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 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
264+ 0.46% |
$6.58K - $7.66K
|
58.1K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
256New |
$6.38K - $7.43K
|
256
$7.06K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
238+ 0.32% |
$5.93K - $6.91K
|
74.6K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
235+ 1.15% |
$5.85K - $6.82K
|
20.7K
$572K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
232New |
$5.78K - $6.73K
|
232
$6.39K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
228+ 1.14% |
$5.68K - $6.62K
|
20.3K
$558K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
217+ 0.11% |
$5.41K - $6.3K
|
205K
$5.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
214+ 5.31% |
$5.33K - $6.21K
|
4.25K
$117K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
210+ 2.35% |
$5.23K - $6.09K
|
9.13K
$252K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
208+ 1.13% |
$5.18K - $6.04K
|
18.6K
$512K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
208+ 0.13% |
$5.18K - $6.04K
|
154K
$4.26M
|
|
|
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
$262K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
196+ 1.34% |
$4.88K - $5.69K
|
14.9K
$410K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
189+ 1.37% |
$4.71K - $5.48K
|
14K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
185+ 0.72% |
$4.61K - $5.37K
|
25.7K
$709K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
182+ 0.74% |
$4.53K - $5.28K
|
24.7K
$680K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
176New |
$4.38K - $5.11K
|
176
$4.85K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
175+ 7.7% |
$4.36K - $5.08K
|
2.45K
$67.4K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
173+ 25.33% |
$4.31K - $5.02K
|
856
$23.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
171+ 1.14% |
$4.26K - $4.96K
|
15.2K
$420K
|
|
|
Apr 21, 2025
Q1 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
163+ 1.48% |
$4.06K - $4.73K
|
11.2K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
155New |
$3.86K - $4.5K
|
155
$4.27K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
151+ 0.29% |
$3.76K - $4.38K
|
51.7K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
146New |
$3.64K - $4.24K
|
146
$4.02K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
141New |
$3.51K - $4.09K
|
141
$3.89K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
115+ 0.57% |
$2.86K - $3.34K
|
20.2K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
115+ 0.61% |
$2.86K - $3.34K
|
19.1K
$526K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
112+ 0.02% |
$2.79K - $3.25K
|
626K
$17.3M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
112+ 0.4% |
$2.79K - $3.25K
|
28.4K
$783K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
108+ 19.46% |
$2.69K - $3.13K
|
663
$18.3K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
108+ 8.82% |
$2.69K - $3.13K
|
1.33K
$36.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
106New |
$2.64K - $3.08K
|
106
$2.92K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
97+ 0.84% |
$2.42K - $2.81K
|
11.6K
$319K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
83+ 0.39% |
$2.07K - $2.41K
|
21.5K
$592K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
81+ 0.48% |
$2.02K - $2.35K
|
16.9K
$465K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
70New |
$1.74K - $2.03K
|
70
$1.93K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
69+ 0.11% |
$1.72K - $2K
|
61.6K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
66+ 0.49% |
$1.64K - $1.92K
|
13.6K
$375K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
64+ 0.07% |
$1.59K - $1.86K
|
88.9K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
64+ 0.01% |
$1.59K - $1.86K
|
803K
$22.1M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
62+ 0.39% |
$1.54K - $1.8K
|
16K
$440K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
60+ 0.21% |
$1.49K - $1.74K
|
28.1K
$775K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
59+ 1.08% |
$1.47K - $1.71K
|
5.55K
$153K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
58+ 0.11% |
$1.44K - $1.68K
|
51.5K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
53+ 0.07% |
$1.32K - $1.54K
|
74.1K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 12.25% |
$1.25K - $1.45K
|
458
$12.6K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
45+ 0.11% |
$1.12K - $1.31K
|
40.6K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
45+ 0.43% |
$1.12K - $1.31K
|
10.5K
$290K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
45+ 0.85% |
$1.12K - $1.31K
|
5.36K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 0.08% |
$1.05K - $1.22K
|
55.6K
$1.53M
|