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 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.67K- 3.79% |
$59.5K - $78.1K
|
67.8K
$2.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-2.72K- 12.67% |
$60.5K - $79.3K
|
18.7K
$594K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.72K- 9.85% |
$60.5K - $79.4K
|
24.9K
$790K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.72K- 3.74% |
$60.6K - $79.5K
|
70.1K
$2.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.77K- 4.51% |
$61.6K - $80.8K
|
58.5K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.88K- 27.79% |
$64.1K - $84.1K
|
7.48K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-2.95K- 3.28% |
$65.6K - $86K
|
87K
$2.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.95K- 0.29% |
$65.7K - $86.2K
|
1.01M
$32.1M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.96K- 5.32% |
$65.9K - $86.5K
|
52.7K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.05K- 4.61% |
$68K - $89.2K
|
63.2K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-3.11K- 2.22% |
$69.3K - $90.8K
|
137K
$4.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.12K- 4.56% |
$69.5K - $91.1K
|
65.3K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-3.17K- 15.49% |
$70.7K - $92.7K
|
17.3K
$550K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.17K- 2.02% |
$70.7K - $92.7K
|
154K
$4.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-3.18K- 4.12% |
$70.7K - $92.8K
|
73.9K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.21K- 3.63% |
$71.4K - $93.6K
|
85.1K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.24K- 26.02% |
$72.2K - $94.8K
|
9.22K
$293K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.26K- 7.14% |
$72.5K - $95.1K
|
42.3K
$1.34M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.34K- 77.99% |
$74.5K - $97.7K
|
944
$30K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-3.35K- 16.4% |
$74.7K - $98K
|
17.1K
$543K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.46K- 1.51% |
$77.1K - $101K
|
226K
$7.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-3.52K- 4.15% |
$78.4K - $103K
|
81.3K
$2.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-3.52K- 11.92% |
$78.4K - $103K
|
26K
$826K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.53K- 27.22% |
$78.5K - $103K
|
9.43K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-3.63K- 9.1% |
$80.8K - $106K
|
36.3K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.64K- 2.49% |
$81.1K - $106K
|
143K
$4.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.67K- 0.3% |
$81.7K - $107K
|
1.23M
$38.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-3.69K- 1.38% |
$82.2K - $108K
|
264K
$8.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.7K- 13.62% |
$82.5K - $108K
|
23.5K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.85K- 2.28% |
$85.6K - $112K
|
165K
$5.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-3.87K- 5.37% |
$86.3K - $113K
|
68.3K
$2.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.92K- 18.7% |
$87.2K - $114K
|
17K
$540K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.93K- 5.11% |
$87.6K - $115K
|
73K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.94K- 2.26% |
$87.7K - $115K
|
171K
$5.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3.95K- 0.45% |
$87.9K - $115K
|
872K
$27.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-4.08K- 2.47% |
$90.9K - $119K
|
161K
$5.12M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.1K- 0.44% |
$91.3K - $120K
|
930K
$29.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.2K- 21.92% |
$93.5K - $123K
|
15K
$475K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.21K- 1.9% |
$93.8K - $123K
|
218K
$6.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.23K- 5.55% |
$94.1K - $123K
|
71.9K
$2.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-4.24K- 2.12% |
$94.5K - $124K
|
196K
$6.22M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-4.56K- 1.1% |
$101K - $133K
|
408K
$13M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-4.58K- 2.49% |
$102K - $134K
|
179K
$5.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-4.62K- 5.74% |
$103K - $135K
|
75.9K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.77K- 19.52% |
$106K - $139K
|
19.6K
$624K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.8K- 6.0% |
$107K - $140K
|
75.2K
$2.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5.01K- 63.82% |
$112K - $146K
|
2.84K
$90.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-5.09K- 0.64% |
$113K - $149K
|
791K
$25.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-5.11K- 26.45% |
$114K - $149K
|
14.2K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-5.2K- 8.25% |
$116K - $152K
|
57.8K
$1.83M
|