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 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
67.7K+ 5.45% |
$1.51M - $1.98M
|
1.31M
$38.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
64.5K+ 2.92% |
$1.44M - $1.88M
|
2.27M
$67.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
63.3K+ 8.4% |
$1.41M - $1.85M
|
817K
$24.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
62.7KNew |
$1.4M - $1.83M
|
62.7K
$1.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
61.7K+ 0.86% |
$1.37M - $1.8M
|
7.27M
$216M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
60.1K+ 555.88% |
$1.34M - $1.75M
|
70.9K
$2.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
58.9K+ 264.7% |
$1.31M - $1.72M
|
81.2K
$2.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
54.4K+ 11.76% |
$1.21M - $1.59M
|
517K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
53.9KNew |
$1.2M - $1.57M
|
53.9K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
50.8K+ 5.04% |
$1.13M - $1.48M
|
1.06M
$31.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
50.6K+ 6.79% |
$1.13M - $1.48M
|
795K
$23.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49K+ 7.69% |
$1.09M - $1.43M
|
686K
$20.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
47.6KNew |
$1.06M - $1.39M
|
47.6K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
47.2K+ 13.7% |
$1.05M - $1.38M
|
392K
$11.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
46.6KNew |
$1.04M - $1.36M
|
46.6K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
46.3K+ 10.02% |
$1.03M - $1.35M
|
508K
$15.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
45.8K+ 6.27% |
$1.02M - $1.34M
|
776K
$23M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
44.5K+ 220.94% |
$991K - $1.3M
|
64.7K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
44.3K+ 8.82% |
$986K - $1.29M
|
546K
$16.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43.2K+ 11.2% |
$962K - $1.26M
|
429K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41.9K+ 27.11% |
$933K - $1.22M
|
197K
$5.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
41K+ 9.53% |
$914K - $1.2M
|
471K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
40.2K+ 4.1% |
$896K - $1.17M
|
1.02M
$30.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
39.2K+ 1.35% |
$873K - $1.15M
|
2.95M
$87.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
37.3K+ 35.17% |
$830K - $1.09M
|
143K
$4.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
36.9K+ 9.54% |
$823K - $1.08M
|
424K
$12.6M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
36.1K+ 15.39% |
$805K - $1.06M
|
271K
$8.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
36.1K+ 6.29% |
$803K - $1.05M
|
609K
$18.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
34K+ 5.1% |
$757K - $993K
|
701K
$20.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
33.2K+ 60.01% |
$739K - $969K
|
88.5K
$2.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.4K+ 349.46% |
$722K - $947K
|
41.7K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
32.4K+ 2.07% |
$721K - $945K
|
1.6M
$47.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30.3K+ 6.23% |
$674K - $884K
|
516K
$15.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 3.93% |
$671K - $880K
|
797K
$23.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30K+ 1.79% |
$668K - $876K
|
1.71M
$50.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
29.9KNew |
$666K - $874K
|
29.9K
$888K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
29.6K+ 248.08% |
$660K - $865K
|
41.6K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
29.4KNew |
$655K - $859K
|
29.4K
$874K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.2K+ 36.18% |
$651K - $854K
|
110K
$3.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
29.2KNew |
$651K - $854K
|
29.2K
$868K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
29.2K+ 4.9% |
$650K - $852K
|
624K
$18.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
28.5K+ 9.55% |
$635K - $833K
|
327K
$9.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27.5K+ 16.23% |
$612K - $802K
|
197K
$5.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
26.9KNew |
$600K - $787K
|
26.9K
$799K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
26.5K+ 9.97% |
$589K - $773K
|
292K
$8.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
25.9K+ 17.75% |
$577K - $757K
|
172K
$5.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
25.8K+ 3.87% |
$575K - $754K
|
693K
$20.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
25.7K+ 11.99% |
$572K - $750K
|
240K
$7.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
24.4K+ 4.86% |
$543K - $712K
|
526K
$15.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
22.7K+ 1.98% |
$505K - $662K
|
1.17M
$34.6M
|