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 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.83K+ 1.2% |
$70.4K - $82K
|
239K
$6.58M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.82K+ 15.11% |
$70.2K - $81.8K
|
21.5K
$592K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.81K+ 234.0% |
$69.9K - $81.5K
|
4.01K
$110K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.81K+ 0.82% |
$69.9K - $81.4K
|
343K
$9.45M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.73K+ 0.52% |
$68K - $79.2K
|
529K
$14.6M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.72K+ 0.95% |
$67.6K - $78.8K
|
290K
$7.99M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.7K+ 0.43% |
$67.2K - $78.3K
|
627K
$17.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.64K+ 36.25% |
$65.7K - $76.6K
|
9.92K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.64K+ 2.29% |
$65.7K - $76.6K
|
118K
$3.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2.64K+ 2.58% |
$65.6K - $76.5K
|
105K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.64K+ 3.69% |
$65.6K - $76.5K
|
74.1K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.6K+ 9.55% |
$64.8K - $75.5K
|
29.9K
$823K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.57K+ 27.94% |
$64.1K - $74.7K
|
11.8K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.54K+ 0.82% |
$63.3K - $73.8K
|
313K
$8.62M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.54K+ 2.4% |
$63.2K - $73.6K
|
108K
$2.98M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.51KNew |
$62.5K - $72.9K
|
2.51K
$69.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.43K+ 33.7% |
$60.6K - $70.6K
|
9.65K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.4K+ 3.64% |
$59.7K - $69.5K
|
68.2K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
2.37K+ 7.38% |
$59.1K - $68.8K
|
34.5K
$951K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
2.34K+ 3.14% |
$58.4K - $68K
|
77.1K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.34K+ 26.8% |
$58.2K - $67.8K
|
11.1K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.3K+ 1.01% |
$57.3K - $66.7K
|
230K
$6.34M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 2.46% |
$57.1K - $66.5K
|
95.4K
$2.63M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.25K+ 1.71% |
$56K - $65.3K
|
134K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.24K+ 7.67% |
$55.8K - $65.1K
|
31.5K
$867K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
2.19K+ 9.06% |
$54.5K - $63.5K
|
26.3K
$726K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.18K+ 10.04% |
$54.3K - $63.3K
|
23.9K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.17K+ 1.83% |
$54.1K - $63.1K
|
121K
$3.33M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.16K+ 3.61% |
$53.7K - $62.5K
|
61.8K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.13K+ 13.23% |
$53K - $61.7K
|
18.2K
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.11K+ 1.71% |
$52.6K - $61.2K
|
126K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.1K+ 5.97% |
$52.2K - $60.8K
|
37.2K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.07KNew |
$51.5K - $60K
|
2.07K
$57K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.05K+ 3.6% |
$51.1K - $59.5K
|
58.9K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.03K+ 11.25% |
$50.6K - $58.9K
|
20.1K
$554K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.03K+ 4.75% |
$50.5K - $58.8K
|
44.7K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.03KNew |
$50.4K - $58.8K
|
2.03K
$55.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.99K+ 0.79% |
$49.4K - $57.6K
|
255K
$7.02M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.95KNew |
$48.5K - $56.5K
|
1.95K
$53.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.91KNew |
$47.6K - $55.4K
|
1.91K
$52.6K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.89K+ 24.32% |
$47.1K - $54.8K
|
9.66K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.85K+ 74.17% |
$46.1K - $53.7K
|
4.35K
$120K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.83K+ 304.66% |
$45.6K - $53.1K
|
2.43K
$67K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
1.81K+ 15.62% |
$45.1K - $52.5K
|
13.4K
$369K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.8KNew |
$44.7K - $52.1K
|
1.8K
$49.5K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
1.76K+ 1.4% |
$43.9K - $51.2K
|
128K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.73K+ 12.42% |
$43.1K - $50.2K
|
15.7K
$432K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.72K+ 7.2% |
$42.8K - $49.9K
|
25.6K
$706K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.71K+ 4.66% |
$42.6K - $49.6K
|
38.4K
$1.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.64K+ 2404.41% |
$40.7K - $47.4K
|
1.7K
$46.9K
|