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 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
208+ 1.62% |
$4.08K - $5.08K
|
13K
$351K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
205+ 4.4% |
$4.02K - $5.01K
|
4.87K
$131K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
204New |
$4K - $4.99K
|
204
$5.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
199+ 0.08% |
$3.9K - $4.86K
|
264K
$7.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
198New |
$3.88K - $4.84K
|
198
$5.34K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
197+ 0.28% |
$3.86K - $4.81K
|
69.9K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
196+ 2.43% |
$3.84K - $4.79K
|
8.25K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
193+ 1.5% |
$3.78K - $4.72K
|
13K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
187+ 0.04% |
$3.67K - $4.57K
|
493K
$13.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
185+ 256.94% |
$3.63K - $4.52K
|
257
$6.93K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
183+ 1.91% |
$3.59K - $4.47K
|
9.79K
$264K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
181+ 0.26% |
$3.55K - $4.42K
|
69.4K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
177+ 0.43% |
$3.47K - $4.33K
|
41.5K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
175+ 1.41% |
$3.43K - $4.28K
|
12.5K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
172+ 1.81% |
$3.37K - $4.2K
|
9.66K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
171+ 129.55% |
$3.35K - $4.18K
|
303
$8.17K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
170New |
$3.33K - $4.15K
|
170
$4.59K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
167+ 0.01% |
$3.27K - $4.08K
|
1.25M
$33.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
165+ 1.19% |
$3.23K - $4.03K
|
14K
$378K
|
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
162+ 1.73% |
$3.18K - $3.96K
|
9.51K
$257K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
160New |
$3.14K - $3.91K
|
160
$4.32K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
146+ 0.29% |
$2.86K - $3.57K
|
49.8K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
144+ 0.95% |
$2.82K - $3.52K
|
15.2K
$411K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
130+ 0.22% |
$2.55K - $3.18K
|
58.4K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
127+ 0.12% |
$2.49K - $3.1K
|
107K
$2.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
123+ 1.34% |
$2.41K - $3.01K
|
9.32K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
123+ 0.29% |
$2.41K - $3.01K
|
43.2K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
119New |
$2.33K - $2.91K
|
119
$3.21K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
99+ 0.3% |
$1.94K - $2.42K
|
33.5K
$903K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
96+ 5.81% |
$1.88K - $2.35K
|
1.75K
$47.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
96+ 0.07% |
$1.88K - $2.35K
|
135K
$3.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
90+ 0.35% |
$1.76K - $2.2K
|
26.1K
$704K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
86+ 0.06% |
$1.69K - $2.1K
|
142K
$3.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
83+ 0.15% |
$1.63K - $2.03K
|
54.1K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
72+ 83.72% |
$1.41K - $1.76K
|
158
$4.26K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
68+ 0.08% |
$1.33K - $1.66K
|
90.7K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
68+ 0.37% |
$1.33K - $1.66K
|
18.3K
$493K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
66+ 0.3% |
$1.29K - $1.61K
|
22.4K
$605K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
66+ 0.55% |
$1.29K - $1.61K
|
12.1K
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
64+ 0.4% |
$1.25K - $1.56K
|
15.9K
$428K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
64+ 0.25% |
$1.25K - $1.56K
|
25.6K
$690K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
64+ 0.01% |
$1.25K - $1.56K
|
465K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
63New |
$1.23K - $1.54K
|
63
$1.7K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
62+ 0.24% |
$1.22K - $1.52K
|
26.4K
$712K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
61+ 0.36% |
$1.2K - $1.49K
|
16.9K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
61+ 0.43% |
$1.2K - $1.49K
|
14.2K
$383K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
60+ 0.05% |
$1.18K - $1.47K
|
133K
$3.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
59+ 0.03% |
$1.16K - $1.44K
|
235K
$6.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
59+ 236.0% |
$1.16K - $1.44K
|
84
$2.27K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
58+ 1.28% |
$1.14K - $1.42K
|
4.58K
$123K
|