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 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-125- 0.14% |
$2.45K - $3.06K
|
87.9K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-127- 0.37% |
$2.49K - $3.1K
|
33.8K
$913K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-127- 0.96% |
$2.49K - $3.1K
|
13.2K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-132- 0.17% |
$2.59K - $3.23K
|
77.8K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-149- 0.03% |
$2.92K - $3.64K
|
541K
$14.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-150- 0.47% |
$2.94K - $3.67K
|
31.5K
$850K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-156- 5.03% |
$3.06K - $3.81K
|
2.94K
$79.4K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-163- 1.48% |
$3.19K - $3.98K
|
10.8K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-171- 17.2% |
$3.35K - $4.18K
|
823
$22.2K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-172- 1.48% |
$3.37K - $4.2K
|
11.4K
$309K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-179- 0.17% |
$3.51K - $4.37K
|
107K
$2.89M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-181- 54.68% |
$3.55K - $4.42K
|
150
$4.05K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-182- 1.91% |
$3.57K - $4.45K
|
9.37K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-191- 1.36% |
$3.74K - $4.67K
|
13.9K
$374K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-203- 1.45% |
$3.98K - $4.96K
|
13.8K
$371K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-210- 1.21% |
$4.12K - $5.13K
|
17.2K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-213- 1.38% |
$4.17K - $5.21K
|
15.2K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-215- 0.26% |
$4.21K - $5.25K
|
81.7K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-216- 1.52% |
$4.23K - $5.28K
|
14K
$377K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-220- 2.4% |
$4.31K - $5.38K
|
8.95K
$242K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-223- 0.87% |
$4.37K - $5.45K
|
25.4K
$685K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-243- 1.79% |
$4.76K - $5.94K
|
13.3K
$359K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-245- 1.9% |
$4.8K - $5.99K
|
12.6K
$341K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-257- 93.8% |
$5.04K - $6.28K
|
17
$459
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-267- 1.39% |
$5.23K - $6.53K
|
18.9K
$509K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-271- 2.59% |
$5.31K - $6.62K
|
10.2K
$275K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-271- 25.35% |
$5.31K - $6.62K
|
798
$21.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-285- 1.09% |
$5.59K - $6.97K
|
25.9K
$698K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-290- 0.59% |
$5.68K - $7.09K
|
49K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-308- 0.26% |
$6.04K - $7.53K
|
119K
$3.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-309- 0.51% |
$6.06K - $7.55K
|
60.3K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-324- 0.81% |
$6.35K - $7.92K
|
39.8K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-335- 0.38% |
$6.57K - $8.19K
|
86.9K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-335- 0.25% |
$6.57K - $8.19K
|
135K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-346- 1.94% |
$6.78K - $8.46K
|
17.5K
$471K
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-347- 0.44% |
$6.8K - $8.48K
|
78.3K
$2.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-348- 0.57% |
$6.82K - $8.51K
|
60.8K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-355- 0.51% |
$6.96K - $8.68K
|
69.2K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-376- 0.63% |
$7.37K - $9.19K
|
59.3K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-382- 51.69% |
$7.49K - $9.34K
|
357
$9.63K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-387- 0.4% |
$7.59K - $9.46K
|
96.1K
$2.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-389- 2.48% |
$7.62K - $9.51K
|
15.3K
$413K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-395- 1.02% |
$7.74K - $9.65K
|
38.2K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-399- 4.1% |
$7.82K - $9.75K
|
9.34K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-400- 2.42% |
$7.84K - $9.78K
|
16.1K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-408- 18.78% |
$8K - $9.97K
|
1.76K
$47.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-417- 1.31% |
$8.17K - $10.2K
|
31.3K
$846K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-428- 0.9% |
$8.39K - $10.5K
|
47K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-433- 4.02% |
$8.49K - $10.6K
|
10.4K
$279K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-434- 0.44% |
$8.51K - $10.6K
|
98.8K
$2.67M
|