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 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-100K- 30.14% |
$2.23M - $2.92M
|
232K
$7.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-100K- 32.21% |
$2.23M - $2.93M
|
211K
$6.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-106K- 6.57% |
$2.37M - $3.11M
|
1.51M
$48M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-107K- 13.3% |
$2.39M - $3.13M
|
699K
$22.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-110K- 9.58% |
$2.45M - $3.22M
|
1.04M
$33M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-117K- 22.09% |
$2.6M - $3.42M
|
412K
$13.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-123K- 51.44% |
$2.74M - $3.59M
|
116K
$3.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-128K- 28.27% |
$2.85M - $3.74M
|
325K
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-136K- 4.24% |
$3.04M - $3.98M
|
3.08M
$97.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-138K- 84.03% |
$3.07M - $4.02M
|
26.2K
$830K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-139K- 52.91% |
$3.1M - $4.07M
|
124K
$3.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-141K- 77.62% |
$3.15M - $4.13M
|
40.8K
$1.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-168K- 12.17% |
$3.74M - $4.91M
|
1.21M
$38.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-169K- 9.63% |
$3.76M - $4.93M
|
1.58M
$50.3M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-173K- 7.87% |
$3.85M - $5.05M
|
2.02M
$64.2M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-182K- 25.91% |
$4.04M - $5.3M
|
519K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-182K- 7.9% |
$4.06M - $5.32M
|
2.12M
$67.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-185K- 84.59% |
$4.12M - $5.41M
|
33.7K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-185K- 35.61% |
$4.13M - $5.42M
|
335K
$10.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-193K- 10.73% |
$4.29M - $5.63M
|
1.6M
$50.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-212K- 15.81% |
$4.73M - $6.2M
|
1.13M
$35.9M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-227K- 78.19% |
$5.05M - $6.62M
|
63.2K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-227K- 6.39% |
$5.06M - $6.64M
|
3.33M
$106M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-241K- 14.29% |
$5.38M - $7.05M
|
1.45M
$46M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-242K- 22.02% |
$5.4M - $7.08M
|
858K
$27.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-246K- 91.37% |
$5.49M - $7.2M
|
23.3K
$739K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-253K- 55.19% |
$5.63M - $7.38M
|
205K
$6.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-258K- 65.14% |
$5.75M - $7.55M
|
138K
$4.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-260K- 10.99% |
$5.8M - $7.6M
|
2.11M
$66.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-287K- 26.76% |
$6.4M - $8.39M
|
786K
$25M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-305K- 27.75% |
$6.78M - $8.9M
|
793K
$25.2M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-311K- 65.41% |
$6.93M - $9.09M
|
165K
$5.22M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-369K- 73.97% |
$8.22M - $10.8M
|
130K
$4.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-396K- 78.9% |
$8.82M - $11.6M
|
106K
$3.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-398K- 56.42% |
$8.87M - $11.6M
|
308K
$9.76M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-409K- 87.55% |
$9.11M - $11.9M
|
58.2K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-441K- 85.96% |
$9.83M - $12.9M
|
72.1K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-459K- 95.6% |
$10.2M - $13.4M
|
21.1K
$671K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-468K- 51.48% |
$10.4M - $13.7M
|
441K
$14M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-578K- 21.69% |
$12.9M - $16.9M
|
2.09M
$66.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-591K- 16.28% |
$13.2M - $17.3M
|
3.04M
$96.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-627K- 6.57% |
$14M - $18.3M
|
8.93M
$283M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-981K- 9.65% |
$21.9M - $28.7M
|
9.19M
$292M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-993K- 35.72% |
$22.1M - $29M
|
1.79M
$56.7M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.03M- 63.64% |
$22.9M - $30.1M
|
588K
$18.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.04M- 12.48% |
$23.1M - $30.3M
|
7.27M
$231M
|
|
|
Aug 01, 2025
Q2 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.26M- 62.89% |
$28M - $36.8M
|
743K
$23.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.18M- 80.76% |
$48.5M - $63.7M
|
519K
$16.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.7M- 20.94% |
$82.4M - $108M
|
14M
$443M
|