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 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
40.2K+ 4.1% |
$896K - $1.17M
|
1.02M
$32.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
40K+ 1.26% |
$891K - $1.17M
|
3.21M
$102M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
40K+ 360.9% |
$890K - $1.17M
|
51K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
39.6K+ 9.03% |
$882K - $1.16M
|
478K
$15.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
39.3K+ 11.91% |
$874K - $1.15M
|
369K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
39.2K+ 1.35% |
$873K - $1.15M
|
2.95M
$93.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
38.7K+ 241.14% |
$863K - $1.13M
|
54.8K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
38.4K+ 5.22% |
$856K - $1.12M
|
775K
$24.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
37.3K+ 35.17% |
$830K - $1.09M
|
143K
$4.55M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
37.2KNew |
$828K - $1.09M
|
37.2K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
36.9K+ 9.54% |
$823K - $1.08M
|
424K
$13.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.9K+ 36.31% |
$823K - $1.08M
|
139K
$4.4M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
36.1K+ 15.39% |
$805K - $1.06M
|
271K
$8.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
36.1K+ 6.29% |
$803K - $1.05M
|
609K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
35.3K+ 20.19% |
$786K - $1.03M
|
210K
$6.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
35K+ 2.96% |
$780K - $1.02M
|
1.22M
$38.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
34.6KNew |
$771K - $1.01M
|
34.6K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
34.3K+ 4.52% |
$763K - $1M
|
793K
$25.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
34.1K+ 3.26% |
$758K - $995K
|
1.08M
$34.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
34K+ 5.1% |
$757K - $993K
|
701K
$22.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.4K+ 7.22% |
$745K - $977K
|
496K
$15.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
33.2K+ 60.01% |
$739K - $969K
|
88.5K
$2.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.4K+ 349.46% |
$722K - $947K
|
41.7K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
32.4K+ 2.07% |
$721K - $945K
|
1.6M
$50.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
32.2K+ 4.34% |
$717K - $940K
|
775K
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
31.1KNew |
$693K - $909K
|
31.1K
$987K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
30.9K+ 58.91% |
$687K - $901K
|
83.2K
$2.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30.5K+ 39.31% |
$679K - $890K
|
108K
$3.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30.3K+ 6.23% |
$674K - $884K
|
516K
$16.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
30.3K+ 63.9% |
$674K - $884K
|
77.6K
$2.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 3.93% |
$671K - $880K
|
797K
$25.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30K+ 1.79% |
$668K - $876K
|
1.71M
$54.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
29.9KNew |
$666K - $874K
|
29.9K
$949K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
29.6K+ 248.08% |
$660K - $865K
|
41.6K
$1.32M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
29.6K+ 24.44% |
$658K - $864K
|
151K
$4.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
29.4KNew |
$655K - $859K
|
29.4K
$934K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.3KNew |
$652K - $855K
|
29.3K
$929K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.2K+ 36.18% |
$651K - $854K
|
110K
$3.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
29.2KNew |
$651K - $854K
|
29.2K
$928K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
29.2K+ 4.9% |
$650K - $852K
|
624K
$19.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
29K+ 6.79% |
$646K - $847K
|
456K
$14.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
29K+ 12.74% |
$645K - $847K
|
256K
$8.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
28.5K+ 9.55% |
$635K - $833K
|
327K
$10.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
28.3K+ 16.98% |
$631K - $827K
|
195K
$6.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27.5K+ 16.23% |
$612K - $802K
|
197K
$6.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
27.3KNew |
$607K - $796K
|
27.3K
$865K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
26.9KNew |
$600K - $787K
|
26.9K
$855K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
26.5K+ 9.97% |
$589K - $773K
|
292K
$9.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
25.9K+ 17.75% |
$577K - $757K
|
172K
$5.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
25.8K+ 3.87% |
$575K - $754K
|
693K
$22M
|