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 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$238K - $312K
|
10.7K
$339K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
10.6K+ 1.73% |
$237K - $311K
|
625K
$19.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
10.6K+ 80.75% |
$236K - $309K
|
23.7K
$752K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
10.6K+ 2.38% |
$235K - $308K
|
453K
$14.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
10.5K+ 10.01% |
$233K - $306K
|
115K
$3.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
10.5K+ 1.32% |
$233K - $306K
|
804K
$25.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.3K+ 1.44% |
$230K - $302K
|
729K
$23.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10.1K+ 61.89% |
$225K - $295K
|
26.4K
$837K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.1KNew |
$224K - $294K
|
10.1K
$320K
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
10KNew |
$223K - $293K
|
10K
$318K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
9.77KNew |
$218K - $285K
|
9.77K
$310K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.74K+ 145.85% |
$217K - $285K
|
16.4K
$521K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
9.68KNew |
$215K - $283K
|
9.68K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.6KNew |
$214K - $280K
|
9.6K
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.53KNew |
$212K - $278K
|
9.53K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
9.49K+ 8.05% |
$211K - $277K
|
127K
$4.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.45K+ 4.48% |
$211K - $276K
|
221K
$7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.39K+ 2.75% |
$209K - $274K
|
351K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
9.28KNew |
$207K - $271K
|
9.28K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.26K+ 7.36% |
$206K - $271K
|
135K
$4.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9.22KNew |
$205K - $269K
|
9.22K
$292K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9.21K+ 1.28% |
$205K - $269K
|
728K
$23.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.2K+ 93.43% |
$205K - $269K
|
19K
$604K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.06K+ 16.87% |
$202K - $265K
|
62.8K
$1.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
9.03K+ 11.42% |
$201K - $264K
|
88.1K
$2.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
8.96KNew |
$200K - $262K
|
8.96K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
8.96KNew |
$199K - $262K
|
8.96K
$284K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
8.81KNew |
$196K - $257K
|
8.81K
$280K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.79K+ 0.94% |
$196K - $257K
|
944K
$30M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
8.73K+ 4.29% |
$194K - $255K
|
212K
$6.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
8.71KNew |
$194K - $254K
|
8.71K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.64K+ 2.18% |
$192K - $252K
|
405K
$12.9M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.62K+ 36.6% |
$192K - $252K
|
32.2K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
8.61KNew |
$192K - $251K
|
8.61K
$273K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
8.53K+ 3.23% |
$190K - $249K
|
273K
$8.66M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.49KNew |
$189K - $248K
|
8.49K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.46KNew |
$188K - $247K
|
8.46K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
8.42KNew |
$188K - $246K
|
8.42K
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.34KNew |
$186K - $243K
|
8.34K
$265K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.28KNew |
$184K - $242K
|
8.28K
$263K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
8.24KNew |
$184K - $241K
|
8.24K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.22K+ 0.23% |
$183K - $240K
|
3.65M
$116M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.22K+ 22.67% |
$183K - $240K
|
44.5K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.21K+ 10.77% |
$183K - $240K
|
84.5K
$2.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8.21K+ 1.31% |
$183K - $240K
|
635K
$20.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.12K+ 11.0% |
$181K - $237K
|
81.9K
$2.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.06K+ 4.98% |
$179K - $235K
|
170K
$5.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.05KNew |
$179K - $235K
|
8.05K
$255K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
8.04K+ 32.43% |
$179K - $235K
|
32.8K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8K+ 418.41% |
$178K - $234K
|
9.91K
$315K
|