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 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
260+ 0.89% |
$5.79K - $7.59K
|
29.3K
$871K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
240+ 1.12% |
$5.34K - $7.01K
|
21.7K
$645K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
234+ 0.1% |
$5.21K - $6.84K
|
240K
$7.14M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
186+ 0.76% |
$4.14K - $5.43K
|
24.8K
$737K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
130+ 0.59% |
$2.9K - $3.8K
|
22.2K
$658K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
111+ 0.33% |
$2.47K - $3.24K
|
33.4K
$990K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
70+ 1.83% |
$1.56K - $2.04K
|
3.89K
$116K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
69+ 0.62% |
$1.54K - $2.02K
|
11.2K
$333K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
68+ 0.14% |
$1.51K - $1.99K
|
50K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
66+ 0.46% |
$1.47K - $1.93K
|
14.4K
$428K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
64+ 2.21% |
$1.43K - $1.87K
|
2.96K
$87.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
59+ 0.1% |
$1.31K - $1.72K
|
61.6K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
58+ 0.07% |
$1.29K - $1.69K
|
89K
$2.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
46+ 0.38% |
$1.02K - $1.34K
|
12.1K
$359K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36+ 0.31% |
$802 - $1.05K
|
11.6K
$343K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
36+ 0.19% |
$802 - $1.05K
|
19K
$564K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
33+ 0.06% |
$735 - $964
|
58.2K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
25+ 0.09% |
$557 - $730
|
26.4K
$784K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
25+ 0.11% |
$557 - $730
|
21.9K
$650K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
23New |
$512 - $672
|
23
$683
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 0.06% |
$468 - $613
|
33.1K
$983K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
21+ 1.49% |
$468 - $613
|
1.43K
$42.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
15+ 0.14% |
$334 - $438
|
10.8K
$322K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13+ 0.1% |
$290 - $380
|
13.7K
$406K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
12+ 0.06% |
$267 - $351
|
21.2K
$629K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
12+ 0.1% |
$267 - $351
|
11.5K
$343K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
11+ 0.07% |
$245 - $321
|
16.9K
$501K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.1% |
$223 - $292
|
10.5K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.1% |
$178 - $234
|
8.14K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
8+ 0.1% |
$178 - $234
|
8.13K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8+ 0.08% |
$178 - $234
|
9.88K
$293K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
4+ 0.03% |
$89.1 - $117
|
14.8K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.01% |
$89.1 - $117
|
79.9K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3+ 0.49% |
$66.8 - $87.6
|
611
$18.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.08% |
$66.8 - $87.6
|
3.57K
$106K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 0.08% |
$66.8 - $87.6
|
3.72K
$110K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.02% |
$44.5 - $58.4
|
12.5K
$371K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1+ 0.01% |
$22.3 - $29.2
|
10.4K
$308K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.01% |
$22.3 - $29.2
|
7.95K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1+ 0.01% |
$22.3 - $29.2
|
17.2K
$510K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.1% |
$22.3 - $29.2
|
1.02K
$30.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8- 0.02% |
$178 - $234
|
34.6K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10- 0.05% |
$223 - $292
|
18.6K
$553K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-10- 0.03% |
$223 - $292
|
33.8K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-11- 0.61% |
$245 - $321
|
1.8K
$53.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-19- 0.06% |
$423 - $555
|
32.1K
$953K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-42- 0.34% |
$935 - $1.23K
|
12.2K
$361K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-61- 0.64% |
$1.36K - $1.78K
|
9.55K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-75- 0.59% |
$1.67K - $2.19K
|
12.6K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-85- 0.8% |
$1.89K - $2.48K
|
10.5K
$312K
|