Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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
Delta Investment Management, LLC

BUY
 -
749
+ 7.43%
$16.3K - $18.2K
10.8K $252K
May 05, 2025 Q1 2025
Blue Bell Private Wealth Management, LLC

BUY
 -
745
+ 0.09%
$16.2K - $18.1K
837K $19.5M
May 14, 2025 Q1 2025
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
730
+ 0.24%
$15.9K - $17.7K
310K $7.23M
May 15, 2025 Q1 2025
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
726
+ 4.16%
$15.8K - $17.6K
18.2K $424K
Apr 22, 2025 Q1 2025
Pennsylvania Capital Management Inc

BUY
 -
721
+ 1.03%
$15.7K - $17.5K
70.5K $1.64M
Apr 30, 2025 Q1 2025
Peterson Wealth Advisors, LLC

BUY
 -
713
+ 6.26%
$15.5K - $17.3K
12.1K $282K
Apr 28, 2025 Q1 2025
Keybank National Association

BUY
 -
679
+ 1.22%
$14.8K - $16.5K
56.1K $1.31M
May 02, 2025 Q1 2025
Lord & Richards Wealth Management, LLC

Highlands Ranch, CO
BUY
 -
669
New
$14.6K - $16.2K
669 $15.6K
Apr 29, 2025 Q1 2025
Td Private Client Wealth LLC

New York, NY
BUY
 -
653
+ 0.4%
$14.2K - $15.9K
165K $3.84M
May 14, 2025 Q1 2025
Venture Visionary Partners LLC

BUY
 -
641
+ 1.85%
$13.9K - $15.6K
35.3K $824K
May 07, 2025 Q1 2025
Angeles Wealth Management, LLC

BUY
 -
627
New
$13.6K - $15.2K
627 $14.6K
May 08, 2025 Q1 2025
Gs Investments, Inc.

BUY
 -
600
+ 2.18%
$13.1K - $14.6K
28.2K $657K
May 07, 2025 Q1 2025
Marshall Investment Management, LLC

Littleton, CO
BUY
 -
592
+ 200.0%
$12.9K - $14.4K
888 $20.7K
May 13, 2025 Q1 2025
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
580
+ 1.75%
$12.6K - $14.1K
33.6K $784K
May 06, 2025 Q1 2025
Northern Financial Advisors Inc

Bloomfield Hills, MI
BUY
 -
575
+ 4.33%
$12.5K - $14K
13.9K $323K
May 12, 2025 Q1 2025
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
562
+ 0.3%
$12.2K - $13.6K
187K $4.35M
Apr 30, 2025 Q1 2025
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
550
+ 462.18%
$12K - $13.4K
669 $15.6K
May 14, 2025 Q1 2025
Centaurus Financial, Inc.

BUY
 -
549
+ 3.6%
$11.9K - $13.3K
15.8K $368K
May 15, 2025 Q1 2025
Wiley Bros. Aintree Capital, LLC

BUY
 -
546
+ 0.74%
$11.9K - $13.3K
73.9K $1.72M
May 14, 2025 Q1 2025
Valtinson Bruner Financial Planning LLC

BUY
 -
531
+ 2.07%
$11.5K - $12.9K
26.2K $610K
Apr 15, 2025 Q1 2025
Simon Quick Advisors, LLC

BUY
 -
522
+ 0.6%
$11.4K - $12.7K
87.3K $2.03M
May 12, 2025 Q1 2025
Sandy Spring Bank

BUY
 -
505
+ 0.79%
$11K - $12.3K
64.6K $1.5M
May 14, 2025 Q1 2025
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
492
+ 3.05%
$10.7K - $11.9K
16.6K $388K
Apr 29, 2025 Q1 2025
Wedgewood Investors Inc

BUY
 -
477
+ 0.47%
$10.4K - $11.6K
102K $2.38M
May 15, 2025 Q1 2025
Ascent Group, LLC

BUY
 -
470
+ 1.65%
$10.2K - $11.4K
28.9K $674K
Apr 21, 2025 Q1 2025
Essex Savings Bank

BUY
 -
462
+ 2.42%
$10K - $11.2K
19.5K $455K
Apr 22, 2025 Q1 2025
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
462
+ 4.31%
$10K - $11.2K
11.2K $261K
May 09, 2025 Q1 2025
Mitchell Capital Management CO

BUY
 -
458
+ 0.53%
$9.96K - $11.1K
87.1K $2.03M
May 01, 2025 Q1 2025
Key F Inancial Inc

BUY
 -
452
+ 83.7%
$9.83K - $11K
992 $23.1K
May 14, 2025 Q1 2025
Asset Management Group, Inc.

Stamford, CT
BUY
 -
452
+ 0.26%
$9.83K - $11K
175K $4.08M
Apr 24, 2025 Q1 2025
Joel Isaacson & Co., LLC

BUY
 -
451
+ 2.86%
$9.81K - $11K
16.2K $377K
Apr 22, 2025 Q1 2025
Jfs Wealth Advisors, LLC

BUY
 -
431
+ 0.61%
$9.37K - $10.5K
71.2K $1.66M
May 09, 2025 Q1 2025
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
428
+ 0.36%
$9.31K - $10.4K
119K $2.77M
Apr 09, 2025 Q1 2025
Twele Capital Management, Inc.

BUY
 -
424
+ 0.97%
$9.22K - $10.3K
44.1K $1.03M
Apr 28, 2025 Q1 2025
Mutual Advisors, LLC

Casper, WY
BUY
 -
422
+ 0.18%
$9.18K - $10.2K
236K $5.49M
May 08, 2025 Q1 2025
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
410
+ 0.35%
$8.92K - $9.95K
116K $2.71M
May 13, 2025 Q1 2025
Bokf, Na

Tulsa, OK
BUY
 -
408
+ 23.13%
$8.87K - $9.91K
2.17K $50.6K
Apr 10, 2025 Q1 2025
Beacon Financial Group

BUY
 -
400
+ 4.22%
$8.7K - $9.71K
9.88K $230K
Apr 15, 2025 Q1 2025
My Legacy Advisors, LLC

BUY
 -
376
+ 3.35%
$8.18K - $9.13K
11.6K $271K
Apr 17, 2025 Q1 2025
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
338
+ 0.31%
$7.35K - $8.21K
110K $2.57M
Apr 16, 2025 Q1 2025
David Wealth Management LLC

Fairfax, VA
BUY
 -
317
+ 0.69%
$6.89K - $7.7K
46.1K $1.07M
Apr 14, 2025 Q1 2025
Tilia Fiduciary Partners, Inc.

BUY
 -
315
+ 0.54%
$6.85K - $7.65K
58.2K $1.36M
May 14, 2025 Q1 2025
Orcam Financial Group

Encinitas, CA
BUY
 -
305
+ 0.74%
$6.63K - $7.41K
41.7K $972K
Apr 08, 2025 Q1 2025
James J. Burns & Company, LLC

Melville, NY
BUY
 -
285
+ 0.47%
$6.2K - $6.92K
61.5K $1.43M
May 12, 2025 Q1 2025
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
278
New
$6.05K - $6.75K
278 $6.48K
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
276
+ 34.8%
$6K - $6.7K
1.07K $24.9K
May 16, 2025 Q1 2025
Hfm Investment Advisors, LLC

Glassboro, NJ
BUY
 -
274
New
$5.96K - $6.65K
274 $6.38K
Apr 25, 2025 Q1 2025
Jacobsen Capital Management

BUY
 -
268
+ 0.65%
$5.83K - $6.51K
41.5K $967K
May 15, 2025 Q1 2025
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
245
+ 0.13%
$5.33K - $5.95K
182K $4.25M

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