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 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26.3K+ 6.91% |
$572K - $639K
|
407K
$9.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
25.7K+ 3.95% |
$559K - $624K
|
676K
$15.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
25.6K+ 56.49% |
$558K - $623K
|
71.1K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
25.4K+ 6.45% |
$552K - $617K
|
419K
$9.76M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
25KNew |
$543K - $606K
|
25K
$581K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
24.6KNew |
$536K - $598K
|
24.6K
$574K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
24.5KNew |
$532K - $594K
|
24.5K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
24.3K+ 42.68% |
$529K - $591K
|
81.4K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
24.1K+ 2.96% |
$524K - $585K
|
839K
$19.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23.7K+ 8.26% |
$515K - $575K
|
310K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
23.4K+ 1688.52% |
$509K - $568K
|
24.8K
$577K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
23.1KNew |
$502K - $561K
|
23.1K
$538K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
22.2K+ 5.27% |
$484K - $540K
|
444K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.7K+ 23.88% |
$471K - $526K
|
112K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
21K+ 26.84% |
$458K - $511K
|
99.5K
$2.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21K+ 0.83% |
$456K - $509K
|
2.55M
$59.4M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
20.8K+ 50824.39% |
$453K - $506K
|
20.9K
$486K
|
|
|
May 12, 2025
Q1 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
20.8K+ 1.45% |
$453K - $506K
|
1.46M
$34M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
20.4K+ 4.37% |
$445K - $496K
|
488K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20K+ 4.03% |
$434K - $485K
|
515K
$12M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.9K+ 5.58% |
$433K - $484K
|
377K
$8.78M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
19.9KNew |
$432K - $482K
|
19.9K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19.8K+ 2.02% |
$431K - $481K
|
999K
$23.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
19.5K+ 1.36% |
$425K - $475K
|
1.45M
$33.8M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
18.9K+ 334.54% |
$412K - $460K
|
24.6K
$573K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
18.8K+ 114.28% |
$408K - $456K
|
35.2K
$820K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.7K+ 10.64% |
$407K - $455K
|
195K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
18.5K+ 16.2% |
$403K - $450K
|
133K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18.4K+ 14.23% |
$401K - $447K
|
148K
$3.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 6.34% |
$395K - $440K
|
304K
$7.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
18.1K+ 1.7% |
$394K - $439K
|
1.08M
$25.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.7K+ 0.93% |
$385K - $430K
|
1.92M
$44.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
17.7K+ 37.98% |
$384K - $429K
|
64.2K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$384K - $429K
|
17.7K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
17.6KNew |
$384K - $428K
|
17.6K
$411K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
17.6K+ 3.1% |
$383K - $428K
|
587K
$13.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
17.5KNew |
$382K - $426K
|
17.5K
$409K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
17.5KNew |
$380K - $424K
|
17.5K
$407K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
17.3K+ 1.37% |
$376K - $420K
|
1.28M
$29.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17.1K+ 9.4% |
$371K - $414K
|
199K
$4.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.7KNew |
$364K - $406K
|
16.7K
$390K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
16K+ 14.0% |
$349K - $389K
|
131K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.9KNew |
$346K - $387K
|
15.9K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.7K+ 24.37% |
$342K - $381K
|
80.1K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
15.5KNew |
$337K - $377K
|
15.5K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
15.3KNew |
$333K - $372K
|
15.3K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14.4K+ 8.29% |
$313K - $350K
|
188K
$4.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
14.4KNew |
$313K - $349K
|
14.4K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14.2K+ 0.71% |
$309K - $345K
|
2.02M
$47M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
14.1KNew |
$307K - $343K
|
14.1K
$329K
|