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 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42.8K+ 9.94% |
$840K - $1.05M
|
474K
$12.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
42.5K+ 246.25% |
$834K - $1.04M
|
59.8K
$1.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
42.4K+ 3.72% |
$830K - $1.04M
|
1.18M
$31.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
42K+ 2.78% |
$822K - $1.03M
|
1.55M
$41.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
41.3KNew |
$810K - $1.01M
|
41.3K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
41.2K+ 22.61% |
$808K - $1.01M
|
224K
$5.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
40.4K+ 2.75% |
$791K - $986K
|
1.51M
$40M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
40KNew |
$784K - $978K
|
40K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
40KNew |
$784K - $978K
|
40K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
39.9K+ 11.65% |
$782K - $975K
|
382K
$10.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
39.9K+ 38.54% |
$782K - $975K
|
143K
$3.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
39.6K+ 15.6% |
$776K - $967K
|
293K
$7.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
39.3K+ 30.49% |
$770K - $960K
|
168K
$4.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
37.6K+ 6.62% |
$738K - $920K
|
607K
$16.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
36.5K+ 913250.0% |
$716K - $893K
|
36.5K
$969K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
36.3K+ 11.83% |
$711K - $887K
|
343K
$9.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
35.8K+ 3.78% |
$703K - $876K
|
984K
$26.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
35.2K+ 1.53% |
$690K - $861K
|
2.34M
$62.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
35.2K+ 35.39% |
$690K - $860K
|
135K
$3.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
34.9K+ 198.02% |
$685K - $854K
|
52.6K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
34.6K+ 139.55% |
$678K - $845K
|
59.3K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
33.3K+ 7.71% |
$653K - $814K
|
465K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
33.2K+ 28.05% |
$651K - $811K
|
152K
$4.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
32.9K+ 0.69% |
$644K - $803K
|
4.77M
$126M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
32.5KNew |
$638K - $795K
|
32.5K
$863K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
31.7KNew |
$621K - $774K
|
31.7K
$840K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
31.6K+ 6.83% |
$620K - $773K
|
495K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
30.5K+ 18.11% |
$598K - $745K
|
199K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29.8K+ 23.88% |
$584K - $729K
|
155K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
28.8K+ 3.43% |
$565K - $705K
|
868K
$23M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
28.7K+ 159.04% |
$563K - $702K
|
46.8K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28.5K+ 3.95% |
$559K - $697K
|
751K
$19.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
28KNew |
$549K - $685K
|
28K
$743K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
26.8K+ 14.38% |
$525K - $655K
|
213K
$5.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
26.7KNew |
$523K - $652K
|
26.7K
$708K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
26.5K+ 5.36% |
$519K - $648K
|
521K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
25.9KNew |
$507K - $633K
|
25.9K
$687K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.8K+ 4.56% |
$506K - $631K
|
592K
$15.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
25.2K+ 6.28% |
$494K - $616K
|
426K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
25K+ 1.72% |
$490K - $611K
|
1.48M
$39.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
24.6KNew |
$482K - $601K
|
24.6K
$652K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
23.7KNew |
$465K - $580K
|
23.7K
$629K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.9K+ 1.19% |
$449K - $560K
|
1.94M
$51.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22.9KNew |
$448K - $559K
|
22.9K
$607K
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
22.9KNew |
$448K - $559K
|
22.9K
$606K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
22.8K+ 7.28% |
$447K - $558K
|
336K
$8.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.7K+ 6.04% |
$446K - $556K
|
400K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
22.3K+ 18.29% |
$438K - $546K
|
144K
$3.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
$437K - $545K
|
22.3K
$592K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
22.2K+ 28.65% |
$435K - $542K
|
99.7K
$2.64M
|