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 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
8+ 1.33% |
$199 - $232
|
608
$19.3K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.04% |
$174 - $203
|
16.1K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7+ 0.01% |
$174 - $203
|
48.4K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 0.09% |
$174 - $203
|
7.8K
$248K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
6+ 0.01% |
$149 - $174
|
74.9K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
6+ 0.11% |
$149 - $174
|
5.64K
$179K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5+ 0.02% |
$125 - $145
|
29K
$921K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.01% |
$125 - $145
|
74.6K
$2.37M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
5+ 0.12% |
$125 - $145
|
4.02K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.1% |
$125 - $145
|
4.9K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.06% |
$125 - $145
|
8.13K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.11% |
$99.6 - $116
|
3.57K
$113K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.03% |
$99.6 - $116
|
12.5K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$74.7 - $87.1
|
20.7K
$657K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3+ 0.02% |
$74.7 - $87.1
|
16.1K
$510K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.03% |
$74.7 - $87.1
|
8.72K
$277K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.2% |
$49.8 - $58
|
1.02K
$32.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.14% |
$49.8 - $58
|
1.41K
$44.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2+ 0.11% |
$49.8 - $58
|
1.81K
$57.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.01% |
$49.8 - $58
|
27.8K
$883K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.07% |
$49.8 - $58
|
2.85K
$90.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
2+ 0.01% |
$49.8 - $58
|
17.2K
$545K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$49.8 - $58
|
2.05K
$65K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2+ 0.01% |
$49.8 - $58
|
14.6K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.05% |
$49.8 - $58
|
4.38K
$139K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.02% |
$49.8 - $58
|
12.5K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2+ 0.02% |
$49.8 - $58
|
8.23K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.04% |
$49.8 - $58
|
4.55K
$144K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.01% |
$24.9 - $29
|
8.18K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$24.9 - $29
|
9.41K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.29% |
$24.9 - $29
|
348
$11K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.11% |
$24.9 - $29
|
877
$27.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.01% |
$24.9 - $29
|
9.46K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.17% |
$24.9 - $29
|
603
$19.1K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.0% |
$24.9 - $29
|
45.7K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.34% |
$24.9 - $29
|
291
$9.24K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$24.9 - $29
|
5.44K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 50.0% |
$24.9 - $29
|
3
$95.2
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
0- 99.87% |
$0 - $0
|
2.06M
$65.3M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2- -0.0% |
$49.8 - $58
|
1.37M
$43.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3- 0.03% |
$74.7 - $87.1
|
8.99K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3- 0.01% |
$74.7 - $87.1
|
20.7K
$657K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5- 0.05% |
$125 - $145
|
9.84K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-10- 0.03% |
$249 - $290
|
29.6K
$939K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-12- 0.28% |
$299 - $348
|
4.29K
$136K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-14- 0.01% |
$349 - $406
|
240K
$7.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-14- 0.14% |
$349 - $406
|
9.87K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-14- 0.13% |
$349 - $406
|
10.7K
$340K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-15- 0.12% |
$374 - $435
|
12.7K
$404K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-36- 7.26% |
$897 - $1.04K
|
460
$14.6K
|