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 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.23KNew |
$130K - $152K
|
5.23K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.2K+ 8.56% |
$130K - $151K
|
66K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.2K+ 8.99% |
$130K - $151K
|
63K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.15K+ 23.38% |
$128K - $150K
|
27.2K
$791K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.09K+ 15.81% |
$127K - $148K
|
37.3K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.07K+ 112.94% |
$126K - $147K
|
9.56K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5K+ 3.09% |
$125K - $145K
|
167K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.96K+ 12.11% |
$124K - $144K
|
45.9K
$1.34M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
4.85K+ 5.06% |
$121K - $141K
|
101K
$2.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.79K+ 28.95% |
$119K - $139K
|
21.3K
$620K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.77K+ 16.54% |
$119K - $139K
|
33.6K
$978K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.77K+ 1.17% |
$119K - $138K
|
413K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
4.73K+ 2.42% |
$118K - $137K
|
200K
$5.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.68K+ 9.02% |
$116K - $136K
|
56.5K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4.63K+ 20.47% |
$115K - $134K
|
27.3K
$793K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.58K+ 9.2% |
$114K - $133K
|
54.3K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.57KNew |
$114K - $133K
|
4.57K
$133K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.57K+ 41.28% |
$114K - $132K
|
15.6K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.55K+ 4.93% |
$113K - $132K
|
96.9K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
4.5K+ 4.56% |
$112K - $131K
|
103K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.35K+ 1.52% |
$108K - $126K
|
290K
$8.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.32K+ 2.71% |
$108K - $125K
|
164K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
4.28K+ 17.22% |
$107K - $124K
|
29.1K
$847K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.23K+ 0.76% |
$105K - $123K
|
560K
$16.3M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.2K+ 0.44% |
$105K - $122K
|
948K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
4.11KNew |
$102K - $119K
|
4.11K
$120K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.04K+ 49.55% |
$101K - $117K
|
12.2K
$355K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.03K+ 17.1% |
$100K - $117K
|
27.6K
$803K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.03K+ 8.59% |
$100K - $117K
|
50.9K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
4.01K+ 2.07% |
$99.8K - $116K
|
198K
$5.75M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
3.99K+ 16625.0% |
$99.4K - $116K
|
4.01K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.97K+ 0.57% |
$98.9K - $115K
|
703K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.82K+ 1.17% |
$95.2K - $111K
|
329K
$9.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.73K+ 44.07% |
$92.8K - $108K
|
12.2K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 18.12% |
$91.5K - $107K
|
23.9K
$696K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.61K+ 2.48% |
$90K - $105K
|
149K
$4.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.59K+ 4.31% |
$89.3K - $104K
|
86.8K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.54K+ 24.56% |
$88.1K - $103K
|
17.9K
$522K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.33K+ 2.37% |
$82.9K - $96.5K
|
144K
$4.19M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.27K+ 4.48% |
$81.5K - $95K
|
76.3K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.26K+ 4.21% |
$81.1K - $94.5K
|
80.5K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
3.25K+ 8.43% |
$81.1K - $94.4K
|
41.8K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.23KNew |
$80.4K - $93.7K
|
3.23K
$93.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
3.13K+ 6.25% |
$77.9K - $90.8K
|
53.2K
$1.55M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.12KNew |
$77.8K - $90.6K
|
3.12K
$90.8K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.1K+ 7.31% |
$77.1K - $89.9K
|
45.5K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.06K+ 65.8% |
$76.2K - $88.8K
|
7.71K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.02K+ 40.08% |
$75.1K - $87.5K
|
10.5K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3K+ 39.63% |
$74.8K - $87.1K
|
10.6K
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$74.7K - $87.1K
|
3K
$87.3K
|