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 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-1.16K- 0.17% |
$29K - $33.8K
|
669K
$18.4M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.17K- 8.36% |
$29K - $33.8K
|
12.8K
$352K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.2K- 5.78% |
$30K - $34.9K
|
19.6K
$541K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.26K- 75.84% |
$31.4K - $36.5K
|
401
$11.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.3K- 5.97% |
$32.3K - $37.6K
|
20.4K
$562K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.3K- 9.84% |
$32.4K - $37.7K
|
11.9K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.32K- 5.82% |
$32.8K - $38.2K
|
21.3K
$587K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.32K- 9.65% |
$32.9K - $38.3K
|
12.4K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.35K- 10.87% |
$33.6K - $39.1K
|
11.1K
$305K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-1.4K- 7.26% |
$34.9K - $40.6K
|
17.9K
$493K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.43K- 1.05% |
$35.7K - $41.6K
|
136K
$3.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.48K- 6.06% |
$36.9K - $42.9K
|
22.9K
$632K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.49K- 1.92% |
$37.1K - $43.2K
|
76.1K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.52K- 1.95% |
$37.7K - $44K
|
76.2K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.52K- 7.25% |
$38K - $44.2K
|
19.5K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.54K- 32.41% |
$38.4K - $44.7K
|
3.21K
$88.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.55K- 6.53% |
$38.6K - $45K
|
22.2K
$611K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.56K- 15.41% |
$38.8K - $45.2K
|
8.55K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-1.61K- 5.15% |
$40K - $46.6K
|
29.6K
$815K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.62K- 0.41% |
$40.3K - $46.9K
|
397K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.64K- 96.01% |
$40.7K - $47.4K
|
68
$1.87K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.66K- 3.26% |
$41.3K - $48.1K
|
49.3K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.7K- 11.53% |
$42.2K - $49.2K
|
13K
$359K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.71K- 22.97% |
$42.6K - $49.7K
|
5.74K
$158K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.71K- 6.31% |
$42.7K - $49.7K
|
25.4K
$701K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.74K- 11.77% |
$43.2K - $50.4K
|
13K
$359K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 4.79% |
$43.9K - $51.2K
|
35K
$966K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.77K- 5.94% |
$44K - $51.2K
|
28K
$771K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1.78K- 0.31% |
$44.4K - $51.7K
|
573K
$15.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.78K- 15.77% |
$44.4K - $51.7K
|
9.52K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.8K- 7.35% |
$44.7K - $52.1K
|
22.6K
$624K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.8K- 5.39% |
$44.9K - $52.3K
|
31.6K
$872K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.83K- 1.34% |
$45.5K - $53K
|
134K
$3.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.87K- 1.26% |
$46.6K - $54.3K
|
146K
$4.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.91K- 2.4% |
$47.6K - $55.5K
|
77.9K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.92K- 1.64% |
$47.7K - $55.6K
|
115K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.93K- 6.51% |
$48.1K - $56K
|
27.7K
$764K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.93K- 12.02% |
$48.1K - $56K
|
14.1K
$389K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.93K- 0.71% |
$48.2K - $56.1K
|
270K
$7.45M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.94K- 1.23% |
$48.2K - $56.2K
|
156K
$4.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.94K- 0.8% |
$48.4K - $56.4K
|
242K
$6.66M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.95K- 8.27% |
$48.5K - $56.5K
|
21.6K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-1.96K- 1.69% |
$48.9K - $56.9K
|
114K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-1.99K- 6.06% |
$49.6K - $57.8K
|
30.9K
$852K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2K- 6.01% |
$49.8K - $58K
|
31.3K
$863K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.04K- 5.52% |
$50.8K - $59.2K
|
34.9K
$962K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.08K- 1.3% |
$51.7K - $60.2K
|
158K
$4.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.08K- 67.18% |
$51.8K - $60.4K
|
1.02K
$28K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.14K- 9.46% |
$53.3K - $62.1K
|
20.5K
$565K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.17K- 12.81% |
$54.1K - $63K
|
14.8K
$407K
|