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 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.89K+ 19.13% |
$215K - $240K
|
61.6K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9.89KNew |
$215K - $240K
|
9.89K
$231K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9.89K+ 0.88% |
$215K - $240K
|
1.13M
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
9.86K+ 201.9% |
$214K - $239K
|
14.7K
$343K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.83K+ 4.79% |
$214K - $239K
|
215K
$5.01M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
9.8K+ 2.21% |
$213K - $238K
|
453K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9.76KNew |
$212K - $237K
|
9.76K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.76K+ 12.51% |
$212K - $237K
|
87.7K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.74KNew |
$212K - $236K
|
9.74K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
9.64K+ 46.01% |
$210K - $234K
|
30.6K
$713K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9.64K+ 8.57% |
$210K - $234K
|
122K
$2.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9.56K+ 1.26% |
$208K - $232K
|
768K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
9.33K+ 10.81% |
$203K - $227K
|
95.7K
$2.23M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
9.23K+ 3.78% |
$201K - $224K
|
253K
$5.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
9.2KNew |
$200K - $223K
|
9.2K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
9.16K+ 13.22% |
$199K - $222K
|
78.5K
$1.83M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
9.16KNew |
$199K - $222K
|
9.16K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.15K+ 29.3% |
$199K - $222K
|
40.4K
$941K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.14K+ 100.0% |
$199K - $222K
|
18.3K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.93K+ 16.44% |
$194K - $217K
|
63.3K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8.83K+ 45.53% |
$192K - $214K
|
28.2K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.78K+ 21.64% |
$191K - $213K
|
49.4K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.68K+ 88.23% |
$189K - $211K
|
18.5K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
8.44K+ 18.36% |
$184K - $205K
|
54.4K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8.32K+ 2.07% |
$181K - $202K
|
410K
$9.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.14K+ 0.58% |
$177K - $198K
|
1.42M
$33M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.02K+ 2.94% |
$174K - $195K
|
280K
$6.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.96K+ 8.05% |
$173K - $193K
|
107K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
7.91K+ 22.87% |
$172K - $192K
|
42.5K
$990K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.79K+ 3.69% |
$169K - $189K
|
219K
$5.11M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.6K+ 7.69% |
$165K - $184K
|
106K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.38K+ 0.19% |
$160K - $179K
|
3.84M
$89.4M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
7.28K+ 63.6% |
$158K - $177K
|
18.7K
$436K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.22K+ 2.82% |
$157K - $175K
|
264K
$6.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.2K+ 4.16% |
$157K - $175K
|
180K
$4.2M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
7.16K+ 6.94% |
$156K - $174K
|
110K
$2.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.15K+ 55.22% |
$155K - $174K
|
20.1K
$468K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.1K+ 51.83% |
$154K - $172K
|
20.8K
$484K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7.07K+ 53.76% |
$154K - $172K
|
20.2K
$471K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.04K+ 3.22% |
$153K - $171K
|
226K
$5.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.99K+ 64.26% |
$152K - $170K
|
17.9K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.95K+ 5.74% |
$151K - $169K
|
128K
$2.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
6.72K+ 4.82% |
$146K - $163K
|
146K
$3.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.55KNew |
$142K - $159K
|
6.55K
$153K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
6.36K+ 0.89% |
$138K - $154K
|
725K
$16.9M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.33K+ 1.71% |
$138K - $154K
|
376K
$8.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6.06K+ 1.3% |
$132K - $147K
|
471K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5.98K+ 2682.96% |
$130K - $145K
|
6.21K
$145K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.89K+ 14.4% |
$128K - $143K
|
46.8K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
5.7K+ 21.18% |
$124K - $138K
|
32.6K
$759K
|