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 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.64K+ 0.95% |
$40.7K - $47.4K
|
174K
$4.81M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.62K+ 5.26% |
$40.4K - $47.1K
|
32.5K
$896K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.58KNew |
$39.4K - $45.9K
|
1.58K
$43.5K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
1.53K+ 3.68% |
$38.2K - $44.5K
|
43.3K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.53K+ 12.4% |
$38K - $44.3K
|
13.8K
$382K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.52K+ 5.42% |
$37.8K - $44K
|
29.5K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.5KNew |
$37.2K - $43.4K
|
1.5K
$41.2K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.46K+ 5.23% |
$36.5K - $42.5K
|
29.5K
$812K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 3.64% |
$36.3K - $42.3K
|
41.5K
$1.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.45K+ 14.71% |
$36.1K - $42.1K
|
11.3K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.43K+ 3.52% |
$35.5K - $41.4K
|
41.9K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.42K+ 6.13% |
$35.5K - $41.3K
|
24.7K
$679K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.42K+ 2.25% |
$35.5K - $41.3K
|
64.8K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.38K+ 7.28% |
$34.4K - $40.1K
|
20.4K
$561K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.36K+ 17.68% |
$34K - $39.6K
|
9.07K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.34K+ 7.14% |
$33.5K - $39K
|
20.2K
$556K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.34K+ 0.8% |
$33.4K - $38.9K
|
168K
$4.63M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.33K+ 0.71% |
$33.1K - $38.6K
|
190K
$5.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.32K+ 3.97% |
$32.9K - $38.3K
|
34.6K
$953K
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.27K+ 2.23% |
$31.6K - $36.8K
|
58.2K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.24K+ 2.2% |
$30.8K - $35.9K
|
57.4K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 25.65% |
$30.1K - $35.1K
|
5.93K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.17K+ 0.85% |
$29.1K - $34K
|
139K
$3.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.15K+ 4.13% |
$28.7K - $33.4K
|
29K
$800K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.15K+ 3.06% |
$28.7K - $33.4K
|
38.8K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.12K+ 0.6% |
$28K - $32.6K
|
188K
$5.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.06K+ 1.0% |
$26.4K - $30.8K
|
107K
$2.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.04K+ 1.1% |
$25.9K - $30.2K
|
95.3K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
989+ 0.6% |
$24.6K - $28.7K
|
166K
$4.57M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
965+ 3.34% |
$24K - $28K
|
29.8K
$822K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
956+ 4.91% |
$23.8K - $27.7K
|
20.4K
$563K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
937+ 7.26% |
$23.3K - $27.2K
|
13.8K
$382K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
918+ 5.18% |
$22.9K - $26.6K
|
18.6K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
891+ 4.76% |
$22.2K - $25.9K
|
19.6K
$540K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
881New |
$21.9K - $25.6K
|
881
$24.3K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
852+ 4.08% |
$21.2K - $24.7K
|
21.7K
$599K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
846+ 6.67% |
$21.1K - $24.6K
|
13.5K
$373K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
844+ 0.6% |
$21K - $24.5K
|
143K
$3.93M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
839+ 3.51% |
$20.9K - $24.3K
|
24.8K
$683K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
830+ 26.93% |
$20.7K - $24.1K
|
3.91K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
825+ 202.21% |
$20.6K - $23.9K
|
1.23K
$34K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
820+ 4.67% |
$20.4K - $23.8K
|
18.4K
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
814New |
$20.3K - $23.6K
|
814
$22.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
813+ 16260.0% |
$20.3K - $23.6K
|
818
$22.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
763+ 0.22% |
$19K - $22.1K
|
343K
$9.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
762+ 7.08% |
$19K - $22.1K
|
11.5K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
750+ 8.96% |
$18.7K - $21.8K
|
9.12K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
748New |
$18.6K - $21.7K
|
748
$20.6K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
748+ 6.86% |
$18.6K - $21.7K
|
11.6K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
743+ 0.37% |
$18.5K - $21.6K
|
200K
$5.52M
|