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 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-263K- 61.67% |
$6.55M - $7.63M
|
163K
$4.5M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-283K- 94.01% |
$7.06M - $8.22M
|
18K
$497K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-295K- 27.08% |
$7.36M - $8.58M
|
796K
$21.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-341K- 6.64% |
$8.49M - $9.89M
|
4.79M
$132M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-353K- 6.04% |
$8.79M - $10.2M
|
5.49M
$151M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-367K- 99.99% |
$9.15M - $10.7M
|
31
$854
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-374K- 21.33% |
$9.32M - $10.9M
|
1.38M
$38.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-379K- 92.57% |
$9.44M - $11M
|
30.4K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-458K- 26.65% |
$11.4M - $13.3M
|
1.26M
$34.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-484K- 3.15% |
$12.1M - $14M
|
14.9M
$410M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-511K- 86.11% |
$12.7M - $14.8M
|
82.5K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-607K- 46.25% |
$15.1M - $17.6M
|
706K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-634K- 99.96% |
$15.8M - $18.4M
|
274
$7.55K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-637KClosed |
$15.9M - $18.5M
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-667K- 56.14% |
$16.6M - $19.4M
|
521K
$14.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-690K- 47.28% |
$17.2M - $20M
|
769K
$21.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-719K- 6.6% |
$17.9M - $20.9M
|
10.2M
$280M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-744K- 68.91% |
$18.5M - $21.6M
|
336K
$9.25M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-848K- 87.44% |
$21.1M - $24.6M
|
122K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-905K- 90.75% |
$22.5M - $26.3M
|
92.3K
$2.54M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-935K- 12.27% |
$23.3M - $27.1M
|
6.69M
$184M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-972K- 35.12% |
$24.2M - $28.2M
|
1.8M
$49.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.08M- 70.94% |
$26.8M - $31.2M
|
441K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.38M- 12.61% |
$34.3M - $40M
|
9.55M
$263M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.42M- 66.91% |
$35.3M - $41.1M
|
700K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.6M- 4.03% |
$39.9M - $46.5M
|
38.2M
$1.05B
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.97M- 79.46% |
$49.1M - $57.2M
|
510K
$14M
|