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 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10- 0.05% |
$223 - $292
|
18.6K
$591K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-10- 0.03% |
$223 - $292
|
33.8K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-11- 0.61% |
$245 - $321
|
1.8K
$57.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-19- 0.06% |
$423 - $555
|
32.1K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 6.76% |
$445 - $584
|
276
$8.76K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-40- 3.13% |
$891 - $1.17K
|
1.24K
$39.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-42- 0.34% |
$935 - $1.23K
|
12.2K
$386K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
SELL
|
- |
-42- 0.01% |
$935 - $1.23K
|
343K
$10.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-49- 0.13% |
$1.09K - $1.43K
|
37.2K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-50- 0.52% |
$1.11K - $1.46K
|
9.62K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-61- 0.64% |
$1.36K - $1.78K
|
9.55K
$303K
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-68- 0.24% |
$1.51K - $1.99K
|
28.8K
$914K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-72- 13.04% |
$1.6K - $2.1K
|
480
$15.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-75- 0.59% |
$1.67K - $2.19K
|
12.6K
$401K
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-75- 1.11% |
$1.67K - $2.19K
|
6.67K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-85- 0.8% |
$1.89K - $2.48K
|
10.5K
$333K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-96- 0.74% |
$2.14K - $2.8K
|
12.8K
$407K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-97- 0.07% |
$2.16K - $2.83K
|
133K
$4.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-99- 1.05% |
$2.2K - $2.89K
|
9.36K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-102- 0.04% |
$2.27K - $2.98K
|
248K
$7.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-105- 0.13% |
$2.34K - $3.07K
|
81.6K
$2.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-119- 0.24% |
$2.65K - $3.48K
|
48.9K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 75.0% |
$2.67K - $3.51K
|
40
$1.27K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-126- 0.57% |
$2.81K - $3.68K
|
21.9K
$695K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-129- 0.44% |
$2.87K - $3.77K
|
29K
$920K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-131- 0.79% |
$2.92K - $3.83K
|
16.4K
$521K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-132- 0.19% |
$2.94K - $3.86K
|
70.6K
$2.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-135- 0.58% |
$3.01K - $3.94K
|
23.1K
$733K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-140- 0.19% |
$3.12K - $4.09K
|
72K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-144- 1.49% |
$3.21K - $4.21K
|
9.52K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-145- 0.13% |
$3.23K - $4.24K
|
109K
$3.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-145- 0.03% |
$3.23K - $4.24K
|
560K
$17.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-150- 0.9% |
$3.34K - $4.38K
|
16.5K
$524K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-155- 1.42% |
$3.45K - $4.53K
|
10.8K
$342K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-165- 0.15% |
$3.67K - $4.82K
|
106K
$3.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-167- 0.34% |
$3.72K - $4.88K
|
49.5K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-170- 6.95% |
$3.79K - $4.97K
|
2.28K
$72.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-174- 6.11% |
$3.87K - $5.08K
|
2.68K
$84.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-181- 1.01% |
$4.03K - $5.29K
|
17.8K
$564K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-181- 1.86% |
$4.03K - $5.29K
|
9.53K
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-182- 0.34% |
$4.05K - $5.32K
|
53K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-188- 15.25% |
$4.19K - $5.49K
|
1.05K
$33.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-189- 0.69% |
$4.21K - $5.52K
|
27.2K
$864K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-193- 1.98% |
$4.3K - $5.64K
|
9.56K
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-195- 1.66% |
$4.34K - $5.7K
|
11.6K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-199- 0.27% |
$4.43K - $5.81K
|
74.7K
$2.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 16.08% |
$4.45K - $5.84K
|
1.04K
$33.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-201- 0.13% |
$4.48K - $5.87K
|
156K
$4.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-204- 2.48% |
$4.54K - $5.96K
|
8.01K
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-207- 4.55% |
$4.61K - $6.05K
|
4.34K
$138K
|