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 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-368- 1.9% |
$9.17K - $10.7K
|
19K
$525K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-373- 1.6% |
$9.29K - $10.8K
|
23K
$633K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-375- 3.25% |
$9.34K - $10.9K
|
11.2K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-376- 1.66% |
$9.37K - $10.9K
|
22.3K
$614K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-394- 0.48% |
$9.81K - $11.4K
|
81.7K
$2.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-398- 3.07% |
$9.91K - $11.5K
|
12.5K
$346K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-400- 1.29% |
$9.96K - $11.6K
|
30.7K
$845K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-406- 1.43% |
$10.1K - $11.8K
|
28K
$773K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-416- 9.84% |
$10.4K - $12.1K
|
3.81K
$105K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-444- 4.98% |
$11.1K - $12.9K
|
8.46K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-447- 1.76% |
$11.1K - $13K
|
24.9K
$688K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-460- 0.92% |
$11.5K - $13.3K
|
49.7K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-464- 2.59% |
$11.6K - $13.5K
|
17.5K
$481K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-471- 1.18% |
$11.7K - $13.7K
|
39.3K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-476- 1.4% |
$11.9K - $13.8K
|
33.6K
$927K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-478- 3.82% |
$11.9K - $13.9K
|
12K
$332K
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-513- 1.49% |
$12.8K - $14.9K
|
33.9K
$935K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-563- 99.82% |
$14K - $16.3K
|
1
$27.6
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-575- 1.61% |
$14.3K - $16.7K
|
35.2K
$970K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-596- 2.7% |
$14.8K - $17.3K
|
21.5K
$593K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-627- 3.12% |
$15.6K - $18.2K
|
19.5K
$537K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-640- 8.67% |
$15.9K - $18.6K
|
6.74K
$186K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-667- 7.45% |
$16.6K - $19.4K
|
8.29K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-691- 1.64% |
$17.2K - $20.1K
|
41.6K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-702- 17.11% |
$17.5K - $20.4K
|
3.4K
$93.8K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-704- 7.67% |
$17.5K - $20.4K
|
8.48K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-705- 0.55% |
$17.6K - $20.5K
|
128K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-710- 2.37% |
$17.7K - $20.6K
|
29.2K
$805K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-730- 1.1% |
$18.2K - $21.2K
|
65.8K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-826- 1.33% |
$20.6K - $24K
|
61.3K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-848- 1.04% |
$21.1K - $24.6K
|
80.8K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-850- 8.02% |
$21.2K - $24.7K
|
9.75K
$269K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-862- 3.62% |
$21.5K - $25K
|
23K
$633K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-866- 0.65% |
$21.6K - $25.1K
|
133K
$3.67M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-881- 0.35% |
$21.9K - $25.6K
|
251K
$6.91M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-907- 3.77% |
$22.6K - $26.3K
|
23.1K
$637K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-915- 17.02% |
$22.8K - $26.6K
|
4.46K
$123K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-928- 8.45% |
$23.1K - $26.9K
|
10.1K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-942- 7.12% |
$23.5K - $27.3K
|
12.3K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-966- 2.68% |
$24.1K - $28K
|
35.1K
$966K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-967- 9.12% |
$24.1K - $28.1K
|
9.64K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.01K- 3.71% |
$25.1K - $29.3K
|
26.2K
$722K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.01K- 1.4% |
$25.1K - $29.3K
|
71.2K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.03K- 1.39% |
$25.7K - $29.9K
|
73.3K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.05K- 1.51% |
$26.2K - $30.5K
|
68.4K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.06K- 5.37% |
$26.5K - $30.8K
|
18.7K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-1.06K- 3.8% |
$26.5K - $30.8K
|
26.9K
$741K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.08K- 3.98% |
$26.9K - $31.4K
|
26.1K
$718K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.1K- 2.06% |
$27.5K - $32K
|
52.6K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-1.16K- 1.24% |
$28.8K - $33.6K
|
92.4K
$2.55M
|