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
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-108- 0.28% |
$2.35K - $2.62K
|
38K
$885K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-113- 0.2% |
$2.46K - $2.74K
|
55.9K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-114- 0.84% |
$2.48K - $2.77K
|
13.5K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-137- 1.16% |
$2.98K - $3.33K
|
11.6K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-150- 2.93% |
$3.26K - $3.64K
|
4.98K
$116K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-154- 0.29% |
$3.35K - $3.74K
|
53.1K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-161- 0.72% |
$3.5K - $3.91K
|
22.1K
$515K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-164- 0.33% |
$3.57K - $3.98K
|
49.8K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-176- 1.68% |
$3.83K - $4.27K
|
10.3K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-182- 0.3% |
$3.96K - $4.42K
|
61.2K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-185- 0.23% |
$4.02K - $4.49K
|
80.2K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-189- 1.41% |
$4.11K - $4.59K
|
13.2K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-204- 1.22% |
$4.44K - $4.95K
|
16.5K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-211- 0.22% |
$4.59K - $5.12K
|
96.8K
$2.26M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-214- 2.15% |
$4.65K - $5.2K
|
9.72K
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-231- 0.25% |
$5.02K - $5.61K
|
90.6K
$2.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-232- 0.4% |
$5.05K - $5.63K
|
57.5K
$1.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-234- 0.48% |
$5.09K - $5.68K
|
48.5K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-250- 1.8% |
$5.44K - $6.07K
|
13.6K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-250- 1.95% |
$5.44K - $6.07K
|
12.6K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-252- 2.08% |
$5.48K - $6.12K
|
11.8K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-255- 1.39% |
$5.55K - $6.19K
|
18.1K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-260- 0.81% |
$5.66K - $6.31K
|
31.8K
$740K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-269- 8.98% |
$5.85K - $6.53K
|
2.73K
$63.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-277- 2.75% |
$6.02K - $6.73K
|
9.79K
$228K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-288- 0.34% |
$6.26K - $6.99K
|
84.7K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-299- 0.33% |
$6.5K - $7.26K
|
91.5K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-299- 0.19% |
$6.5K - $7.26K
|
159K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-301- 0.65% |
$6.55K - $7.31K
|
45.8K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-312- 0.45% |
$6.79K - $7.58K
|
68.6K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-313- 0.59% |
$6.81K - $7.6K
|
52.9K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-319- 2.27% |
$6.94K - $7.75K
|
13.7K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-351- 1.79% |
$7.63K - $8.52K
|
19.2K
$448K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-370- 2.87% |
$8.05K - $8.98K
|
12.5K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-380- 0.47% |
$8.27K - $9.23K
|
81K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-387- 1.92% |
$8.42K - $9.4K
|
19.7K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-387- 0.92% |
$8.42K - $9.4K
|
41.5K
$966K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-390- 1.27% |
$8.48K - $9.47K
|
30.4K
$709K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-405- 3.23% |
$8.81K - $9.83K
|
12.1K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-415- 0.44% |
$9.03K - $10.1K
|
94.1K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-442- 2.99% |
$9.61K - $10.7K
|
14.4K
$334K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-450- 0.16% |
$9.79K - $10.9K
|
285K
$6.65M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-452- 0.32% |
$9.83K - $11K
|
143K
$3.33M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-452- 1.5% |
$9.83K - $11K
|
29.8K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-456- 0.96% |
$9.92K - $11.1K
|
47K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-459- 4.88% |
$9.98K - $11.1K
|
8.94K
$208K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-465- 0.67% |
$10.1K - $11.3K
|
69.1K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-500- 1.9% |
$10.9K - $12.1K
|
25.9K
$603K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-505- 3.45% |
$11K - $12.3K
|
14.1K
$329K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-522- 2.46% |
$11.4K - $12.7K
|
20.7K
$482K
|