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 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
243+ 0.19% |
$5.29K - $5.9K
|
129K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
243New |
$5.29K - $5.9K
|
243
$5.66K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
240New |
$5.22K - $5.83K
|
240
$5.59K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
238+ 0.27% |
$5.18K - $5.78K
|
88.3K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
228New |
$4.96K - $5.54K
|
228
$5.31K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
225New |
$4.89K - $5.46K
|
225
$5.24K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
222+ 0.16% |
$4.83K - $5.39K
|
135K
$3.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
218+ 0.28% |
$4.74K - $5.29K
|
79.3K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
216+ 1.36% |
$4.7K - $5.24K
|
16.1K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
207+ 0.33% |
$4.5K - $5.03K
|
63.5K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
206+ 0.3% |
$4.48K - $5K
|
69.7K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
204+ 38.13% |
$4.44K - $4.95K
|
739
$17.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
199+ 1.44% |
$4.33K - $4.83K
|
14K
$327K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
199+ 0.23% |
$4.33K - $4.83K
|
88K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
198+ 1.24% |
$4.31K - $4.81K
|
16.1K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
191New |
$4.15K - $4.64K
|
191
$4.45K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
184+ 206.74% |
$4K - $4.47K
|
273
$6.36K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
182+ 1.09% |
$3.96K - $4.42K
|
16.9K
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
181+ 120.67% |
$3.94K - $4.39K
|
331
$7.71K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
177+ 0.25% |
$3.85K - $4.3K
|
71.9K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
173+ 0.32% |
$3.76K - $4.2K
|
54.1K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
171+ 20.78% |
$3.72K - $4.15K
|
994
$23.2K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
170+ 1.81% |
$3.7K - $4.13K
|
9.55K
$223K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
158+ 2.93% |
$3.44K - $3.84K
|
5.54K
$129K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
155+ 0.04% |
$3.37K - $3.76K
|
434K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
153+ 0.31% |
$3.33K - $3.71K
|
49.6K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
149New |
$3.24K - $3.62K
|
149
$3.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
146+ 0.25% |
$3.18K - $3.54K
|
59.7K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
140+ 1.17% |
$3.05K - $3.4K
|
12.1K
$282K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
135+ 0.28% |
$2.94K - $3.28K
|
47.6K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
133+ 0.39% |
$2.89K - $3.23K
|
34.4K
$801K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
132New |
$2.87K - $3.2K
|
132
$3.08K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
109+ 1.04% |
$2.37K - $2.65K
|
10.6K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
108+ 0.52% |
$2.35K - $2.62K
|
20.9K
$488K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
103+ 0.05% |
$2.24K - $2.5K
|
192K
$4.48M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
103+ 0.08% |
$2.24K - $2.5K
|
124K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
100+ 0.3% |
$2.18K - $2.43K
|
33.4K
$777K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
99+ 1.05% |
$2.15K - $2.4K
|
9.49K
$221K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
96+ 0.64% |
$2.09K - $2.33K
|
15.1K
$352K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
90+ 0.68% |
$1.96K - $2.19K
|
13.4K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
87+ 26.36% |
$1.89K - $2.11K
|
417
$9.72K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
86+ 200.0% |
$1.87K - $2.09K
|
129
$3.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
86New |
$1.87K - $2.09K
|
86
$2K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
80+ 1.13% |
$1.74K - $1.94K
|
7.15K
$167K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
79+ 0.07% |
$1.72K - $1.92K
|
120K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
74+ 0.25% |
$1.61K - $1.8K
|
29.6K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
74+ 0.28% |
$1.61K - $1.8K
|
26.7K
$623K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
70+ 0.54% |
$1.52K - $1.7K
|
12.9K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
69+ 0.31% |
$1.5K - $1.68K
|
22.4K
$521K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
63+ 0.19% |
$1.37K - $1.53K
|
32.7K
$762K
|