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
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.22K- 22.68% |
$179K - $200K
|
28K
$754K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-8.27K- 15.07% |
$180K - $201K
|
46.6K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-8.77K- 3.29% |
$191K - $213K
|
258K
$6.94M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8.8K- 21.8% |
$191K - $214K
|
31.6K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-8.98K- 28.74% |
$195K - $218K
|
22.3K
$599K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9.01K- 23.58% |
$196K - $219K
|
29.2K
$786K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-9.21K- 28.39% |
$200K - $224K
|
23.2K
$625K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-9.22K- 3.38% |
$200K - $224K
|
264K
$7.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.22K- 23.2% |
$201K - $224K
|
30.5K
$822K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-9.23K- 2.23% |
$201K - $224K
|
406K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.26K- 50.0% |
$201K - $225K
|
9.26K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-9.42K- 11.06% |
$205K - $229K
|
75.8K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.43K- 29.29% |
$205K - $229K
|
22.8K
$612K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.43K- 16.71% |
$205K - $229K
|
47K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-9.52K- 4.21% |
$207K - $231K
|
216K
$5.82M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-9.54K- 0.77% |
$207K - $232K
|
1.23M
$33.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-9.57K- 35.6% |
$208K - $232K
|
17.3K
$466K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.58K- 3.31% |
$208K - $233K
|
279K
$7.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.63K- 2.34% |
$209K - $234K
|
401K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-9.68K- 13.54% |
$211K - $235K
|
61.9K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-9.76K- 2.82% |
$212K - $237K
|
336K
$9.05M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-9.82K- 49.72% |
$214K - $238K
|
9.93K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-10.2K- 2.29% |
$221K - $247K
|
434K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-10.2K- 5.99% |
$222K - $248K
|
160K
$4.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-10.3K- 1.26% |
$224K - $250K
|
808K
$21.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10.4K- 4.95% |
$227K - $254K
|
200K
$5.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-10.5K- 6.45% |
$229K - $255K
|
152K
$4.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-10.6K- 2.01% |
$231K - $258K
|
516K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 17.8% |
$242K - $270K
|
51.3K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-11.2K- 19.74% |
$243K - $272K
|
45.5K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11.3K- 1.66% |
$245K - $274K
|
667K
$17.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-11.3K- 9.99% |
$246K - $275K
|
102K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-11.4K- 0.94% |
$247K - $276K
|
1.2M
$32.4M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-11.6K- 6.46% |
$253K - $282K
|
168K
$4.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.9K- 9.64% |
$260K - $290K
|
112K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-12.1K- 8.3% |
$264K - $294K
|
134K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-12.2K- 14.47% |
$264K - $295K
|
71.9K
$1.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.2K- 1.85% |
$265K - $296K
|
645K
$17.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 8.8% |
$267K - $298K
|
127K
$3.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-12.7K- 0.95% |
$277K - $309K
|
1.32M
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.8K- 0.88% |
$278K - $310K
|
1.43M
$38.6M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-13.1K- 30.39% |
$284K - $317K
|
29.9K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-13.3K- 4.22% |
$289K - $323K
|
302K
$8.12M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-13.4K- 1.05% |
$292K - $326K
|
1.26M
$33.9M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.7K- 13.91% |
$298K - $333K
|
84.8K
$2.28M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-14K- 7.03% |
$304K - $340K
|
185K
$4.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-14.5K- 9.04% |
$316K - $352K
|
146K
$3.93M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-14.6K- 1.37% |
$317K - $354K
|
1.05M
$28.3M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-14.7K- 3.42% |
$320K - $357K
|
416K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-15K- 15.62% |
$326K - $364K
|
81K
$2.18M
|