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 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-21.8K- 3.39% |
$543K - $633K
|
621K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22K- 12.45% |
$547K - $638K
|
155K
$4.26M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-22.2K- 1.21% |
$554K - $645K
|
1.81M
$49.8M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-22.2K- 8.54% |
$554K - $646K
|
238K
$6.56M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-22.3K- 9.85% |
$555K - $646K
|
204K
$5.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-22.5K- 14.83% |
$559K - $652K
|
129K
$3.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-22.5K- 4.82% |
$562K - $654K
|
446K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-23.7K- 4.52% |
$591K - $689K
|
502K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-23.9K- 76.9% |
$596K - $695K
|
7.19K
$198K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-24K- 2.94% |
$597K - $695K
|
790K
$21.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-24.1K- 4.72% |
$600K - $699K
|
486K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-24.1K- 12.14% |
$601K - $700K
|
175K
$4.81M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-24.4K- 3.33% |
$607K - $707K
|
708K
$19.5M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-24.6K- 12.68% |
$612K - $713K
|
169K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-25.2K- 7.71% |
$629K - $733K
|
302K
$8.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-25.6K- 7.24% |
$637K - $743K
|
328K
$9.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-25.9K- 16.06% |
$645K - $752K
|
135K
$3.73M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-26K- 3.49% |
$648K - $755K
|
719K
$19.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-27.2K- 38.85% |
$677K - $789K
|
42.8K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-27.3K- 5.85% |
$680K - $793K
|
440K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-27.3K- 5.1% |
$681K - $793K
|
509K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-28.6K- 5.11% |
$713K - $830K
|
531K
$14.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28.8K- 0.63% |
$718K - $837K
|
4.58M
$126M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29.7K- 8.62% |
$739K - $861K
|
315K
$8.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-29.8K- 21.25% |
$742K - $865K
|
110K
$3.04M
|
|
|
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
$110M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-30.8K- 3.39% |
$767K - $893K
|
876K
$24.1M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-31.6K- 1.7% |
$786K - $916K
|
1.83M
$50.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32K- 6.38% |
$797K - $929K
|
470K
$12.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-32.8K- 98.84% |
$818K - $952K
|
386
$10.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-33.2K- 23.72% |
$827K - $964K
|
107K
$2.94M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-33.6K- 73.81% |
$838K - $976K
|
11.9K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.4K- 98.15% |
$856K - $997K
|
649
$17.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-34.9K- 36.34% |
$870K - $1.01M
|
61.2K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-35.1K- 3.44% |
$874K - $1.02M
|
986K
$27.2M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-35.4K- 18.0% |
$881K - $1.03M
|
161K
$4.44M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-35.4K- 6.2% |
$881K - $1.03M
|
536K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-35.9K- 1.61% |
$894K - $1.04M
|
2.2M
$60.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-37.2K- 8.61% |
$927K - $1.08M
|
395K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-38.2K- 3.3% |
$952K - $1.11M
|
1.12M
$30.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-38.4K- 39.93% |
$956K - $1.11M
|
57.7K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-38.9K- 4.64% |
$968K - $1.13M
|
798K
$22M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-39.9K- 31.85% |
$995K - $1.16M
|
85.5K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-40.2K- 9.84% |
$1M - $1.17M
|
368K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-40.7K- 61.58% |
$1.01M - $1.18M
|
25.4K
$701K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-41.1K- 3.61% |
$1.02M - $1.19M
|
1.1M
$30.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41.3K- 13.78% |
$1.03M - $1.2M
|
258K
$7.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-42.6K- 19.82% |
$1.06M - $1.23M
|
172K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-43.3K- 9.73% |
$1.08M - $1.26M
|
402K
$11.1M
|