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 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-9.76K- 16.8% |
$217K - $285K
|
48.3K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9.84K- 7.3% |
$219K - $288K
|
125K
$3.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-10K- 6.87% |
$223K - $293K
|
136K
$4.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-10.7K- 12.34% |
$239K - $313K
|
76.1K
$2.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-10.9K- 14.69% |
$243K - $319K
|
63.4K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.2K- 12.39% |
$250K - $327K
|
79.2K
$2.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-11.8K- 39.09% |
$262K - $344K
|
18.4K
$583K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.8K- 0.03% |
$263K - $344K
|
38.2M
$1.21B
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-12K- 1.72% |
$266K - $349K
|
683K
$21.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-12K- 1.48% |
$267K - $350K
|
799K
$25.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12K- 15.81% |
$268K - $351K
|
64K
$2.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12.4K- 2.81% |
$275K - $361K
|
427K
$13.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.4K- 39.1% |
$275K - $361K
|
19.3K
$611K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-12.4K- 1.68% |
$276K - $362K
|
726K
$23M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-13.1K- 4.0% |
$293K - $384K
|
316K
$10M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 2.13% |
$295K - $387K
|
608K
$19.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-13.3K- 50.62% |
$295K - $387K
|
12.9K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-13.7K- 22.74% |
$305K - $400K
|
46.5K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-13.8K- 20.24% |
$307K - $403K
|
54.4K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.4K- 2.24% |
$320K - $419K
|
626K
$19.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-14.9K- 12.0% |
$332K - $436K
|
109K
$3.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15.1K- 11.67% |
$335K - $440K
|
114K
$3.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-15.4K- 10.57% |
$344K - $451K
|
130K
$4.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-15.5K- 29.79% |
$345K - $453K
|
36.5K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16K- 4.56% |
$356K - $466K
|
334K
$10.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-16K- 2.03% |
$357K - $469K
|
774K
$24.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-16.7K- 25.16% |
$373K - $489K
|
49.8K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-16.9K- 10.58% |
$376K - $493K
|
143K
$4.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-17.4K- 3.25% |
$388K - $509K
|
518K
$16.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-17.6K- 1.57% |
$391K - $513K
|
1.1M
$35.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-18K- 3.63% |
$401K - $525K
|
478K
$15.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-18.2K- 8.07% |
$406K - $533K
|
208K
$6.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-18.6K- 14.2% |
$415K - $544K
|
113K
$3.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-18.8K- 47.05% |
$420K - $551K
|
21.2K
$673K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-19.1K- 9.26% |
$424K - $557K
|
187K
$5.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-19.2K- 5.36% |
$429K - $562K
|
340K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-19.4K- 44.34% |
$432K - $567K
|
24.4K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.5K- 0.13% |
$434K - $569K
|
15.5M
$491M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-20K- 61.61% |
$446K - $585K
|
12.5K
$396K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-20.6K- 0.91% |
$460K - $603K
|
2.25M
$71.5M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-21.5K- 8.92% |
$479K - $629K
|
220K
$6.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-22.1K- 1.98% |
$492K - $646K
|
1.1M
$34.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-23.2K- 2.36% |
$516K - $677K
|
959K
$30.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-23.9K- 35.04% |
$532K - $697K
|
44.3K
$1.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-24.1K- 12.16% |
$536K - $703K
|
174K
$5.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-24.1K- 6.52% |
$536K - $704K
|
345K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-24.7K- 0.53% |
$551K - $723K
|
4.63M
$147M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-25.2K- 7.69% |
$562K - $737K
|
303K
$9.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-25.3K- 2.69% |
$563K - $739K
|
915K
$29.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-25.3K- 49.68% |
$564K - $739K
|
25.6K
$814K
|