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 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-96- 0.74% |
$2.14K - $2.8K
|
12.8K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-102- 0.04% |
$2.27K - $2.98K
|
248K
$7.37M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-131- 0.79% |
$2.92K - $3.83K
|
16.4K
$487K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-135- 0.58% |
$3.01K - $3.94K
|
23.1K
$686K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-140- 0.19% |
$3.12K - $4.09K
|
72K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-145- 0.13% |
$3.23K - $4.24K
|
109K
$3.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-150- 0.9% |
$3.34K - $4.38K
|
16.5K
$490K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-167- 0.34% |
$3.72K - $4.88K
|
49.5K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-170- 6.95% |
$3.79K - $4.97K
|
2.28K
$67.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-174- 6.11% |
$3.87K - $5.08K
|
2.68K
$79.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-182- 0.34% |
$4.05K - $5.32K
|
53K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-195- 1.66% |
$4.34K - $5.7K
|
11.6K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-201- 0.13% |
$4.48K - $5.87K
|
156K
$4.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-204- 2.48% |
$4.54K - $5.96K
|
8.01K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-207- 4.55% |
$4.61K - $6.05K
|
4.34K
$129K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-233- 0.81% |
$5.19K - $6.81K
|
28.5K
$846K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-235- 0.47% |
$5.23K - $6.86K
|
49.3K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-240- 1.08% |
$5.34K - $7.01K
|
21.9K
$651K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-242- 0.98% |
$5.39K - $7.07K
|
24.5K
$728K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-294- 2.71% |
$6.55K - $8.59K
|
10.6K
$313K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-315- 1.17% |
$7.02K - $9.2K
|
26.5K
$787K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-324- 3.07% |
$7.22K - $9.46K
|
10.2K
$303K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-346- 0.1% |
$7.71K - $10.1K
|
340K
$10.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-372- 1.26% |
$8.28K - $10.9K
|
29.2K
$868K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-410- 2.03% |
$9.13K - $12K
|
19.8K
$588K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-436- 0.27% |
$9.71K - $12.7K
|
162K
$4.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-487- 3.12% |
$10.8K - $14.2K
|
15.1K
$449K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-496- 1.13% |
$11K - $14.5K
|
43.4K
$1.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-519- 3.77% |
$11.6K - $15.2K
|
13.3K
$394K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-520- 2.27% |
$11.6K - $15.2K
|
22.4K
$666K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-523- 5.2% |
$11.6K - $15.3K
|
9.53K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-544- 3.76% |
$12.1K - $15.9K
|
13.9K
$414K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-573- 0.41% |
$12.8K - $16.7K
|
138K
$4.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-593- 1.51% |
$13.2K - $17.3K
|
38.7K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-641- 96.68% |
$14.3K - $18.7K
|
22
$653
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-666- 2.15% |
$14.8K - $19.5K
|
30.3K
$898K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-680- 7.39% |
$15.1K - $19.9K
|
8.52K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-686- 2.72% |
$15.3K - $20K
|
24.6K
$729K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-687- 2.91% |
$15.3K - $20.1K
|
22.9K
$680K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-690- 0.91% |
$15.4K - $20.2K
|
75.5K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-781- 2.91% |
$17.4K - $22.8K
|
26.1K
$775K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-818- 0.38% |
$18.2K - $23.9K
|
215K
$6.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-863- 3.85% |
$19.2K - $25.2K
|
21.6K
$640K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-974- 5.25% |
$21.7K - $28.5K
|
17.6K
$522K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-976- 1.83% |
$21.7K - $28.5K
|
52.4K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-985- 22.08% |
$21.9K - $28.8K
|
3.48K
$103K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1K- 11.94% |
$22.3K - $29.2K
|
7.38K
$219K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.01K- 3.01% |
$22.5K - $29.5K
|
32.6K
$968K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.03K- 9.05% |
$22.8K - $29.9K
|
10.3K
$306K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.03K- 0.4% |
$22.9K - $30.1K
|
254K
$7.53M
|