Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.94M+ 17.7% |
$57.7M - $71.9M
|
19.6M
$494M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
873K+ 5.67% |
$17.1M - $21.3M
|
16.3M
$410M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
805KNew |
$15.8M - $19.7M
|
805K
$20.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
622K+ 48.5% |
$12.2M - $15.2M
|
1.9M
$48.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
585K+ 14.21% |
$11.5M - $14.3M
|
4.7M
$119M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
419KNew |
$8.22M - $10.2M
|
419K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
378K+ 53.04% |
$7.41M - $9.24M
|
1.09M
$27.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
287K+ 1171.9% |
$5.62M - $7.01M
|
311K
$7.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
262K+ 28.83% |
$5.14M - $6.4M
|
1.17M
$29.5M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
244K+ 23.2% |
$4.79M - $5.97M
|
1.3M
$32.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
232K+ 11.3% |
$4.54M - $5.66M
|
2.28M
$57.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
173K+ 28.12% |
$3.4M - $4.24M
|
790K
$19.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
146K+ 13.69% |
$2.86M - $3.56M
|
1.21M
$30.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
128K+ 222.69% |
$2.51M - $3.13M
|
185K
$4.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
128K+ 5.99% |
$2.5M - $3.12M
|
2.26M
$56.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
127K+ 18.96% |
$2.5M - $3.11M
|
799K
$20.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
124K+ 8.65% |
$2.43M - $3.03M
|
1.56M
$39.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
124K+ 116.46% |
$2.43M - $3.03M
|
230K
$5.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
122K+ 1.33% |
$2.4M - $2.99M
|
9.3M
$235M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
107K+ 2.79% |
$2.09M - $2.61M
|
3.94M
$99.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
93.8KNew |
$1.84M - $2.29M
|
93.8K
$2.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
93.3K+ 2.01% |
$1.83M - $2.28M
|
4.73M
$119M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
87.1K+ 10.3% |
$1.71M - $2.13M
|
932K
$23.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
84.9K+ 7.3% |
$1.66M - $2.08M
|
1.25M
$31.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
83.9K+ 68.59% |
$1.64M - $2.05M
|
206K
$5.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
79.4K+ 18.57% |
$1.56M - $1.94M
|
507K
$12.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
79.1K+ 141.71% |
$1.55M - $1.93M
|
135K
$3.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
74.9K+ 21.43% |
$1.47M - $1.83M
|
424K
$10.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
66.6K+ 22.79% |
$1.31M - $1.63M
|
359K
$9.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
65.6K+ 7.26% |
$1.28M - $1.6M
|
968K
$24.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
63.2KNew |
$1.24M - $1.54M
|
63.2K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
61.8K+ 27108.77% |
$1.21M - $1.51M
|
62K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
60.9K+ 3.52% |
$1.19M - $1.49M
|
1.79M
$45.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
56.3K+ 3.11% |
$1.1M - $1.37M
|
1.86M
$47.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
52K+ 2.58% |
$1.02M - $1.27M
|
2.07M
$52.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
51.2K+ 2.27% |
$1M - $1.25M
|
2.31M
$58.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
49.9K+ 7.78% |
$977K - $1.22M
|
691K
$17.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
49.6KNew |
$972K - $1.21M
|
49.6K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
48.7KNew |
$954K - $1.19M
|
48.7K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
46.2K+ 2.56% |
$905K - $1.13M
|
1.85M
$46.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45.7K+ 0.94% |
$896K - $1.12M
|
4.89M
$123M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
44.9K+ 13.16% |
$881K - $1.1M
|
386K
$9.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
42.5K+ 246.25% |
$834K - $1.04M
|
59.8K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
42.4K+ 3.72% |
$830K - $1.04M
|
1.18M
$29.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
41.3KNew |
$810K - $1.01M
|
41.3K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
39.9K+ 11.65% |
$782K - $975K
|
382K
$9.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
39.6K+ 15.6% |
$776K - $967K
|
293K
$7.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
39.3K+ 30.49% |
$770K - $960K
|
168K
$4.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
35.2K+ 1.53% |
$690K - $861K
|
2.34M
$59.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
35.2K+ 35.39% |
$690K - $860K
|
135K
$3.4M
|