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 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.73K+ 7.04% |
$37.6K - $42K
|
26.3K
$613K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.71K+ 10.24% |
$37.3K - $41.6K
|
18.4K
$430K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.68K+ 1.82% |
$36.5K - $40.8K
|
94.1K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.68K+ 5.2% |
$36.4K - $40.7K
|
33.9K
$790K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$36K - $40.1K
|
1.65K
$38.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 0.27% |
$35.2K - $39.3K
|
608K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.6K+ 0.31% |
$34.8K - $38.9K
|
515K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1.59K+ 2.89% |
$34.5K - $38.5K
|
56.5K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 1.08% |
$34.2K - $38.2K
|
148K
$3.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.54K+ 8.21% |
$33.5K - $37.4K
|
20.3K
$474K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.53K+ 4.72% |
$33.3K - $37.2K
|
34K
$791K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.52K+ 0.59% |
$33.1K - $37K
|
259K
$6.03M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.46K+ 864.5% |
$31.8K - $35.5K
|
1.63K
$38K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 3.19% |
$31.7K - $35.4K
|
47.2K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.45K+ 0.12% |
$31.4K - $35.1K
|
1.2M
$27.9M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.4K+ 2.06% |
$30.5K - $34K
|
69.5K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.37K+ 14.72% |
$29.8K - $33.3K
|
10.7K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.34K+ 9.58% |
$29.2K - $32.6K
|
15.4K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.32K+ 2.01% |
$28.7K - $32K
|
67K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.28K+ 0.69% |
$27.8K - $31.1K
|
186K
$4.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
BUY
|
- |
1.28K+ 0.73% |
$27.7K - $31K
|
176K
$4.11M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.27K+ 3.65% |
$27.6K - $30.8K
|
36.1K
$841K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.26K+ 0.63% |
$27.4K - $30.6K
|
201K
$4.69M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
1.24K+ 3.24% |
$26.9K - $30K
|
39.4K
$918K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.21KNew |
$26.4K - $29.5K
|
1.21K
$28.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.19K+ 2.59% |
$25.9K - $29K
|
47.2K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.19K+ 2.66% |
$25.8K - $28.8K
|
45.8K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.15K+ 1.24% |
$25K - $27.9K
|
93.4K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.13KNew |
$24.5K - $27.4K
|
1.13K
$26.3K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.12K+ 238.72% |
$24.4K - $27.2K
|
1.59K
$37.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.12K+ 10.28% |
$24.3K - $27.2K
|
12K
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.1K+ 6.33% |
$24K - $26.8K
|
18.5K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.1K+ 1.43% |
$23.9K - $26.7K
|
77.8K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.08K+ 0.37% |
$23.4K - $26.2K
|
292K
$6.8M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.08K+ 4.04% |
$23.4K - $26.1K
|
27.7K
$645K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.07K+ 34.68% |
$23.2K - $25.9K
|
4.14K
$96.4K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.05K+ 5.0% |
$22.7K - $25.4K
|
21.9K
$511K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.03K+ 1.26% |
$22.4K - $25K
|
82.7K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1K+ 6.05% |
$21.8K - $24.4K
|
17.6K
$410K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
998+ 1.46% |
$21.7K - $24.2K
|
69.4K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
917+ 2.53% |
$19.9K - $22.3K
|
37.1K
$865K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$19.6K - $21.9K
|
900
$21K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
899+ 3.64% |
$19.6K - $21.8K
|
25.6K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
896+ 2.05% |
$19.5K - $21.8K
|
44.6K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
894+ 3.52% |
$19.4K - $21.7K
|
26.3K
$613K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
892+ 2.49% |
$19.4K - $21.7K
|
36.7K
$855K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
872+ 5.2% |
$19K - $21.2K
|
17.6K
$411K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
865+ 0.14% |
$18.8K - $21K
|
620K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
836+ 7.3% |
$18.2K - $20.3K
|
12.3K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
780+ 0.93% |
$17K - $18.9K
|
84.3K
$1.96M
|