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
|
Money Concepts Capital Corp
|
BUY
|
- |
65.9K+ 55.49% |
$1.47M - $1.93M
|
185K
$5.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
65.4K+ 8.15% |
$1.46M - $1.91M
|
868K
$27.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
64.5K+ 2.92% |
$1.44M - $1.88M
|
2.27M
$72.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
63.4K+ 9.18% |
$1.41M - $1.85M
|
755K
$24M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
63.3K+ 8.4% |
$1.41M - $1.85M
|
817K
$25.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
62.7KNew |
$1.4M - $1.83M
|
62.7K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
62.7K+ 3.97% |
$1.4M - $1.83M
|
1.64M
$52.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
61.7K+ 0.86% |
$1.37M - $1.8M
|
7.27M
$231M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
60.8K+ 10.41% |
$1.35M - $1.78M
|
645K
$20.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
60.1K+ 555.88% |
$1.34M - $1.75M
|
70.9K
$2.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
58.9K+ 264.7% |
$1.31M - $1.72M
|
81.2K
$2.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
58K+ 8.63% |
$1.29M - $1.69M
|
730K
$23.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
58K+ 982.53% |
$1.29M - $1.69M
|
63.9K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
56.5K+ 58.5% |
$1.26M - $1.65M
|
153K
$4.86M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
55.3KNew |
$1.23M - $1.62M
|
55.3K
$1.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
54.4K+ 11.76% |
$1.21M - $1.59M
|
517K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
54K+ 9.14% |
$1.2M - $1.58M
|
645K
$20.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
53.9KNew |
$1.2M - $1.57M
|
53.9K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
53.9K+ 15.81% |
$1.2M - $1.57M
|
395K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53K+ 16.86% |
$1.18M - $1.55M
|
368K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
52K+ 156.62% |
$1.16M - $1.52M
|
85.3K
$2.71M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
51.7K+ 6.93% |
$1.15M - $1.51M
|
797K
$25.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
51.1K+ 29.02% |
$1.14M - $1.49M
|
227K
$7.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
50.9K+ 2.69% |
$1.13M - $1.49M
|
1.94M
$61.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
50.8K+ 5.04% |
$1.13M - $1.48M
|
1.06M
$33.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
50.6K+ 6.79% |
$1.13M - $1.48M
|
795K
$25.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
49.5K+ 34.66% |
$1.1M - $1.44M
|
192K
$6.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
49.4K+ 450.99% |
$1.1M - $1.44M
|
60.3K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49K+ 7.69% |
$1.09M - $1.43M
|
686K
$21.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
48.5K+ 23.28% |
$1.08M - $1.42M
|
257K
$8.15M
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
48.1K+ 40.54% |
$1.07M - $1.4M
|
167K
$5.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
47.6KNew |
$1.06M - $1.39M
|
47.6K
$1.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
47.3K+ 13.79% |
$1.05M - $1.38M
|
390K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
47.2K+ 13.7% |
$1.05M - $1.38M
|
392K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
47.2K+ 21.86% |
$1.05M - $1.38M
|
263K
$8.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
46.6KNew |
$1.04M - $1.36M
|
46.6K
$1.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
46.3K+ 10.02% |
$1.03M - $1.35M
|
508K
$16.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
46.1K+ 42.66% |
$1.03M - $1.35M
|
154K
$4.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
45.8K+ 6.27% |
$1.02M - $1.34M
|
776K
$24.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
45.2K+ 12.42% |
$1.01M - $1.32M
|
409K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
44.5K+ 220.94% |
$991K - $1.3M
|
64.7K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
44.3K+ 8.82% |
$986K - $1.29M
|
546K
$17.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.4K+ 28.09% |
$967K - $1.27M
|
198K
$6.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43.2K+ 11.2% |
$962K - $1.26M
|
429K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
43K+ 24.08% |
$957K - $1.26M
|
221K
$7.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41.9K+ 27.11% |
$933K - $1.22M
|
197K
$6.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
41.8K+ 484.69% |
$931K - $1.22M
|
50.4K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
41K+ 9.53% |
$914K - $1.2M
|
471K
$15M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
40.5K+ 2.22% |
$902K - $1.18M
|
1.87M
$59.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
40.5K+ 510.46% |
$902K - $1.18M
|
48.4K
$1.54M
|