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 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
69+ 0.11% |
$1.72K - $2K
|
61.6K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
66+ 0.49% |
$1.64K - $1.92K
|
13.6K
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
64+ 0.07% |
$1.59K - $1.86K
|
88.9K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
64+ 0.01% |
$1.59K - $1.86K
|
803K
$25.5M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
62+ 0.39% |
$1.54K - $1.8K
|
16K
$507K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
60+ 0.21% |
$1.49K - $1.74K
|
28.1K
$893K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
59+ 1.08% |
$1.47K - $1.71K
|
5.55K
$176K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
58+ 0.11% |
$1.44K - $1.68K
|
51.5K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
53+ 0.07% |
$1.32K - $1.54K
|
74.1K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 12.25% |
$1.25K - $1.45K
|
458
$14.5K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
45+ 0.11% |
$1.12K - $1.31K
|
40.6K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
45+ 0.43% |
$1.12K - $1.31K
|
10.5K
$334K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
45+ 0.85% |
$1.12K - $1.31K
|
5.36K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 0.08% |
$1.05K - $1.22K
|
55.6K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
40+ 0.01% |
$996 - $1.16K
|
794K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
38+ 0.1% |
$947 - $1.1K
|
38.2K
$1.21M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36+ 0.62% |
$897 - $1.04K
|
5.82K
$185K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
36+ 0.11% |
$897 - $1.04K
|
32.5K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
35+ 0.13% |
$872 - $1.02K
|
27.9K
$884K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
34+ 0.91% |
$847 - $987
|
3.78K
$120K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
30+ 0.11% |
$747 - $871
|
26.4K
$837K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
28+ 0.14% |
$697 - $813
|
20.1K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
26+ 0.11% |
$648 - $755
|
23.2K
$736K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24+ 0.07% |
$598 - $696
|
33.1K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
23+ 0.06% |
$573 - $667
|
37.7K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
20+ 0.11% |
$498 - $580
|
17.5K
$554K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
19+ 0.1% |
$473 - $551
|
19.4K
$615K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
19+ 1.4% |
$473 - $551
|
1.38K
$43.6K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
19+ 0.13% |
$473 - $551
|
14.7K
$466K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
18+ 0.11% |
$448 - $522
|
16.1K
$512K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
17+ 0.34% |
$423 - $493
|
5.06K
$161K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
17+ 0.11% |
$423 - $493
|
15.1K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
17+ 0.11% |
$423 - $493
|
14.9K
$474K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
16+ 0.12% |
$399 - $464
|
13.7K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 0.12% |
$399 - $464
|
13.8K
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
16+ 0.11% |
$399 - $464
|
15.1K
$480K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15+ 0.15% |
$374 - $435
|
9.71K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
15+ 0.07% |
$374 - $435
|
21.2K
$672K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
13+ 0.08% |
$324 - $377
|
16.5K
$525K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
12+ 0.11% |
$299 - $348
|
10.5K
$333K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
12+ 0.06% |
$299 - $348
|
21.3K
$677K
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
12+ 0.1% |
$299 - $348
|
11.5K
$366K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
12+ 0.11% |
$299 - $348
|
11.2K
$355K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
11+ 0.1% |
$274 - $319
|
10.8K
$343K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
11New |
$274 - $319
|
11
$349
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
10+ 0.03% |
$249 - $290
|
35.2K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.06% |
$249 - $290
|
17.8K
$565K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
10+ 0.03% |
$249 - $290
|
33.9K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.11% |
$224 - $261
|
8.13K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.1% |
$199 - $232
|
8.38K
$266K
|