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
|
Thrive Wealth Management, LLC
|
BUY
|
- |
289K+ 6.05% |
$6.45M - $8.45M
|
5.08M
$161M
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
289KNew |
$6.42M - $8.43M
|
289K
$9.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
286K+ 688.3% |
$6.36M - $8.34M
|
327K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
283K+ 3.71% |
$6.3M - $8.26M
|
7.9M
$251M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
278K+ 15.37% |
$6.19M - $8.12M
|
2.09M
$66.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
276K+ 25.6% |
$6.15M - $8.07M
|
1.36M
$43M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
275K+ 2848.49% |
$6.12M - $8.02M
|
284K
$9.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
265KNew |
$5.9M - $7.74M
|
265K
$8.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
247K+ 90103.28% |
$5.5M - $7.21M
|
247K
$7.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
244K+ 6.77% |
$5.43M - $7.12M
|
3.84M
$122M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
243KNew |
$5.42M - $7.11M
|
243K
$7.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
239KNew |
$5.33M - $6.99M
|
239K
$7.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
238K+ 100.44% |
$5.31M - $6.96M
|
476K
$15.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
234K+ 5.11% |
$5.22M - $6.84M
|
4.81M
$153M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
232K+ 50.56% |
$5.16M - $6.77M
|
690K
$21.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
222K+ 6.25% |
$4.94M - $6.47M
|
3.77M
$120M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
210K+ 70.23% |
$4.67M - $6.13M
|
509K
$16.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
204KNew |
$4.54M - $5.96M
|
204K
$6.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
203K+ 12.9% |
$4.53M - $5.94M
|
1.78M
$56.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
199K+ 9.12% |
$4.44M - $5.82M
|
2.38M
$75.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
197K+ 86.98% |
$4.38M - $5.75M
|
423K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
196K+ 36.18% |
$4.36M - $5.72M
|
737K
$23.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
183K+ 2712.89% |
$4.07M - $5.34M
|
190K
$6.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
177K+ 185.63% |
$3.94M - $5.17M
|
272K
$8.64M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
176K+ 37.51% |
$3.92M - $5.15M
|
646K
$20.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
170KNew |
$3.8M - $4.98M
|
170K
$5.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
170K+ 192.28% |
$3.79M - $4.98M
|
259K
$8.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
165K+ 13.09% |
$3.67M - $4.82M
|
1.42M
$45.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
161KNew |
$3.58M - $4.69M
|
161K
$5.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
157KNew |
$3.49M - $4.58M
|
157K
$4.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
144K+ 28.31% |
$3.22M - $4.22M
|
654K
$20.8M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
133KNew |
$2.96M - $3.88M
|
133K
$4.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
132K+ 69.69% |
$2.95M - $3.87M
|
322K
$10.2M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
131K+ 16.92% |
$2.93M - $3.84M
|
908K
$28.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
126K+ 7.28% |
$2.8M - $3.67M
|
1.85M
$58.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
124K+ 2.26% |
$2.76M - $3.62M
|
5.61M
$178M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
124K+ 96.21% |
$2.75M - $3.61M
|
252K
$7.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
123K+ 84.5% |
$2.75M - $3.6M
|
269K
$8.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
123K+ 41.26% |
$2.74M - $3.6M
|
421K
$13.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
121K+ 1.82% |
$2.71M - $3.55M
|
6.81M
$216M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
119K+ 5.54% |
$2.65M - $3.48M
|
2.27M
$72M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
116K+ 31.36% |
$2.58M - $3.39M
|
486K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
113K+ 54.82% |
$2.51M - $3.29M
|
318K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
112K+ 34.71% |
$2.5M - $3.28M
|
436K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
111K+ 22.07% |
$2.47M - $3.24M
|
613K
$19.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
110K+ 30.01% |
$2.45M - $3.22M
|
477K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
109K+ 2871.19% |
$2.42M - $3.17M
|
112K
$3.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
107K+ 13.96% |
$2.38M - $3.12M
|
871K
$27.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
106K+ 73.49% |
$2.36M - $3.09M
|
250K
$7.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
105K+ 10.07% |
$2.35M - $3.08M
|
1.15M
$36.6M
|