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 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.07K+ 33.59% |
$90.6K - $119K
|
16.2K
$471K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.87K+ 8.18% |
$86.1K - $113K
|
51.1K
$1.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.84K+ 52.96% |
$63.2K - $82.9K
|
8.19K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
2.5K+ 2.96% |
$55.7K - $73.1K
|
87.1K
$2.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.42KNew |
$53.8K - $70.6K
|
2.42K
$70.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 22.08% |
$48.7K - $63.9K
|
12.1K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.9KNew |
$42.2K - $55.4K
|
1.9K
$55.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
852+ 0.63% |
$19K - $24.9K
|
136K
$3.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
779+ 8.15% |
$17.3K - $22.8K
|
10.3K
$301K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
764New |
$17K - $22.3K
|
764
$22.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
718+ 6.78% |
$16K - $21K
|
11.3K
$329K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
675+ 12.17% |
$15K - $19.7K
|
6.22K
$181K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
517+ 0.33% |
$11.5K - $15.1K
|
156K
$4.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
420+ 3.73% |
$9.35K - $12.3K
|
11.7K
$340K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
387+ 0.58% |
$8.62K - $11.3K
|
66.8K
$1.94M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
385New |
$8.57K - $11.2K
|
385
$11.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
367+ 2.31% |
$8.17K - $10.7K
|
16.3K
$473K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
300+ 0.74% |
$6.68K - $8.76K
|
40.8K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
69+ 0.62% |
$1.54K - $2.02K
|
11.2K
$327K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
58+ 0.07% |
$1.29K - $1.69K
|
89K
$2.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
36+ 0.19% |
$802 - $1.05K
|
19K
$553K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36+ 0.31% |
$802 - $1.05K
|
11.6K
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
23New |
$512 - $672
|
23
$669
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
15+ 0.14% |
$334 - $438
|
10.8K
$315K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13+ 0.1% |
$290 - $380
|
13.7K
$398K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.1% |
$223 - $292
|
10.5K
$306K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
8+ 0.1% |
$178 - $234
|
8.13K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.1% |
$178 - $234
|
8.14K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
4+ 0.03% |
$89.1 - $117
|
14.8K
$430K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1+ 0.01% |
$22.3 - $29.2
|
10.4K
$301K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.1% |
$22.3 - $29.2
|
1.02K
$29.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.01% |
$22.3 - $29.2
|
7.95K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-42- 0.34% |
$935 - $1.23K
|
12.2K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-61- 0.64% |
$1.36K - $1.78K
|
9.55K
$278K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-96- 0.74% |
$2.14K - $2.8K
|
12.8K
$373K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-131- 0.79% |
$2.92K - $3.83K
|
16.4K
$477K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-135- 0.58% |
$3.01K - $3.94K
|
23.1K
$672K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-167- 0.34% |
$3.72K - $4.88K
|
49.5K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-170- 6.95% |
$3.79K - $4.97K
|
2.28K
$66.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-204- 2.48% |
$4.54K - $5.96K
|
8.01K
$233K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-235- 0.47% |
$5.23K - $6.86K
|
49.3K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-294- 2.71% |
$6.55K - $8.59K
|
10.6K
$307K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-496- 1.13% |
$11K - $14.5K
|
43.4K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-666- 2.15% |
$14.8K - $19.5K
|
30.3K
$880K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-687- 2.91% |
$15.3K - $20.1K
|
22.9K
$666K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-690- 0.91% |
$15.4K - $20.2K
|
75.5K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.01K- 3.01% |
$22.5K - $29.5K
|
32.6K
$949K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.03K- 9.05% |
$22.8K - $29.9K
|
10.3K
$300K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 3.74% |
$24.2K - $31.7K
|
27.9K
$812K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.2K- 1.73% |
$26.7K - $35.1K
|
68.2K
$1.98M
|