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 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
14.6K+ 4.49% |
$364K - $424K
|
340K
$8.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13.2K+ 148.62% |
$328K - $382K
|
22K
$522K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.8K+ 8.78% |
$294K - $342K
|
146K
$3.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
11.8K+ 79.28% |
$293K - $342K
|
26.6K
$631K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.3K+ 562500.0% |
$280K - $326K
|
11.3K
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.1KNew |
$276K - $321K
|
11.1K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.7KNew |
$267K - $311K
|
10.7K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10.6K+ 3.91% |
$264K - $308K
|
282K
$6.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.91KNew |
$247K - $288K
|
9.91K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
9.16K+ 18.3% |
$228K - $266K
|
59.2K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.99K+ 86.93% |
$224K - $261K
|
19.3K
$458K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
8.76KNew |
$218K - $254K
|
8.76K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.4K+ 27.2% |
$209K - $244K
|
39.3K
$930K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
8.22KNew |
$205K - $238K
|
8.22K
$195K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.21K+ 1.71% |
$204K - $238K
|
490K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.06KNew |
$201K - $234K
|
8.06K
$191K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.81K+ 6.14% |
$194K - $227K
|
135K
$3.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
6.81K+ 10.47% |
$170K - $198K
|
71.8K
$1.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.82K+ 4.21% |
$145K - $169K
|
144K
$3.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.79K+ 28.95% |
$119K - $139K
|
21.3K
$505K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.77K+ 1.17% |
$119K - $138K
|
413K
$9.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
4.5K+ 4.56% |
$112K - $131K
|
103K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.23K+ 0.76% |
$105K - $123K
|
560K
$13.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
4.01K+ 2.07% |
$99.8K - $116K
|
198K
$4.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.73K+ 44.07% |
$92.8K - $108K
|
12.2K
$288K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
3.13K+ 6.25% |
$77.9K - $90.8K
|
53.2K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.02K+ 40.08% |
$75.1K - $87.5K
|
10.5K
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.98K+ 18.6% |
$74.1K - $86.3K
|
19K
$449K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.97KNew |
$74K - $86.2K
|
2.97K
$70.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.88K+ 2.26% |
$71.8K - $83.6K
|
130K
$3.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.64K+ 2.29% |
$65.7K - $76.6K
|
118K
$2.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2.64K+ 2.58% |
$65.6K - $76.5K
|
105K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
2.37K+ 7.38% |
$59.1K - $68.8K
|
34.5K
$818K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
2.34K+ 3.14% |
$58.4K - $68K
|
77.1K
$1.83M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.25K+ 1.71% |
$56K - $65.3K
|
134K
$3.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.18K+ 10.04% |
$54.3K - $63.3K
|
23.9K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.91KNew |
$47.6K - $55.4K
|
1.91K
$45.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.85K+ 74.17% |
$46.1K - $53.7K
|
4.35K
$103K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.83K+ 304.66% |
$45.6K - $53.1K
|
2.43K
$57.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.64K+ 2404.41% |
$40.7K - $47.4K
|
1.7K
$40.3K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.62K+ 5.26% |
$40.4K - $47.1K
|
32.5K
$770K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.45K+ 14.71% |
$36.1K - $42.1K
|
11.3K
$268K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.42K+ 2.25% |
$35.5K - $41.3K
|
64.8K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.38K+ 7.28% |
$34.4K - $40.1K
|
20.4K
$482K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.34K+ 0.8% |
$33.4K - $38.9K
|
168K
$3.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.32K+ 3.97% |
$32.9K - $38.3K
|
34.6K
$820K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.15K+ 4.13% |
$28.7K - $33.4K
|
29K
$687K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.06K+ 1.0% |
$26.4K - $30.8K
|
107K
$2.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
881New |
$21.9K - $25.6K
|
881
$20.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
846+ 6.67% |
$21.1K - $24.6K
|
13.5K
$320K
|