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 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
6+ 0.03% |
$131 - $146
|
21.4K
$498K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.29% |
$109 - $121
|
1.72K
$40.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.2% |
$109 - $121
|
2.49K
$58K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 0.0% |
$109 - $121
|
168K
$3.92M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.32% |
$87 - $97.1
|
1.27K
$29.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
4+ 0.31% |
$87 - $97.1
|
1.31K
$30.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.31% |
$87 - $97.1
|
1.3K
$30.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
4New |
$87 - $97.1
|
4
$93.2
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$87 - $97.1
|
18.5K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.0% |
$87 - $97.1
|
95.5K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$87 - $97.1
|
1.39K
$32.3K
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.0% |
$87 - $97.1
|
315K
$7.34M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
3+ 0.03% |
$65.3 - $72.8
|
9.62K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.11% |
$43.5 - $48.6
|
1.82K
$42.5K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.02% |
$43.5 - $48.6
|
10.6K
$247K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$21.8 - $24.3
|
12.8K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$21.8 - $24.3
|
9.47K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.0% |
$21.8 - $24.3
|
47.4K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1+ 0.01% |
$21.8 - $24.3
|
8.06K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.0% |
$21.8 - $24.3
|
25.1K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.63% |
$21.8 - $24.3
|
159
$3.7K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.25% |
$21.8 - $24.3
|
403
$9.39K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1- -0.0% |
$21.8 - $24.3
|
32.3K
$754K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$21.8 - $24.3
|
20.8K
$485K
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- -0.0% |
$21.8 - $24.3
|
311K
$7.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-4- 0.01% |
$87 - $97.1
|
31.7K
$740K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5- 0.01% |
$109 - $121
|
33.8K
$789K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5- 0.03% |
$109 - $121
|
17.4K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.02% |
$218 - $243
|
45.8K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-14- 0.11% |
$305 - $340
|
13.1K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-19- 0.09% |
$413 - $461
|
20.6K
$480K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-20- 0.11% |
$435 - $486
|
18K
$420K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-25- 0.05% |
$544 - $607
|
46.3K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-27- 0.21% |
$587 - $656
|
12.9K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-30- 0.18% |
$653 - $728
|
17.1K
$398K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-37- 0.01% |
$805 - $898
|
290K
$6.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-39- 0.09% |
$848 - $947
|
41.3K
$963K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-41- 0.42% |
$892 - $995
|
9.82K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-46- 0.54% |
$1K - $1.12K
|
8.47K
$197K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-54- 0.12% |
$1.17K - $1.31K
|
44.7K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-56- 0.31% |
$1.22K - $1.36K
|
17.7K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.08% |
$1.39K - $1.55K
|
78K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-67- 0.55% |
$1.46K - $1.63K
|
12.1K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
SELL
|
- |
-71- 19.4% |
$1.54K - $1.72K
|
295
$6.87K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-72- 2.04% |
$1.57K - $1.75K
|
3.45K
$80.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-73- 0.37% |
$1.59K - $1.77K
|
19.7K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-85- 0.21% |
$1.85K - $2.06K
|
40.3K
$939K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-87- 0.13% |
$1.89K - $2.11K
|
66.3K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-96- 16.38% |
$2.09K - $2.33K
|
490
$11.4K
|