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 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
14.1K+ 2.28% |
$306K - $341K
|
632K
$14.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
13.7K+ 36.34% |
$297K - $332K
|
51.2K
$1.19M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
13.5KNew |
$293K - $327K
|
13.5K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.4KNew |
$292K - $326K
|
13.4K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
13.2K+ 1.45% |
$287K - $320K
|
926K
$21.6M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
13.1K+ 48.82% |
$284K - $318K
|
39.9K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13K+ 43.35% |
$282K - $315K
|
42.9K
$999K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
12.8KNew |
$279K - $311K
|
12.8K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.8K+ 31.16% |
$277K - $310K
|
53.7K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
12.7K+ 37.76% |
$276K - $308K
|
46.2K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
12.4KNew |
$269K - $300K
|
12.4K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
12.4K+ 7.54% |
$269K - $300K
|
176K
$4.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
12.2K+ 5.46% |
$264K - $295K
|
235K
$5.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
12.1KNew |
$264K - $294K
|
12.1K
$282K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
12K+ 3222.31% |
$261K - $291K
|
12.4K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12K+ 27.25% |
$260K - $290K
|
55.8K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
11.9KNew |
$259K - $289K
|
11.9K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
11.8KNew |
$256K - $286K
|
11.8K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.7K+ 23.37% |
$254K - $284K
|
61.7K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
11.6K+ 16.05% |
$253K - $282K
|
84K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
11.6KNew |
$252K - $281K
|
11.6K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11.5K+ 0.77% |
$249K - $278K
|
1.51M
$35.1M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.4KNew |
$247K - $276K
|
11.4K
$265K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
11.3K+ 26.46% |
$246K - $275K
|
54.1K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
11.2K+ 47.68% |
$244K - $273K
|
34.8K
$810K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
11.2KNew |
$244K - $272K
|
11.2K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.2K+ 76.7% |
$244K - $272K
|
25.8K
$602K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
11.1KNew |
$242K - $271K
|
11.1K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.1K+ 8.39% |
$241K - $269K
|
143K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11K+ 66.41% |
$239K - $266K
|
27.5K
$641K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.9KNew |
$237K - $265K
|
10.9K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10.9K+ 4.21% |
$237K - $264K
|
270K
$6.28M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
10.9KNew |
$236K - $264K
|
10.9K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.9KNew |
$236K - $264K
|
10.9K
$253K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10.8KNew |
$235K - $262K
|
10.8K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10.7KNew |
$232K - $259K
|
10.7K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
10.6KNew |
$231K - $258K
|
10.6K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.5K+ 72.72% |
$228K - $255K
|
24.9K
$580K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.5K+ 4.49% |
$228K - $254K
|
244K
$5.69M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
10.4K+ 6.27% |
$227K - $253K
|
177K
$4.11M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
10.2KNew |
$223K - $249K
|
10.2K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$222K - $248K
|
10.2K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
10.1KNew |
$220K - $245K
|
10.1K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.1K+ 0.74% |
$220K - $245K
|
1.38M
$32.1M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10.1KNew |
$220K - $245K
|
10.1K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
10.1KNew |
$219K - $245K
|
10.1K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
10.1K+ 1.7% |
$219K - $244K
|
602K
$14M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.95K+ 10.64% |
$216K - $242K
|
103K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.94K+ 0.57% |
$216K - $241K
|
1.76M
$40.9M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
9.9K+ 2.03% |
$215K - $240K
|
497K
$11.6M
|