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 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-217- 0.88% |
$4.83K - $6.34K
|
24.4K
$776K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-219- 0.08% |
$4.88K - $6.4K
|
273K
$8.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-225- 0.66% |
$5.01K - $6.57K
|
33.6K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-233- 0.81% |
$5.19K - $6.81K
|
28.5K
$904K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-235- 0.47% |
$5.23K - $6.86K
|
49.3K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-240- 1.08% |
$5.34K - $7.01K
|
21.9K
$696K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-242- 0.98% |
$5.39K - $7.07K
|
24.5K
$778K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-256- 87.97% |
$5.7K - $7.48K
|
35
$1.11K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-256- 2.32% |
$5.7K - $7.48K
|
10.8K
$343K
|
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-265- 0.78% |
$5.9K - $7.74K
|
33.6K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-269- 2.1% |
$5.99K - $7.86K
|
12.5K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-283- 2.29% |
$6.3K - $8.27K
|
12.1K
$383K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-292- 1.29% |
$6.5K - $8.53K
|
22.3K
$709K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-294- 2.71% |
$6.55K - $8.59K
|
10.6K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-298- 20.99% |
$6.64K - $8.7K
|
1.12K
$35.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-315- 1.17% |
$7.02K - $9.2K
|
26.5K
$842K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-322- 1.69% |
$7.17K - $9.41K
|
18.7K
$594K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-324- 3.07% |
$7.22K - $9.46K
|
10.2K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-332- 0.41% |
$7.39K - $9.7K
|
81.4K
$2.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-335- 3.28% |
$7.46K - $9.79K
|
9.88K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-346- 0.1% |
$7.71K - $10.1K
|
340K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-350- 0.99% |
$7.79K - $10.2K
|
34.8K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-358- 0.23% |
$7.97K - $10.5K
|
154K
$4.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-359- 3.08% |
$7.99K - $10.5K
|
11.3K
$358K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-366- 0.67% |
$8.15K - $10.7K
|
54.3K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-367- 0.04% |
$8.17K - $10.7K
|
985K
$31.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-372- 1.26% |
$8.28K - $10.9K
|
29.2K
$928K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 6.16% |
$8.91K - $11.7K
|
6.1K
$193K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-410- 2.03% |
$9.13K - $12K
|
19.8K
$629K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-428- 1.51% |
$9.53K - $12.5K
|
28K
$888K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-436- 0.27% |
$9.71K - $12.7K
|
162K
$5.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-455- 3.36% |
$10.1K - $13.3K
|
13.1K
$415K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-465- 1.27% |
$10.4K - $13.6K
|
36.1K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-487- 3.12% |
$10.8K - $14.2K
|
15.1K
$480K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-487- 2.5% |
$10.8K - $14.2K
|
19K
$603K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-496- 1.13% |
$11K - $14.5K
|
43.4K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-499- 5.17% |
$11.1K - $14.6K
|
9.15K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-511- 0.13% |
$11.4K - $14.9K
|
401K
$12.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-519- 3.77% |
$11.6K - $15.2K
|
13.3K
$421K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-520- 2.27% |
$11.6K - $15.2K
|
22.4K
$712K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-523- 5.2% |
$11.6K - $15.3K
|
9.53K
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-544- 3.76% |
$12.1K - $15.9K
|
13.9K
$442K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-573- 0.41% |
$12.8K - $16.7K
|
138K
$4.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-575- 2.96% |
$12.8K - $16.8K
|
18.9K
$599K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-593- 1.51% |
$13.2K - $17.3K
|
38.7K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-595- 1.42% |
$13.3K - $17.4K
|
41.2K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-624- 0.11% |
$13.9K - $18.2K
|
581K
$18.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-634- 0.54% |
$14.1K - $18.5K
|
116K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-641- 96.68% |
$14.3K - $18.7K
|
22
$698
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-641- 1.83% |
$14.3K - $18.7K
|
34.4K
$1.09M
|