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
|
Grimes & Company, Inc.
|
SELL
|
- |
-106K- 19.88% |
$2.31M - $2.58M
|
428K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-119K- 3.42% |
$2.59M - $2.89M
|
3.36M
$90.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-121K- 41.4% |
$2.64M - $2.95M
|
172K
$4.63M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-131K- 15.8% |
$2.85M - $3.18M
|
698K
$18.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-148K- 27.59% |
$3.22M - $3.59M
|
388K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-150K- 14.69% |
$3.26M - $3.64M
|
871K
$23.5M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-151K- 45.5% |
$3.29M - $3.67M
|
181K
$4.87M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-156K- 1.88% |
$3.4M - $3.79M
|
8.14M
$219M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-165K- 9.57% |
$3.59M - $4.01M
|
1.56M
$42M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-169K- 49.33% |
$3.68M - $4.11M
|
174K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-179K- 3.64% |
$3.89M - $4.34M
|
4.74M
$128M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-182K- 1.53% |
$3.97M - $4.43M
|
11.7M
$315M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-187K- 2.67% |
$4.07M - $4.55M
|
6.83M
$184M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-190K- 49.69% |
$4.13M - $4.61M
|
192K
$5.18M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-190K- 8.0% |
$4.14M - $4.62M
|
2.19M
$58.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-194K- 3.14% |
$4.22M - $4.72M
|
5.99M
$161M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-218K- 23.15% |
$4.74M - $5.29M
|
723K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-222K- 7.45% |
$4.82M - $5.38M
|
2.75M
$74.1M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-226K- 7.73% |
$4.92M - $5.5M
|
2.7M
$72.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-230K- 13.49% |
$5.01M - $5.6M
|
1.48M
$39.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-238K- 82.94% |
$5.18M - $5.78M
|
49K
$1.32M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-275K- 27.48% |
$5.98M - $6.68M
|
726K
$19.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-281K- 9.17% |
$6.12M - $6.83M
|
2.79M
$75M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-294K- 2.89% |
$6.39M - $7.13M
|
9.87M
$266M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-294K- 8.38% |
$6.4M - $7.14M
|
3.21M
$86.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-330K- 23.9% |
$7.18M - $8.01M
|
1.05M
$28.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-348K- 17.95% |
$7.57M - $8.46M
|
1.59M
$42.8M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-363K- 24.26% |
$7.9M - $8.82M
|
1.13M
$30.5M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-368K- 92.25% |
$8.01M - $8.94M
|
30.9K
$832K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-390K- 1.11% |
$8.47M - $9.46M
|
34.8M
$936M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-469K- 17.19% |
$10.2M - $11.4M
|
2.26M
$60.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-490K- 31.84% |
$10.6M - $11.9M
|
1.05M
$28.2M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-682K- 37.33% |
$14.8M - $16.6M
|
1.15M
$30.8M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-706K- 20.3% |
$15.4M - $17.1M
|
2.77M
$74.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-762K- 19.64% |
$16.6M - $18.5M
|
3.12M
$83.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-849K- 4.86% |
$18.5M - $20.6M
|
16.6M
$447M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.16M- 11.2% |
$25.2M - $28.1M
|
9.18M
$247M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.46M- 9.97% |
$31.9M - $35.6M
|
13.2M
$356M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.55M- 37.67% |
$33.8M - $37.7M
|
2.57M
$69.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.89M- 84.87% |
$41M - $45.8M
|
336K
$9.05M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.23M- 24.24% |
$48.6M - $54.2M
|
6.98M
$188M
|