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 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.77K- 6.71% |
$119K - $138K
|
66.3K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.96K- 0.26% |
$124K - $144K
|
1.9M
$52.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-4.96K- 32.63% |
$124K - $144K
|
10.2K
$282K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-5.09K- 5.42% |
$127K - $148K
|
88.8K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.13K- 6.64% |
$128K - $149K
|
72.1K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-5.15K- 5.68% |
$128K - $149K
|
85.5K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.46K- 15.81% |
$136K - $159K
|
29.1K
$801K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-5.47K- 1.86% |
$136K - $159K
|
289K
$7.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.5K- 18.91% |
$137K - $160K
|
23.6K
$650K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-5.67K- 0.76% |
$141K - $165K
|
738K
$20.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.68K- 4.81% |
$141K - $165K
|
112K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.7K- 20.26% |
$142K - $165K
|
22.4K
$618K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.72K- 0.35% |
$143K - $166K
|
1.64M
$45.1M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.81K- 0.34% |
$145K - $169K
|
1.73M
$47.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-5.89K- 11.85% |
$147K - $171K
|
43.8K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-5.97K- 7.63% |
$149K - $173K
|
72.2K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.99K- 29.45% |
$149K - $174K
|
14.3K
$395K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.99K- 1.49% |
$149K - $174K
|
396K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-6.11K- 2.23% |
$152K - $177K
|
267K
$7.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.18K- 0.5% |
$154K - $179K
|
1.23M
$33.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.19K- 5.63% |
$154K - $180K
|
104K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.26K- 1.15% |
$156K - $182K
|
537K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.42K- 20.26% |
$160K - $186K
|
25.3K
$696K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.42K- 1.86% |
$160K - $186K
|
340K
$9.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.43K- 6.37% |
$160K - $187K
|
94.5K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-6.72K- 1.49% |
$167K - $195K
|
442K
$12.2M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.93K- 17.27% |
$173K - $201K
|
33.2K
$916K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-6.94K- 5.99% |
$173K - $201K
|
109K
$3M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-6.94K- 6.05% |
$173K - $201K
|
108K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-7.09K- 51.26% |
$177K - $206K
|
6.74K
$186K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.13K- 1.32% |
$178K - $207K
|
532K
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.23K- 6.38% |
$180K - $210K
|
106K
$2.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-7.23K- 30.89% |
$180K - $210K
|
16.2K
$446K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-7.32K- 6.93% |
$182K - $213K
|
98.4K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-7.38K- 3.53% |
$184K - $214K
|
201K
$5.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7.41K- 18.29% |
$185K - $215K
|
33.1K
$912K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.41K- 3.33% |
$185K - $215K
|
215K
$5.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-7.72K- 0.62% |
$192K - $224K
|
1.24M
$34.2M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-7.79K- 11.43% |
$194K - $226K
|
60.3K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7.81K- 29.07% |
$194K - $227K
|
19K
$525K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-7.92K- 21.14% |
$197K - $230K
|
29.5K
$814K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-7.92K- 1.13% |
$197K - $230K
|
691K
$19M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-8.09K- 9.67% |
$202K - $235K
|
75.6K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.49K- 0.9% |
$212K - $246K
|
935K
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.61K- 2.4% |
$214K - $250K
|
350K
$9.65M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-8.94K- 6.08% |
$223K - $259K
|
138K
$3.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-8.99K- 35.56% |
$224K - $261K
|
16.3K
$449K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.15K- 16.22% |
$228K - $266K
|
47.3K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-9.33K- 85.27% |
$232K - $271K
|
1.61K
$44.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-9.51K- 42.38% |
$237K - $276K
|
12.9K
$356K
|