Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.26M+ 69.73% |
$181M - $211M
|
17.7M
$487M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.78M+ 13.59% |
$144M - $168M
|
48.3M
$1.33B
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.16M+ 70.78% |
$78.6M - $91.6M
|
7.61M
$210M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.06M+ 8.02% |
$76.3M - $88.9M
|
41.2M
$1.14B
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
2.78MNew |
$69.2M - $80.7M
|
2.78M
$76.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.55M+ 11.58% |
$63.6M - $74.1M
|
24.6M
$678M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.04M+ 27.86% |
$50.7M - $59.1M
|
9.34M
$257M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.67M+ 56.14% |
$41.7M - $48.5M
|
4.65M
$128M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.48M+ 211.88% |
$37M - $43.1M
|
2.19M
$60.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.25M+ 3.2% |
$31.3M - $36.4M
|
40.5M
$1.11B
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.14M+ 16634.09% |
$28.3M - $33M
|
1.14M
$31.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.11M+ 7.7% |
$27.6M - $32.1M
|
15.5M
$427M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.03MNew |
$25.7M - $30M
|
1.03M
$28.5M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.01M+ 937.77% |
$25.3M - $29.4M
|
1.12M
$30.9M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
961K+ 16.01% |
$23.9M - $27.9M
|
6.96M
$192M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
916K+ 22.17% |
$22.8M - $26.6M
|
5.05M
$139M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
875K+ 45.91% |
$21.8M - $25.4M
|
2.78M
$76.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
776K+ 12.34% |
$19.3M - $22.5M
|
7.07M
$195M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
707K+ 370.6% |
$17.6M - $20.5M
|
898K
$24.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
680K+ 466.09% |
$16.9M - $19.7M
|
826K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
667KNew |
$16.6M - $19.3M
|
667K
$18.4M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
666K+ 33.3% |
$16.6M - $19.3M
|
2.67M
$73.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
661K+ 22.25% |
$16.5M - $19.2M
|
3.63M
$100M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
655K+ 132.75% |
$16.3M - $19M
|
1.15M
$31.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
636K+ 38.06% |
$15.8M - $18.5M
|
2.31M
$63.6M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
617K+ 607.57% |
$15.4M - $17.9M
|
719K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
560K+ 7.87% |
$13.9M - $16.2M
|
7.67M
$211M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
551K+ 158.41% |
$13.7M - $16M
|
899K
$24.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
523K+ 2898.87% |
$13M - $15.2M
|
541K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
508K+ 6.56% |
$12.7M - $14.7M
|
8.25M
$227M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
500K+ 10.41% |
$12.5M - $14.5M
|
5.3M
$146M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
494K+ 29.25% |
$12.3M - $14.3M
|
2.18M
$60.2M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
443K+ 1428516.12% |
$11M - $12.9M
|
443K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
441K+ 47.05% |
$11M - $12.8M
|
1.38M
$38M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
430K+ 13.57% |
$10.7M - $12.5M
|
3.6M
$99.2M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
423KNew |
$10.5M - $12.3M
|
423K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
406K+ 33.52% |
$10.1M - $11.8M
|
1.62M
$44.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
386K+ 285.92% |
$9.61M - $11.2M
|
521K
$14.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
367K+ 2000.11% |
$9.14M - $10.7M
|
385K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
360KNew |
$8.97M - $10.5M
|
360K
$9.93M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
360K+ 298.39% |
$8.96M - $10.4M
|
480K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
353K+ 11.02% |
$8.79M - $10.2M
|
3.56M
$98M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
350K+ 454.32% |
$8.73M - $10.2M
|
427K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
332K+ 2.29% |
$8.28M - $9.65M
|
14.8M
$408M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
322K+ 193.34% |
$8.03M - $9.35M
|
489K
$13.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
300K+ 21.75% |
$7.47M - $8.7M
|
1.68M
$46.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
299K+ 1116.12% |
$7.45M - $8.68M
|
326K
$8.98M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
288K+ 462.76% |
$7.17M - $8.35M
|
350K
$9.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
279K+ 99.2% |
$6.95M - $8.09M
|
560K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
246K+ 111.0% |
$6.12M - $7.13M
|
467K
$12.9M
|