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
|
Compass Advisory Group LLC
|
SELL
|
- |
-5.34K- 10.71% |
$105K - $130K
|
44.5K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.4K- 4.45% |
$106K - $132K
|
116K
$3.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.53K- 0.4% |
$108K - $135K
|
1.38M
$37.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5.67K- 2.21% |
$111K - $139K
|
251K
$6.76M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.67K- 30.3% |
$111K - $139K
|
13.1K
$352K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-5.68K- 2.71% |
$111K - $139K
|
204K
$5.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-5.7K- 5.58% |
$112K - $139K
|
96.5K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5.72K- 29.75% |
$112K - $140K
|
13.5K
$364K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.74K- 5.37% |
$113K - $140K
|
101K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.06K- 3.66% |
$119K - $148K
|
160K
$4.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-6.15K- 2.33% |
$121K - $150K
|
258K
$6.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.24K- 7.79% |
$122K - $153K
|
73.9K
$1.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.46K- 8.34% |
$127K - $158K
|
71K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-6.47K- 2.55% |
$127K - $158K
|
247K
$6.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.48K- 23.55% |
$127K - $158K
|
21K
$567K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6.49K- 3.38% |
$127K - $159K
|
185K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.54K- 8.15% |
$128K - $160K
|
73.7K
$1.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.81K- 27.33% |
$133K - $166K
|
18.1K
$488K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.81K- 2.63% |
$134K - $167K
|
252K
$6.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-6.86K- 4.39% |
$134K - $168K
|
149K
$4.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-6.96K- 7.2% |
$136K - $170K
|
89.8K
$2.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-7.03K- 2.5% |
$138K - $172K
|
274K
$7.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.15K- 3.02% |
$140K - $175K
|
229K
$6.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-7.22K- 7.11% |
$142K - $177K
|
94.4K
$2.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-7.24K- 1.41% |
$142K - $177K
|
506K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.25K- 4.02% |
$142K - $177K
|
173K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.31K- 6.15% |
$143K - $179K
|
112K
$3.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-7.34K- 2.12% |
$144K - $179K
|
339K
$9.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.52K- 1.07% |
$147K - $184K
|
698K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-7.56K- 44.91% |
$148K - $185K
|
9.27K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-7.6K- 13.55% |
$149K - $186K
|
48.5K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.87K- 4.91% |
$154K - $192K
|
152K
$4.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-8.03K- 35.16% |
$157K - $196K
|
14.8K
$399K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-8.03K- 15.68% |
$157K - $196K
|
43.2K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8.1K- 6.39% |
$159K - $198K
|
119K
$3.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.36K- 41.09% |
$164K - $204K
|
12K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.72K- 1.86% |
$171K - $213K
|
461K
$12.4M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8.86K- 2.15% |
$174K - $216K
|
403K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-9.01K- 2.33% |
$177K - $220K
|
378K
$10.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9.33K- 3.11% |
$183K - $228K
|
290K
$7.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-9.35K- 4.8% |
$183K - $228K
|
185K
$5M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.65K- 2.57% |
$189K - $236K
|
366K
$9.89M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-9.78K- 1.97% |
$192K - $239K
|
488K
$13.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.83K- 1.26% |
$193K - $240K
|
768K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-9.84K- 16.44% |
$193K - $241K
|
50K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9.85K- 8.79% |
$193K - $241K
|
102K
$2.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.97K- 12.52% |
$195K - $244K
|
69.7K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-10.1K- 30.13% |
$197K - $246K
|
23.4K
$630K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.2K- 9.12% |
$199K - $248K
|
101K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.2K- 54.72% |
$199K - $249K
|
8.42K
$227K
|