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 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
59.9K+ 6.59% |
$1.3M - $1.45M
|
969K
$22.6M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
59.2KNew |
$1.29M - $1.44M
|
59.2K
$1.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
56.3K+ 7.49% |
$1.22M - $1.37M
|
808K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
55KNew |
$1.2M - $1.34M
|
55K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
54.8K+ 8.91% |
$1.19M - $1.33M
|
669K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
54.6K+ 85.66% |
$1.19M - $1.33M
|
118K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
53.6K+ 255.81% |
$1.17M - $1.3M
|
74.6K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
52.3K+ 2.25% |
$1.14M - $1.27M
|
2.38M
$55.5M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
51.7K+ 29.47% |
$1.13M - $1.26M
|
227K
$5.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
50.9K+ 17.77% |
$1.11M - $1.24M
|
338K
$7.87M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
50.5K+ 4.28% |
$1.1M - $1.23M
|
1.23M
$28.7M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
49.2K+ 395.01% |
$1.07M - $1.19M
|
61.7K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
45.8K+ 3.55% |
$995K - $1.11M
|
1.33M
$31.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
45.1K+ 3.48% |
$980K - $1.09M
|
1.34M
$31.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
44.6K+ 1.18% |
$971K - $1.08M
|
3.83M
$89.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
44.5K+ 7.46% |
$968K - $1.08M
|
641K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42.1K+ 6.92% |
$916K - $1.02M
|
650K
$15.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
41.2K+ 77.93% |
$896K - $1M
|
94.1K
$2.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
41.1K+ 113.06% |
$894K - $998K
|
77.5K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
40.7K+ 90.41% |
$886K - $989K
|
85.8K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
40.5K+ 0.41% |
$881K - $984K
|
9.87M
$230M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
40.2KNew |
$875K - $977K
|
40.2K
$937K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
40KNew |
$870K - $971K
|
40K
$932K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
39.7K+ 27.32% |
$864K - $964K
|
185K
$4.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
39.4K+ 4.08% |
$857K - $957K
|
1.01M
$23.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
38.9K+ 105.08% |
$846K - $944K
|
75.9K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
38.2K+ 17.71% |
$832K - $929K
|
254K
$5.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
38.2K+ 2.15% |
$830K - $927K
|
1.81M
$42.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
37.9KNew |
$825K - $921K
|
37.9K
$883K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
35.4K+ 21.25% |
$769K - $859K
|
202K
$4.7M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
35.3K+ 10.2% |
$767K - $856K
|
381K
$8.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35.2KNew |
$765K - $854K
|
35.2K
$819K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
34.6K+ 3.09% |
$753K - $841K
|
1.15M
$26.9M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34.2K+ 4.04% |
$744K - $830K
|
881K
$20.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
33.9KNew |
$737K - $823K
|
33.9K
$790K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
33.2KNew |
$722K - $806K
|
33.2K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
32.3K+ 11.46% |
$702K - $784K
|
314K
$7.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
32.2K+ 67.36% |
$701K - $782K
|
80K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
31.3K+ 9.53% |
$682K - $761K
|
360K
$8.39M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
31.2K+ 3.95% |
$679K - $758K
|
821K
$19.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31.2K+ 2107.49% |
$679K - $758K
|
32.7K
$762K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30.8K+ 1.97% |
$669K - $747K
|
1.6M
$37.2M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
30.5K+ 29.6% |
$664K - $741K
|
134K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
29.4K+ 3.47% |
$640K - $715K
|
878K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
28.8K+ 14.72% |
$626K - $699K
|
224K
$5.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
27.7KNew |
$603K - $673K
|
27.7K
$646K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
26.8KNew |
$584K - $652K
|
26.8K
$625K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26.4K+ 59.86% |
$575K - $642K
|
70.6K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
26.4K+ 3.85% |
$574K - $641K
|
713K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
26.3KNew |
$572K - $639K
|
26.3K
$613K
|