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 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-25.6K- 7.32% |
$570K - $748K
|
324K
$10.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-26.5K- 7.88% |
$589K - $773K
|
309K
$9.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.8K- 11.8% |
$597K - $782K
|
200K
$6.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-27.6K- 25.02% |
$615K - $807K
|
82.8K
$2.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-28.7K- 67.04% |
$639K - $838K
|
14.1K
$448K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-29.7K- 49.34% |
$660K - $866K
|
30.4K
$966K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-30.5K- 7.44% |
$680K - $892K
|
380K
$12.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-31K- 18.47% |
$691K - $906K
|
137K
$4.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-32.4K- 1.52% |
$722K - $947K
|
2.1M
$66.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-32.6K- 1.77% |
$727K - $953K
|
1.81M
$57.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-33.6K- 58.23% |
$748K - $982K
|
24.1K
$765K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-34K- 66.67% |
$758K - $995K
|
17K
$540K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-34.4K- 3.33% |
$765K - $1M
|
999K
$31.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-35.2K- 7.21% |
$785K - $1.03M
|
454K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-35.3K- 2.15% |
$786K - $1.03M
|
1.61M
$51M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-38.7K- 94.06% |
$863K - $1.13M
|
2.45K
$77.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-38.8K- 95.05% |
$863K - $1.13M
|
2.02K
$64.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-38.8K- 7.93% |
$864K - $1.13M
|
451K
$14.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-39.2K- 7.3% |
$873K - $1.15M
|
498K
$15.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-40.4K- 22.98% |
$899K - $1.18M
|
135K
$4.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-42.4K- 4.73% |
$944K - $1.24M
|
854K
$27.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-42.8K- 21.22% |
$952K - $1.25M
|
159K
$5.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-42.9K- 11.33% |
$956K - $1.25M
|
336K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-43.1K- 6.09% |
$960K - $1.26M
|
665K
$21.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-45.8K- 22.39% |
$1.02M - $1.34M
|
159K
$5.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-46K- 75.24% |
$1.02M - $1.34M
|
15.1K
$480K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-47K- 5.88% |
$1.05M - $1.37M
|
751K
$23.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-47K- 27.5% |
$1.05M - $1.37M
|
124K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-48.6K- 36.0% |
$1.08M - $1.42M
|
86.3K
$2.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-50.3K- 6.79% |
$1.12M - $1.47M
|
691K
$21.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-51.4K- 29.21% |
$1.15M - $1.5M
|
125K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-53.2K- 33.01% |
$1.18M - $1.55M
|
108K
$3.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-53.8K- 14.3% |
$1.2M - $1.57M
|
323K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-54.4K- 9.44% |
$1.21M - $1.59M
|
522K
$16.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56.8K- 8.62% |
$1.26M - $1.66M
|
602K
$19.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-57.5K- 1.85% |
$1.28M - $1.68M
|
3.05M
$96.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-59.2K- 49.87% |
$1.32M - $1.73M
|
59.5K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-60.5K- 98.41% |
$1.35M - $1.77M
|
977
$31K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-62.9K- 6.7% |
$1.4M - $1.84M
|
877K
$27.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-64.3K- 3.83% |
$1.43M - $1.88M
|
1.61M
$51.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-65.2K- 5.86% |
$1.45M - $1.9M
|
1.05M
$33.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-66.9K- 48.2% |
$1.49M - $1.95M
|
71.9K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-69.4K- 0.74% |
$1.55M - $2.03M
|
9.27M
$294M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-74.1K- 9.32% |
$1.65M - $2.17M
|
722K
$22.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-76.1K- 86.63% |
$1.69M - $2.22M
|
11.7K
$373K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-76.5K- 17.37% |
$1.7M - $2.24M
|
364K
$11.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-85.1K- 8.98% |
$1.9M - $2.49M
|
863K
$27.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-91.4K- 25.37% |
$2.04M - $2.67M
|
269K
$8.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-98.9K- 98.96% |
$2.2M - $2.89M
|
1.04K
$32.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-99.3K- 8.27% |
$2.21M - $2.9M
|
1.1M
$34.9M
|