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 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.7K- 13.35% |
$428K - $478K
|
128K
$2.98M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19.9K- 2.04% |
$433K - $484K
|
956K
$22.3M
|
|
|
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
$4.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-21K- 87.66% |
$456K - $509K
|
2.95K
$68.8K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-21.4K- 2.04% |
$466K - $520K
|
1.03M
$24M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-21.6K- 6.88% |
$469K - $524K
|
292K
$6.81M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-21.8K- 13.59% |
$475K - $530K
|
139K
$3.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-22.6K- 1.18% |
$491K - $548K
|
1.9M
$44.2M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-22.8K- 0.9% |
$495K - $553K
|
2.52M
$58.6M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-22.8K- 58.07% |
$497K - $554K
|
16.5K
$384K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-22.9K- 4.05% |
$498K - $556K
|
543K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-23K- 9.62% |
$500K - $558K
|
216K
$5.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-23.1K- 1.67% |
$502K - $560K
|
1.36M
$31.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-23.2K- 9.08% |
$504K - $562K
|
232K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-23.6K- 14.25% |
$513K - $573K
|
142K
$3.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-23.8K- 30.25% |
$517K - $577K
|
54.8K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.5K- 49.29% |
$532K - $594K
|
25.2K
$587K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-26.8K- 18.85% |
$583K - $651K
|
115K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-26.9K- 12.11% |
$584K - $652K
|
195K
$4.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-27.2K- 26.0% |
$592K - $661K
|
77.4K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-28.6K- 19.26% |
$623K - $695K
|
120K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.7K- 13.25% |
$624K - $697K
|
188K
$4.38M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-28.8K- 14.57% |
$625K - $698K
|
169K
$3.93M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-29.2K- 5.09% |
$635K - $709K
|
545K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-30.4K- 7.66% |
$662K - $739K
|
367K
$8.54M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.5K- 4.01% |
$664K - $741K
|
731K
$17M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-31.1K- 2.3% |
$677K - $756K
|
1.32M
$30.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-31.2K- 95.47% |
$679K - $758K
|
1.48K
$34.5K
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-32.2K- 3.8% |
$700K - $782K
|
816K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-33.1K- 2.05% |
$719K - $803K
|
1.58M
$36.7M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-33.3K- 13.68% |
$723K - $807K
|
210K
$4.89M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-33.5K- 1.82% |
$730K - $814K
|
1.81M
$42.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-33.6K- 11.4% |
$730K - $815K
|
261K
$6.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-34.3K- 65.15% |
$747K - $834K
|
18.4K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-34.4K- 32.82% |
$747K - $834K
|
70.4K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-36K- 59.62% |
$783K - $874K
|
24.4K
$568K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-36.4K- 22.8% |
$792K - $885K
|
123K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-36.5K- 99.99% |
$795K - $887K
|
4
$93.2
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38.6K- 7.08% |
$840K - $937K
|
507K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-38.8K- 49.33% |
$844K - $942K
|
39.9K
$929K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-39K- 3.48% |
$848K - $947K
|
1.08M
$25.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-39.2K- 4.86% |
$853K - $952K
|
768K
$17.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-41.6K- 30.58% |
$904K - $1.01M
|
94.3K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-42K- 4.76% |
$913K - $1.02M
|
841K
$19.6M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-43.2K- 6.05% |
$940K - $1.05M
|
671K
$15.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-43.3K- 62.81% |
$942K - $1.05M
|
25.6K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-43.9K- 10.0% |
$954K - $1.06M
|
395K
$9.2M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-44.1K- 42.13% |
$959K - $1.07M
|
60.6K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44.3K- 7.94% |
$963K - $1.07M
|
513K
$12M
|