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
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.65K+ 0.09% |
$123K - $137K
|
6.18M
$144M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.6K+ 13.74% |
$122K - $136K
|
46.3K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.49KNew |
$119K - $133K
|
5.49K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.49K+ 0.54% |
$119K - $133K
|
1.03M
$23.9M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5.47KNew |
$119K - $133K
|
5.47K
$127K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
5.33K+ 10.78% |
$116K - $129K
|
54.7K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.27K+ 25.45% |
$115K - $128K
|
26K
$606K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.16K+ 36.7% |
$112K - $125K
|
19.2K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.02K+ 6.67% |
$109K - $122K
|
80.3K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.99K+ 41.9% |
$108K - $121K
|
16.9K
$393K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4.97K+ 20.18% |
$108K - $121K
|
29.6K
$689K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4.95K+ 2.7% |
$108K - $120K
|
188K
$4.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
4.93K+ 4.41% |
$107K - $120K
|
117K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.92K+ 0.87% |
$107K - $119K
|
569K
$13.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.85K+ 4.88% |
$106K - $118K
|
104K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
4.79K+ 34.22% |
$104K - $116K
|
18.8K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.74K+ 19.6% |
$103K - $115K
|
28.9K
$674K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
4.7K+ 5.41% |
$102K - $114K
|
91.6K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.58K+ 1.08% |
$99.7K - $111K
|
429K
$9.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.58K+ 46.74% |
$99.6K - $111K
|
14.4K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
4.5KNew |
$97.9K - $109K
|
4.5K
$105K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.45K+ 4.95% |
$96.9K - $108K
|
94.5K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.44K+ 18.85% |
$96.5K - $108K
|
28K
$652K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.41K+ 1.26% |
$95.8K - $107K
|
354K
$8.25M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.4K+ 4.78% |
$95.8K - $107K
|
96.5K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.4K+ 28.73% |
$95.8K - $107K
|
19.7K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.34K+ 18.86% |
$94.5K - $105K
|
27.4K
$638K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.33K+ 44.84% |
$94.2K - $105K
|
14K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.31K+ 5.61% |
$93.7K - $105K
|
81.1K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.29KNew |
$93.2K - $104K
|
4.29K
$99.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.27K+ 3.99% |
$92.9K - $104K
|
111K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.2K+ 1.36% |
$91.2K - $102K
|
313K
$7.3M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.15K+ 23.19% |
$90.3K - $101K
|
22K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.14K+ 10.74% |
$89.9K - $100K
|
42.6K
$993K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4K+ 200.0% |
$87K - $97.1K
|
6K
$140K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
4K+ 200.0% |
$87K - $97.1K
|
6K
$140K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
3.98K+ 2.64% |
$86.5K - $96.5K
|
155K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.69K+ 1.86% |
$80.3K - $89.6K
|
202K
$4.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.69KNew |
$80.2K - $89.5K
|
3.69K
$85.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.56K+ 0.93% |
$77.5K - $86.5K
|
385K
$8.97M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.55K+ 0.99% |
$77.2K - $86.2K
|
364K
$8.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.37K+ 2.88% |
$73.3K - $81.8K
|
120K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.34K+ 28.46% |
$72.5K - $81K
|
15.1K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.32K+ 4.39% |
$72.2K - $80.6K
|
79K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.32K+ 0.13% |
$72.1K - $80.5K
|
2.53M
$59.1M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.27K+ 13.12% |
$71.2K - $79.5K
|
28.2K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.22K+ 14.7% |
$70.1K - $78.2K
|
25.1K
$586K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.13K+ 0.85% |
$68.1K - $76K
|
372K
$8.66M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.13K+ 6.62% |
$68K - $75.9K
|
50.4K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
3.13K+ 20.92% |
$68K - $75.9K
|
18.1K
$421K
|