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 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.18K+ 0.56% |
$101K - $127K
|
931K
$24.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.18K+ 1.34% |
$101K - $127K
|
392K
$10.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.1K+ 26.52% |
$100K - $125K
|
24.3K
$646K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
5.09K+ 5.84% |
$99.8K - $124K
|
92.2K
$2.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
5.07K+ 1.81% |
$99.4K - $124K
|
286K
$7.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.04K+ 38.95% |
$98.7K - $123K
|
18K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.03K+ 16.47% |
$98.5K - $123K
|
35.6K
$943K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.01K+ 1.38% |
$98.2K - $122K
|
369K
$9.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
4.87K+ 8.09% |
$95.5K - $119K
|
65.1K
$1.73M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
4.83K+ 3.38% |
$94.7K - $118K
|
148K
$3.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.81K+ 51.96% |
$94.3K - $118K
|
14.1K
$373K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.79K+ 49.3% |
$93.9K - $117K
|
14.5K
$385K
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.73K+ 4.95% |
$92.8K - $116K
|
100K
$2.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.71K+ 6.68% |
$92.3K - $115K
|
75.2K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.68K+ 26.48% |
$91.7K - $114K
|
22.3K
$593K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
4.66K+ 10.21% |
$91.3K - $114K
|
50.3K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.43K+ 15.68% |
$86.7K - $108K
|
32.6K
$866K
|
|
|
Aug 06, 2025
Q2 2025
|
Outfitter Financial LLC
|
BUY
|
- |
4.4K+ 5.22% |
$86.2K - $108K
|
88.7K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.36K+ 20.85% |
$85.5K - $107K
|
25.3K
$671K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.34K+ 4.48% |
$85K - $106K
|
101K
$2.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
4.3KNew |
$84.3K - $105K
|
4.3K
$114K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.02K+ 4.71% |
$78.7K - $98.1K
|
89.3K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.01K+ 231.03% |
$78.5K - $97.9K
|
5.74K
$152K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.95K+ 6.2% |
$77.3K - $96.4K
|
67.6K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
3.92K+ 1.28% |
$76.7K - $95.7K
|
309K
$8.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.89K+ 37.96% |
$76.2K - $95K
|
14.1K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.69K+ 7.85% |
$72.3K - $90.1K
|
50.7K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.68K+ 4.2% |
$72.1K - $90K
|
91.4K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
3.57KNew |
$70K - $87.3K
|
3.57K
$94.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.46K+ 2.63% |
$67.8K - $84.6K
|
135K
$3.58M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3.46K+ 0.39% |
$67.8K - $84.5K
|
881K
$23.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.43K+ 4.21% |
$67.2K - $83.8K
|
84.8K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.13K+ 5.72% |
$61.4K - $76.5K
|
57.9K
$1.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
2.97K+ 6.98% |
$58.1K - $72.5K
|
45.5K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.93K+ 0.57% |
$57.5K - $71.7K
|
519K
$13.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.85K+ 1.95% |
$55.9K - $69.7K
|
149K
$3.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.8K+ 16.08% |
$54.9K - $68.4K
|
20.2K
$536K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.8K+ 1.51% |
$54.9K - $68.4K
|
188K
$4.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.73KNew |
$53.5K - $66.7K
|
2.73K
$72.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.72K+ 1.71% |
$53.3K - $66.4K
|
162K
$4.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.69K+ 2.25% |
$52.8K - $65.8K
|
122K
$3.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.68K+ 1.04% |
$52.5K - $65.4K
|
259K
$6.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 21.96% |
$52.1K - $64.9K
|
14.8K
$391K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.62K+ 2.81% |
$51.3K - $63.9K
|
95.7K
$2.54M
|
|
|
Aug 15, 2025
Q2 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
2.53K+ 1.14% |
$49.5K - $61.8K
|
224K
$5.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
2.49K+ 5.94% |
$48.8K - $60.9K
|
44.4K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.47K+ 1.83% |
$48.5K - $60.4K
|
137K
$3.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.46K+ 6.96% |
$48.2K - $60.1K
|
37.8K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.46K+ 40.95% |
$48.2K - $60K
|
8.46K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.46K+ 0.71% |
$48.1K - $60K
|
347K
$9.2M
|