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 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
82.2K+ 61.51% |
$2.05M - $2.39M
|
216K
$5.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
81.8K+ 1.0% |
$2.04M - $2.38M
|
8.3M
$229M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
81.3K+ 175.28% |
$2.03M - $2.36M
|
128K
$3.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
79.4K+ 12.29% |
$1.98M - $2.31M
|
726K
$20M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
78.3KNew |
$1.95M - $2.27M
|
78.3K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
77.1K+ 11.55% |
$1.92M - $2.24M
|
744K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
76.7K+ 116.3% |
$1.91M - $2.23M
|
143K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
74.7K+ 109.22% |
$1.86M - $2.17M
|
143K
$3.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
74.5K+ 7.99% |
$1.86M - $2.16M
|
1.01M
$27.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
72.7K+ 30.78% |
$1.81M - $2.11M
|
309K
$8.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
71K+ 25.96% |
$1.77M - $2.06M
|
345K
$9.49M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
70.7K+ 228.33% |
$1.76M - $2.05M
|
102K
$2.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
70.6K+ 23.09% |
$1.76M - $2.05M
|
376K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
69.4KNew |
$1.73M - $2.01M
|
69.4K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
68.8K+ 248.68% |
$1.71M - $2M
|
96.5K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
68.1K+ 3.18% |
$1.7M - $1.98M
|
2.21M
$60.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
67.9K+ 42.67% |
$1.69M - $1.97M
|
227K
$6.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67.5K+ 3.68% |
$1.68M - $1.96M
|
1.9M
$52.4M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
67.1K+ 15.54% |
$1.67M - $1.95M
|
499K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
66.8K+ 305.63% |
$1.66M - $1.94M
|
88.6K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
66.5K+ 24.82% |
$1.66M - $1.93M
|
335K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
66.5K+ 9.05% |
$1.66M - $1.93M
|
801K
$22.1M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
64.4KNew |
$1.6M - $1.87M
|
64.4K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.2K+ 5.02% |
$1.6M - $1.86M
|
1.34M
$37M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
63.4K+ 2404.09% |
$1.58M - $1.84M
|
66.1K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
62.6K+ 19.25% |
$1.56M - $1.82M
|
388K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
61.4K+ 137.96% |
$1.53M - $1.78M
|
106K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
60.7K+ 52.62% |
$1.51M - $1.76M
|
176K
$4.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
60.4K+ 8.58% |
$1.5M - $1.75M
|
764K
$21.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
60.2KNew |
$1.5M - $1.75M
|
60.2K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
60.1K+ 6.83% |
$1.5M - $1.74M
|
940K
$25.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59.4K+ 8.38% |
$1.48M - $1.72M
|
767K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
57.7KNew |
$1.44M - $1.67M
|
57.7K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56.8K+ 19.96% |
$1.41M - $1.65M
|
341K
$9.41M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
56.7K+ 23.41% |
$1.41M - $1.65M
|
299K
$8.24M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
56.3K+ 128.49% |
$1.4M - $1.63M
|
100K
$2.76M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
55.6KNew |
$1.39M - $1.61M
|
55.6K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
55.4KNew |
$1.38M - $1.61M
|
55.4K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
55.3K+ 290.37% |
$1.38M - $1.6M
|
74.3K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54.4K+ 2.98% |
$1.35M - $1.58M
|
1.88M
$51.9M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
53.7KNew |
$1.34M - $1.56M
|
53.7K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
53.5K+ 33.45% |
$1.33M - $1.55M
|
214K
$5.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
52.4K+ 33.04% |
$1.31M - $1.52M
|
211K
$5.82M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
52K+ 3.41% |
$1.3M - $1.51M
|
1.58M
$43.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
51.3K+ 54.18% |
$1.28M - $1.49M
|
146K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.6K+ 26.42% |
$1.24M - $1.44M
|
237K
$6.54M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
49.3K+ 15.74% |
$1.23M - $1.43M
|
362K
$9.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
48.8KNew |
$1.22M - $1.42M
|
48.8K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
48.2KNew |
$1.2M - $1.4M
|
48.2K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
48.2K+ 114.04% |
$1.2M - $1.4M
|
90.5K
$2.49M
|