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
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 3.16% |
$450K - $525K
|
591K
$16.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18K+ 28.96% |
$448K - $522K
|
80K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17.6KNew |
$439K - $511K
|
17.6K
$485K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
17.4K+ 284.53% |
$433K - $505K
|
23.5K
$648K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
17.3K+ 2.99% |
$430K - $501K
|
595K
$16.4M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
17.1K+ 4.61% |
$425K - $495K
|
387K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
17K+ 18.08% |
$424K - $493K
|
111K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
16.5K+ 1.08% |
$411K - $478K
|
1.55M
$42.7M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
16.4K+ 1.39% |
$409K - $477K
|
1.2M
$33.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
16.3K+ 26.8% |
$406K - $473K
|
77.1K
$2.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16.2K+ 72.46% |
$403K - $469K
|
38.5K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
16KNew |
$400K - $465K
|
16K
$442K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
16K+ 0.88% |
$397K - $463K
|
1.83M
$50.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
15.8K+ 74.32% |
$394K - $459K
|
37.1K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
15.7K+ 10.36% |
$390K - $454K
|
167K
$4.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.6K+ 2.12% |
$390K - $454K
|
753K
$20.8M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.6K+ 5.55% |
$387K - $451K
|
296K
$8.15M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.5K+ 33.02% |
$385K - $449K
|
62.3K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
15.5K+ 61.83% |
$385K - $448K
|
40.4K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
15.3K+ 4.07% |
$382K - $445K
|
392K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
15.3K+ 5.89% |
$382K - $445K
|
275K
$7.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
15.2K+ 1.18% |
$378K - $440K
|
1.3M
$35.9M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
15.1K+ 7.61% |
$377K - $440K
|
214K
$5.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
15K+ 29.26% |
$374K - $436K
|
66.4K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
15K+ 0.97% |
$374K - $436K
|
1.56M
$43.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
15K+ 0.75% |
$373K - $435K
|
2M
$55.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
14.9K+ 3.07% |
$372K - $433K
|
501K
$13.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
14.8K+ 300.0% |
$368K - $429K
|
19.7K
$543K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
14.8K+ 9.43% |
$368K - $428K
|
171K
$4.72M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
14.7K+ 2.24% |
$367K - $428K
|
672K
$18.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
14.6K+ 4.49% |
$364K - $424K
|
340K
$9.38M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.6KNew |
$363K - $423K
|
14.6K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.4K+ 142.8% |
$358K - $417K
|
24.4K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
14.1K+ 3.71% |
$351K - $409K
|
394K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
13.6K+ 0.61% |
$339K - $395K
|
2.25M
$62M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
13.4K+ 3437.69% |
$334K - $389K
|
13.8K
$380K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
13.4KNew |
$333K - $388K
|
13.4K
$368K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13.2K+ 148.62% |
$328K - $382K
|
22K
$607K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
13.1K+ 6.39% |
$328K - $382K
|
219K
$6.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
13KNew |
$323K - $376K
|
13K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13K+ 100.0% |
$323K - $376K
|
25.9K
$714K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
12.7KNew |
$317K - $369K
|
12.7K
$351K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
12.7KNew |
$316K - $368K
|
12.7K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.3K+ 89.04% |
$307K - $358K
|
26.2K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 60.21% |
$305K - $356K
|
32.6K
$898K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12K+ 4.05% |
$298K - $348K
|
308K
$8.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.8K+ 8.78% |
$294K - $342K
|
146K
$4.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
11.8K+ 79.28% |
$293K - $342K
|
26.6K
$734K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
11.7K+ 62.59% |
$292K - $340K
|
30.4K
$838K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
11.6KNew |
$289K - $337K
|
11.6K
$320K
|