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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1K- 5.99% |
$21.8K - $24.3K
|
15.7K
$366K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-1.01K- 0.43% |
$22K - $24.6K
|
236K
$5.5M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.03K- 0.75% |
$22.3K - $24.9K
|
135K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.04K- 1.33% |
$22.7K - $25.3K
|
77.4K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.06K- 14.69% |
$23K - $25.7K
|
6.15K
$143K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.07K- 8.71% |
$23.3K - $26K
|
11.2K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.08K- 1.72% |
$23.4K - $26.2K
|
61.7K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.08K- 0.21% |
$23.5K - $26.2K
|
507K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.12K- 1.6% |
$24.3K - $27.1K
|
68.5K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.13K- 0.48% |
$24.5K - $27.4K
|
235K
$5.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.13K- 0.96% |
$24.6K - $27.4K
|
116K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.14K- 1.8% |
$24.8K - $27.7K
|
62.4K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.15K- 0.45% |
$25K - $27.9K
|
257K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.15K- 10.66% |
$25.1K - $28K
|
9.66K
$225K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.2K- 7.84% |
$26.1K - $29.1K
|
14.1K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.22K- 3.07% |
$26.5K - $29.6K
|
38.4K
$895K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.23K- 1.74% |
$26.7K - $29.8K
|
69.4K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.27K- 7.62% |
$27.5K - $30.7K
|
15.3K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.29K- 8.47% |
$28.1K - $31.3K
|
13.9K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.3K- 6.36% |
$28.3K - $31.6K
|
19.1K
$446K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.3K- 0.98% |
$28.4K - $31.7K
|
132K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.37K- 0.54% |
$29.8K - $33.3K
|
254K
$5.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.38K- 2.43% |
$29.9K - $33.4K
|
55.2K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.4K- 1.04% |
$30.5K - $34K
|
133K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.42K- 4.0% |
$30.9K - $34.5K
|
34.1K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.44K- 16.33% |
$31.3K - $34.9K
|
7.37K
$172K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.46K- 5.57% |
$31.8K - $35.5K
|
24.8K
$579K
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.47K- 0.12% |
$32K - $35.7K
|
1.19M
$27.6M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.5K- 0.38% |
$32.7K - $36.5K
|
394K
$9.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 3.0% |
$35.1K - $39.2K
|
52.1K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.63K- 6.26% |
$35.5K - $39.6K
|
24.4K
$569K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.69K- 0.38% |
$36.7K - $41K
|
443K
$10.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.69K- 4.21% |
$36.8K - $41.1K
|
38.6K
$899K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.74K- 0.59% |
$37.8K - $42.2K
|
293K
$6.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.79K- 0.09% |
$39K - $43.6K
|
2.11M
$49.1M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.86K- 8.41% |
$40.4K - $45.1K
|
20.2K
$471K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 3.61% |
$40.7K - $45.5K
|
49.9K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.87K- 2.24% |
$40.8K - $45.5K
|
81.7K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.9K- 1.88% |
$41.4K - $46.2K
|
99.2K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.92K- 0.21% |
$41.8K - $46.7K
|
903K
$21M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.99K- 0.72% |
$43.3K - $48.3K
|
276K
$6.43M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-2K- 2.25% |
$43.4K - $48.5K
|
86.8K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.01K- 2.58% |
$43.6K - $48.7K
|
75.9K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.01K- 0.11% |
$43.7K - $48.8K
|
1.81M
$42.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.02K- 0.98% |
$43.9K - $49K
|
203K
$4.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.03K- 2.38% |
$44.2K - $49.4K
|
83.3K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.05K- 1.04% |
$44.7K - $49.8K
|
194K
$4.53M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.05K- 1.78% |
$44.7K - $49.8K
|
113K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
SELL
|
- |
-2.1K- 1.72% |
$45.7K - $51K
|
120K
$2.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.12K- 10.97% |
$46.1K - $51.4K
|
17.2K
$401K
|