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 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
202K+ 3.36% |
$4.38M - $4.89M
|
6.19M
$144M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
194K+ 0.24% |
$4.22M - $4.71M
|
82.7M
$1.93B
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
193K+ 5.57% |
$4.2M - $4.69M
|
3.66M
$85.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
191K+ 14.84% |
$4.16M - $4.64M
|
1.48M
$34.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
185K+ 60.37% |
$4.03M - $4.5M
|
492K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
178K+ 23.12% |
$3.87M - $4.32M
|
948K
$22.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
176K+ 24.02% |
$3.83M - $4.27M
|
909K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
175K+ 48.07% |
$3.8M - $4.25M
|
539K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
159K+ 39.32% |
$3.46M - $3.87M
|
564K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
158K+ 19.55% |
$3.45M - $3.85M
|
969K
$22.6M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
151K+ 56.16% |
$3.29M - $3.68M
|
421K
$9.81M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150K+ 95.63% |
$3.26M - $3.64M
|
307K
$7.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
142K+ 37.77% |
$3.08M - $3.44M
|
516K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
138K+ 46.98% |
$3M - $3.34M
|
431K
$10M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
138KNew |
$2.99M - $3.34M
|
138K
$3.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
128K+ 2.72% |
$2.79M - $3.11M
|
4.84M
$113M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
128K+ 10.13% |
$2.79M - $3.11M
|
1.39M
$32.4M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
124KNew |
$2.7M - $3.01M
|
124K
$2.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
123K+ 86.39% |
$2.68M - $2.99M
|
266K
$6.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
120K+ 5.48% |
$2.62M - $2.92M
|
2.32M
$53.9M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
117KNew |
$2.55M - $2.85M
|
117K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
97.9K+ 53.58% |
$2.13M - $2.38M
|
281K
$6.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
97.2KNew |
$2.11M - $2.36M
|
97.2K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
96.7K+ 2.08% |
$2.1M - $2.35M
|
4.74M
$110M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
88.4K+ 51.32% |
$1.92M - $2.15M
|
261K
$6.07M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
88K+ 12.05% |
$1.92M - $2.14M
|
819K
$19.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
85.1KNew |
$1.85M - $2.07M
|
85.1K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
83.1K+ 4.83% |
$1.81M - $2.02M
|
1.8M
$42M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.8K+ 5.39% |
$1.8M - $2.01M
|
1.62M
$37.8M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
82.6K+ 12.9% |
$1.8M - $2.01M
|
723K
$16.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
81.4K+ 264.0% |
$1.77M - $1.98M
|
112K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
81K+ 5.85% |
$1.76M - $1.97M
|
1.47M
$34.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
81K+ 5.99% |
$1.76M - $1.97M
|
1.43M
$33.4M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
81K+ 195.28% |
$1.76M - $1.97M
|
122K
$2.85M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
78.8K+ 88.84% |
$1.71M - $1.91M
|
168K
$3.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
77.5KNew |
$1.69M - $1.88M
|
77.5K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
77.2K+ 2.57% |
$1.68M - $1.88M
|
3.08M
$71.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
75.9K+ 100.26% |
$1.65M - $1.84M
|
152K
$3.53M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
73.9K+ 235.61% |
$1.61M - $1.79M
|
105K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73.6K+ 3.34% |
$1.6M - $1.79M
|
2.28M
$53.1M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
69.5K+ 70.26% |
$1.51M - $1.69M
|
168K
$3.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
68.9K+ 19.08% |
$1.5M - $1.67M
|
430K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
67.6K+ 101.46% |
$1.47M - $1.64M
|
134K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
66.8K+ 2.98% |
$1.45M - $1.62M
|
2.31M
$53.8M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
65.7KNew |
$1.43M - $1.59M
|
65.7K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
64.5K+ 4.23% |
$1.4M - $1.57M
|
1.59M
$37M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
61.9K+ 2.68% |
$1.35M - $1.5M
|
2.37M
$55.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60.9K+ 2.54% |
$1.32M - $1.48M
|
2.46M
$57.2M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
60.5K+ 4.04% |
$1.32M - $1.47M
|
1.56M
$36.3M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
60.4K+ 0.55% |
$1.31M - $1.47M
|
11M
$256M
|