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 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
584+ 0.3% |
$11.4K - $14.3K
|
196K
$5.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
578New |
$11.3K - $14.1K
|
578
$15.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
557+ 2.52% |
$10.9K - $13.6K
|
22.7K
$611K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
555+ 1.76% |
$10.9K - $13.6K
|
32.1K
$867K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
552New |
$10.8K - $13.5K
|
552
$14.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
541+ 0.29% |
$10.6K - $13.2K
|
187K
$5.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
533+ 0.48% |
$10.4K - $13K
|
113K
$3.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
523+ 1.1% |
$10.3K - $12.8K
|
48K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
522+ 214.81% |
$10.2K - $12.8K
|
765
$20.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
496+ 4.0% |
$9.72K - $12.1K
|
12.9K
$348K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
477+ 1.18% |
$9.35K - $11.7K
|
40.8K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
455+ 0.66% |
$8.92K - $11.1K
|
69.6K
$1.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
453+ 0.55% |
$8.88K - $11.1K
|
82.4K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
433+ 3.43% |
$8.49K - $10.6K
|
13K
$352K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
414+ 1.29% |
$8.11K - $10.1K
|
32.5K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
402+ 3.32% |
$7.88K - $9.82K
|
12.5K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
392+ 0.03% |
$7.68K - $9.58K
|
1.36M
$36.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
374+ 0.32% |
$7.33K - $9.14K
|
118K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
368+ 1.0% |
$7.21K - $8.99K
|
37.1K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
366+ 1.39% |
$7.17K - $8.95K
|
26.7K
$720K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
366+ 1.07% |
$7.17K - $8.95K
|
34.7K
$937K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
362+ 3.75% |
$7.1K - $8.85K
|
10K
$270K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
347+ 0.65% |
$6.8K - $8.48K
|
53.5K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
343New |
$6.72K - $8.38K
|
343
$9.25K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
338+ 0.45% |
$6.62K - $8.26K
|
76.2K
$2.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
337+ 0.6% |
$6.61K - $8.24K
|
56.9K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
335+ 0.07% |
$6.57K - $8.19K
|
507K
$13.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
326+ 0.3% |
$6.39K - $7.97K
|
111K
$2.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
324+ 3.5% |
$6.35K - $7.92K
|
9.58K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
321+ 0.24% |
$6.29K - $7.85K
|
133K
$3.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
320+ 2.08% |
$6.27K - $7.82K
|
15.7K
$423K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
310+ 0.24% |
$6.08K - $7.58K
|
128K
$3.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
308+ 1.52% |
$6.04K - $7.53K
|
20.5K
$554K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
294+ 1.77% |
$5.76K - $7.19K
|
17K
$457K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
288+ 7.22% |
$5.64K - $7.04K
|
4.28K
$115K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
284+ 2.44% |
$5.57K - $6.94K
|
11.9K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
283+ 0.34% |
$5.55K - $6.92K
|
83.6K
$2.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
277+ 1.9% |
$5.43K - $6.77K
|
14.9K
$402K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
275+ 2.72% |
$5.39K - $6.72K
|
10.4K
$280K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
266+ 0.43% |
$5.21K - $6.5K
|
62.7K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
264+ 0.22% |
$5.17K - $6.45K
|
122K
$3.29M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
261+ 0.31% |
$5.12K - $6.38K
|
85K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
259+ 0.53% |
$5.08K - $6.33K
|
48.9K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
251+ 0.11% |
$4.92K - $6.13K
|
222K
$5.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
BUY
|
- |
250+ 0.89% |
$4.9K - $6.11K
|
28.4K
$767K
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
246+ 2.19% |
$4.82K - $6.01K
|
11.5K
$309K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
234+ 0.26% |
$4.59K - $5.72K
|
88.6K
$2.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
230+ 1.32% |
$4.51K - $5.62K
|
17.7K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
223+ 9.13% |
$4.37K - $5.45K
|
2.67K
$71.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
220+ 1.53% |
$4.31K - $5.38K
|
14.6K
$393K
|