Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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
Zhang Financial LLC

BUY
 -
1.06K
+ 6.59%
$23.5K - $30.9K
17.1K $543K
Jul 29, 2025 Q2 2025
Dumont & Blake Investment Advisors LLC

BUY
 -
1.04K
+ 4.07%
$23.1K - $30.3K
26.5K $840K
Jul 28, 2025 Q2 2025
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
1K
+ 10.25%
$22.3K - $29.2K
10.8K $341K
Aug 06, 2025 Q2 2025
Atlantic Union Bankshares Corp

BUY
 -
997
New
$22.2K - $29.1K
997 $31.6K
Jul 30, 2025 Q2 2025
Tfb Advisors LLC

Overland Park, KS
BUY
 -
987
+ 4.0%
$22K - $28.8K
25.7K $815K
Jul 23, 2025 Q2 2025
Godsey & Gibb Associates

BUY
 -
977
+ 8.64%
$21.8K - $28.5K
12.3K $390K
Oct 21, 2025 Q2 2025
Blue Rock Wealth Management LLC

Winston Salem, NC
BUY
 -
977
+ 0.2%
$21.8K - $28.5K
478K $15.2M
Jul 25, 2025 Q2 2025
Retirement Planning Group, LLC / Ny

Malta, NY
BUY
 -
975
+ 4.05%
$21.7K - $28.5K
25.1K $795K
Aug 15, 2025 Q2 2025
Front Row Advisors LLC

Tiburon, CA
BUY
 -
913
+ 4.46%
$20.3K - $26.7K
21.4K $679K
Jul 30, 2025 Q2 2025
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
889
New
$19.8K - $26K
889 $28.2K
Jul 11, 2025 Q2 2025
Diversified Trust CO

BUY
 -
852
+ 0.63%
$19K - $24.9K
136K $4.33M
Aug 12, 2025 Q2 2025
Associated Banc Corp

Green Bay, WI
BUY
 -
836
+ 3.21%
$18.6K - $24.4K
26.9K $854K
Aug 04, 2025 Q2 2025
Waterfront Wealth Inc.

BUY
 -
824
+ 5.71%
$18.4K - $24.1K
15.3K $484K
Jul 16, 2025 Q2 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
815
New
$18.2K - $23.8K
815 $25.9K
Jul 28, 2025 Q2 2025
Patten & Patten Inc

BUY
 -
812
+ 4.19%
$18.1K - $23.7K
20.2K $641K
Jul 23, 2025 Q2 2025
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
800
+ 46.84%
$17.8K - $23.4K
2.51K $79.6K
Aug 08, 2025 Q2 2025
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
798
+ 3990.0%
$17.8K - $23.3K
818 $26K
Jul 24, 2025 Q2 2025
Brandywine Oak Private Wealth LLC

BUY
 -
787
+ 0.62%
$17.5K - $23K
128K $4.07M
Aug 13, 2025 Q2 2025
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
786
+ 1.58%
$17.5K - $23K
50.6K $1.61M
Jul 09, 2025 Q2 2025
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
779
+ 8.15%
$17.3K - $22.8K
10.3K $328K
Jul 15, 2025 Q2 2025
Bka Wealth Consulting, Inc.

BUY
 -
767
+ 3.94%
$17.1K - $22.4K
20.2K $643K
Jul 08, 2025 Q2 2025
Atwood & Palmer Inc

BUY
 -
764
New
$17K - $22.3K
764 $24.2K
Jul 16, 2025 Q2 2025
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
744
+ 3.69%
$16.6K - $21.7K
20.9K $664K
Jul 28, 2025 Q2 2025
Ritholtz Wealth Management

BUY
 -
741
+ 3.48%
$16.5K - $21.6K
22.1K $700K
Aug 05, 2025 Q2 2025
Key F Inancial Inc

BUY
 -
737
+ 148.59%
$16.4K - $21.5K
1.23K $39.1K
Aug 11, 2025 Q2 2025
Elite Financial, Inc.

Lewiston, ID
BUY
 -
719
+ 0.16%
$16K - $21K
446K $14.2M
Jul 10, 2025 Q2 2025
Worth Asset Management, LLC

BUY
 -
718
+ 6.78%
$16K - $21K
11.3K $359K
Aug 04, 2025 Q2 2025
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
714
+ 1.08%
$15.9K - $20.9K
66.5K $2.11M
Jul 30, 2025 Q2 2025
Paragon Advisors, LLC

BUY
 -
705
+ 8.05%
$15.7K - $20.6K
9.46K $300K
Aug 13, 2025 Q2 2025
Elios Financial Group Inc.

Westlake, OH
BUY
 -
700
+ 8.5%
$15.6K - $20.4K
8.93K $284K
Jul 21, 2025 Q2 2025
Kennebec Savings Bank

Augusta, ME
BUY
 -
682
+ 15.9%
$15.2K - $19.9K
4.97K $158K
Jul 07, 2025 Q2 2025
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
675
+ 12.17%
$15K - $19.7K
6.22K $197K
Aug 14, 2025 Q2 2025
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
655
+ 3.34%
$14.6K - $19.1K
20.3K $643K
Jul 22, 2025 Q2 2025
Mascoma Wealth Management LLC

BUY
 -
644
New
$14.3K - $18.8K
644 $20.4K
Aug 12, 2025 Q2 2025
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
636
+ 5.94%
$14.2K - $18.6K
11.3K $360K
Jul 25, 2025 Q2 2025
Hazlett, Burt & Watson, Inc.

BUY
 -
631
+ 2.93%
$14.1K - $18.4K
22.1K $703K
Aug 05, 2025 Q2 2025
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
631
+ 1.29%
$14.1K - $18.4K
49.5K $1.57M
Jul 16, 2025 Q2 2025
Rba Wealth Management, LLC

BUY
 -
607
+ 2.82%
$13.5K - $17.7K
22.1K $702K
Jul 16, 2025 Q2 2025
Twelve Points Wealth Management LLC

BUY
 -
602
+ 2.91%
$13.4K - $17.6K
21.3K $676K
Aug 04, 2025 Q2 2025
Joseph P. Lucia & Associates, LLC

BUY
 -
599
+ 0.25%
$13.3K - $17.5K
239K $7.6M
Aug 14, 2025 Q2 2025
Advisor Os, LLC

BUY
 -
597
+ 2.97%
$13.3K - $17.4K
20.7K $657K
Aug 13, 2025 Q2 2025
Alerus Financial Na

Grand Forks, ND
BUY
 -
580
New
$12.9K - $16.9K
580 $18.4K
Jul 25, 2025 Q2 2025
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
575
+ 1.84%
$12.8K - $16.8K
31.9K $1.01M
Aug 11, 2025 Q2 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
574
New
$12.8K - $16.8K
574 $18.2K
Jul 28, 2025 Q2 2025
Private Wealth Asset Management, LLC

Cedar Rapids, IA
BUY
 -
573
+ 2.45%
$12.8K - $16.7K
23.9K $759K
Jul 29, 2025 Q2 2025
Crux Wealth Advisors

Long Beach, CA
BUY
 -
562
+ 0.61%
$12.5K - $16.4K
93K $2.95M
Aug 13, 2025 Q2 2025
Van Hulzen Asset Management, LLC

BUY
 -
557
+ 3.61%
$12.4K - $16.3K
16K $507K
Jul 22, 2025 Q2 2025
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
543
+ 1.78%
$12.1K - $15.9K
31K $983K
Jul 17, 2025 Q2 2025
Pennsylvania Capital Management Inc

BUY
 -
536
+ 1.45%
$11.9K - $15.7K
37.6K $1.19M

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