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 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
6+ 0.03% |
$118 - $147
|
21.4K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6+ 0.01% |
$118 - $147
|
49.4K
$1.31M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
6+ 0.0% |
$118 - $147
|
168K
$4.46M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.29% |
$98 - $122
|
1.73K
$45.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5+ 0.03% |
$98 - $122
|
19.7K
$524K
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
5+ 0.01% |
$98 - $122
|
41.7K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.32% |
$78.4 - $97.8
|
1.27K
$33.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
4+ 100.0% |
$78.4 - $97.8
|
8
$212
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.02% |
$78.4 - $97.8
|
17.8K
$472K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.01% |
$78.4 - $97.8
|
47.2K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.31% |
$78.4 - $97.8
|
1.31K
$34.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$58.8 - $73.3
|
1.39K
$36.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.02% |
$39.2 - $48.9
|
8.47K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.5% |
$39.2 - $48.9
|
405
$10.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$19.6 - $24.4
|
29.3K
$776K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.24% |
$19.6 - $24.4
|
418
$11.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.01% |
$19.6 - $24.4
|
10.6K
$281K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.0% |
$19.6 - $24.4
|
40.1K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.36% |
$19.6 - $24.4
|
279
$7.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$19.6 - $24.4
|
9.47K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1+ 0.01% |
$19.6 - $24.4
|
16.9K
$448K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3- 0.01% |
$58.8 - $73.3
|
36.1K
$957K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4- 0.01% |
$78.4 - $97.8
|
33.8K
$898K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-5- 0.05% |
$98 - $122
|
10.9K
$290K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.07% |
$137 - $171
|
9.92K
$263K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-13- 0.04% |
$255 - $318
|
32.3K
$858K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14- 0.07% |
$274 - $342
|
19.2K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-14- 0.08% |
$274 - $342
|
18.1K
$481K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-17- 0.02% |
$333 - $415
|
77.8K
$2.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-18- 0.1% |
$353 - $440
|
18.4K
$489K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-24- 0.06% |
$470 - $587
|
42.4K
$1.12M
|
|
|
Nov 04, 2025
Q2 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-24- 0.25% |
$470 - $587
|
9.77K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-26- 0.12% |
$510 - $635
|
21.8K
$578K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-27- 0.08% |
$529 - $660
|
33.6K
$892K
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-33- 0.03% |
$647 - $807
|
116K
$3.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-41- 0.67% |
$804 - $1K
|
6.11K
$162K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-41- 0.14% |
$804 - $1K
|
29.1K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-67- 0.91% |
$1.31K - $1.64K
|
7.3K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-81- 0.04% |
$1.59K - $1.98K
|
194K
$5.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-82- 0.44% |
$1.61K - $2K
|
18.4K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-88- 0.33% |
$1.72K - $2.15K
|
26.6K
$707K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-93- 0.42% |
$1.82K - $2.27K
|
21.8K
$580K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-99- 0.18% |
$1.94K - $2.42K
|
55.8K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-101- 0.05% |
$1.98K - $2.47K
|
185K
$4.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-109- 1.03% |
$2.14K - $2.66K
|
10.4K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-112- 0.39% |
$2.2K - $2.74K
|
28.5K
$756K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-120- 0.91% |
$2.35K - $2.93K
|
13.1K
$348K
|