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 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
46.8KNew |
$1.17M - $1.36M
|
46.8K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
46.6K+ 1.49% |
$1.16M - $1.35M
|
3.17M
$87.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.5K+ 2.0% |
$1.16M - $1.35M
|
2.37M
$65.3M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
45.9K+ 6.64% |
$1.14M - $1.33M
|
736K
$20.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
45.4K+ 4.85% |
$1.13M - $1.32M
|
982K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
44.7K+ 1050.02% |
$1.11M - $1.3M
|
49K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44.6K+ 254.41% |
$1.11M - $1.29M
|
62.1K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44.2K+ 23.18% |
$1.1M - $1.28M
|
235K
$6.47M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
42.8K+ 102.22% |
$1.07M - $1.24M
|
84.6K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
42.4KNew |
$1.06M - $1.23M
|
42.4K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
41.1K+ 9.75% |
$1.02M - $1.19M
|
463K
$12.8M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
40.5KNew |
$1.01M - $1.18M
|
40.5K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
40.1K+ 35.54% |
$1M - $1.16M
|
153K
$4.22M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
39.4K+ 4.42% |
$982K - $1.14M
|
933K
$25.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
39K+ 1795.9% |
$972K - $1.13M
|
41.2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
38.9K+ 129.17% |
$970K - $1.13M
|
69.1K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
38.4K+ 5.0% |
$956K - $1.11M
|
806K
$22.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
38.3K+ 37.65% |
$955K - $1.11M
|
140K
$3.86M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
37.6KNew |
$936K - $1.09M
|
37.6K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
36.9K+ 93.66% |
$918K - $1.07M
|
76.2K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
35.7K+ 5.06% |
$891K - $1.04M
|
743K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
35.3KNew |
$880K - $1.03M
|
35.3K
$974K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
35.3K+ 8.26% |
$879K - $1.02M
|
463K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
35.1K+ 20.87% |
$875K - $1.02M
|
203K
$5.61M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
34.9K+ 15.15% |
$869K - $1.01M
|
265K
$7.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
34.3K+ 2.01% |
$854K - $994K
|
1.74M
$48M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
34.2K+ 5.14% |
$853K - $993K
|
700K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
34.1K+ 74.68% |
$851K - $991K
|
79.9K
$2.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
34K+ 200.0% |
$848K - $988K
|
51.1K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
34K+ 4.69% |
$847K - $987K
|
759K
$20.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
33.9K+ 8.54% |
$844K - $983K
|
430K
$11.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.2K+ 7.8% |
$826K - $963K
|
458K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
32.8K+ 193.95% |
$818K - $953K
|
49.8K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
32.8K+ 13.86% |
$818K - $953K
|
270K
$7.43M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32.7K+ 32.07% |
$816K - $950K
|
135K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
32.7K+ 17.22% |
$814K - $949K
|
222K
$6.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
32.2K+ 139.77% |
$803K - $935K
|
55.3K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
32.1K+ 25.65% |
$801K - $933K
|
157K
$4.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
31.9K+ 25.97% |
$794K - $925K
|
155K
$4.26M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
31.1K+ 31.0% |
$775K - $903K
|
132K
$3.62M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
30.5K+ 32.93% |
$760K - $886K
|
123K
$3.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.5K+ 343.23% |
$759K - $885K
|
39.4K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
30K+ 153.34% |
$746K - $869K
|
49.5K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
29.7K+ 1.87% |
$739K - $861K
|
1.62M
$44.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
29K+ 49.3% |
$722K - $841K
|
87.8K
$2.42M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
28.1K+ 224.89% |
$700K - $815K
|
40.6K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
27.7K+ 10.56% |
$689K - $803K
|
290K
$7.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
27.5K+ 19.85% |
$686K - $799K
|
166K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
27.5K+ 80.75% |
$685K - $798K
|
61.5K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
27.4KNew |
$683K - $796K
|
27.4K
$756K
|