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 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.2KNew |
$338K - $443K
|
15.2K
$481K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.1KNew |
$336K - $441K
|
15.1K
$479K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15.1KNew |
$336K - $441K
|
15.1K
$479K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
15.1KNew |
$335K - $440K
|
15.1K
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.1K+ 10.3% |
$335K - $440K
|
161K
$5.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15K+ 32.62% |
$334K - $438K
|
60.9K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
15KNew |
$334K - $438K
|
15K
$475K
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
15KNew |
$334K - $438K
|
15K
$475K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15K+ 45.92% |
$333K - $437K
|
47.6K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
14.6K+ 2.18% |
$324K - $426K
|
682K
$21.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
14.5K+ 5.0% |
$322K - $423K
|
304K
$9.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
14.4K+ 5.21% |
$320K - $419K
|
290K
$9.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14.3KNew |
$319K - $418K
|
14.3K
$454K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14.3K+ 13.28% |
$319K - $418K
|
122K
$3.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14.2K+ 16.15% |
$316K - $414K
|
102K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13.7K+ 4.45% |
$305K - $400K
|
321K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.7KNew |
$304K - $399K
|
13.7K
$434K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13.6K+ 8.91% |
$304K - $398K
|
167K
$5.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 22.77% |
$301K - $394K
|
72.8K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
13.3K+ 38.07% |
$296K - $388K
|
48.2K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13.2K+ 277.61% |
$294K - $386K
|
18K
$571K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.2K+ 138.63% |
$293K - $385K
|
22.7K
$719K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
13.1K+ 18.27% |
$292K - $383K
|
85K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
13KNew |
$290K - $381K
|
13K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
13KNew |
$290K - $380K
|
13K
$413K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
12.9KNew |
$287K - $376K
|
12.9K
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.7KNew |
$282K - $370K
|
12.7K
$402K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
12.6K+ 6.22% |
$280K - $368K
|
215K
$6.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
12.3KNew |
$275K - $361K
|
12.3K
$392K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
12.3K+ 3.4% |
$275K - $360K
|
375K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.3K+ 1.86% |
$273K - $358K
|
671K
$21.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.2K+ 11.17% |
$272K - $357K
|
122K
$3.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
12.2K+ 87.89% |
$271K - $355K
|
26K
$826K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12.1KNew |
$269K - $352K
|
12.1K
$383K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
11.8K+ 29.21% |
$264K - $346K
|
52.4K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.8K+ 1.63% |
$263K - $346K
|
738K
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.8K+ 11.28% |
$263K - $344K
|
116K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
11.7KNew |
$261K - $342K
|
11.7K
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
11.7K+ 1.93% |
$261K - $342K
|
618K
$19.6M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11.6KNew |
$258K - $339K
|
11.6K
$368K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
11.4KNew |
$255K - $334K
|
11.4K
$363K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
11.4K+ 29.58% |
$253K - $332K
|
49.8K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
11.2KNew |
$249K - $327K
|
11.2K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
11.2K+ 3.57% |
$249K - $326K
|
324K
$10.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
10.9K+ 51.68% |
$244K - $320K
|
32.1K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.9K+ 2.26% |
$243K - $319K
|
494K
$15.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.9K+ 11.53% |
$242K - $318K
|
105K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.8K+ 0.84% |
$240K - $315K
|
1.3M
$41.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
10.8K+ 7.21% |
$240K - $314K
|
160K
$5.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.7KNew |
$238K - $312K
|
10.7K
$339K
|