Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Large C (SCHX)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) 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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.6M+ 687.06% |
$338M - $378M
|
17.8M
$415M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.8M+ 5.22% |
$235M - $262M
|
217M
$5.06B
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.2M+ 119.57% |
$157M - $175M
|
13.2M
$308M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5M+ 19.05% |
$109M - $121M
|
31.2M
$728M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.8M+ 43.09% |
$104M - $117M
|
15.9M
$371M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.76M+ 89.4% |
$81.7M - $91.2M
|
7.96M
$185M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.7M+ 17.81% |
$80.5M - $89.9M
|
24.5M
$570M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.97M+ 95.66% |
$64.7M - $72.2M
|
6.08M
$142M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.97M+ 26.95% |
$64.7M - $72.2M
|
14M
$326M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.02M+ 12.06% |
$43.9M - $49.1M
|
18.8M
$437M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2M+ 17679.34% |
$43.4M - $48.5M
|
2.01M
$46.8M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.37M+ 10083.67% |
$29.8M - $33.3M
|
1.38M
$32.3M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.35MNew |
$29.3M - $32.7M
|
1.35M
$31.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.31M+ 159.07% |
$28.4M - $31.7M
|
2.13M
$49.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.25MNew |
$27.1M - $30.2M
|
1.25M
$29M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.18M+ 45.35% |
$25.7M - $28.6M
|
3.78M
$88.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
1.09MNew |
$23.7M - $26.4M
|
1.09M
$25.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
933K+ 43.1% |
$20.3M - $22.6M
|
3.1M
$72.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
891K+ 2.77% |
$19.4M - $21.6M
|
33M
$770M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
787K+ 12.11% |
$17.1M - $19.1M
|
7.28M
$170M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
734K+ 131.44% |
$16M - $17.8M
|
1.29M
$30.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
639K+ 88.1% |
$13.9M - $15.5M
|
1.37M
$31.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
563K+ 95.8% |
$12.2M - $13.7M
|
1.15M
$26.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
527KNew |
$11.5M - $12.8M
|
527K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
521KNew |
$11.3M - $12.7M
|
521K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
512K+ 3.44% |
$11.1M - $12.4M
|
15.4M
$359M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
480K+ 1.93% |
$10.4M - $11.7M
|
25.3M
$591M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
465KNew |
$10.1M - $11.3M
|
465K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
440K+ 7.42% |
$9.56M - $10.7M
|
6.36M
$148M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
407K+ 115024.29% |
$8.86M - $9.89M
|
408K
$9.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
382K+ 10.74% |
$8.32M - $9.29M
|
3.94M
$91.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
360K+ 9.59% |
$7.84M - $8.75M
|
4.12M
$95.9M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
358K+ 311.54% |
$7.8M - $8.7M
|
474K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
343K+ 55.83% |
$7.47M - $8.34M
|
958K
$22.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
328K+ 315.14% |
$7.13M - $7.96M
|
432K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
326K+ 44.1% |
$7.09M - $7.91M
|
1.06M
$24.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
314K+ 18.09% |
$6.83M - $7.63M
|
2.05M
$47.8M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
304K+ 5.17% |
$6.61M - $7.38M
|
6.18M
$144M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
301KNew |
$6.55M - $7.31M
|
301K
$7.02M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
271K+ 214.14% |
$5.9M - $6.59M
|
398K
$9.27M
|
|
|
May 15, 2025
Q1 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
267K+ 7.08% |
$5.81M - $6.48M
|
4.04M
$94.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
266K+ 96.71% |
$5.79M - $6.46M
|
541K
$12.6M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
254KNew |
$5.53M - $6.18M
|
254K
$5.93M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
251K+ 4.28% |
$5.47M - $6.1M
|
6.13M
$143M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
251KNew |
$5.46M - $6.1M
|
251K
$5.85M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
232K+ 99.92% |
$5.04M - $5.63M
|
464K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
222K+ 1.2% |
$4.82M - $5.38M
|
18.7M
$435M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
211K+ 9.47% |
$4.6M - $5.13M
|
2.44M
$56.9M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
204K+ 1794.09% |
$4.44M - $4.96M
|
215K
$5.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
203K+ 8.38% |
$4.42M - $4.93M
|
2.63M
$61.3M
|