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 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.8K- 2.89% |
$94.7K - $110K
|
127K
$4.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.8K- 11.38% |
$94.7K - $110K
|
29.6K
$940K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.81K- 2.61% |
$94.9K - $111K
|
142K
$4.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.88K- 2.16% |
$96.6K - $113K
|
176K
$5.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.01K- 16.83% |
$99.9K - $116K
|
19.8K
$629K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.04K- 1.93% |
$101K - $117K
|
205K
$6.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4.12K- 2.59% |
$103K - $120K
|
155K
$4.92M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-4.19K- 2.75% |
$104K - $122K
|
148K
$4.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.41K- 12.36% |
$110K - $128K
|
31.3K
$993K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-4.42K- 20.35% |
$110K - $128K
|
17.3K
$550K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.43K- 29.5% |
$110K - $129K
|
10.6K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-4.43K- 1.22% |
$110K - $129K
|
359K
$11.4M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.46K- 26.91% |
$111K - $129K
|
12.1K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.47K- 1.65% |
$111K - $130K
|
267K
$8.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-4.48K- 3.64% |
$112K - $130K
|
119K
$3.77M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.62K- 7.01% |
$115K - $134K
|
61.2K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-4.64K- 5.13% |
$116K - $135K
|
85.9K
$2.73M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.77K- 6.71% |
$119K - $138K
|
66.3K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.96K- 0.26% |
$124K - $144K
|
1.9M
$60.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-4.96K- 32.63% |
$124K - $144K
|
10.2K
$325K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-5.09K- 5.42% |
$127K - $148K
|
88.8K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.13K- 6.64% |
$128K - $149K
|
72.1K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-5.15K- 5.68% |
$128K - $149K
|
85.5K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.46K- 15.81% |
$136K - $159K
|
29.1K
$923K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-5.47K- 1.86% |
$136K - $159K
|
289K
$9.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.5K- 18.91% |
$137K - $160K
|
23.6K
$749K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-5.67K- 0.76% |
$141K - $165K
|
738K
$23.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.68K- 4.81% |
$141K - $165K
|
112K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.7K- 20.26% |
$142K - $165K
|
22.4K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.72K- 0.35% |
$143K - $166K
|
1.64M
$51.9M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.81K- 0.34% |
$145K - $169K
|
1.73M
$54.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-5.89K- 11.85% |
$147K - $171K
|
43.8K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-5.97K- 7.63% |
$149K - $173K
|
72.2K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.99K- 29.45% |
$149K - $174K
|
14.3K
$455K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.99K- 1.49% |
$149K - $174K
|
396K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-6.11K- 2.23% |
$152K - $177K
|
267K
$8.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.18K- 0.5% |
$154K - $179K
|
1.23M
$39M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.19K- 5.63% |
$154K - $180K
|
104K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.26K- 1.15% |
$156K - $182K
|
537K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.42K- 20.26% |
$160K - $186K
|
25.3K
$801K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.42K- 1.86% |
$160K - $186K
|
340K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.43K- 6.37% |
$160K - $187K
|
94.5K
$3M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-6.72K- 1.49% |
$167K - $195K
|
442K
$14M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.93K- 17.27% |
$173K - $201K
|
33.2K
$1.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-6.94K- 5.99% |
$173K - $201K
|
109K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-6.94K- 6.05% |
$173K - $201K
|
108K
$3.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-7.09K- 51.26% |
$177K - $206K
|
6.74K
$214K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.13K- 1.32% |
$178K - $207K
|
532K
$16.9M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.23K- 6.38% |
$180K - $210K
|
106K
$3.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-7.23K- 30.89% |
$180K - $210K
|
16.2K
$513K
|