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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.61K- 2.4% |
$214K - $250K
|
350K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-8.94K- 6.08% |
$223K - $259K
|
138K
$4.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-8.99K- 35.56% |
$224K - $261K
|
16.3K
$474K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.15K- 16.22% |
$228K - $266K
|
47.3K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-9.33K- 85.27% |
$232K - $271K
|
1.61K
$46.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-9.51K- 42.38% |
$237K - $276K
|
12.9K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-9.62K- 0.45% |
$240K - $279K
|
2.15M
$62.5M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-9.84K- 31.44% |
$245K - $285K
|
21.5K
$624K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-9.93K- 1.23% |
$247K - $288K
|
796K
$23.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-9.95K- 1.58% |
$248K - $289K
|
619K
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-9.98K- 2.04% |
$249K - $290K
|
479K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10.1K- 8.44% |
$250K - $292K
|
109K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10.1K- 2.54% |
$251K - $292K
|
386K
$11.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-10.9K- 55.32% |
$272K - $317K
|
8.83K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-11.2K- 2.42% |
$280K - $326K
|
453K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-11.4K- 2.99% |
$284K - $331K
|
369K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-11.5K- 2.55% |
$286K - $333K
|
439K
$12.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-11.7K- 55.4% |
$291K - $339K
|
9.4K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-12K- 15.27% |
$299K - $348K
|
66.5K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-12.3K- 12.68% |
$307K - $357K
|
84.8K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12.6K- 1.88% |
$315K - $367K
|
659K
$19.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13K- 50.0% |
$323K - $376K
|
13K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-13.1K- 2.53% |
$325K - $379K
|
502K
$14.6M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-13.3K- 14.58% |
$332K - $387K
|
78.2K
$2.27M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-13.4K- 46.14% |
$333K - $388K
|
15.6K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-13.6K- 14.27% |
$339K - $395K
|
81.8K
$2.38M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-13.6K- 2.09% |
$340K - $396K
|
640K
$18.6M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-13.7K- 4.98% |
$342K - $399K
|
262K
$7.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-13.8K- 4.02% |
$343K - $400K
|
329K
$9.56M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-14.3K- 1.89% |
$356K - $414K
|
741K
$21.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-14.6K- 37.5% |
$363K - $423K
|
24.3K
$707K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-14.8K- 4.73% |
$369K - $430K
|
298K
$8.68M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-14.8K- 12.43% |
$370K - $430K
|
105K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-15K- 43.49% |
$373K - $434K
|
19.5K
$566K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-15K- 4.57% |
$374K - $435K
|
313K
$9.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-15.5K- 18.26% |
$386K - $450K
|
69.4K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15.6K- 9.82% |
$387K - $451K
|
143K
$4.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16K- 42.11% |
$398K - $463K
|
22K
$639K
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-16.8K- 20.74% |
$417K - $486K
|
64K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.8K- 10.31% |
$419K - $488K
|
146K
$4.25M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-17.1K- 0.96% |
$425K - $495K
|
1.75M
$51M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-17.5K- 7.17% |
$435K - $506K
|
226K
$6.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-17.5K- 55.17% |
$436K - $508K
|
14.2K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-18.1K- 4.39% |
$450K - $525K
|
394K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-18.1K- 39.8% |
$451K - $526K
|
27.4K
$798K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-18.2K- 11.3% |
$453K - $527K
|
143K
$4.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.6K- 31.05% |
$463K - $539K
|
41.3K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-19.1K- 3.61% |
$475K - $553K
|
509K
$14.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-19.1K- 4.18% |
$477K - $555K
|
439K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-19.4K- 16.85% |
$483K - $562K
|
95.7K
$2.78M
|