 0.46% |
$30.8K - $40.3K
|
300K
$9.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.34K+ 5.84% |
$29.8K - $39.1K
|
24.3K
$771K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.34K+ 4.05% |
$29.8K - $39.1K
|
34.4K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.27K+ 1.67% |
$28.3K - $37.1K
|
77.5K
$2.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
1.26K+ 2.79% |
$28K - $36.7K
|
46.3K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.25K+ 6.05% |
$27.9K - $36.6K
|
21.9K
$697K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.21K+ 3.1% |
$26.9K - $35.3K
|
40.2K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.21K+ 200.33% |
$26.9K - $35.3K
|
1.81K
$57.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.19K+ 0.95% |
$26.6K - $34.8K
|
127K
$4.04M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.18K+ 1.38% |
$26.4K - $34.6K
|
87.1K
$2.76M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.16K+ 5.9% |
$25.9K - $33.9K
|
20.9K
$662K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.14K+ 1.93% |
$25.4K - $33.3K
|
60.1K
$1.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.1K+ 754.79% |
$24.5K - $32.2K
|
1.25K
$39.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
BUY
|
- |
1.08K+ 8.03% |
$24K - $31.4K
|
14.5K
$459K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.07K+ 5.17% |
$23.9K - $31.3K
|
21.8K
$692K
|