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 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
58+ 0.09% |
$1.14K - $1.42K
|
67.6K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
55+ 0.41% |
$1.08K - $1.34K
|
13.5K
$365K
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
54+ 0.29% |
$1.06K - $1.32K
|
18.4K
$496K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
52+ 0.16% |
$1.02K - $1.27K
|
33.1K
$892K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
51+ 0.25% |
$1K - $1.25K
|
20.1K
$542K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
51+ 0.31% |
$1K - $1.25K
|
16.7K
$450K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
48+ 0.05% |
$941 - $1.17K
|
105K
$2.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
48+ 0.3% |
$941 - $1.17K
|
16.3K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
46+ 0.3% |
$902 - $1.12K
|
15.6K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
46+ 0.27% |
$902 - $1.12K
|
17.4K
$469K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
44+ 0.13% |
$862 - $1.08K
|
34.9K
$943K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
44+ 0.07% |
$862 - $1.08K
|
67K
$1.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
44+ 0.17% |
$862 - $1.08K
|
25.8K
$695K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
43+ 0.29% |
$843 - $1.05K
|
14.8K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
39+ 0.37% |
$764 - $953
|
10.6K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
37+ 0.29% |
$725 - $904
|
13K
$350K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
34+ 0.11% |
$666 - $831
|
31.8K
$858K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
34+ 0.29% |
$666 - $831
|
11.8K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34+ 0.29% |
$666 - $831
|
11.6K
$313K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
32+ 0.3% |
$627 - $782
|
10.7K
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
31+ 0.07% |
$608 - $758
|
41.5K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
30+ 0.24% |
$588 - $733
|
12.8K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
30+ 0.22% |
$588 - $733
|
13.8K
$373K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
29+ 0.21% |
$568 - $709
|
13.6K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
26+ 0.04% |
$510 - $635
|
63.6K
$1.71M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
26+ 0.26% |
$510 - $635
|
10K
$270K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 0.1% |
$490 - $611
|
24.9K
$671K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.12% |
$470 - $587
|
19.8K
$535K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
23+ 0.29% |
$451 - $562
|
8.01K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
22+ 0.14% |
$431 - $538
|
15.3K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 0.09% |
$412 - $513
|
22.8K
$614K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
20+ 0.22% |
$392 - $489
|
9.17K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
19+ 0.19% |
$372 - $464
|
10.2K
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
18New |
$353 - $440
|
18
$486
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
15+ 0.08% |
$294 - $367
|
17.8K
$481K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
15+ 0.06% |
$294 - $367
|
26.9K
$724K
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
14+ 0.11% |
$274 - $342
|
13.1K
$354K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14+ 0.13% |
$274 - $342
|
10.7K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
13+ 0.02% |
$255 - $318
|
77.1K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
12+ 0.0% |
$235 - $293
|
603K
$16.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
12+ 0.07% |
$235 - $293
|
16.9K
$456K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
11+ 0.03% |
$216 - $269
|
34.3K
$925K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$196 - $244
|
18.8K
$506K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
10+ 0.06% |
$196 - $244
|
15.5K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
9+ 0.01% |
$176 - $220
|
61.7K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.29% |
$157 - $196
|
2.74K
$73.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8+ 0.06% |
$157 - $196
|
14K
$376K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
7+ 0.07% |
$137 - $171
|
10.6K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.02% |
$137 - $171
|
43.3K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6+ 0.06% |
$118 - $147
|
9.82K
$265K
|