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 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
83.9K+ 68.59% |
$1.64M - $2.05M
|
206K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
83.8K+ 9.83% |
$1.64M - $2.05M
|
935K
$24.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
80.3K+ 14.23% |
$1.57M - $1.96M
|
645K
$17.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
80K+ 11.95% |
$1.57M - $1.96M
|
749K
$19.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
79.4K+ 18.57% |
$1.56M - $1.94M
|
507K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
79.1K+ 141.71% |
$1.55M - $1.93M
|
135K
$3.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
77K+ 308.4% |
$1.51M - $1.88M
|
102K
$2.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
74.9K+ 21.43% |
$1.47M - $1.83M
|
424K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
74.1K+ 3.36% |
$1.45M - $1.81M
|
2.28M
$60.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
74.1K+ 3.36% |
$1.45M - $1.81M
|
2.28M
$60.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73.2K+ 13.59% |
$1.44M - $1.79M
|
612K
$16.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
71.8K+ 53.72% |
$1.41M - $1.76M
|
206K
$5.45M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
69.7K+ 32.41% |
$1.37M - $1.7M
|
285K
$7.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
66.6K+ 22.79% |
$1.31M - $1.63M
|
359K
$9.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
65.6K+ 7.26% |
$1.28M - $1.6M
|
968K
$25.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
65KNew |
$1.27M - $1.59M
|
65K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
64.8K+ 8.02% |
$1.27M - $1.58M
|
873K
$23.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
63.6KNew |
$1.25M - $1.55M
|
63.6K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
63.3K+ 12.97% |
$1.24M - $1.55M
|
552K
$14.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
63.2KNew |
$1.24M - $1.54M
|
63.2K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
61.8K+ 27108.77% |
$1.21M - $1.51M
|
62K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
60.9K+ 3.52% |
$1.19M - $1.49M
|
1.79M
$47.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
60.4K+ 6.3% |
$1.18M - $1.48M
|
1.02M
$27M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
59.8K+ 18.76% |
$1.17M - $1.46M
|
379K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
58.6K+ 6.48% |
$1.15M - $1.43M
|
964K
$25.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
58.5KNew |
$1.15M - $1.43M
|
58.5K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
58KNew |
$1.14M - $1.42M
|
58K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
56.3K+ 3.11% |
$1.1M - $1.37M
|
1.86M
$49.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
54.5KNew |
$1.07M - $1.33M
|
54.5K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
53.8K+ 12.78% |
$1.05M - $1.31M
|
475K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
52.3K+ 0.87% |
$1.03M - $1.28M
|
6.04M
$160M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
52K+ 2.58% |
$1.02M - $1.27M
|
2.07M
$54.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
52K+ 4.51% |
$1.02M - $1.27M
|
1.2M
$31.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
51.2K+ 2.27% |
$1M - $1.25M
|
2.31M
$61.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
49.9K+ 7.78% |
$977K - $1.22M
|
691K
$18.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
49.6KNew |
$972K - $1.21M
|
49.6K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
49.4K+ 161.46% |
$968K - $1.21M
|
80K
$2.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
49.3K+ 14.59% |
$966K - $1.2M
|
387K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48.7K+ 0.26% |
$955K - $1.19M
|
18.7M
$497M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
48.7KNew |
$954K - $1.19M
|
48.7K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
47.4K+ 125.82% |
$928K - $1.16M
|
85K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
46.2K+ 2.56% |
$905K - $1.13M
|
1.85M
$49.1M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
46.1KNew |
$904K - $1.13M
|
46.1K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45.7K+ 0.94% |
$896K - $1.12M
|
4.89M
$130M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
45.7K+ 3.71% |
$896K - $1.12M
|
1.28M
$33.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
45.2K+ 12.54% |
$885K - $1.1M
|
405K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45K+ 272.43% |
$882K - $1.1M
|
61.5K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
44.9K+ 13.16% |
$881K - $1.1M
|
386K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
44.8KNew |
$879K - $1.1M
|
44.8K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
44K+ 431.46% |
$863K - $1.08M
|
54.2K
$1.44M
|