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 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-222K- 7.45% |
$4.82M - $5.38M
|
2.75M
$64.1M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-226K- 7.73% |
$4.92M - $5.5M
|
2.7M
$63M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-230K- 13.49% |
$5.01M - $5.6M
|
1.48M
$34.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-238K- 82.94% |
$5.18M - $5.78M
|
49K
$1.14M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-275K- 27.48% |
$5.98M - $6.68M
|
726K
$16.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-281K- 9.17% |
$6.12M - $6.83M
|
2.79M
$64.9M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-294K- 2.89% |
$6.39M - $7.13M
|
9.87M
$230M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-294K- 8.38% |
$6.4M - $7.14M
|
3.21M
$74.9M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-330K- 23.9% |
$7.18M - $8.01M
|
1.05M
$24.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-348K- 17.95% |
$7.57M - $8.46M
|
1.59M
$37.1M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-363K- 24.26% |
$7.9M - $8.82M
|
1.13M
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-368K- 92.25% |
$8.01M - $8.94M
|
30.9K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-390K- 1.11% |
$8.47M - $9.46M
|
34.8M
$810M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-469K- 17.19% |
$10.2M - $11.4M
|
2.26M
$52.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-490K- 31.84% |
$10.6M - $11.9M
|
1.05M
$24.4M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-682K- 37.33% |
$14.8M - $16.6M
|
1.15M
$26.7M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-706K- 20.3% |
$15.4M - $17.1M
|
2.77M
$64.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-762K- 19.64% |
$16.6M - $18.5M
|
3.12M
$72.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-849K- 4.86% |
$18.5M - $20.6M
|
16.6M
$387M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.16M- 11.2% |
$25.2M - $28.1M
|
9.18M
$214M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.46M- 9.97% |
$31.9M - $35.6M
|
13.2M
$308M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.55M- 37.67% |
$33.8M - $37.7M
|
2.57M
$59.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.89M- 84.87% |
$41M - $45.8M
|
336K
$7.83M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.23M- 24.24% |
$48.6M - $54.2M
|
6.98M
$163M
|