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 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.65K- 3.3% |
$79.4K - $88.6K
|
107K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.67K- 3.46% |
$79.9K - $89.2K
|
103K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.69K- 0.68% |
$80.3K - $89.7K
|
540K
$12.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-3.73K- 0.33% |
$81.2K - $90.6K
|
1.11M
$25.9M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.77K- 8.6% |
$82.1K - $91.6K
|
40.1K
$934K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.78K- 3.01% |
$82.2K - $91.8K
|
122K
$2.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.79K- 8.2% |
$82.3K - $91.9K
|
42.4K
$987K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.8K- 1.86% |
$82.6K - $92.2K
|
201K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.83K- 9.23% |
$83.3K - $92.9K
|
37.6K
$877K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3.83K- 25.35% |
$83.3K - $93K
|
11.3K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.83K- 25.93% |
$83.3K - $93K
|
10.9K
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.84K- 16.63% |
$83.5K - $93.2K
|
19.2K
$448K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-3.85K- 1.11% |
$83.7K - $93.4K
|
341K
$7.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3.85K- 2.84% |
$83.8K - $93.5K
|
132K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.9K- 20.08% |
$84.8K - $94.6K
|
15.5K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.97K- 12.95% |
$86.4K - $96.4K
|
26.7K
$622K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-4.01K- 1.24% |
$87.3K - $97.4K
|
319K
$7.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.02K- 27.31% |
$87.5K - $97.6K
|
10.7K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.08K- 23.49% |
$88.7K - $99K
|
13.3K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-4.11K- 3.05% |
$89.4K - $99.8K
|
131K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.22K- 0.74% |
$91.9K - $103K
|
566K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 2.03% |
$92.3K - $103K
|
204K
$4.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.26K- 18.63% |
$92.5K - $103K
|
18.6K
$433K
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-4.27K- 1.89% |
$92.9K - $104K
|
222K
$5.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-4.31K- 0.3% |
$93.6K - $105K
|
1.43M
$33.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-4.33K- 9.52% |
$94.2K - $105K
|
41.2K
$959K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-4.34K- 3.28% |
$94.4K - $105K
|
128K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4.34K- 31.72% |
$94.5K - $105K
|
9.35K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.45K- 24.21% |
$96.9K - $108K
|
13.9K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-4.47K- 8.92% |
$97.3K - $109K
|
45.7K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.49K- 3.62% |
$97.6K - $109K
|
120K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.5K- 1.85% |
$97.9K - $109K
|
239K
$5.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-4.52K- 0.29% |
$98.3K - $110K
|
1.57M
$36.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.54K- 2.31% |
$98.8K - $110K
|
192K
$4.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.62K- 1.3% |
$101K - $112K
|
349K
$8.14M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.62K- 8.17% |
$101K - $112K
|
51.9K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-4.63K- 8.0% |
$101K - $112K
|
53.2K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.71K- 0.36% |
$102K - $114K
|
1.31M
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-4.74K- 18.63% |
$103K - $115K
|
20.7K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.76K- 17.91% |
$103K - $116K
|
21.8K
$508K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4.91K- 1.05% |
$107K - $119K
|
463K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-4.96K- 2.06% |
$108K - $121K
|
235K
$5.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-4.97K- 2.07% |
$108K - $121K
|
235K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.98K- 1.43% |
$108K - $121K
|
344K
$8.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-5K- 1.0% |
$109K - $121K
|
494K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-5.08K- 7.37% |
$110K - $123K
|
63.8K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.11K- 2.11% |
$111K - $124K
|
237K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5.12K- 22.48% |
$111K - $124K
|
17.7K
$412K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-5.13K- 3.02% |
$112K - $125K
|
165K
$3.83M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-5.18K- 4.24% |
$113K - $126K
|
117K
$2.73M
|