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
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.09K+ 0.42% |
$46.5K - $60.9K
|
503K
$14.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 2.83% |
$46K - $60.3K
|
75.1K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.01K+ 0.42% |
$44.7K - $58.6K
|
481K
$14.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.92K+ 44.15% |
$42.8K - $56.1K
|
6.27K
$186K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.9KNew |
$42.2K - $55.4K
|
1.9K
$56.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
1.88K+ 1.91% |
$41.8K - $54.8K
|
100K
$2.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.88K+ 1737.96% |
$41.8K - $54.8K
|
1.99K
$58.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.87K+ 7.57% |
$41.7K - $54.7K
|
26.6K
$790K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.86K+ 2.78% |
$41.5K - $54.4K
|
68.9K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.58K+ 408.29% |
$35.1K - $46K
|
1.96K
$58.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.48K+ 3.8% |
$32.8K - $43.1K
|
40.3K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.38K+ 0.46% |
$30.8K - $40.3K
|
300K
$8.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.34K+ 5.84% |
$29.8K - $39.1K
|
24.3K
$721K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.25K+ 6.05% |
$27.9K - $36.6K
|
21.9K
$652K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.19K+ 0.95% |
$26.6K - $34.8K
|
127K
$3.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.07K+ 5.17% |
$23.9K - $31.3K
|
21.8K
$648K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
977+ 8.64% |
$21.8K - $28.5K
|
12.3K
$365K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
975+ 4.05% |
$21.7K - $28.5K
|
25.1K
$744K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
863+ 0.84% |
$19.2K - $25.2K
|
104K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
852+ 0.63% |
$19K - $24.9K
|
136K
$4.05M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
815New |
$18.2K - $23.8K
|
815
$24.2K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
800+ 46.84% |
$17.8K - $23.4K
|
2.51K
$74.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
787+ 0.62% |
$17.5K - $23K
|
128K
$3.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
779+ 8.15% |
$17.3K - $22.8K
|
10.3K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
767+ 3.94% |
$17.1K - $22.4K
|
20.2K
$601K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
764New |
$17K - $22.3K
|
764
$22.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
744+ 3.69% |
$16.6K - $21.7K
|
20.9K
$621K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
718+ 6.78% |
$16K - $21K
|
11.3K
$336K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
682+ 15.9% |
$15.2K - $19.9K
|
4.97K
$148K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
675+ 12.17% |
$15K - $19.7K
|
6.22K
$185K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
644New |
$14.3K - $18.8K
|
644
$19.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
631+ 2.93% |
$14.1K - $18.4K
|
22.1K
$657K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
607+ 2.82% |
$13.5K - $17.7K
|
22.1K
$656K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
602+ 2.91% |
$13.4K - $17.6K
|
21.3K
$632K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
575+ 1.84% |
$12.8K - $16.8K
|
31.9K
$946K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
543+ 1.78% |
$12.1K - $15.9K
|
31K
$920K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
536+ 1.45% |
$11.9K - $15.7K
|
37.6K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
521+ 0.3% |
$11.6K - $15.2K
|
176K
$5.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
518+ 1.93% |
$11.5K - $15.1K
|
27.4K
$813K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
517+ 0.33% |
$11.5K - $15.1K
|
156K
$4.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
468+ 1.86% |
$10.4K - $13.7K
|
25.7K
$762K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
447+ 2.58% |
$9.95K - $13.1K
|
17.8K
$527K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
424+ 1.9% |
$9.44K - $12.4K
|
22.7K
$674K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
420+ 3.73% |
$9.35K - $12.3K
|
11.7K
$347K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
387+ 0.58% |
$8.62K - $11.3K
|
66.8K
$1.98M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
385New |
$8.57K - $11.2K
|
385
$11.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
367+ 2.31% |
$8.17K - $10.7K
|
16.3K
$483K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
327+ 18.05% |
$7.28K - $9.55K
|
2.14K
$63.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
315+ 3.8% |
$7.02K - $9.2K
|
8.6K
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
300+ 0.74% |
$6.68K - $8.76K
|
40.8K
$1.21M
|