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 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-435- 3.36% |
$8.53K - $10.6K
|
12.5K
$337K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-450- 10.5% |
$8.82K - $11K
|
3.84K
$104K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-469- 3.41% |
$9.19K - $11.5K
|
13.3K
$358K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-470- 0.51% |
$9.21K - $11.5K
|
92.4K
$2.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-483- 0.3% |
$9.47K - $11.8K
|
158K
$4.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-483- 0.47% |
$9.47K - $11.8K
|
102K
$2.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-490- 1.68% |
$9.6K - $12K
|
28.7K
$775K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-495- 1.81% |
$9.7K - $12.1K
|
26.9K
$725K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-500- 2.05% |
$9.8K - $12.2K
|
23.9K
$646K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-500- 11.31% |
$9.8K - $12.2K
|
3.92K
$106K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-502- 2.3% |
$9.84K - $12.3K
|
21.4K
$577K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-503- 1.35% |
$9.86K - $12.3K
|
36.6K
$989K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-510- 0.6% |
$10K - $12.5K
|
84.6K
$2.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-521- 20.94% |
$10.2K - $12.7K
|
1.97K
$53.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-529- 2.71% |
$10.4K - $12.9K
|
19K
$513K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-530- 0.07% |
$10.4K - $13K
|
725K
$19.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-534- 3.0% |
$10.5K - $13.1K
|
17.3K
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-545- 2.65% |
$10.7K - $13.3K
|
20K
$541K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-546- 4.29% |
$10.7K - $13.3K
|
12.2K
$329K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-560- 1.02% |
$11K - $13.7K
|
54.2K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
SELL
|
- |
-571- 0.48% |
$11.2K - $14K
|
120K
$3.22M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-582- 3.3% |
$11.4K - $14.2K
|
17K
$460K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-586- 0.85% |
$11.5K - $14.3K
|
68K
$1.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-588- 3.11% |
$11.5K - $14.4K
|
18.3K
$495K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-603- 3.38% |
$11.8K - $14.7K
|
17.3K
$466K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-611- 5.84% |
$12K - $14.9K
|
9.86K
$266K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-612- 0.22% |
$12K - $15K
|
278K
$7.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-617- 3.98% |
$12.1K - $15.1K
|
14.9K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-635- 0.41% |
$12.4K - $15.5K
|
154K
$4.15M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-653- 83.93% |
$12.8K - $16K
|
125
$3.37K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-658- 3.83% |
$12.9K - $16.1K
|
16.5K
$446K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-661- 3.18% |
$13K - $16.2K
|
20.1K
$544K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-671- 0.7% |
$13.2K - $16.4K
|
94.9K
$2.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-681- 0.31% |
$13.3K - $16.6K
|
219K
$5.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-682- 0.62% |
$13.4K - $16.7K
|
109K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-686- 7.01% |
$13.4K - $16.8K
|
9.1K
$246K
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-686- 0.78% |
$13.4K - $16.8K
|
87.4K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-718- 6.63% |
$14.1K - $17.5K
|
10.1K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-743- 3.68% |
$14.6K - $18.2K
|
19.4K
$525K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-753- 1.64% |
$14.8K - $18.4K
|
45K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-778- 7.35% |
$15.2K - $19K
|
9.81K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-785- 0.86% |
$15.4K - $19.2K
|
90.7K
$2.45M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-795- 0.84% |
$15.6K - $19.4K
|
94.1K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-796- 0.92% |
$15.6K - $19.5K
|
86K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-811- 3.01% |
$15.9K - $19.8K
|
26.2K
$706K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-814- 1.78% |
$16K - $19.9K
|
45K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-844- 1.05% |
$16.5K - $20.6K
|
79.4K
$2.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-870- 6.24% |
$17.1K - $21.3K
|
13.1K
$353K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-876- 0.27% |
$17.2K - $21.4K
|
328K
$8.85M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-900- 4.04% |
$17.6K - $22K
|
21.4K
$577K
|