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 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
27.4K+ 7.53% |
$682K - $795K
|
391K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
27.4K+ 7.59% |
$682K - $794K
|
388K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
27.3K+ 9.04% |
$681K - $793K
|
329K
$9.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
27.2K+ 17.52% |
$677K - $788K
|
182K
$5.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
26.7K+ 46.62% |
$666K - $776K
|
84.1K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
26.4K+ 24.46% |
$659K - $767K
|
135K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
26.3K+ 17.54% |
$655K - $763K
|
176K
$4.86M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
BUY
|
- |
25.9K+ 6.35% |
$644K - $750K
|
433K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
25.7K+ 2.09% |
$641K - $747K
|
1.26M
$34.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.3K+ 4.38% |
$629K - $733K
|
602K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
25K+ 9748.83% |
$622K - $724K
|
25.2K
$695K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
24.6KNew |
$614K - $715K
|
24.6K
$679K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
24.4K+ 4.36% |
$608K - $709K
|
584K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
24.2K+ 14.18% |
$602K - $702K
|
195K
$5.37M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
24.1K+ 10.03% |
$601K - $700K
|
264K
$7.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
23.6KNew |
$588K - $685K
|
23.6K
$650K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
23.6K+ 44.17% |
$587K - $684K
|
76.9K
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
23.6KNew |
$587K - $684K
|
23.6K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
23.4K+ 46.49% |
$583K - $679K
|
73.8K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
23.3KNew |
$581K - $677K
|
23.3K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
22.7K+ 316.35% |
$566K - $660K
|
29.9K
$825K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
22.7K+ 2.29% |
$565K - $659K
|
1.01M
$27.9M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
22.6K+ 22.98% |
$564K - $657K
|
121K
$3.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
22.5K+ 8.13% |
$560K - $652K
|
299K
$8.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
22.3KNew |
$555K - $646K
|
22.3K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
21.8K+ 3.93% |
$542K - $631K
|
576K
$15.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
21.7K+ 4.29% |
$541K - $631K
|
528K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21.7K+ 2.07% |
$541K - $631K
|
1.07M
$29.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
21.5K+ 3.03% |
$535K - $623K
|
730K
$20.1M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
21.2K+ 4.62% |
$529K - $616K
|
481K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
21.2K+ 19.59% |
$529K - $616K
|
130K
$3.57M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.2K+ 29.35% |
$527K - $614K
|
93.3K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
21K+ 12.27% |
$522K - $608K
|
192K
$5.28M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
20.8K+ 0.68% |
$518K - $603K
|
3.09M
$85.2M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
20.6K+ 126.12% |
$514K - $599K
|
37K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
20.3K+ 63.79% |
$505K - $588K
|
52K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
20.1K+ 14.44% |
$501K - $584K
|
159K
$4.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
20K+ 4.3% |
$498K - $580K
|
485K
$13.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
19.9K+ 8.55% |
$497K - $578K
|
253K
$6.98M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
19.8K+ 4.12% |
$494K - $576K
|
502K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19.6KNew |
$487K - $568K
|
19.6K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
19.4K+ 1.67% |
$484K - $563K
|
1.18M
$32.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
19.3K+ 93.37% |
$482K - $561K
|
40.1K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
19.1KNew |
$476K - $554K
|
19.1K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.8K+ 43.56% |
$468K - $545K
|
61.9K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.7K+ 12.86% |
$466K - $543K
|
164K
$4.53M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
18.7K+ 33.64% |
$465K - $541K
|
74.1K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
18.2K+ 43.58% |
$454K - $529K
|
60.1K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
18.2K+ 13.23% |
$453K - $527K
|
156K
$4.29M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
18.1KNew |
$451K - $526K
|
18.1K
$499K
|