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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.77K- 0.46% |
$34.7K - $43.3K
|
386K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.77K- 0.41% |
$34.8K - $43.4K
|
433K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.78K- 2.19% |
$34.8K - $43.4K
|
79.3K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1.78K- 1.52% |
$34.9K - $43.6K
|
115K
$3.11M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.8K- 0.93% |
$35.2K - $43.9K
|
192K
$5.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.8K- 7.48% |
$35.3K - $44K
|
22.3K
$600K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.84K- 17.18% |
$36K - $44.9K
|
8.86K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.9K- 2.4% |
$37.2K - $46.4K
|
77.1K
$2.08M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.92K- 0.31% |
$37.6K - $46.9K
|
618K
$16.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.94K- 1.64% |
$38K - $47.4K
|
116K
$3.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.96K- 3.03% |
$38.5K - $48K
|
62.8K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.97K- 9.78% |
$38.5K - $48K
|
18.1K
$489K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.06K- 5.1% |
$40.3K - $50.3K
|
38.3K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-2.12K- 5.26% |
$41.6K - $51.8K
|
38.2K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.13K- 1.74% |
$41.7K - $52K
|
120K
$3.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.14K- 1.13% |
$41.8K - $52.2K
|
186K
$5.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 4.29% |
$42K - $52.3K
|
47.8K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-2.15K- 4.69% |
$42.2K - $52.6K
|
43.7K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 14.52% |
$42.9K - $53.5K
|
12.9K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.21K- 0.92% |
$43.3K - $53.9K
|
237K
$6.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.21K- 15.05% |
$43.4K - $54.1K
|
12.5K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.27K- 4.81% |
$44.5K - $55.5K
|
44.9K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.28K- 19.12% |
$44.6K - $55.6K
|
9.63K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.3K- 18.06% |
$45.2K - $56.3K
|
10.5K
$282K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.32K- 3.76% |
$45.5K - $56.7K
|
59.4K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.37K- 3.36% |
$46.4K - $57.8K
|
68K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.37K- 2.09% |
$46.5K - $58K
|
111K
$3M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.39K- 8.09% |
$46.9K - $58.5K
|
27.2K
$733K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.46K- 0.22% |
$48.3K - $60.2K
|
1.13M
$30.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.54K- 0.87% |
$49.7K - $62K
|
288K
$7.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.57K- 8.08% |
$50.5K - $62.9K
|
29.3K
$790K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.61K- 2.23% |
$51.1K - $63.8K
|
114K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2.61K- 6.4% |
$51.2K - $63.8K
|
38.2K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2.61K- 0.83% |
$51.2K - $63.9K
|
313K
$8.43M
|
|
|
Oct 30, 2025
Q2 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-2.62K- 3.81% |
$51.4K - $64.1K
|
66.2K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.66K- 3.5% |
$52.1K - $65K
|
73.2K
$1.98M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-2.71K- 99.3% |
$53.1K - $66.2K
|
19
$513
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.76K- 1.57% |
$54.2K - $67.5K
|
173K
$4.68M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.79K- 3.95% |
$54.7K - $68.2K
|
67.8K
$1.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.81K- 5.4% |
$55.1K - $68.7K
|
49.3K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.84K- 3.01% |
$55.6K - $69.3K
|
91.5K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.86K- 24.62% |
$56.1K - $70K
|
8.77K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.87K- 3.99% |
$56.3K - $70.1K
|
69.1K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.91K- 4.32% |
$56.9K - $71K
|
64.4K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-2.95K- 17.81% |
$57.7K - $72K
|
13.6K
$367K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.98K- 0.16% |
$58.4K - $72.8K
|
1.81M
$48.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3K- 6.35% |
$58.8K - $73.3K
|
44.2K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.11K- 0.37% |
$61K - $76.1K
|
834K
$22.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.13K- 4.88% |
$61.3K - $76.5K
|
61K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.17K- 1.15% |
$62.1K - $77.5K
|
273K
$7.36M
|