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
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-16.8K- 20.74% |
$417K - $486K
|
64K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.8K- 10.31% |
$419K - $488K
|
146K
$4.64M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-17.1K- 0.96% |
$425K - $495K
|
1.75M
$55.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-17.5K- 7.17% |
$435K - $506K
|
226K
$7.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-17.5K- 55.17% |
$436K - $508K
|
14.2K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-18.1K- 4.39% |
$450K - $525K
|
394K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-18.1K- 39.8% |
$451K - $526K
|
27.4K
$870K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-18.2K- 11.3% |
$453K - $527K
|
143K
$4.53M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.6K- 31.05% |
$463K - $539K
|
41.3K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-19.1K- 3.61% |
$475K - $553K
|
509K
$16.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-19.1K- 4.18% |
$477K - $555K
|
439K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-19.4K- 16.85% |
$483K - $562K
|
95.7K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-19.6K- 29.32% |
$489K - $570K
|
47.4K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-19.8K- 2.07% |
$493K - $574K
|
934K
$29.7M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.5K- 1.23% |
$511K - $596K
|
1.64M
$52.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.7K- 4.81% |
$517K - $602K
|
410K
$13M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-21.4K- 8.69% |
$533K - $621K
|
225K
$7.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-21.7K- 5.24% |
$541K - $630K
|
393K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-21.8K- 3.39% |
$543K - $633K
|
621K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22K- 12.45% |
$547K - $638K
|
155K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-22.2K- 1.21% |
$554K - $645K
|
1.81M
$57.4M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-22.2K- 8.54% |
$554K - $646K
|
238K
$7.56M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-22.3K- 9.85% |
$555K - $646K
|
204K
$6.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-22.5K- 14.83% |
$559K - $652K
|
129K
$4.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-22.5K- 4.82% |
$562K - $654K
|
446K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-23.7K- 4.52% |
$591K - $689K
|
502K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-23.9K- 76.9% |
$596K - $695K
|
7.19K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-24K- 2.94% |
$597K - $695K
|
790K
$25.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-24.1K- 4.72% |
$600K - $699K
|
486K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-24.1K- 12.14% |
$601K - $700K
|
175K
$5.54M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-24.4K- 3.33% |
$607K - $707K
|
708K
$22.5M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-24.6K- 12.68% |
$612K - $713K
|
169K
$5.37M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-25.2K- 7.71% |
$629K - $733K
|
302K
$9.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-25.6K- 7.24% |
$637K - $743K
|
328K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-25.9K- 16.06% |
$645K - $752K
|
135K
$4.3M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-26K- 3.49% |
$648K - $755K
|
719K
$22.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-27.2K- 38.85% |
$677K - $789K
|
42.8K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-27.3K- 5.85% |
$680K - $793K
|
440K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-27.3K- 5.1% |
$681K - $793K
|
509K
$16.1M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-28.6K- 5.11% |
$713K - $830K
|
531K
$16.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28.8K- 0.63% |
$718K - $837K
|
4.58M
$145M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29.7K- 8.62% |
$739K - $861K
|
315K
$9.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-29.8K- 21.25% |
$742K - $865K
|
110K
$3.51M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-30.3KClosed |
$756K - $880K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-30.7K- 0.76% |
$766K - $892K
|
4M
$127M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-30.8K- 3.39% |
$767K - $893K
|
876K
$27.8M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-31.6K- 1.7% |
$786K - $916K
|
1.83M
$58M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32K- 6.38% |
$797K - $929K
|
470K
$14.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-32.8K- 98.84% |
$818K - $952K
|
386
$12.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-33.2K- 23.72% |
$827K - $964K
|
107K
$3.39M
|