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 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-522- 17.55% |
$11.4K - $12.7K
|
2.45K
$57.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-537- 2.36% |
$11.7K - $13K
|
22.2K
$517K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-540- 5.58% |
$11.7K - $13.1K
|
9.13K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-543- 3.19% |
$11.8K - $13.2K
|
16.5K
$385K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-546- 0.34% |
$11.9K - $13.3K
|
162K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-550- 3.79% |
$12K - $13.4K
|
14K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-560- 2.15% |
$12.2K - $13.6K
|
25.5K
$594K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-563- 0.54% |
$12.2K - $13.7K
|
103K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-567- 0.42% |
$12.3K - $13.8K
|
135K
$3.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-575- 2.08% |
$12.5K - $14K
|
27.1K
$631K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-581- 2.8% |
$12.6K - $14.1K
|
20.2K
$470K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-584- 0.9% |
$12.7K - $14.2K
|
64K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-589- 39.72% |
$12.8K - $14.3K
|
894
$20.8K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-596- 0.45% |
$13K - $14.5K
|
132K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-600- 2.66% |
$13.1K - $14.6K
|
22K
$512K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-603- 1.02% |
$13.1K - $14.6K
|
58.4K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-637- 2.12% |
$13.9K - $15.5K
|
29.5K
$687K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-660- 6.65% |
$14.4K - $16K
|
9.26K
$216K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-666- 4.18% |
$14.5K - $16.2K
|
15.3K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-677- 2.26% |
$14.7K - $16.4K
|
29.2K
$682K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-678- 6.08% |
$14.7K - $16.5K
|
10.5K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-689- 2.26% |
$15K - $16.7K
|
29.9K
$696K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-700- 2.15% |
$15.2K - $17K
|
31.9K
$743K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-725- 0.54% |
$15.8K - $17.6K
|
134K
$3.13M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-726- 1.65% |
$15.8K - $17.6K
|
43.3K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-749- 7.2% |
$16.3K - $18.2K
|
9.66K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-755- 49.25% |
$16.4K - $18.3K
|
778
$18.1K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-758- 53.76% |
$16.5K - $18.4K
|
652
$15.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-764- 0.96% |
$16.6K - $18.5K
|
78.6K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-780- 0.62% |
$17K - $18.9K
|
125K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-782- 4.19% |
$17K - $19K
|
17.9K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-788- 0.1% |
$17.1K - $19.1K
|
778K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-798- 6.13% |
$17.4K - $19.4K
|
12.2K
$285K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-810- 3.51% |
$17.6K - $19.7K
|
22.3K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-815- 11.55% |
$17.7K - $19.8K
|
6.24K
$145K
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-827- 1.99% |
$18K - $20.1K
|
40.8K
$951K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-828- 1.22% |
$18K - $20.1K
|
67.1K
$1.56M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-829- 7.49% |
$18K - $20.1K
|
10.2K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-830- 0.96% |
$18.1K - $20.2K
|
85.3K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-834- 7.75% |
$18.1K - $20.2K
|
9.93K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-840- 28.57% |
$18.3K - $20.4K
|
2.1K
$48.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-843- 2.02% |
$18.3K - $20.5K
|
40.9K
$953K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-855- 4.71% |
$18.6K - $20.8K
|
17.3K
$403K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-896- 1.28% |
$19.5K - $21.8K
|
69.2K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-922- 1.9% |
$20.1K - $22.4K
|
47.5K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-928- 0.71% |
$20.2K - $22.5K
|
129K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-932- 1.27% |
$20.3K - $22.6K
|
72.7K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-958- 2.58% |
$20.8K - $23.3K
|
36.2K
$843K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-962- 0.07% |
$20.9K - $23.4K
|
1.36M
$31.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-972Closed |
$21.1K - $23.6K
|
0
$0
|