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 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.07K- 16.22% |
$66.8K - $74.5K
|
15.8K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.07K- 1.63% |
$66.8K - $74.6K
|
185K
$4.98M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.09K- 2.75% |
$67.2K - $75K
|
109K
$2.94M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-3.12KClosed |
$67.9K - $75.8K
|
0
$0
|
|
|
Oct 30, 2025
Q1 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-3.13K- 4.35% |
$68K - $75.9K
|
68.8K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.17K- 7.56% |
$69K - $77K
|
38.8K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.21K- 0.38% |
$69.8K - $77.9K
|
852K
$22.9M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-3.22K- 7.14% |
$70.1K - $78.2K
|
41.9K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.24K- 2.93% |
$70.4K - $78.6K
|
107K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-3.24K- 2.89% |
$70.5K - $78.7K
|
109K
$2.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.28K- 4.65% |
$71.4K - $79.7K
|
67.3K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.39K- 9.62% |
$73.7K - $82.3K
|
31.8K
$857K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.4K- 4.38% |
$73.9K - $82.5K
|
74.2K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.45K- 1.14% |
$75K - $83.7K
|
300K
$8.06M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.5K- 1.05% |
$76.1K - $84.9K
|
329K
$8.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.58K- 1.57% |
$77.8K - $86.8K
|
225K
$6.05M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.65K- 3.3% |
$79.4K - $88.6K
|
107K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.67K- 3.46% |
$79.9K - $89.2K
|
103K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.69K- 0.68% |
$80.3K - $89.7K
|
540K
$14.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-3.73K- 0.33% |
$81.2K - $90.6K
|
1.11M
$29.9M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.77K- 8.6% |
$82.1K - $91.6K
|
40.1K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.78K- 3.01% |
$82.2K - $91.8K
|
122K
$3.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.79K- 8.2% |
$82.3K - $91.9K
|
42.4K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.8K- 1.86% |
$82.6K - $92.2K
|
201K
$5.4M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.83K- 9.23% |
$83.3K - $92.9K
|
37.6K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3.83K- 25.35% |
$83.3K - $93K
|
11.3K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.83K- 25.93% |
$83.3K - $93K
|
10.9K
$295K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.84K- 16.63% |
$83.5K - $93.2K
|
19.2K
$518K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-3.85K- 1.11% |
$83.7K - $93.4K
|
341K
$9.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3.85K- 2.84% |
$83.8K - $93.5K
|
132K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.9K- 20.08% |
$84.8K - $94.6K
|
15.5K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.97K- 12.95% |
$86.4K - $96.4K
|
26.7K
$718K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-4.01K- 1.24% |
$87.3K - $97.4K
|
319K
$8.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.02K- 27.31% |
$87.5K - $97.6K
|
10.7K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.08K- 23.49% |
$88.7K - $99K
|
13.3K
$357K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-4.11K- 3.05% |
$89.4K - $99.8K
|
131K
$3.52M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.22K- 0.74% |
$91.9K - $103K
|
566K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 2.03% |
$92.3K - $103K
|
204K
$5.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.26K- 18.63% |
$92.5K - $103K
|
18.6K
$500K
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-4.27K- 1.89% |
$92.9K - $104K
|
222K
$5.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-4.31K- 0.3% |
$93.6K - $105K
|
1.43M
$38.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-4.33K- 9.52% |
$94.2K - $105K
|
41.2K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-4.34K- 3.28% |
$94.4K - $105K
|
128K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4.34K- 31.72% |
$94.5K - $105K
|
9.35K
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.45K- 24.21% |
$96.9K - $108K
|
13.9K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-4.47K- 8.92% |
$97.3K - $109K
|
45.7K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.49K- 3.62% |
$97.6K - $109K
|
120K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.5K- 1.85% |
$97.9K - $109K
|
239K
$6.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-4.52K- 0.29% |
$98.3K - $110K
|
1.57M
$42.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.54K- 2.31% |
$98.8K - $110K
|
192K
$5.16M
|