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 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
22.6K+ 17.36% |
$504K - $661K
|
153K
$4.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21KNew |
$468K - $614K
|
21K
$624K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
19.1KNew |
$426K - $559K
|
19.1K
$568K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
17.4K+ 62.43% |
$387K - $508K
|
45.3K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
17.1K+ 41.23% |
$382K - $501K
|
58.7K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
16KNew |
$356K - $467K
|
16K
$475K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15.6K+ 1.68% |
$348K - $456K
|
948K
$28.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
15.2KNew |
$339K - $445K
|
15.2K
$452K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$339K - $444K
|
15.2K
$451K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
15.1KNew |
$335K - $440K
|
15.1K
$447K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
14.5K+ 5.0% |
$322K - $423K
|
304K
$9.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14.3KNew |
$319K - $418K
|
14.3K
$425K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14.2K+ 16.15% |
$316K - $414K
|
102K
$3.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.7KNew |
$304K - $399K
|
13.7K
$406K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13.2K+ 277.61% |
$294K - $386K
|
18K
$534K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
13.1K+ 18.27% |
$292K - $383K
|
85K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.2K+ 11.17% |
$272K - $357K
|
122K
$3.61M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
11.8K+ 29.21% |
$264K - $346K
|
52.4K
$1.55M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11.6KNew |
$258K - $339K
|
11.6K
$344K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
11.4KNew |
$255K - $334K
|
11.4K
$340K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
11.4K+ 29.58% |
$253K - $332K
|
49.8K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
11.2KNew |
$249K - $327K
|
11.2K
$333K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
11.2K+ 3.57% |
$249K - $326K
|
324K
$9.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
10.9K+ 51.68% |
$244K - $320K
|
32.1K
$954K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$238K - $312K
|
10.7K
$317K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
10.5K+ 1.32% |
$233K - $306K
|
804K
$23.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10.1K+ 61.89% |
$225K - $295K
|
26.4K
$783K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
9.68KNew |
$215K - $283K
|
9.68K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
9.49K+ 8.05% |
$211K - $277K
|
127K
$3.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.45K+ 4.48% |
$211K - $276K
|
221K
$6.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
8.73K+ 4.29% |
$194K - $255K
|
212K
$6.3M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
8.53K+ 3.23% |
$190K - $249K
|
273K
$8.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.46KNew |
$188K - $247K
|
8.46K
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
8.42KNew |
$188K - $246K
|
8.42K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8.21K+ 1.31% |
$183K - $240K
|
635K
$18.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.06K+ 4.98% |
$179K - $235K
|
170K
$5.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.99K+ 10.26% |
$178K - $233K
|
85.9K
$2.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
7.9KNew |
$176K - $231K
|
7.9K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.89KNew |
$176K - $230K
|
7.89K
$234K
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
7.7KNew |
$172K - $225K
|
7.7K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.68K+ 1.24% |
$171K - $224K
|
627K
$18.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
7.64KNew |
$170K - $223K
|
7.64K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
7.62KNew |
$170K - $222K
|
7.62K
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.58KNew |
$169K - $221K
|
7.58K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
7.57KNew |
$169K - $221K
|
7.57K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
7.47KNew |
$166K - $218K
|
7.47K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.42KNew |
$165K - $217K
|
7.42K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.36KNew |
$164K - $215K
|
7.36K
$219K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.34KNew |
$164K - $214K
|
7.34K
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.22KNew |
$161K - $211K
|
7.22K
$214K
|