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 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-666- 2.15% |
$14.8K - $19.5K
|
30.3K
$960K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-670- 1.53% |
$14.9K - $19.6K
|
43.1K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-680- 7.39% |
$15.1K - $19.9K
|
8.52K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-686- 2.72% |
$15.3K - $20K
|
24.6K
$780K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-687- 2.91% |
$15.3K - $20.1K
|
22.9K
$727K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-690- 0.91% |
$15.4K - $20.2K
|
75.5K
$2.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-694- 3.55% |
$15.5K - $20.3K
|
18.9K
$599K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-702- 2.53% |
$15.6K - $20.5K
|
27K
$857K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-703- 0.82% |
$15.7K - $20.5K
|
84.8K
$2.69M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-711- 11.99% |
$15.8K - $20.8K
|
5.22K
$166K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-752- 5.78% |
$16.7K - $22K
|
12.3K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-770- 0.2% |
$17.1K - $22.5K
|
393K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-781- 2.91% |
$17.4K - $22.8K
|
26.1K
$828K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-818- 0.38% |
$18.2K - $23.9K
|
215K
$6.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-821- 1.11% |
$18.3K - $24K
|
73.3K
$2.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-829- 1.58% |
$18.5K - $24.2K
|
51.7K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-842- 0.95% |
$18.8K - $24.6K
|
88K
$2.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-863- 3.85% |
$19.2K - $25.2K
|
21.6K
$685K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-869- 0.18% |
$19.4K - $25.4K
|
470K
$14.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-872- 3.59% |
$19.4K - $25.5K
|
23.4K
$744K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-881- 9.29% |
$19.6K - $25.7K
|
8.61K
$273K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-907- 8.46% |
$20.2K - $26.5K
|
9.81K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-909- 28.3% |
$20.2K - $26.6K
|
2.3K
$73.1K
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-933- 6.35% |
$20.8K - $27.3K
|
13.8K
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-974- 5.25% |
$21.7K - $28.5K
|
17.6K
$558K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-974- 9.21% |
$21.7K - $28.5K
|
9.6K
$305K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-976- 1.83% |
$21.7K - $28.5K
|
52.4K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-985- 22.08% |
$21.9K - $28.8K
|
3.48K
$110K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-988- 5.45% |
$22K - $28.9K
|
17.1K
$544K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-997- 1.29% |
$22.2K - $29.1K
|
76.1K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1K- 11.94% |
$22.3K - $29.2K
|
7.38K
$234K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.01K- 3.01% |
$22.5K - $29.5K
|
32.6K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.03K- 9.05% |
$22.8K - $29.9K
|
10.3K
$327K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.03K- 0.4% |
$22.9K - $30.1K
|
254K
$8.05M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-1.04K- 5.82% |
$23.2K - $30.4K
|
16.8K
$534K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.04K- 7.64% |
$23.2K - $30.4K
|
12.6K
$399K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.06K- 13.6% |
$23.6K - $31K
|
6.74K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.07K- 1.42% |
$23.7K - $31.1K
|
73.8K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 3.74% |
$24.2K - $31.7K
|
27.9K
$886K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.1K- 0.96% |
$24.5K - $32.1K
|
114K
$3.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.11K- 5.49% |
$24.8K - $32.5K
|
19.1K
$608K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.13K- 0.84% |
$25.2K - $33.1K
|
133K
$4.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.14K- 8.01% |
$25.4K - $33.3K
|
13.1K
$415K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.15K- 86.49% |
$25.7K - $33.6K
|
180
$5.71K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.16K- 0.26% |
$25.7K - $33.7K
|
441K
$14M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.16K- 0.08% |
$25.9K - $33.9K
|
1.55M
$49.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.19K- 4.5% |
$26.4K - $34.7K
|
25.2K
$800K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.19K- 1.9% |
$26.5K - $34.7K
|
61.2K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.19K- 0.72% |
$26.5K - $34.7K
|
165K
$5.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.2K- 1.73% |
$26.7K - $35.1K
|
68.2K
$2.16M
|