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 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
246K+ 111.0% |
$6.12M - $7.13M
|
467K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
236K+ 22.44% |
$5.87M - $6.83M
|
1.29M
$37.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
234K+ 3.35% |
$5.82M - $6.78M
|
7.21M
$210M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
227K+ 9.16% |
$5.64M - $6.57M
|
2.7M
$78.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
209K+ 6.94% |
$5.2M - $6.05M
|
3.22M
$93.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
201KNew |
$5.02M - $5.84M
|
201K
$5.86M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
196K+ 2172.18% |
$4.89M - $5.7M
|
205K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
185K+ 806.66% |
$4.62M - $5.38M
|
208K
$6.06M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
182K+ 409.97% |
$4.53M - $5.28M
|
226K
$6.58M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
177K+ 36.63% |
$4.4M - $5.12M
|
659K
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
176K+ 38.05% |
$4.37M - $5.1M
|
637K
$18.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
171KNew |
$4.26M - $4.96M
|
171K
$4.98M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
165K+ 4.2% |
$4.1M - $4.77M
|
4.08M
$119M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
164KNew |
$4.08M - $4.75M
|
164K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
160K+ 4.6% |
$3.99M - $4.65M
|
3.64M
$106M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
159K+ 31.21% |
$3.96M - $4.61M
|
668K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
158KNew |
$3.95M - $4.6M
|
158K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
157K+ 49.87% |
$3.9M - $4.55M
|
471K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
150KNew |
$3.74M - $4.36M
|
150K
$4.37M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
150K+ 563.02% |
$3.73M - $4.34M
|
176K
$5.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
146K+ 209.66% |
$3.64M - $4.24M
|
216K
$6.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
142K+ 25.58% |
$3.53M - $4.12M
|
697K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
141K+ 10.76% |
$3.52M - $4.1M
|
1.45M
$42.3M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
141K+ 114.66% |
$3.5M - $4.08M
|
263K
$7.66M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
141K+ 400.46% |
$3.5M - $4.08M
|
176K
$5.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
139KNew |
$3.46M - $4.03M
|
139K
$4.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
134K+ 558.27% |
$3.33M - $3.87M
|
157K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
128KNew |
$3.19M - $3.72M
|
128K
$3.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
127K+ 19.1% |
$3.17M - $3.69M
|
793K
$23.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
125K+ 4.28% |
$3.11M - $3.62M
|
3.04M
$88.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
123K+ 8.37% |
$3.07M - $3.58M
|
1.6M
$46.5M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
123K+ 1097.25% |
$3.07M - $3.57M
|
134K
$3.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
120K+ 4.37% |
$2.99M - $3.48M
|
2.87M
$83.5M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
119K+ 202.67% |
$2.98M - $3.47M
|
178K
$5.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
117K+ 20.89% |
$2.92M - $3.4M
|
679K
$19.7M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
114K+ 23.17% |
$2.84M - $3.31M
|
606K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
111K+ 3.23% |
$2.77M - $3.22M
|
3.54M
$103M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
105K+ 23.27% |
$2.61M - $3.04M
|
554K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
104K+ 11.1% |
$2.6M - $3.03M
|
1.05M
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
100K+ 0.58% |
$2.5M - $2.91M
|
17.3M
$503M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
98.1K+ 28.24% |
$2.44M - $2.85M
|
445K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
94.8K+ 102.08% |
$2.36M - $2.75M
|
188K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
93.9K+ 45.21% |
$2.34M - $2.72M
|
301K
$8.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
93K+ 17.68% |
$2.32M - $2.7M
|
619K
$18M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
92.2K+ 171.57% |
$2.3M - $2.67M
|
146K
$4.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
90.5K+ 3.21% |
$2.25M - $2.63M
|
2.91M
$84.7M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
89.9KNew |
$2.24M - $2.61M
|
89.9K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
89K+ 15.39% |
$2.22M - $2.58M
|
668K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
89K+ 31.68% |
$2.22M - $2.58M
|
370K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
87.8KNew |
$2.19M - $2.55M
|
87.8K
$2.55M
|