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 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-9.57K- 35.6% |
$208K - $232K
|
17.3K
$403K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.58K- 3.31% |
$208K - $233K
|
279K
$6.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.63K- 2.34% |
$209K - $234K
|
401K
$9.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-9.68K- 13.54% |
$211K - $235K
|
61.9K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-9.76K- 2.82% |
$212K - $237K
|
336K
$7.84M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-9.82K- 49.72% |
$214K - $238K
|
9.93K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-10.2K- 2.29% |
$221K - $247K
|
434K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-10.2K- 5.99% |
$222K - $248K
|
160K
$3.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-10.3K- 1.26% |
$224K - $250K
|
808K
$18.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10.4K- 4.95% |
$227K - $254K
|
200K
$4.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-10.5K- 6.45% |
$229K - $255K
|
152K
$3.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-10.6K- 2.01% |
$231K - $258K
|
516K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 17.8% |
$242K - $270K
|
51.3K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-11.2K- 19.74% |
$243K - $272K
|
45.5K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11.3K- 1.66% |
$245K - $274K
|
667K
$15.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-11.3K- 9.99% |
$246K - $275K
|
102K
$2.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-11.4K- 0.94% |
$247K - $276K
|
1.2M
$28.1M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-11.6K- 6.46% |
$253K - $282K
|
168K
$3.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.9K- 9.64% |
$260K - $290K
|
112K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-12.1K- 8.3% |
$264K - $294K
|
134K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-12.2K- 14.47% |
$264K - $295K
|
71.9K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.2K- 1.85% |
$265K - $296K
|
645K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 8.8% |
$267K - $298K
|
127K
$2.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-12.7K- 0.95% |
$277K - $309K
|
1.32M
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.8K- 0.88% |
$278K - $310K
|
1.43M
$33.4M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-13.1K- 30.39% |
$284K - $317K
|
29.9K
$697K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-13.3K- 4.22% |
$289K - $323K
|
302K
$7.03M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-13.4K- 1.05% |
$292K - $326K
|
1.26M
$29.4M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.7K- 13.91% |
$298K - $333K
|
84.8K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-14K- 7.03% |
$304K - $340K
|
185K
$4.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-14.5K- 9.04% |
$316K - $352K
|
146K
$3.4M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-14.6K- 1.37% |
$317K - $354K
|
1.05M
$24.5M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-14.7K- 3.42% |
$320K - $357K
|
416K
$9.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-15K- 15.62% |
$326K - $364K
|
81K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15.1K- 58.72% |
$327K - $366K
|
10.6K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.4K- 33.87% |
$335K - $374K
|
30.1K
$701K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-16.2K- 1.4% |
$352K - $393K
|
1.14M
$26.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-16.2K- 4.52% |
$352K - $393K
|
342K
$7.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-16.6K- 53.09% |
$360K - $402K
|
14.6K
$341K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-16.7K- 29.34% |
$364K - $407K
|
40.3K
$940K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-17.2K- 22.32% |
$374K - $417K
|
59.8K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-17.4K- 8.59% |
$378K - $421K
|
185K
$4.3M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17.4K- 2.75% |
$379K - $423K
|
617K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.5K- 3.59% |
$380K - $424K
|
469K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-17.5K- 1.65% |
$380K - $425K
|
1.04M
$24.2M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.1K- 10.69% |
$394K - $439K
|
151K
$3.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-18.3K- 2.14% |
$398K - $444K
|
835K
$19.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-18.7K- 6.88% |
$407K - $455K
|
253K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.3K- 1.99% |
$420K - $468K
|
951K
$22.2M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.6K- 2.49% |
$426K - $475K
|
768K
$17.9M
|