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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.78M+ 163.93% |
$152M - $190M
|
12.5M
$337M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.52M+ 41.77% |
$108M - $135M
|
18.7M
$505M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.34M+ 13.65% |
$65.5M - $81.7M
|
27.8M
$749M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.94M+ 17.7% |
$57.7M - $71.9M
|
19.6M
$527M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.85M+ 976.06% |
$55.9M - $69.7M
|
3.14M
$84.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.73M+ 5.55% |
$34M - $42.4M
|
33M
$887M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.51M+ 1225.69% |
$29.6M - $37M
|
1.64M
$44M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.24M+ 311.07% |
$24.3M - $30.3M
|
1.64M
$44M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.19M+ 3.43% |
$23.4M - $29.2M
|
36M
$968M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.02M+ 3877.07% |
$20M - $24.9M
|
1.05M
$28.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
939K+ 11.53% |
$18.4M - $22.9M
|
9.08M
$244M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
881K+ 64.51% |
$17.3M - $21.5M
|
2.25M
$60.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
873K+ 5.67% |
$17.1M - $21.3M
|
16.3M
$438M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
813K+ 541.06% |
$15.9M - $19.9M
|
963K
$25.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
805KNew |
$15.8M - $19.7M
|
805K
$21.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
757K+ 1249.23% |
$14.8M - $18.5M
|
817K
$22M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
622K+ 48.5% |
$12.2M - $15.2M
|
1.9M
$51.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
595K+ 230.94% |
$11.7M - $14.6M
|
853K
$23M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
585K+ 14.21% |
$11.5M - $14.3M
|
4.7M
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
565K+ 53.8% |
$11.1M - $13.8M
|
1.62M
$43.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
536K+ 69.06% |
$10.5M - $13.1M
|
1.31M
$35.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
532KNew |
$10.4M - $13M
|
532K
$14.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
498K+ 1017.44% |
$9.77M - $12.2M
|
547K
$14.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
495K+ 1.5% |
$9.71M - $12.1M
|
33.5M
$902M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
465K+ 2373.3% |
$9.12M - $11.4M
|
485K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
440K+ 6.04% |
$8.62M - $10.8M
|
7.72M
$208M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
419KNew |
$8.22M - $10.2M
|
419K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
395K+ 2.22% |
$7.74M - $9.65M
|
18.2M
$490M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
384K+ 747.83% |
$7.52M - $9.37M
|
435K
$11.7M
|
|
|
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
$29.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
376K+ 3376.44% |
$7.38M - $9.2M
|
388K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
373KNew |
$7.32M - $9.13M
|
373K
$10.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
361K+ 91.47% |
$7.08M - $8.83M
|
756K
$20.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
357KNew |
$7.01M - $8.74M
|
357K
$9.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
341K+ 167.9% |
$6.69M - $8.34M
|
544K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
320K+ 49.21% |
$6.27M - $7.82M
|
970K
$26.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
292KNew |
$5.72M - $7.13M
|
292K
$7.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
287K+ 1171.9% |
$5.62M - $7.01M
|
311K
$8.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
281K+ 249.76% |
$5.5M - $6.86M
|
393K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
277K+ 1.97% |
$5.42M - $6.76M
|
14.3M
$384M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
269K+ 16.6% |
$5.27M - $6.57M
|
1.89M
$50.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
262K+ 28.83% |
$5.14M - $6.4M
|
1.17M
$31.5M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
244K+ 23.2% |
$4.79M - $5.97M
|
1.3M
$34.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
233K+ 33.36% |
$4.57M - $5.69M
|
931K
$25.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
232K+ 11.3% |
$4.54M - $5.66M
|
2.28M
$61.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
226K+ 8.58% |
$4.42M - $5.51M
|
2.86M
$76.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 3.2% |
$4.29M - $5.34M
|
7.04M
$190M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
205K+ 1122.0% |
$4.02M - $5.01M
|
223K
$6.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
205K+ 662.01% |
$4.01M - $5.01M
|
236K
$6.34M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
194K+ 103.47% |
$3.81M - $4.75M
|
382K
$10.3M
|