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
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15.1K- 58.72% |
$327K - $366K
|
10.6K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.4K- 33.87% |
$335K - $374K
|
30.1K
$810K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-16.2K- 1.4% |
$352K - $393K
|
1.14M
$30.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-16.2K- 4.52% |
$352K - $393K
|
342K
$9.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-16.6K- 53.09% |
$360K - $402K
|
14.6K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-16.7K- 29.34% |
$364K - $407K
|
40.3K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-17.2K- 22.32% |
$374K - $417K
|
59.8K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-17.4K- 8.59% |
$378K - $421K
|
185K
$4.97M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17.4K- 2.75% |
$379K - $423K
|
617K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.5K- 3.59% |
$380K - $424K
|
469K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-17.5K- 1.65% |
$380K - $425K
|
1.04M
$28M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.1K- 10.69% |
$394K - $439K
|
151K
$4.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-18.3K- 2.14% |
$398K - $444K
|
835K
$22.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-18.7K- 6.88% |
$407K - $455K
|
253K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.3K- 1.99% |
$420K - $468K
|
951K
$25.6M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-19.3K- 1.99% |
$420K - $468K
|
951K
$25.6M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.6K- 2.49% |
$426K - $475K
|
768K
$20.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.7K- 13.35% |
$428K - $478K
|
128K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19.9K- 2.04% |
$433K - $484K
|
956K
$25.7M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-20.6KClosed |
$448K - $500K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.7K- 9.22% |
$449K - $502K
|
203K
$5.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-21K- 87.66% |
$456K - $509K
|
2.95K
$79.5K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-21.4K- 2.04% |
$466K - $520K
|
1.03M
$27.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-21.6K- 6.88% |
$469K - $524K
|
292K
$7.86M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-21.8K- 13.59% |
$475K - $530K
|
139K
$3.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-22.6K- 1.18% |
$491K - $548K
|
1.9M
$51.1M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-22.8K- 0.9% |
$495K - $553K
|
2.52M
$67.7M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-22.8K- 58.07% |
$497K - $554K
|
16.5K
$444K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-22.9K- 4.05% |
$498K - $556K
|
543K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-23K- 9.62% |
$500K - $558K
|
216K
$5.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-23.1K- 1.67% |
$502K - $560K
|
1.36M
$36.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-23.2K- 9.08% |
$504K - $562K
|
232K
$6.24M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-23.6K- 14.25% |
$513K - $573K
|
142K
$3.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-23.8K- 30.25% |
$517K - $577K
|
54.8K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.5K- 49.29% |
$532K - $594K
|
25.2K
$677K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-26.8K- 18.85% |
$583K - $651K
|
115K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-26.9K- 12.11% |
$584K - $652K
|
195K
$5.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-27.2K- 26.0% |
$592K - $661K
|
77.4K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-28.6K- 19.26% |
$623K - $695K
|
120K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.7K- 13.25% |
$624K - $697K
|
188K
$5.05M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-28.8K- 14.57% |
$625K - $698K
|
169K
$4.54M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-29.2K- 5.09% |
$635K - $709K
|
545K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-30.4K- 7.66% |
$662K - $739K
|
367K
$9.87M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.5K- 4.01% |
$664K - $741K
|
731K
$19.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-31.1K- 2.3% |
$677K - $756K
|
1.32M
$35.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-31.2K- 95.47% |
$679K - $758K
|
1.48K
$39.9K
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-32.2K- 3.8% |
$700K - $782K
|
816K
$22M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-33.1K- 2.05% |
$719K - $803K
|
1.58M
$42.4M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-33.3K- 13.68% |
$723K - $807K
|
210K
$5.65M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-33.5K- 1.82% |
$730K - $814K
|
1.81M
$48.7M
|