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 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
19.1KNew |
$476K - $554K
|
19.1K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.8K+ 43.56% |
$468K - $545K
|
61.9K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.7K+ 12.86% |
$466K - $543K
|
164K
$5.21M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
18.7K+ 33.64% |
$465K - $541K
|
74.1K
$2.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
18.2K+ 43.58% |
$454K - $529K
|
60.1K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
18.2K+ 13.23% |
$453K - $527K
|
156K
$4.94M
|
|
|
Aug 08, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
18.1KNew |
$452K - $526K
|
18.1K
$575K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
18.1KNew |
$451K - $526K
|
18.1K
$575K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 3.16% |
$450K - $525K
|
591K
$18.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18K+ 28.96% |
$448K - $522K
|
80K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17.6KNew |
$439K - $511K
|
17.6K
$559K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
17.4K+ 284.53% |
$433K - $505K
|
23.5K
$746K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
17.3K+ 2.99% |
$430K - $501K
|
595K
$18.9M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
17.1K+ 4.61% |
$425K - $495K
|
387K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
17K+ 18.08% |
$424K - $493K
|
111K
$3.52M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
16.5K+ 1.08% |
$411K - $478K
|
1.55M
$49.2M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
16.4K+ 1.39% |
$409K - $477K
|
1.2M
$38.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
16.3K+ 26.8% |
$406K - $473K
|
77.1K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16.2K+ 72.46% |
$403K - $469K
|
38.5K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
16KNew |
$400K - $465K
|
16K
$509K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
16K+ 0.88% |
$397K - $463K
|
1.83M
$58M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
15.8K+ 74.32% |
$394K - $459K
|
37.1K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
15.7K+ 10.36% |
$390K - $454K
|
167K
$5.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.6K+ 2.12% |
$390K - $454K
|
753K
$23.9M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.6K+ 5.55% |
$387K - $451K
|
296K
$9.39M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.5K+ 33.02% |
$385K - $449K
|
62.3K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
15.5K+ 61.83% |
$385K - $448K
|
40.4K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
15.3K+ 4.07% |
$382K - $445K
|
392K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
15.3K+ 5.89% |
$382K - $445K
|
275K
$8.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
15.2K+ 1.18% |
$378K - $440K
|
1.3M
$41.3M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
15.1K+ 7.61% |
$377K - $440K
|
214K
$6.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
15K+ 29.26% |
$374K - $436K
|
66.4K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
15K+ 0.97% |
$374K - $436K
|
1.56M
$49.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
15K+ 0.75% |
$373K - $435K
|
2M
$63.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
14.9K+ 3.07% |
$372K - $433K
|
501K
$15.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
14.8K+ 300.0% |
$368K - $429K
|
19.7K
$626K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
14.8K+ 9.43% |
$368K - $428K
|
171K
$5.44M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
14.7K+ 2.24% |
$367K - $428K
|
672K
$21.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
14.6K+ 4.49% |
$364K - $424K
|
340K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.6KNew |
$363K - $423K
|
14.6K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.4K+ 142.8% |
$358K - $417K
|
24.4K
$775K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
14.1K+ 3.71% |
$351K - $409K
|
394K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
13.6K+ 0.61% |
$339K - $395K
|
2.25M
$71.4M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
13.4K+ 3437.69% |
$334K - $389K
|
13.8K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
13.4KNew |
$333K - $388K
|
13.4K
$424K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13.2K+ 148.62% |
$328K - $382K
|
22K
$699K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
13.1K+ 6.39% |
$328K - $382K
|
219K
$6.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
13KNew |
$323K - $376K
|
13K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13K+ 100.0% |
$323K - $376K
|
25.9K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
12.7KNew |
$317K - $369K
|
12.7K
$404K
|