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 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-829- 7.49% |
$18K - $20.1K
|
10.2K
$276K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-830- 0.96% |
$18.1K - $20.2K
|
85.3K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-834- 7.75% |
$18.1K - $20.2K
|
9.93K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-840- 28.57% |
$18.3K - $20.4K
|
2.1K
$56.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-843- 2.02% |
$18.3K - $20.5K
|
40.9K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-855- 4.71% |
$18.6K - $20.8K
|
17.3K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-896- 1.28% |
$19.5K - $21.8K
|
69.2K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-922- 1.9% |
$20.1K - $22.4K
|
47.5K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-928- 0.71% |
$20.2K - $22.5K
|
129K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-932- 1.27% |
$20.3K - $22.6K
|
72.7K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-958- 2.58% |
$20.8K - $23.3K
|
36.2K
$973K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-962- 0.07% |
$20.9K - $23.4K
|
1.36M
$36.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-972Closed |
$21.1K - $23.6K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1K- 5.99% |
$21.8K - $24.3K
|
15.7K
$423K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-1.01K- 0.43% |
$22K - $24.6K
|
236K
$6.35M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.03K- 0.75% |
$22.3K - $24.9K
|
135K
$3.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.04K- 1.33% |
$22.7K - $25.3K
|
77.4K
$2.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.06K- 14.69% |
$23K - $25.7K
|
6.15K
$165K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.07K- 8.71% |
$23.3K - $26K
|
11.2K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.08K- 1.72% |
$23.4K - $26.2K
|
61.7K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.08K- 0.21% |
$23.5K - $26.2K
|
507K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.12K- 1.6% |
$24.3K - $27.1K
|
68.5K
$1.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.13K- 0.48% |
$24.5K - $27.4K
|
235K
$6.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.13K- 0.96% |
$24.6K - $27.4K
|
116K
$3.13M
|
|
|
Sep 08, 2025
Q1 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-1.13K- 2.89% |
$24.6K - $27.5K
|
38K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.14K- 1.8% |
$24.8K - $27.7K
|
62.4K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.15K- 0.45% |
$25K - $27.9K
|
257K
$6.91M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.15K- 10.66% |
$25.1K - $28K
|
9.66K
$260K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.2K- 7.84% |
$26.1K - $29.1K
|
14.1K
$379K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.22K- 3.07% |
$26.5K - $29.6K
|
38.4K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.23K- 1.74% |
$26.7K - $29.8K
|
69.4K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.27K- 7.62% |
$27.5K - $30.7K
|
15.3K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.29K- 8.47% |
$28.1K - $31.3K
|
13.9K
$375K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.3K- 6.36% |
$28.3K - $31.6K
|
19.1K
$515K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.3K- 0.98% |
$28.4K - $31.7K
|
132K
$3.56M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-1.35K- 2.8% |
$29.3K - $32.8K
|
46.9K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.37K- 0.54% |
$29.8K - $33.3K
|
254K
$6.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.38K- 2.43% |
$29.9K - $33.4K
|
55.2K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.4K- 1.04% |
$30.5K - $34K
|
133K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.42K- 4.0% |
$30.9K - $34.5K
|
34.1K
$917K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.44K- 16.33% |
$31.3K - $34.9K
|
7.37K
$198K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.46K- 5.57% |
$31.8K - $35.5K
|
24.8K
$668K
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.47K- 0.12% |
$32K - $35.7K
|
1.19M
$31.9M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.5K- 0.38% |
$32.7K - $36.5K
|
394K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 3.0% |
$35.1K - $39.2K
|
52.1K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.63K- 6.26% |
$35.5K - $39.6K
|
24.4K
$658K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.69K- 0.38% |
$36.7K - $41K
|
443K
$11.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.69K- 4.21% |
$36.8K - $41.1K
|
38.6K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.74K- 0.59% |
$37.8K - $42.2K
|
293K
$7.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.79K- 0.09% |
$39K - $43.6K
|
2.11M
$56.7M
|