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 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.04K- 5.52% |
$50.8K - $59.2K
|
34.9K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.08K- 1.3% |
$51.7K - $60.2K
|
158K
$4.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.08K- 67.18% |
$51.8K - $60.4K
|
1.02K
$29.6K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.14K- 9.46% |
$53.3K - $62.1K
|
20.5K
$596K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.17K- 12.81% |
$54.1K - $63K
|
14.8K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.19K- 5.86% |
$54.5K - $63.5K
|
35.2K
$1.02M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-2.2K- 17.09% |
$54.7K - $63.7K
|
10.7K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.22K- 1.87% |
$55.3K - $64.5K
|
117K
$3.4M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.3K- 2.77% |
$57.2K - $66.6K
|
80.5K
$2.34M
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
SELL
|
- |
-2.4K- 3.2% |
$59.7K - $69.6K
|
72.5K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.43K- 2.68% |
$60.5K - $70.4K
|
88.3K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.44K- 1.49% |
$60.8K - $70.9K
|
162K
$4.71M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.46K- 0.67% |
$61.4K - $71.5K
|
364K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-2.48K- 5.22% |
$61.8K - $72K
|
45.1K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-2.52K- 1.67% |
$62.7K - $73K
|
148K
$4.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2.62K- 14.81% |
$65.1K - $75.9K
|
15K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.63K- 5.93% |
$65.6K - $76.4K
|
41.8K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.64K- 0.57% |
$65.9K - $76.7K
|
458K
$13.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-2.69K- 5.13% |
$66.9K - $77.9K
|
49.7K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.75K- 2.45% |
$68.4K - $79.7K
|
109K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-2.77K- 6.05% |
$69K - $80.3K
|
43K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.79K- 4.98% |
$69.5K - $81K
|
53.2K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.79K- 0.59% |
$69.5K - $81K
|
474K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.94K- 2.03% |
$73.3K - $85.4K
|
142K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.99K- 4.56% |
$74.5K - $86.8K
|
62.6K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-2.99K- 54.68% |
$74.6K - $86.9K
|
2.48K
$72.2K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-3.08K- 27.95% |
$76.7K - $89.3K
|
7.93K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.15K- 10.52% |
$78.5K - $91.5K
|
26.8K
$780K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.2K- 1.16% |
$79.7K - $92.8K
|
272K
$7.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-3.3K- 13.89% |
$82.2K - $95.7K
|
20.5K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-3.33K- 4.77% |
$82.9K - $96.6K
|
66.4K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.42K- 1.63% |
$85.1K - $99.1K
|
206K
$5.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.42K- 10.26% |
$85.2K - $99.2K
|
29.9K
$870K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.43K- 10.59% |
$85.5K - $99.7K
|
29K
$844K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.46K- 11.74% |
$86.2K - $100K
|
26K
$757K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.49K- 0.24% |
$86.8K - $101K
|
1.46M
$42.4M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.51K- 0.22% |
$87.4K - $102K
|
1.58M
$45.9M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-3.53K- 2.09% |
$87.8K - $102K
|
165K
$4.81M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.57K- 1.58% |
$88.9K - $104K
|
222K
$6.45M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.8K- 2.89% |
$94.7K - $110K
|
127K
$3.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.8K- 11.38% |
$94.7K - $110K
|
29.6K
$861K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.81K- 2.61% |
$94.9K - $111K
|
142K
$4.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.88K- 2.16% |
$96.6K - $113K
|
176K
$5.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.01K- 16.83% |
$99.9K - $116K
|
19.8K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.04K- 1.93% |
$101K - $117K
|
205K
$5.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4.12K- 2.59% |
$103K - $120K
|
155K
$4.51M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-4.19K- 2.75% |
$104K - $122K
|
148K
$4.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.41K- 12.36% |
$110K - $128K
|
31.3K
$910K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-4.42K- 20.35% |
$110K - $128K
|
17.3K
$504K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.43K- 29.5% |
$110K - $129K
|
10.6K
$308K
|