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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
680K+ 466.09% |
$16.9M - $19.7M
|
826K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
494K+ 29.25% |
$12.3M - $14.3M
|
2.18M
$51.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
367K+ 2000.11% |
$9.14M - $10.7M
|
385K
$9.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
360KNew |
$8.97M - $10.5M
|
360K
$8.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
350K+ 454.32% |
$8.73M - $10.2M
|
427K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
300K+ 21.75% |
$7.47M - $8.7M
|
1.68M
$39.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
299K+ 1116.12% |
$7.45M - $8.68M
|
326K
$7.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
146K+ 209.66% |
$3.64M - $4.24M
|
216K
$5.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
139KNew |
$3.46M - $4.03M
|
139K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
127K+ 19.1% |
$3.17M - $3.69M
|
793K
$18.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
120K+ 4.37% |
$2.99M - $3.48M
|
2.87M
$68M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
117K+ 20.89% |
$2.92M - $3.4M
|
679K
$16.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
93K+ 17.68% |
$2.32M - $2.7M
|
619K
$14.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
90.5K+ 3.21% |
$2.25M - $2.63M
|
2.91M
$69M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
71K+ 25.96% |
$1.77M - $2.06M
|
345K
$8.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
70.6K+ 23.09% |
$1.76M - $2.05M
|
376K
$8.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
69.4KNew |
$1.73M - $2.01M
|
69.4K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67.5K+ 3.68% |
$1.68M - $1.96M
|
1.9M
$45.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
61.4K+ 137.96% |
$1.53M - $1.78M
|
106K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
60.2KNew |
$1.5M - $1.75M
|
60.2K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
52.4K+ 33.04% |
$1.31M - $1.52M
|
211K
$5M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
51.3K+ 54.18% |
$1.28M - $1.49M
|
146K
$3.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
48.8KNew |
$1.22M - $1.42M
|
48.8K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
45.4K+ 4.85% |
$1.13M - $1.32M
|
982K
$23.3M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
40.5KNew |
$1.01M - $1.18M
|
40.5K
$960K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
40.1K+ 35.54% |
$1M - $1.16M
|
153K
$3.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
39K+ 1795.9% |
$972K - $1.13M
|
41.2K
$976K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
34.3K+ 2.01% |
$854K - $994K
|
1.74M
$41.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.2K+ 7.8% |
$826K - $963K
|
458K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
32.2K+ 139.77% |
$803K - $935K
|
55.3K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
32.1K+ 25.65% |
$801K - $933K
|
157K
$3.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.5K+ 343.23% |
$759K - $885K
|
39.4K
$933K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
30K+ 153.34% |
$746K - $869K
|
49.5K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
27.7K+ 10.56% |
$689K - $803K
|
290K
$6.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.3K+ 4.38% |
$629K - $733K
|
602K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
24.1K+ 10.03% |
$601K - $700K
|
264K
$6.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
22.5K+ 8.13% |
$560K - $652K
|
299K
$7.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
22.3KNew |
$555K - $646K
|
22.3K
$528K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
21.7K+ 4.29% |
$541K - $631K
|
528K
$12.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
21.5K+ 3.03% |
$535K - $623K
|
730K
$17.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
20K+ 4.3% |
$498K - $580K
|
485K
$11.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
19.9K+ 8.55% |
$497K - $578K
|
253K
$6M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
19.3K+ 93.37% |
$482K - $561K
|
40.1K
$949K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
18.2K+ 43.58% |
$454K - $529K
|
60.1K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
17.3K+ 2.99% |
$430K - $501K
|
595K
$14.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
16.3K+ 26.8% |
$406K - $473K
|
77.1K
$1.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
16K+ 0.88% |
$397K - $463K
|
1.83M
$43.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
15.3K+ 4.07% |
$382K - $445K
|
392K
$9.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
15K+ 29.26% |
$374K - $436K
|
66.4K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
14.8K+ 300.0% |
$368K - $429K
|
19.7K
$467K
|