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 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-65.7KClosed |
$1.29M - $1.6M
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-65.8K- 3.63% |
$1.29M - $1.61M
|
1.75M
$46.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-66.6K- 9.21% |
$1.31M - $1.63M
|
656K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-68.6K- 2.2% |
$1.34M - $1.68M
|
3.05M
$81M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-69.7K- 26.72% |
$1.37M - $1.7M
|
191K
$5.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-71.6K- 7.17% |
$1.4M - $1.75M
|
928K
$24.6M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-72.8K- 17.86% |
$1.43M - $1.78M
|
335K
$8.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-75.7K- 49.94% |
$1.48M - $1.85M
|
75.9K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-76.8K- 10.0% |
$1.5M - $1.88M
|
691K
$18.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-78.6K- 24.36% |
$1.54M - $1.92M
|
244K
$6.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-80.3K- 30.8% |
$1.57M - $1.96M
|
180K
$4.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-80.5K- 6.23% |
$1.58M - $1.97M
|
1.21M
$32.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-84.7K- 2.75% |
$1.66M - $2.07M
|
3M
$79.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-88.5K- 39.36% |
$1.73M - $2.16M
|
136K
$3.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-93.8K- 5.88% |
$1.84M - $2.29M
|
1.5M
$39.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-96.9K- 3.48% |
$1.9M - $2.37M
|
2.69M
$71.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-97.2K- 11.56% |
$1.91M - $2.38M
|
743K
$19.7M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-108K- 81.72% |
$2.12M - $2.64M
|
24.2K
$642K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-113K- 7.95% |
$2.21M - $2.75M
|
1.3M
$34.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-118K- 30.32% |
$2.31M - $2.87M
|
270K
$7.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-135K- 50.77% |
$2.65M - $3.3M
|
131K
$3.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-135K- 20.0% |
$2.65M - $3.31M
|
541K
$14.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-139K- 9.99% |
$2.73M - $3.4M
|
1.25M
$33.3M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-146K- 82.92% |
$2.87M - $3.58M
|
30.1K
$800K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-152K- 62.04% |
$2.97M - $3.7M
|
92.7K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-152K- 13.43% |
$2.99M - $3.72M
|
982K
$26.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-153K- 44.82% |
$2.99M - $3.73M
|
188K
$4.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-154K- 12.54% |
$3.02M - $3.77M
|
1.08M
$28.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-156K- 15.15% |
$3.06M - $3.81M
|
874K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-159K- 4.14% |
$3.11M - $3.88M
|
3.68M
$97.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-165K- 1.5% |
$3.23M - $4.03M
|
10.8M
$287M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-169K- 16.77% |
$3.31M - $4.12M
|
837K
$22.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-174K- 86.42% |
$3.42M - $4.26M
|
27.4K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-180K- 7.9% |
$3.53M - $4.4M
|
2.1M
$55.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-201K- 56.82% |
$3.94M - $4.91M
|
153K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-223K- 99.99% |
$4.38M - $5.46M
|
24
$637
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-231K- 8.99% |
$4.52M - $5.64M
|
2.34M
$62M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-241K- 3.96% |
$4.72M - $5.89M
|
5.84M
$155M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-246K- 2.49% |
$4.81M - $6M
|
9.63M
$256M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-254K- 17.17% |
$4.98M - $6.2M
|
1.22M
$32.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-261K- 38.91% |
$5.12M - $6.39M
|
410K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-275K- 2.35% |
$5.39M - $6.72M
|
11.4M
$304M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-286K- 17.98% |
$5.61M - $6.99M
|
1.31M
$34.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-304K- 27.3% |
$5.95M - $7.42M
|
809K
$21.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-320K- 94.29% |
$6.27M - $7.82M
|
19.4K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-350K- 22.42% |
$6.85M - $8.55M
|
1.21M
$32.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-354K- 95.2% |
$6.93M - $8.65M
|
17.8K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-373K- 32.44% |
$7.31M - $9.12M
|
777K
$20.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-392K- 3.97% |
$7.69M - $9.59M
|
9.48M
$252M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-397K- 85.47% |
$7.77M - $9.69M
|
67.4K
$1.79M
|