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 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
192K+ 328.45% |
$3.76M - $4.69M
|
250K
$6.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
183K+ 5.9% |
$3.58M - $4.47M
|
3.28M
$87M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
175K+ 17.1% |
$3.44M - $4.29M
|
1.2M
$31.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
173K+ 28.12% |
$3.4M - $4.24M
|
790K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
167KNew |
$3.28M - $4.09M
|
167K
$4.44M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
154K+ 83.29% |
$3.02M - $3.77M
|
339K
$9M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
154K+ 2.49% |
$3.02M - $3.76M
|
6.34M
$168M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
151K+ 25.72% |
$2.96M - $3.69M
|
738K
$19.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
146K+ 13.69% |
$2.86M - $3.56M
|
1.21M
$32.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
139KNew |
$2.73M - $3.4M
|
139K
$3.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 1.03% |
$2.68M - $3.34M
|
13.4M
$355M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
136KNew |
$2.67M - $3.32M
|
136K
$3.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
131K+ 69.8% |
$2.57M - $3.21M
|
319K
$8.47M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
130K+ 506.79% |
$2.55M - $3.17M
|
156K
$4.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
129K+ 15.74% |
$2.53M - $3.15M
|
948K
$25.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
129K+ 247.56% |
$2.52M - $3.14M
|
180K
$4.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
128K+ 222.69% |
$2.51M - $3.13M
|
185K
$4.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
128K+ 5.99% |
$2.5M - $3.12M
|
2.26M
$59.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
127K+ 18.96% |
$2.5M - $3.11M
|
799K
$21.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
124K+ 8.65% |
$2.43M - $3.03M
|
1.56M
$41.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
124K+ 116.46% |
$2.43M - $3.03M
|
230K
$6.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
124K+ 12.75% |
$2.42M - $3.02M
|
1.09M
$29M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
122KNew |
$2.4M - $2.99M
|
122K
$3.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
122K+ 1.33% |
$2.4M - $2.99M
|
9.3M
$247M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
120K+ 5.06% |
$2.35M - $2.93M
|
2.49M
$66.1M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
120K+ 87.12% |
$2.35M - $2.93M
|
258K
$6.83M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
112K+ 278.44% |
$2.2M - $2.74M
|
152K
$4.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
111K+ 279.02% |
$2.18M - $2.72M
|
151K
$4.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
109K+ 26.8% |
$2.14M - $2.67M
|
516K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
107K+ 4.5% |
$2.1M - $2.62M
|
2.49M
$66M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
107KNew |
$2.1M - $2.62M
|
107K
$2.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
107K+ 2.79% |
$2.09M - $2.61M
|
3.94M
$104M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
106K+ 45.97% |
$2.08M - $2.59M
|
336K
$8.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
105K+ 1.71% |
$2.06M - $2.56M
|
6.23M
$165M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
103K+ 443.62% |
$2.02M - $2.52M
|
126K
$3.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100KNew |
$1.96M - $2.45M
|
100K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.6KNew |
$1.91M - $2.39M
|
97.6K
$2.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
96.9K+ 3.94% |
$1.9M - $2.37M
|
2.55M
$67.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
96.6KNew |
$1.89M - $2.36M
|
96.6K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
94.3K+ 3.13% |
$1.85M - $2.3M
|
3.11M
$82.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
94K+ 1.35% |
$1.84M - $2.3M
|
7.07M
$188M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
93.8KNew |
$1.84M - $2.29M
|
93.8K
$2.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
93.3K+ 2.01% |
$1.83M - $2.28M
|
4.73M
$125M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
91.2KNew |
$1.79M - $2.23M
|
91.2K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
90.9K+ 10.43% |
$1.78M - $2.22M
|
962K
$25.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
90.7K+ 3.71% |
$1.78M - $2.22M
|
2.53M
$67.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
88.6K+ 71.64% |
$1.74M - $2.16M
|
212K
$5.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
87.1K+ 10.3% |
$1.71M - $2.13M
|
932K
$24.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
86.7K+ 29.28% |
$1.7M - $2.12M
|
383K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
84.9K+ 7.3% |
$1.66M - $2.08M
|
1.25M
$33.1M
|