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 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350New |
$8.72K - $10.2K
|
350
$11.1K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
343+ 0.35% |
$8.54K - $9.95K
|
99.7K
$3.16M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
341+ 1.4% |
$8.49K - $9.9K
|
24.8K
$787K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
333+ 0.18% |
$8.3K - $9.66K
|
184K
$5.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
329+ 2.39% |
$8.2K - $9.55K
|
14.1K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
316+ 0.58% |
$7.87K - $9.17K
|
54.7K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
314+ 3.35% |
$7.82K - $9.11K
|
9.7K
$308K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
291+ 25.89% |
$7.25K - $8.44K
|
1.42K
$44.9K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
285+ 0.46% |
$7.1K - $8.27K
|
62.4K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
280+ 1.29% |
$6.97K - $8.13K
|
22K
$700K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
279+ 0.56% |
$6.95K - $8.1K
|
49.8K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
273+ 34.13% |
$6.8K - $7.92K
|
1.07K
$34.1K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
272+ 0.11% |
$6.78K - $7.89K
|
250K
$7.95M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
268New |
$6.68K - $7.78K
|
268
$8.51K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
264+ 0.46% |
$6.58K - $7.66K
|
58.1K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
256New |
$6.38K - $7.43K
|
256
$8.13K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
238+ 0.32% |
$5.93K - $6.91K
|
74.6K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
235+ 1.15% |
$5.85K - $6.82K
|
20.7K
$658K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
232New |
$5.78K - $6.73K
|
232
$7.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
228+ 1.14% |
$5.68K - $6.62K
|
20.3K
$643K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
217+ 0.11% |
$5.41K - $6.3K
|
205K
$6.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
214+ 5.31% |
$5.33K - $6.21K
|
4.25K
$135K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
210+ 2.35% |
$5.23K - $6.09K
|
9.13K
$290K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
208+ 1.13% |
$5.18K - $6.04K
|
18.6K
$589K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
208+ 0.13% |
$5.18K - $6.04K
|
154K
$4.9M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
197+ 2.12% |
$4.91K - $5.72K
|
9.5K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
196+ 1.34% |
$4.88K - $5.69K
|
14.9K
$472K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
189+ 1.37% |
$4.71K - $5.48K
|
14K
$444K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
185+ 0.72% |
$4.61K - $5.37K
|
25.7K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
182+ 0.74% |
$4.53K - $5.28K
|
24.7K
$784K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
176New |
$4.38K - $5.11K
|
176
$5.59K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
175+ 7.7% |
$4.36K - $5.08K
|
2.45K
$77.7K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
173+ 25.33% |
$4.31K - $5.02K
|
856
$27.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
171+ 1.14% |
$4.26K - $4.96K
|
15.2K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
163+ 1.48% |
$4.06K - $4.73K
|
11.2K
$355K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
155New |
$3.86K - $4.5K
|
155
$4.92K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
151+ 0.29% |
$3.76K - $4.38K
|
51.7K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
146New |
$3.64K - $4.24K
|
146
$4.63K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
141New |
$3.51K - $4.09K
|
141
$4.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
115+ 0.57% |
$2.86K - $3.34K
|
20.2K
$642K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
115+ 0.61% |
$2.86K - $3.34K
|
19.1K
$606K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
112+ 0.02% |
$2.79K - $3.25K
|
626K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
112+ 0.4% |
$2.79K - $3.25K
|
28.4K
$902K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
108+ 19.46% |
$2.69K - $3.13K
|
663
$21K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
108+ 8.82% |
$2.69K - $3.13K
|
1.33K
$42.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
106New |
$2.64K - $3.08K
|
106
$3.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
97+ 0.84% |
$2.42K - $2.81K
|
11.6K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
83+ 0.39% |
$2.07K - $2.41K
|
21.5K
$682K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
81+ 0.48% |
$2.02K - $2.35K
|
16.9K
$535K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
70New |
$1.74K - $2.03K
|
70
$2.22K
|