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 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.4K+ 27.2% |
$209K - $244K
|
39.3K
$1.08M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.32K+ 11.76% |
$207K - $241K
|
79.1K
$2.18M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.32K+ 267.94% |
$207K - $241K
|
11.4K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.26K+ 39.67% |
$206K - $240K
|
29.1K
$802K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
8.22KNew |
$205K - $238K
|
8.22K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.21K+ 1.71% |
$204K - $238K
|
490K
$13.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.21K+ 2.29% |
$204K - $238K
|
367K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.06KNew |
$201K - $234K
|
8.06K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.88K+ 2.76% |
$196K - $229K
|
293K
$8.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.81K+ 6.14% |
$194K - $227K
|
135K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.8K+ 124.43% |
$194K - $226K
|
14.1K
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.7K+ 11.82% |
$192K - $224K
|
72.9K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7.39K+ 3.79% |
$184K - $215K
|
202K
$5.57M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.37K+ 9.02% |
$184K - $214K
|
89.1K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.34K+ 2.84% |
$183K - $213K
|
265K
$7.31M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.33K+ 2.26% |
$183K - $213K
|
332K
$9.15M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.28K+ 6.25% |
$181K - $211K
|
124K
$3.41M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
7.22K+ 16.9% |
$180K - $210K
|
49.9K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.12K+ 3.62% |
$177K - $207K
|
204K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.12K+ 74.77% |
$177K - $207K
|
16.6K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.05K+ 41.6% |
$176K - $204K
|
24K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.9K+ 2.21% |
$172K - $200K
|
319K
$8.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
6.89K+ 40.04% |
$172K - $200K
|
24.1K
$664K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.85K+ 6.12% |
$171K - $199K
|
119K
$3.27M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
6.83K+ 54.3% |
$170K - $198K
|
19.4K
$535K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
6.81K+ 10.47% |
$170K - $198K
|
71.8K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.6K+ 22.02% |
$164K - $192K
|
36.6K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.58K+ 111.83% |
$164K - $191K
|
12.5K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.39K+ 31.22% |
$159K - $186K
|
26.9K
$741K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.39K+ 14.28% |
$159K - $185K
|
51.1K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6.35K+ 26.95% |
$158K - $184K
|
29.9K
$824K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.24K+ 1424.66% |
$155K - $181K
|
6.68K
$184K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.23K+ 52.02% |
$155K - $181K
|
18.2K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
6.22K+ 4.45% |
$155K - $181K
|
146K
$4.02M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6.1K+ 4.88% |
$152K - $177K
|
131K
$3.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.99K+ 4.99% |
$149K - $174K
|
126K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
5.92K+ 9.23% |
$147K - $172K
|
70K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.91K+ 19.48% |
$147K - $172K
|
36.3K
$1M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.82K+ 4.21% |
$145K - $169K
|
144K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.71K+ 12.23% |
$142K - $166K
|
52.4K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.7K+ 14.98% |
$142K - $166K
|
43.8K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.68K+ 6.35% |
$142K - $165K
|
95.1K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5.6K+ 5.05% |
$139K - $162K
|
116K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
5.58K+ 8.05% |
$139K - $162K
|
74.9K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.31K+ 66.92% |
$132K - $154K
|
13.3K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.31KNew |
$132K - $154K
|
5.31K
$146K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.26K+ 3.22% |
$131K - $153K
|
169K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.24K+ 167.49% |
$131K - $152K
|
8.37K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.23KNew |
$130K - $152K
|
5.23K
$144K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.2K+ 8.56% |
$130K - $151K
|
66K
$1.82M
|