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 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
521+ 0.3% |
$11.6K - $15.2K
|
176K
$5.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
518+ 1.93% |
$11.5K - $15.1K
|
27.4K
$869K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
517+ 0.33% |
$11.5K - $15.1K
|
156K
$4.94M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
505+ 3.44% |
$11.2K - $14.8K
|
15.2K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
496+ 1.18% |
$11K - $14.5K
|
42.4K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
480+ 3.92% |
$10.7K - $14K
|
12.7K
$404K
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
480New |
$10.7K - $14K
|
480
$15.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
468+ 1.86% |
$10.4K - $13.7K
|
25.7K
$815K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
447+ 2.58% |
$9.95K - $13.1K
|
17.8K
$564K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
439+ 3.17% |
$9.78K - $12.8K
|
14.3K
$453K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
430+ 0.3% |
$9.58K - $12.6K
|
143K
$4.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
424+ 1.9% |
$9.44K - $12.4K
|
22.7K
$721K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
420+ 3.73% |
$9.35K - $12.3K
|
11.7K
$370K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
415+ 6.48% |
$9.24K - $12.1K
|
6.82K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
396+ 1.95% |
$8.82K - $11.6K
|
20.7K
$658K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
387+ 0.58% |
$8.62K - $11.3K
|
66.8K
$2.12M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
385New |
$8.57K - $11.2K
|
385
$12.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
377+ 3.58% |
$8.4K - $11K
|
10.9K
$346K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
367+ 2.31% |
$8.17K - $10.7K
|
16.3K
$516K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
363+ 9.8% |
$8.08K - $10.6K
|
4.07K
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
360New |
$8.02K - $10.5K
|
360
$11.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
342+ 3.53% |
$7.62K - $9.99K
|
10K
$319K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
327+ 18.05% |
$7.28K - $9.55K
|
2.14K
$67.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
315+ 3.8% |
$7.02K - $9.2K
|
8.6K
$273K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
300+ 0.74% |
$6.68K - $8.76K
|
40.8K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
279+ 0.78% |
$6.21K - $8.15K
|
36.2K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
276New |
$6.15K - $8.06K
|
276
$8.76K
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
274+ 0.65% |
$6.1K - $8K
|
42.1K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
260+ 0.89% |
$5.79K - $7.59K
|
29.3K
$931K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
260+ 2.6% |
$5.79K - $7.59K
|
10.3K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
255+ 34.09% |
$5.68K - $7.45K
|
1K
$31.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
244+ 0.18% |
$5.43K - $7.13K
|
133K
$4.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
240+ 1.12% |
$5.34K - $7.01K
|
21.7K
$690K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
234+ 0.1% |
$5.21K - $6.84K
|
240K
$7.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
215+ 0.16% |
$4.79K - $6.28K
|
132K
$4.2M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
215+ 15.19% |
$4.79K - $6.28K
|
1.63K
$51.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
201+ 1.42% |
$4.48K - $5.87K
|
14.3K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
186+ 0.76% |
$4.14K - $5.43K
|
24.8K
$788K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
184New |
$4.1K - $5.37K
|
184
$5.84K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
178+ 0.84% |
$3.96K - $5.2K
|
21.5K
$681K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
160+ 1.09% |
$3.56K - $4.67K
|
14.8K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
155+ 0.61% |
$3.45K - $4.53K
|
25.4K
$807K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
150+ 0.51% |
$3.34K - $4.38K
|
29.7K
$944K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
130+ 0.59% |
$2.9K - $3.8K
|
22.2K
$704K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
125+ 0.36% |
$2.78K - $3.65K
|
35.3K
$1.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
125+ 0.35% |
$2.78K - $3.65K
|
35.5K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
124+ 1.04% |
$2.76K - $3.62K
|
12K
$381K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
123+ 30.67% |
$2.74K - $3.59K
|
524
$16.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
111+ 0.33% |
$2.47K - $3.24K
|
33.4K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
105+ 0.01% |
$2.34K - $3.07K
|
1.64M
$51.9M
|