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 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-96- 0.39% |
$2.39K - $2.79K
|
24.7K
$682K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-97- 0.67% |
$2.42K - $2.81K
|
14.4K
$398K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-100- 0.7% |
$2.49K - $2.9K
|
14.2K
$392K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-110- 0.12% |
$2.74K - $3.19K
|
94.3K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-114- 0.74% |
$2.84K - $3.31K
|
15.2K
$420K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-116- 0.31% |
$2.89K - $3.37K
|
37.2K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-119- 0.35% |
$2.96K - $3.45K
|
33.9K
$933K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-120- 1.81% |
$2.99K - $3.48K
|
6.5K
$179K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-126- 0.28% |
$3.14K - $3.66K
|
45.6K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-131- 0.55% |
$3.26K - $3.8K
|
23.8K
$655K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-144- 0.77% |
$3.59K - $4.18K
|
18.5K
$511K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-144- 1.78% |
$3.59K - $4.18K
|
7.95K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-159- 0.05% |
$3.96K - $4.61K
|
311K
$8.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-160- 1.45% |
$3.99K - $4.64K
|
10.8K
$299K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-160- 2.18% |
$3.99K - $4.64K
|
7.18K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-166- 62.41% |
$4.14K - $4.82K
|
100
$2.76K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-174- 22.25% |
$4.33K - $5.05K
|
608
$16.8K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-177- 0.98% |
$4.41K - $5.14K
|
17.9K
$495K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-189- 0.14% |
$4.71K - $5.48K
|
132K
$3.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-190- 6.16% |
$4.73K - $5.51K
|
2.9K
$79.8K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-190- 48.47% |
$4.73K - $5.51K
|
202
$5.57K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-195- 0.12% |
$4.86K - $5.66K
|
162K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-196- 1.14% |
$4.88K - $5.69K
|
17K
$467K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-200- 1.71% |
$4.98K - $5.8K
|
11.5K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-203- 0.91% |
$5.06K - $5.89K
|
22K
$607K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-205- 2.46% |
$5.11K - $5.95K
|
8.12K
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-208- 41.27% |
$5.18K - $6.04K
|
296
$8.16K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-212- 1.06% |
$5.28K - $6.15K
|
19.8K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-216- 0.2% |
$5.38K - $6.27K
|
107K
$2.94M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-232- 51.33% |
$5.78K - $6.73K
|
220
$6.06K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-235- 0.72% |
$5.85K - $6.82K
|
32.6K
$897K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-262- 2.37% |
$6.53K - $7.6K
|
10.8K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-264- 2.71% |
$6.58K - $7.66K
|
9.49K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-265- 5.27% |
$6.6K - $7.69K
|
4.76K
$131K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-266- 0.91% |
$6.63K - $7.72K
|
28.9K
$796K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-268- 1.55% |
$6.68K - $7.78K
|
17K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-269- 0.2% |
$6.7K - $7.81K
|
132K
$3.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-283- 0.53% |
$7.05K - $8.21K
|
53.4K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-292- 0.7% |
$7.27K - $8.47K
|
41.5K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-294- 0.21% |
$7.32K - $8.53K
|
140K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-297- 0.44% |
$7.4K - $8.62K
|
67.1K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-300- 40.38% |
$7.47K - $8.71K
|
443
$12.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-324- 18.44% |
$8.07K - $9.4K
|
1.43K
$39.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-335- 2.16% |
$8.34K - $9.72K
|
15.2K
$418K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-337- 0.48% |
$8.39K - $9.78K
|
70.5K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-339- 1.16% |
$8.44K - $9.84K
|
28.9K
$795K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-340- 0.39% |
$8.47K - $9.87K
|
87K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-348- 1.74% |
$8.67K - $10.1K
|
19.7K
$542K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-352- 2.17% |
$8.77K - $10.2K
|
15.9K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-353- 8.68% |
$8.79K - $10.2K
|
3.72K
$102K
|