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 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21.8K+ 739.25% |
$428K - $534K
|
24.8K
$657K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
20.8K+ 9.14% |
$407K - $507K
|
248K
$6.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.9K+ 11.6% |
$391K - $487K
|
192K
$5.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
19.3K+ 172.82% |
$379K - $473K
|
30.5K
$810K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.3KNew |
$379K - $472K
|
19.3K
$513K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
19.3K+ 1.35% |
$379K - $472K
|
1.45M
$38.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
18.9K+ 35.71% |
$371K - $463K
|
72K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.8K+ 11.4% |
$368K - $459K
|
184K
$4.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
18.4K+ 2.39% |
$361K - $450K
|
790K
$21M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
18.4K+ 3.49% |
$360K - $449K
|
546K
$14.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
17.8KNew |
$348K - $434K
|
17.8K
$471K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.7K+ 2.3% |
$346K - $432K
|
785K
$20.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
17.3KNew |
$340K - $424K
|
17.3K
$460K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
17.2KNew |
$337K - $420K
|
17.2K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.2K+ 8.93% |
$337K - $420K
|
210K
$5.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17K+ 98.7% |
$333K - $415K
|
34.2K
$906K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
16.7K+ 96.67% |
$328K - $409K
|
34K
$902K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
16.7KNew |
$327K - $408K
|
16.7K
$443K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
16.7KNew |
$327K - $407K
|
16.7K
$442K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.6K+ 0.94% |
$325K - $405K
|
1.77M
$47.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
16.3K+ 6.43% |
$320K - $399K
|
270K
$7.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
15.9K+ 10.4% |
$311K - $388K
|
168K
$4.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15.7K+ 3.04% |
$307K - $383K
|
531K
$14.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
15.6KNew |
$306K - $382K
|
15.6K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15.5K+ 33.32% |
$304K - $379K
|
62.1K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
15.5KNew |
$304K - $379K
|
15.5K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
15.3K+ 13.14% |
$299K - $373K
|
131K
$3.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
14.8K+ 3.83% |
$289K - $361K
|
400K
$10.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14.6KNew |
$286K - $357K
|
14.6K
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
14.5K+ 50.03% |
$283K - $353K
|
43.4K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
14.3K+ 4.14% |
$281K - $350K
|
360K
$9.55M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
14.2KNew |
$278K - $347K
|
14.2K
$377K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
14.1K+ 6.99% |
$276K - $345K
|
216K
$5.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
13.8KNew |
$271K - $338K
|
13.8K
$367K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13.5K+ 3.23% |
$265K - $331K
|
433K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$265K - $330K
|
13.5K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.2K+ 2.43% |
$260K - $324K
|
558K
$14.8M
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
13.2K+ 1.62% |
$258K - $322K
|
829K
$22M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
13.1K+ 8.49% |
$258K - $321K
|
168K
$4.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
13K+ 14.19% |
$255K - $318K
|
105K
$2.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
12.7K+ 6.53% |
$250K - $311K
|
208K
$5.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
12.7KNew |
$249K - $311K
|
12.7K
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
12.7KNew |
$249K - $310K
|
12.7K
$337K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12.5K+ 77.07% |
$245K - $305K
|
28.7K
$761K
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
12.1K+ 0.9% |
$237K - $296K
|
1.35M
$35.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
12KNew |
$236K - $294K
|
12K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
12K+ 25.71% |
$236K - $294K
|
58.8K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.7K+ 8.21% |
$230K - $287K
|
155K
$4.11M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
11.7K+ 25.28% |
$229K - $285K
|
57.8K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.6K+ 4.91% |
$226K - $282K
|
247K
$6.55M
|