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
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
26.5K+ 9.97% |
$589K - $773K
|
292K
$9.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
25.9K+ 17.75% |
$577K - $757K
|
172K
$5.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
25.8K+ 3.87% |
$575K - $754K
|
693K
$22.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
25.7K+ 11.99% |
$572K - $750K
|
240K
$7.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
25.2K+ 17.69% |
$562K - $737K
|
168K
$5.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
24.7K+ 8.18% |
$549K - $720K
|
326K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
24.4K+ 4.86% |
$543K - $712K
|
526K
$17M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.3K+ 110.59% |
$541K - $709K
|
46.2K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
24K+ 101.93% |
$536K - $702K
|
47.6K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
23.8K+ 4.75% |
$530K - $695K
|
524K
$16.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
22.8KNew |
$508K - $666K
|
22.8K
$735K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
22.7K+ 1.98% |
$505K - $662K
|
1.17M
$37.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
22.6K+ 17.36% |
$504K - $661K
|
153K
$4.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22.6K+ 60.62% |
$503K - $660K
|
59.9K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
22.6KNew |
$503K - $660K
|
22.6K
$729K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
22.5K+ 25.87% |
$501K - $657K
|
110K
$3.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
22.4KNew |
$498K - $653K
|
22.4K
$722K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
22.1K+ 12.91% |
$493K - $646K
|
193K
$6.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22K+ 7.45% |
$490K - $643K
|
318K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21KNew |
$468K - $614K
|
21K
$678K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
20.7K+ 5.35% |
$462K - $606K
|
409K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
20.6K+ 136.81% |
$458K - $601K
|
35.6K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.3K+ 79.05% |
$453K - $594K
|
46.1K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
20.3KNew |
$452K - $593K
|
20.3K
$655K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
20KNew |
$445K - $583K
|
20K
$644K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19.7K+ 7.42% |
$438K - $575K
|
285K
$9.19M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
19.7K+ 32.61% |
$438K - $575K
|
80K
$2.58M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
19.5K+ 4.98% |
$435K - $570K
|
412K
$13.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
19.4K+ 2.9% |
$432K - $567K
|
688K
$22.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
19.1KNew |
$426K - $559K
|
19.1K
$617K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.8K+ 0.92% |
$420K - $551K
|
2.08M
$67M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
18.3KNew |
$407K - $534K
|
18.3K
$590K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
18.2K+ 11.1% |
$405K - $531K
|
182K
$5.87M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
18.1K+ 66.11% |
$404K - $529K
|
45.5K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
17.8KNew |
$396K - $519K
|
17.8K
$573K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
17.8K+ 19.93% |
$395K - $519K
|
107K
$3.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
17.7K+ 3.69% |
$395K - $518K
|
499K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.7K+ 7.07% |
$395K - $518K
|
269K
$8.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
17.5K+ 2.18% |
$389K - $510K
|
818K
$26.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
17.4K+ 62.43% |
$387K - $508K
|
45.3K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
17.1K+ 41.23% |
$382K - $501K
|
58.7K
$1.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
16.7K+ 1.5% |
$373K - $489K
|
1.13M
$36.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
16.1K+ 2.29% |
$359K - $471K
|
719K
$23.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
16.1KNew |
$358K - $470K
|
16.1K
$519K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
16K+ 47.64% |
$357K - $468K
|
49.6K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
16K+ 35.91% |
$356K - $468K
|
60.6K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
16K+ 74.03% |
$356K - $468K
|
37.6K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16KNew |
$356K - $467K
|
16K
$516K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
16KNew |
$356K - $467K
|
16K
$516K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
15.8K+ 2.52% |
$351K - $460K
|
643K
$20.7M
|
|