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 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-40.2K- 9.84% |
$1M - $1.17M
|
368K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-40.7K- 61.58% |
$1.01M - $1.18M
|
25.4K
$740K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-41.1K- 3.61% |
$1.02M - $1.19M
|
1.1M
$31.9M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41.3K- 13.78% |
$1.03M - $1.2M
|
258K
$7.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-42.6K- 19.82% |
$1.06M - $1.23M
|
172K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-43.3K- 9.73% |
$1.08M - $1.26M
|
402K
$11.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-44.7K- 2.6% |
$1.11M - $1.3M
|
1.68M
$48.7M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-47.1K- 12.7% |
$1.17M - $1.37M
|
324K
$9.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-49.6K- 5.77% |
$1.24M - $1.44M
|
811K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-52K- 56.03% |
$1.3M - $1.51M
|
40.8K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-52.6K- 23.12% |
$1.31M - $1.53M
|
175K
$5.08M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-53.4K- 17.77% |
$1.33M - $1.55M
|
247K
$7.18M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-55.6K- 13.77% |
$1.39M - $1.61M
|
348K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-56.3K- 10.44% |
$1.4M - $1.63M
|
483K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.7K- 6.06% |
$1.46M - $1.7M
|
910K
$26.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-61.1K- 16.41% |
$1.52M - $1.77M
|
311K
$9.05M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-61.4K- 11.73% |
$1.53M - $1.78M
|
462K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-62.2K- 20.65% |
$1.55M - $1.8M
|
239K
$6.95M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-63.4K- 96.01% |
$1.58M - $1.84M
|
2.64K
$76.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
SELL
|
- |
-64.5K- 29.87% |
$1.61M - $1.87M
|
151K
$4.4M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-64.7K- 96.17% |
$1.61M - $1.88M
|
2.57K
$74.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-65.6K- 5.63% |
$1.63M - $1.9M
|
1.1M
$32M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-66.1K- 5.77% |
$1.65M - $1.92M
|
1.08M
$31.4M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-69.7K- 5.6% |
$1.74M - $2.02M
|
1.18M
$34.2M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-70.8K- 7.32% |
$1.76M - $2.06M
|
896K
$26.1M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-71.8K- 91.81% |
$1.79M - $2.08M
|
6.41K
$186K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-72.6K- 6.12% |
$1.81M - $2.11M
|
1.11M
$32.4M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-74.7K- 3.9% |
$1.86M - $2.17M
|
1.84M
$53.5M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-76K- 4.31% |
$1.89M - $2.21M
|
1.69M
$49.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-79.4K- 4.03% |
$1.98M - $2.31M
|
1.89M
$55M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-79.6K- 6.67% |
$1.98M - $2.31M
|
1.11M
$32.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-80.8K- 11.07% |
$2.01M - $2.34M
|
649K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-84.1K- 58.87% |
$2.1M - $2.44M
|
58.8K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-85.1K- 2.67% |
$2.12M - $2.47M
|
3.1M
$90.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-89.4K- 4.03% |
$2.23M - $2.59M
|
2.13M
$61.9M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-90.8K- 28.44% |
$2.26M - $2.64M
|
229K
$6.65M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-91.6K- 13.12% |
$2.28M - $2.66M
|
607K
$17.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-91.9K- 8.55% |
$2.29M - $2.67M
|
983K
$28.6M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-94K- 78.89% |
$2.34M - $2.73M
|
25.1K
$731K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-105K- 11.74% |
$2.63M - $3.06M
|
793K
$23.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-108K- 17.34% |
$2.68M - $3.13M
|
514K
$14.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-108K- 90.63% |
$2.7M - $3.15M
|
11.2K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-109K- 8.72% |
$2.72M - $3.17M
|
1.14M
$33.2M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-117K- 92.84% |
$2.91M - $3.39M
|
9.01K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-118K- 31.98% |
$2.93M - $3.42M
|
251K
$7.29M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-123K- 21.26% |
$3.07M - $3.57M
|
456K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-123K- 22.2% |
$3.07M - $3.58M
|
432K
$12.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-129K- 52.77% |
$3.21M - $3.74M
|
115K
$3.35M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-134K- 2.98% |
$3.33M - $3.88M
|
4.35M
$127M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-144K- 71.53% |
$3.58M - $4.17M
|
57.2K
$1.66M
|