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
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.45K+ 14.05% |
$48K - $59.9K
|
19.9K
$528K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.43K+ 0.61% |
$47.7K - $59.5K
|
403K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.38K+ 1844.96% |
$46.6K - $58.2K
|
2.51K
$66.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
2.37K+ 0.06% |
$46.5K - $57.9K
|
3.66M
$97.2M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
2.37K+ 0.52% |
$46.4K - $57.9K
|
456K
$12.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.26K+ 1.94% |
$44.3K - $55.2K
|
119K
$3.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.24K+ 19.88% |
$43.9K - $54.8K
|
13.5K
$359K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.23K+ 4.76% |
$43.7K - $54.6K
|
49.1K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.21K+ 20.31% |
$43.4K - $54.1K
|
13.1K
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.21K+ 8.8% |
$43.3K - $54K
|
27.3K
$725K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.19K+ 13.71% |
$42.9K - $53.5K
|
18.2K
$482K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.19K+ 6.45% |
$42.8K - $53.4K
|
36.1K
$957K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.14KNew |
$42K - $52.3K
|
2.14K
$56.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
2.11K+ 4.55% |
$41.3K - $51.5K
|
48.4K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2K+ 29.59% |
$39.2K - $48.9K
|
8.76K
$232K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2K+ 12.64% |
$39.1K - $48.8K
|
17.8K
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.97K+ 7.69% |
$38.6K - $48.1K
|
27.6K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.94K+ 1.36% |
$38.1K - $47.5K
|
145K
$3.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.94KNew |
$38.1K - $47.5K
|
1.94K
$51.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.91K+ 1.52% |
$37.5K - $46.8K
|
128K
$3.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.91K+ 10.85% |
$37.4K - $46.6K
|
19.5K
$517K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.9K+ 15.8% |
$37.2K - $46.4K
|
13.9K
$369K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 10.61% |
$37.1K - $46.3K
|
19.8K
$524K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 2.6% |
$36.2K - $45.1K
|
73K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.84KNew |
$36K - $44.9K
|
1.84K
$48.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.83K+ 0.89% |
$35.8K - $44.6K
|
206K
$5.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.77K+ 21.56% |
$34.7K - $43.3K
|
9.98K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.76K+ 6.57% |
$34.4K - $42.9K
|
28.5K
$755K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.75K+ 0.74% |
$34.4K - $42.8K
|
237K
$6.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.75K+ 4.49% |
$34.3K - $42.8K
|
40.8K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.74K+ 1.58% |
$34K - $42.5K
|
112K
$2.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.68KNew |
$32.9K - $41.1K
|
1.68K
$44.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.63K+ 0.68% |
$31.9K - $39.8K
|
240K
$6.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.57K+ 14.69% |
$30.9K - $38.5K
|
12.3K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.56KNew |
$30.6K - $38.1K
|
1.56K
$41.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55KNew |
$30.3K - $37.8K
|
1.55K
$41K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.51K+ 1.27% |
$29.7K - $37K
|
121K
$3.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.51K+ 0.75% |
$29.5K - $36.8K
|
202K
$5.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.47K+ 9.15% |
$28.9K - $36K
|
17.6K
$466K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.47K+ 9.29% |
$28.8K - $35.9K
|
17.3K
$458K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.46K+ 1.0% |
$28.6K - $35.6K
|
148K
$3.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.4K+ 14.93% |
$27.4K - $34.2K
|
10.8K
$286K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.39K+ 3.04% |
$27.2K - $34K
|
47K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.37K+ 0.14% |
$26.8K - $33.4K
|
958K
$25.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.36K+ 4.04% |
$26.7K - $33.3K
|
35.1K
$931K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.34KNew |
$26.3K - $32.8K
|
1.34K
$35.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$25.9K - $32.2K
|
1.32K
$35K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.31K+ 0.16% |
$25.6K - $31.9K
|
837K
$22.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.3K+ 7.02% |
$25.5K - $31.8K
|
19.8K
$526K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.3K+ 8.71% |
$25.4K - $31.6K
|
16.2K
$429K
|