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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
839+ 3.51% |
$20.9K - $24.3K
|
24.8K
$587K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
750+ 8.96% |
$18.7K - $21.8K
|
9.12K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
551+ 17.47% |
$13.7K - $16K
|
3.71K
$87.8K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
455+ 1.05% |
$11.3K - $13.2K
|
43.9K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
424+ 0.86% |
$10.6K - $12.3K
|
49.8K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
384+ 2.24% |
$9.57K - $11.1K
|
17.5K
$415K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
368+ 3.02% |
$9.17K - $10.7K
|
12.6K
$297K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350New |
$8.72K - $10.2K
|
350
$8.29K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
350+ 2.43% |
$8.72K - $10.2K
|
14.8K
$350K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
316+ 0.58% |
$7.87K - $9.17K
|
54.7K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
273+ 34.13% |
$6.8K - $7.92K
|
1.07K
$25.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
217+ 0.11% |
$5.41K - $6.3K
|
205K
$4.85M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
208+ 1.13% |
$5.18K - $6.04K
|
18.6K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
175+ 7.7% |
$4.36K - $5.08K
|
2.45K
$58K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
171+ 1.14% |
$4.26K - $4.96K
|
15.2K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
108+ 19.46% |
$2.69K - $3.13K
|
663
$15.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
81+ 0.48% |
$2.02K - $2.35K
|
16.9K
$399K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
70New |
$1.74K - $2.03K
|
70
$1.66K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
64+ 0.07% |
$1.59K - $1.86K
|
88.9K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
59+ 1.08% |
$1.47K - $1.71K
|
5.55K
$131K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36+ 0.62% |
$897 - $1.04K
|
5.82K
$138K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
36+ 0.11% |
$897 - $1.04K
|
32.5K
$769K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
35+ 0.13% |
$872 - $1.02K
|
27.9K
$660K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
34+ 0.91% |
$847 - $987
|
3.78K
$89.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24+ 0.07% |
$598 - $696
|
33.1K
$784K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
16+ 0.12% |
$399 - $464
|
13.7K
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
16+ 0.11% |
$399 - $464
|
15.1K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 0.12% |
$399 - $464
|
13.8K
$326K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
12+ 0.11% |
$299 - $348
|
10.5K
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
12+ 0.06% |
$299 - $348
|
21.3K
$506K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
11+ 0.1% |
$274 - $319
|
10.8K
$256K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
10+ 0.03% |
$249 - $290
|
35.2K
$834K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.11% |
$224 - $261
|
8.13K
$193K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.1% |
$199 - $232
|
8.38K
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5+ 0.02% |
$125 - $145
|
29K
$687K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.14% |
$49.8 - $58
|
1.41K
$33.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.2% |
$49.8 - $58
|
1.02K
$24.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.01% |
$49.8 - $58
|
27.8K
$659K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2+ 0.11% |
$49.8 - $58
|
1.81K
$42.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.01% |
$24.9 - $29
|
8.18K
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$24.9 - $29
|
9.41K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-12- 0.28% |
$299 - $348
|
4.29K
$102K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-14- 0.01% |
$349 - $406
|
240K
$5.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-36- 7.26% |
$897 - $1.04K
|
460
$10.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-40- 0.35% |
$996 - $1.16K
|
11.3K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-47- 0.42% |
$1.17K - $1.36K
|
11.2K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-55- 0.18% |
$1.37K - $1.6K
|
30.4K
$721K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-72- 0.33% |
$1.79K - $2.09K
|
21.9K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-96- 0.39% |
$2.39K - $2.79K
|
24.7K
$586K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-144- 1.78% |
$3.59K - $4.18K
|
7.95K
$188K
|