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 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.62K- 1.3% |
$101K - $112K
|
349K
$9.4M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.62K- 8.17% |
$101K - $112K
|
51.9K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-4.63K- 8.0% |
$101K - $112K
|
53.2K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.71K- 0.36% |
$102K - $114K
|
1.31M
$35.3M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-4.74K- 18.63% |
$103K - $115K
|
20.7K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.76K- 17.91% |
$103K - $116K
|
21.8K
$587K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4.91K- 1.05% |
$107K - $119K
|
463K
$12.5M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-4.96K- 2.06% |
$108K - $121K
|
235K
$6.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-4.97K- 2.07% |
$108K - $121K
|
235K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.98K- 1.43% |
$108K - $121K
|
344K
$9.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-5K- 1.0% |
$109K - $121K
|
494K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-5.08K- 7.37% |
$110K - $123K
|
63.8K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.11K- 2.11% |
$111K - $124K
|
237K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5.12K- 22.48% |
$111K - $124K
|
17.7K
$475K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-5.13K- 3.02% |
$112K - $125K
|
165K
$4.43M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-5.18K- 4.24% |
$113K - $126K
|
117K
$3.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5.57K- 30.62% |
$121K - $135K
|
12.6K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-5.61K- 0.32% |
$122K - $136K
|
1.73M
$46.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.73K- 1.69% |
$125K - $139K
|
332K
$8.95M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.81K- 0.5% |
$126K - $141K
|
1.16M
$31.1M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-5.82K- 38.83% |
$127K - $141K
|
9.17K
$247K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-5.87K- 1.89% |
$128K - $143K
|
305K
$8.2M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-5.87K- 2.58% |
$128K - $143K
|
222K
$5.97M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-5.95K- 28.02% |
$129K - $145K
|
15.3K
$411K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.04K- 22.24% |
$131K - $147K
|
21.1K
$568K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-6.06K- 12.19% |
$132K - $147K
|
43.6K
$1.17M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 11.08% |
$134K - $149K
|
49.3K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.15K- 6.57% |
$134K - $149K
|
87.4K
$2.35M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-6.16K- 6.09% |
$134K - $149K
|
94.9K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-6.16K- 22.74% |
$134K - $150K
|
20.9K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.17K- 3.85% |
$134K - $150K
|
154K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.18K- 1.57% |
$134K - $150K
|
388K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.33K- 7.37% |
$138K - $154K
|
79.7K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-6.41K- 4.63% |
$139K - $156K
|
132K
$3.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.44K- 5.04% |
$140K - $156K
|
121K
$3.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-6.61K- 1.96% |
$144K - $160K
|
331K
$8.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.69K- 28.0% |
$145K - $162K
|
17.2K
$463K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-6.82K- 3.14% |
$148K - $166K
|
210K
$5.65M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6.86K- 2.42% |
$149K - $167K
|
277K
$7.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-7.1K- 9.38% |
$154K - $172K
|
68.6K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-7.13K- 10.52% |
$155K - $173K
|
60.6K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-7.35K- 12.8% |
$160K - $178K
|
50.1K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-7.35K- 12.55% |
$160K - $178K
|
51.2K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.55K- 41.03% |
$164K - $183K
|
10.9K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-7.6K- 29.88% |
$165K - $184K
|
17.8K
$480K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-7.69K- 2.17% |
$167K - $187K
|
347K
$9.33M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-7.74K- 1.53% |
$168K - $188K
|
500K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7.8K- 8.86% |
$170K - $189K
|
80.2K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.92K- 7.86% |
$172K - $192K
|
92.8K
$2.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8.04K- 2.31% |
$175K - $195K
|
340K
$9.16M
|