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 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.59K+ 0.29% |
$168K - $210K
|
2.95M
$78.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.58KNew |
$168K - $210K
|
8.58K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
8.55KNew |
$168K - $209K
|
8.55K
$227K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.53KNew |
$167K - $208K
|
8.53K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.52KNew |
$167K - $208K
|
8.52K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.51K+ 24.55% |
$167K - $208K
|
43.2K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
8.5KNew |
$167K - $208K
|
8.5K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.48KNew |
$166K - $207K
|
8.48K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.42KNew |
$165K - $206K
|
8.42K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.37KNew |
$164K - $205K
|
8.37K
$222K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.34KNew |
$163K - $204K
|
8.34K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
8.22K+ 30.8% |
$161K - $201K
|
34.9K
$926K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.22KNew |
$161K - $201K
|
8.22K
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
8.21KNew |
$161K - $201K
|
8.21K
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.2KNew |
$161K - $200K
|
8.2K
$218K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
8.17K+ 196.63% |
$160K - $200K
|
12.3K
$327K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.15K+ 36.97% |
$160K - $199K
|
30.2K
$801K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
8.13K+ 6.36% |
$159K - $199K
|
136K
$3.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
7.81K+ 12.24% |
$153K - $191K
|
71.6K
$1.9M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
7.74K+ 0.94% |
$152K - $189K
|
829K
$22M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7.72K+ 16.7% |
$151K - $189K
|
54K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
7.63K+ 30.44% |
$150K - $186K
|
32.7K
$867K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
7.62KNew |
$149K - $186K
|
7.62K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.6K+ 22.19% |
$149K - $186K
|
41.8K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7.19K+ 0.46% |
$141K - $176K
|
1.56M
$41.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.16K+ 36.25% |
$140K - $175K
|
26.9K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.05K+ 25.13% |
$138K - $172K
|
35.1K
$931K
|
|
|
Nov 06, 2025
Q2 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
6.87K+ 41.47% |
$135K - $168K
|
23.4K
$622K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.57K+ 2.35% |
$129K - $161K
|
286K
$7.59M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.52K+ 1.71% |
$128K - $159K
|
387K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.32K+ 3.84% |
$124K - $154K
|
171K
$4.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.16K+ 18.08% |
$121K - $151K
|
40.2K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.15K+ 12.2% |
$120K - $150K
|
56.5K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.08KNew |
$119K - $149K
|
6.08K
$161K
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
BUY
|
- |
6.07K+ 3.44% |
$119K - $148K
|
182K
$4.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.02K+ 2.15% |
$118K - $147K
|
286K
$7.6M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.01K+ 100.23% |
$118K - $147K
|
12K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.82K+ 2.1% |
$114K - $142K
|
282K
$7.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.8K+ 6.14% |
$114K - $142K
|
100K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
5.67K+ 1.28% |
$111K - $138K
|
448K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.63K+ 2.09% |
$110K - $137K
|
275K
$7.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.61K+ 3.71% |
$110K - $137K
|
157K
$4.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.58K+ 78.0% |
$109K - $136K
|
12.7K
$338K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5.52K+ 1.35% |
$108K - $135K
|
415K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.43K+ 11.56% |
$106K - $133K
|
52.4K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.38K+ 19.38% |
$105K - $131K
|
33.1K
$878K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.35K+ 5.69% |
$105K - $131K
|
99.4K
$2.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
5.34K+ 39.66% |
$105K - $131K
|
18.8K
$499K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
5.27K+ 48.86% |
$103K - $129K
|
16.1K
$426K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.2K+ 3.75% |
$102K - $127K
|
144K
$3.82M
|