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 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.12K+ 0.07% |
$67.8K - $75.7K
|
4.63M
$108M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.09K+ 10.59% |
$67.3K - $75.1K
|
32.3K
$753K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.08K+ 10.14% |
$67K - $74.8K
|
33.4K
$779K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.05KNew |
$66.4K - $74.1K
|
3.05K
$71.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.01KNew |
$65.4K - $73K
|
3.01K
$70K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.97K+ 1.17% |
$64.5K - $72K
|
256K
$5.97M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
2.96K+ 19.89% |
$64.3K - $71.7K
|
17.8K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.9K+ 1.04% |
$63.1K - $70.4K
|
281K
$6.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
2.82K+ 28.42% |
$61.2K - $68.4K
|
12.7K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.81K+ 33.13% |
$61K - $68.1K
|
11.3K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.79K+ 33.64% |
$60.6K - $67.6K
|
11.1K
$258K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.79K+ 0.83% |
$60.6K - $67.6K
|
340K
$7.91M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.78K+ 3.08% |
$60.5K - $67.5K
|
93.1K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.77K+ 0.39% |
$60.3K - $67.3K
|
705K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.73K+ 8.65% |
$59.3K - $66.2K
|
34.2K
$798K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.63K+ 1.97% |
$57.2K - $63.9K
|
136K
$3.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.63K+ 8.19% |
$57.1K - $63.8K
|
34.7K
$808K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.62K+ 0.23% |
$56.9K - $63.5K
|
1.16M
$27.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.56K+ 1.46% |
$55.7K - $62.2K
|
178K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 2.55% |
$55K - $61.5K
|
102K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
2.45K+ 16.02% |
$53.3K - $59.5K
|
17.7K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.44K+ 20.02% |
$53K - $59.2K
|
14.6K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.44K+ 7.78% |
$53K - $59.1K
|
33.7K
$786K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.42K+ 2.09% |
$52.7K - $58.9K
|
118K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.41K+ 2.06% |
$52.5K - $58.6K
|
120K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.36K+ 121.11% |
$51.4K - $57.4K
|
4.32K
$101K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
2.34K+ 0.18% |
$50.9K - $56.8K
|
1.32M
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.3K+ 22.04% |
$50.1K - $55.9K
|
12.8K
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.27K+ 18.01% |
$49.4K - $55.1K
|
14.9K
$347K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.26K+ 18.12% |
$49.1K - $54.8K
|
14.7K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.25K+ 2.09% |
$49K - $54.7K
|
110K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
2.2K+ 24.95% |
$47.8K - $53.4K
|
11K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.15K+ 20.06% |
$46.7K - $52.1K
|
12.8K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.12K+ 0.45% |
$46K - $51.4K
|
469K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.1K+ 0.76% |
$45.6K - $50.9K
|
279K
$6.5M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.07K+ 6.41% |
$44.9K - $50.2K
|
34.3K
$799K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.04K+ 4.08% |
$44.4K - $49.6K
|
52.1K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.96KNew |
$42.7K - $47.6K
|
1.96K
$45.7K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
1.93K+ 3.3% |
$41.9K - $46.8K
|
60.2K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.92K+ 8.69% |
$41.8K - $46.7K
|
24K
$560K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.9K+ 4.07% |
$41.4K - $46.2K
|
48.6K
$1.13M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.89K+ 3.44% |
$41.1K - $45.9K
|
56.9K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.86KNew |
$40.4K - $45.1K
|
1.86K
$43.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.85K+ 227.4% |
$40.3K - $44.9K
|
2.67K
$62.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.82K+ 2.12% |
$39.7K - $44.3K
|
87.7K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.82K+ 17.17% |
$39.5K - $44.1K
|
12.4K
$289K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.8K+ 2.44% |
$39.2K - $43.8K
|
75.8K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.8K+ 6.72% |
$39.2K - $43.7K
|
28.6K
$666K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.77K+ 5.05% |
$38.5K - $43K
|
36.9K
$859K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.74K+ 19.93% |
$37.8K - $42.2K
|
10.5K
$244K
|