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 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-144- 0.77% |
$3.59K - $4.18K
|
18.5K
$439K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-160- 1.45% |
$3.99K - $4.64K
|
10.8K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-190- 6.16% |
$4.73K - $5.51K
|
2.9K
$68.6K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-208- 41.27% |
$5.18K - $6.04K
|
296
$7.01K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-262- 2.37% |
$6.53K - $7.6K
|
10.8K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-266- 0.91% |
$6.63K - $7.72K
|
28.9K
$684K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-283- 0.53% |
$7.05K - $8.21K
|
53.4K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-294- 0.21% |
$7.32K - $8.53K
|
140K
$3.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-340- 0.39% |
$8.47K - $9.87K
|
87K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-352- 2.17% |
$8.77K - $10.2K
|
15.9K
$377K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-376- 1.66% |
$9.37K - $10.9K
|
22.3K
$528K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-400- 1.29% |
$9.96K - $11.6K
|
30.7K
$726K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-476- 1.4% |
$11.9K - $13.8K
|
33.6K
$796K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-640- 8.67% |
$15.9K - $18.6K
|
6.74K
$160K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-667- 7.45% |
$16.6K - $19.4K
|
8.29K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-691- 1.64% |
$17.2K - $20.1K
|
41.6K
$985K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-730- 1.1% |
$18.2K - $21.2K
|
65.8K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-826- 1.33% |
$20.6K - $24K
|
61.3K
$1.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-915- 17.02% |
$22.8K - $26.6K
|
4.46K
$106K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.06K- 5.37% |
$26.5K - $30.8K
|
18.7K
$444K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.35K- 10.87% |
$33.6K - $39.1K
|
11.1K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.48K- 6.06% |
$36.9K - $42.9K
|
22.9K
$543K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.49K- 1.92% |
$37.1K - $43.2K
|
76.1K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.64K- 96.01% |
$40.7K - $47.4K
|
68
$1.61K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.71K- 6.31% |
$42.7K - $49.7K
|
25.4K
$602K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1.78K- 0.31% |
$44.4K - $51.7K
|
573K
$13.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.8K- 5.39% |
$44.9K - $52.3K
|
31.6K
$749K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-2.69K- 5.13% |
$66.9K - $77.9K
|
49.7K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.75K- 2.45% |
$68.4K - $79.7K
|
109K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-2.99K- 54.68% |
$74.6K - $86.9K
|
2.48K
$58.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.15K- 10.52% |
$78.5K - $91.5K
|
26.8K
$636K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-3.3K- 13.89% |
$82.2K - $95.7K
|
20.5K
$485K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-3.33K- 4.77% |
$82.9K - $96.6K
|
66.4K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.43K- 10.59% |
$85.5K - $99.7K
|
29K
$687K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.46K- 11.74% |
$86.2K - $100K
|
26K
$616K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.88K- 2.16% |
$96.6K - $113K
|
176K
$4.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.41K- 12.36% |
$110K - $128K
|
31.3K
$741K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.43K- 29.5% |
$110K - $129K
|
10.6K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.46K- 26.91% |
$111K - $129K
|
12.1K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-4.48K- 3.64% |
$112K - $130K
|
119K
$2.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.5K- 18.91% |
$137K - $160K
|
23.6K
$559K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.68K- 4.81% |
$141K - $165K
|
112K
$2.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.99K- 1.49% |
$149K - $174K
|
396K
$9.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-6.11K- 2.23% |
$152K - $177K
|
267K
$6.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.19K- 5.63% |
$154K - $180K
|
104K
$2.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.42K- 1.86% |
$160K - $186K
|
340K
$8.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-6.72K- 1.49% |
$167K - $195K
|
442K
$10.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-6.94K- 5.99% |
$173K - $201K
|
109K
$2.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-7.09K- 51.26% |
$177K - $206K
|
6.74K
$160K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.13K- 1.32% |
$178K - $207K
|
532K
$12.6M
|