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
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.24K- 2.15% |
$27.5K - $36.1K
|
56.2K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.24K- 8.34% |
$27.6K - $36.2K
|
13.6K
$432K
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.26K- 1.81% |
$28K - $36.7K
|
68K
$2.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-1.33K- 68.16% |
$29.6K - $38.8K
|
620
$19.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.33K- 1.33% |
$29.6K - $38.8K
|
98.4K
$3.12M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.33K- 0.51% |
$29.6K - $38.8K
|
261K
$8.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-1.35K- 12.69% |
$30.1K - $39.5K
|
9.3K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.36K- 1.8% |
$30.3K - $39.7K
|
74.3K
$2.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.38K- 0.79% |
$30.6K - $40.2K
|
173K
$5.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.4K- 24.39% |
$31.2K - $40.9K
|
4.34K
$138K
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.43K- 15.62% |
$31.8K - $41.7K
|
7.71K
$245K
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.44K- 11.06% |
$32.1K - $42.1K
|
11.6K
$367K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.45K- 12.47% |
$32.3K - $42.3K
|
10.2K
$323K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-1.47K- 4.52% |
$32.8K - $43K
|
31.1K
$986K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-1.55K- 11.08% |
$34.5K - $45.2K
|
12.4K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-1.56K- 11.31% |
$34.7K - $45.6K
|
12.2K
$388K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.6K- 11.24% |
$35.6K - $46.7K
|
12.6K
$401K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.6K- 6.7% |
$35.7K - $46.8K
|
22.3K
$708K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.68K- 2.74% |
$37.4K - $49K
|
59.5K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.74K- 1.17% |
$38.7K - $50.7K
|
146K
$4.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.75K- 0.27% |
$39K - $51.1K
|
647K
$20.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.78K- 72.99% |
$39.5K - $51.8K
|
657
$20.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.8K- 14.34% |
$40.1K - $52.5K
|
10.7K
$341K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.81K- 0.06% |
$40.2K - $52.8K
|
3.09M
$98M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.82K- 4.72% |
$40.4K - $53K
|
36.7K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.84K- 3.72% |
$40.9K - $53.6K
|
47.5K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.84K- 0.63% |
$40.9K - $53.7K
|
288K
$9.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.85K- 16.01% |
$41.2K - $54K
|
9.7K
$308K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.87K- 7.13% |
$41.6K - $54.5K
|
24.3K
$772K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.9K- 15.44% |
$42.2K - $55.4K
|
10.4K
$330K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.91K- 0.79% |
$42.6K - $55.8K
|
240K
$7.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.03K- 6.9% |
$45.3K - $59.4K
|
27.4K
$871K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.04K- 21.4% |
$45.4K - $59.5K
|
7.49K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-2.08K- 15.58% |
$46.4K - $60.8K
|
11.3K
$358K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.11K- 14.42% |
$47K - $61.7K
|
12.5K
$398K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.14K- 1.05% |
$47.7K - $62.6K
|
202K
$6.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 0.28% |
$47.9K - $62.9K
|
767K
$24.3M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.18K- 2.82% |
$48.6K - $63.8K
|
75.2K
$2.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.18K- 11.02% |
$48.6K - $63.8K
|
17.6K
$560K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.23K- 7.68% |
$49.7K - $65.2K
|
26.8K
$852K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2.36K- 14.25% |
$52.6K - $68.9K
|
14.2K
$451K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-2.4K- 8.13% |
$53.4K - $70.1K
|
27.1K
$861K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.48K- 0.73% |
$55.3K - $72.5K
|
337K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.49K- 2.33% |
$55.5K - $72.8K
|
105K
$3.32M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.53K- 16.18% |
$56.3K - $73.8K
|
13.1K
$415K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.55K- 1.14% |
$56.7K - $74.3K
|
220K
$6.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.59K- 20.61% |
$57.7K - $75.7K
|
9.99K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.64K- 26.61% |
$58.8K - $77.1K
|
7.28K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 2.37% |
$59.2K - $77.6K
|
110K
$3.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-2.66K- 7.55% |
$59.2K - $77.7K
|
32.5K
$1.03M
|