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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
317+ 0.69% |
$6.89K - $7.7K
|
46.1K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
315+ 0.54% |
$6.85K - $7.65K
|
58.2K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
305+ 0.74% |
$6.63K - $7.41K
|
41.7K
$1.12M
|
|
|
Aug 27, 2025
Q1 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
302+ 0.26% |
$6.57K - $7.33K
|
116K
$3.13M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
285+ 0.47% |
$6.2K - $6.92K
|
61.5K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
278New |
$6.05K - $6.75K
|
278
$7.48K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
276+ 34.8% |
$6K - $6.7K
|
1.07K
$28.8K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
274New |
$5.96K - $6.65K
|
274
$7.37K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
268+ 0.65% |
$5.83K - $6.51K
|
41.5K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
245+ 0.13% |
$5.33K - $5.95K
|
182K
$4.91M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
243+ 0.19% |
$5.29K - $5.9K
|
129K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
243New |
$5.29K - $5.9K
|
243
$6.54K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
240New |
$5.22K - $5.83K
|
240
$6.46K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
238+ 0.27% |
$5.18K - $5.78K
|
88.3K
$2.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
228New |
$4.96K - $5.54K
|
228
$6.14K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
225New |
$4.89K - $5.46K
|
225
$6.05K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
222+ 0.16% |
$4.83K - $5.39K
|
135K
$3.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
218+ 0.28% |
$4.74K - $5.29K
|
79.3K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
216+ 1.36% |
$4.7K - $5.24K
|
16.1K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
207+ 0.33% |
$4.5K - $5.03K
|
63.5K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
206+ 0.3% |
$4.48K - $5K
|
69.7K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
204+ 38.13% |
$4.44K - $4.95K
|
739
$19.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
199+ 1.44% |
$4.33K - $4.83K
|
14K
$378K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
199+ 0.23% |
$4.33K - $4.83K
|
88K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
198+ 1.24% |
$4.31K - $4.81K
|
16.1K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
191New |
$4.15K - $4.64K
|
191
$5.14K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
184+ 206.74% |
$4K - $4.47K
|
273
$7.35K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
182+ 1.09% |
$3.96K - $4.42K
|
16.9K
$454K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
181+ 120.67% |
$3.94K - $4.39K
|
331
$8.91K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
177+ 0.25% |
$3.85K - $4.3K
|
71.9K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
173+ 0.32% |
$3.76K - $4.2K
|
54.1K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
171+ 20.78% |
$3.72K - $4.15K
|
994
$26.7K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
170+ 1.81% |
$3.7K - $4.13K
|
9.55K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
158+ 2.93% |
$3.44K - $3.84K
|
5.54K
$149K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
155+ 0.04% |
$3.37K - $3.76K
|
434K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
153+ 0.31% |
$3.33K - $3.71K
|
49.6K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
149New |
$3.24K - $3.62K
|
149
$4.01K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
146+ 0.25% |
$3.18K - $3.54K
|
59.7K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
140+ 1.17% |
$3.05K - $3.4K
|
12.1K
$326K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
135+ 0.28% |
$2.94K - $3.28K
|
47.6K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
133+ 0.39% |
$2.89K - $3.23K
|
34.4K
$925K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
132New |
$2.87K - $3.2K
|
132
$3.55K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
109+ 1.04% |
$2.37K - $2.65K
|
10.6K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
108+ 0.52% |
$2.35K - $2.62K
|
20.9K
$564K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
103+ 0.05% |
$2.24K - $2.5K
|
192K
$5.18M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
103+ 0.08% |
$2.24K - $2.5K
|
124K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
100+ 0.3% |
$2.18K - $2.43K
|
33.4K
$898K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
99+ 1.05% |
$2.15K - $2.4K
|
9.49K
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
96+ 0.64% |
$2.09K - $2.33K
|
15.1K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
90+ 0.68% |
$1.96K - $2.19K
|
13.4K
$361K
|