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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
720+ 29.9% |
$17.9K - $20.9K
|
3.13K
$86.2K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
712New |
$17.7K - $20.7K
|
712
$19.6K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
712+ 6.92% |
$17.7K - $20.7K
|
11K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
678+ 4.06% |
$16.9K - $19.7K
|
17.4K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
662+ 0.19% |
$16.5K - $19.2K
|
341K
$9.4M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
661+ 5.25% |
$16.5K - $19.2K
|
13.2K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
652+ 8.89% |
$16.2K - $18.9K
|
7.99K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
650+ 2.3% |
$16.2K - $18.9K
|
28.9K
$798K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
645+ 1.98% |
$16.1K - $18.7K
|
33.2K
$916K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
630+ 3.44% |
$15.7K - $18.3K
|
19K
$523K
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
614+ 7.67% |
$15.3K - $17.8K
|
8.62K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
608New |
$15.1K - $17.6K
|
608
$16.8K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
607+ 1.43% |
$15.1K - $17.6K
|
42.9K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
601+ 0.13% |
$15K - $17.4K
|
463K
$12.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
586+ 7.59% |
$14.6K - $17K
|
8.31K
$229K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
584New |
$14.5K - $16.9K
|
584
$16.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
551+ 17.47% |
$13.7K - $16K
|
3.71K
$102K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
548+ 62.84% |
$13.7K - $15.9K
|
1.42K
$39.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
535+ 2.17% |
$13.3K - $15.5K
|
25.2K
$694K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
516+ 0.73% |
$12.9K - $15K
|
70.7K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
511+ 2.57% |
$12.7K - $14.8K
|
20.4K
$563K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
500+ 2.5% |
$12.5K - $14.5K
|
20.5K
$565K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
491+ 0.1% |
$12.2K - $14.2K
|
501K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
483New |
$12K - $14K
|
483
$13.3K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
455+ 1.05% |
$11.3K - $13.2K
|
43.9K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
446+ 1.65% |
$11.1K - $12.9K
|
27.4K
$755K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
424+ 0.86% |
$10.6K - $12.3K
|
49.8K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
403+ 2.68% |
$10K - $11.7K
|
15.4K
$425K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
391+ 3.71% |
$9.74K - $11.3K
|
10.9K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
384+ 2.24% |
$9.57K - $11.1K
|
17.5K
$483K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
383+ 1.86% |
$9.54K - $11.1K
|
20.9K
$577K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
381+ 3.59% |
$9.49K - $11.1K
|
11K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
380+ 4.36% |
$9.47K - $11K
|
9.1K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
368+ 3.02% |
$9.17K - $10.7K
|
12.6K
$346K
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
367+ 0.53% |
$9.14K - $10.7K
|
69.3K
$1.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
350+ 2.43% |
$8.72K - $10.2K
|
14.8K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350New |
$8.72K - $10.2K
|
350
$9.65K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
343+ 0.35% |
$8.54K - $9.95K
|
99.7K
$2.75M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
341+ 1.4% |
$8.49K - $9.9K
|
24.8K
$683K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
333+ 0.18% |
$8.3K - $9.66K
|
184K
$5.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
329+ 2.39% |
$8.2K - $9.55K
|
14.1K
$388K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
316+ 0.58% |
$7.87K - $9.17K
|
54.7K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
314+ 3.35% |
$7.82K - $9.11K
|
9.7K
$267K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
291+ 25.89% |
$7.25K - $8.44K
|
1.42K
$39K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
285+ 0.46% |
$7.1K - $8.27K
|
62.4K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
280+ 1.29% |
$6.97K - $8.13K
|
22K
$607K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
279+ 0.56% |
$6.95K - $8.1K
|
49.8K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
273+ 34.13% |
$6.8K - $7.92K
|
1.07K
$29.6K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
272+ 0.11% |
$6.78K - $7.89K
|
250K
$6.9M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
268New |
$6.68K - $7.78K
|
268
$7.39K
|