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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-5.22K- 12.05% |
$116K - $152K
|
38.1K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.23K- 4.09% |
$116K - $153K
|
123K
$3.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-5.24K- 1.03% |
$117K - $153K
|
503K
$16M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-5.36K- 9.3% |
$119K - $157K
|
52.3K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-5.47K- 1.57% |
$122K - $160K
|
343K
$10.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.5K- 3.85% |
$122K - $161K
|
137K
$4.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-5.52K- 18.66% |
$123K - $161K
|
24.1K
$764K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.55K- 13.46% |
$124K - $162K
|
35.7K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-5.57K- 4.58% |
$124K - $163K
|
116K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-5.58K- 19.08% |
$124K - $163K
|
23.6K
$750K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5.58K- 1.05% |
$124K - $163K
|
527K
$16.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.6K- 1.26% |
$125K - $164K
|
440K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.63K- 2.08% |
$125K - $164K
|
265K
$8.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.64K- 37.0% |
$126K - $165K
|
9.61K
$305K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.65K- 2.76% |
$126K - $165K
|
199K
$6.32M
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-5.83K- 24.82% |
$130K - $170K
|
17.7K
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.98K- 4.85% |
$133K - $175K
|
117K
$3.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-6.43K- 3.74% |
$143K - $188K
|
166K
$5.26M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-6.49K- 30.42% |
$145K - $190K
|
14.8K
$471K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.81K- 1.28% |
$152K - $199K
|
524K
$16.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-6.83K- 25.66% |
$152K - $200K
|
19.8K
$628K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.91K- 4.88% |
$154K - $202K
|
135K
$4.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-6.93K- 1.8% |
$154K - $202K
|
379K
$12M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.95K- 3.41% |
$155K - $203K
|
197K
$6.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7K- 14.06% |
$156K - $204K
|
42.8K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-7.09K- 7.04% |
$158K - $207K
|
93.6K
$2.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-7.09K- 11.02% |
$158K - $207K
|
57.3K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.2K- 18.72% |
$160K - $210K
|
31.3K
$993K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-7.24K- 1.84% |
$161K - $212K
|
386K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-7.28K- 30.34% |
$162K - $213K
|
16.7K
$530K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-7.29K- 6.82% |
$162K - $213K
|
99.5K
$3.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.41K- 0.39% |
$165K - $216K
|
1.87M
$59.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-7.42K- 10.41% |
$165K - $217K
|
63.8K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-7.42K- 3.94% |
$165K - $217K
|
181K
$5.74M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-7.65K- 18.92% |
$170K - $224K
|
32.8K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-7.66K- 40.11% |
$171K - $224K
|
11.4K
$363K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7.71K- 0.59% |
$172K - $225K
|
1.29M
$41.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.72K- 2.5% |
$172K - $225K
|
301K
$9.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-7.73K- 3.25% |
$172K - $226K
|
230K
$7.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-7.75K- 39.44% |
$173K - $226K
|
11.9K
$378K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-7.94K- 19.56% |
$177K - $232K
|
32.6K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-8.05K- 44.43% |
$179K - $235K
|
10.1K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-8.2K- 13.1% |
$183K - $239K
|
54.4K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8.26K- 3.04% |
$184K - $241K
|
263K
$8.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.33K- 27.91% |
$186K - $243K
|
21.5K
$683K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8.52K- 2.72% |
$190K - $249K
|
305K
$9.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-8.8K- 31.28% |
$196K - $257K
|
19.3K
$614K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9.18K- 7.96% |
$204K - $268K
|
106K
$3.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.58K- 3.82% |
$213K - $280K
|
241K
$7.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.65K- 29.16% |
$215K - $282K
|
23.4K
$744K
|