Strategic Equity Management Sells in Q2 2025

Strategic Equity Management

  • $244 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-823K
- 52.27%
$19.6 - $24.44 $16.1M - $20.1M
751K $18.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
-117K
- 95.8%
$82.96 - $110.1 $9.71M - $12.9M
5.13K $564K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-69.3K
- 73.25%
$108.12 - $135.04 $7.5M - $9.36M
25.3K $3.42M
VO
Vanguard Mid Cap ETF

ETFs
-29K
- 89.93%
$228.54 - $279.83 $6.64M - $8.13M
3.25K $910K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-132K
- 80.68%
$47.46 - $55.3 $6.27M - $7.31M
31.7K $1.74M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-112K
- 93.85%
$51.16 - $62.02 $5.74M - $6.96M
7.35K $456K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-134K
- 84.66%
$32.99 - $38.01 $4.43M - $5.11M
24.4K $920K
VV
Vanguard Large Cap ETF

ETFs
-25.5K
- 30.68%
$228.25 - $285.3 $5.83M - $7.29M
57.7K $16.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10.3K
- 19.53%
$496.48 - $617.85 $5.1M - $6.35M
42.3K $26.2M
VB
Vanguard Small Cap ETF

ETFs
-11.2K
- 89.53%
$193.73 - $237.37 $2.17M - $2.66M
1.31K $310K
BIBL
Northern Lts Fd Tr Iv

ETFs
-20.8K
- 14.05%
$33.5 - $41.33 $698K - $861K
128K $5.27M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.03K
- 22.45%
$498.8 - $620.9 $513K - $638K
3.55K $2.21M
AAPL
Apple Inc.

Technology
-1.37K
- 35.65%
$172.42 - $223.89 $236K - $306K
2.47K $505K
FTCS
First Trust Capital Strength E

ETFs
-2.65K
- 46.03%
$81.6 - $92.39 $216K - $245K
3.1K $282K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-3.31K
- 22.51%
$46.92 - $55.01 $155K - $182K
11.4K $618K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.94K
- 36.38%
$68.13 - $74.77 $132K - $145K
3.39K $246K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-8.07K
- 19.71%
$20.42 - $25.3 $165K - $204K
32.9K $831K
ABT
Abbott Laboratories

Healthcare
-661
- 28.66%
$123.95 - $138.08 $81.9K - $91.3K
1.65K $223K
PG
Procter & Gamble CO

Consumer Defensive
-34
- 0.67%
$157.66 - $172.39 $5.36K - $5.86K
5.02K $799K
IWL
Ishares Tr Russell 200 ETF

ETFs
-5.93K
- 11.12%
$122.36 - $153.12 $725K - $907K
47.4K $7.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.28K
- 15.49%
$17.76 - $22.1 $40.4K - $50.3K
12.4K $274K
Blackrock ETF Trust Ii
-147K
- 84.49%
N/A
26.9K $0
Northern Lts Fd Tr Iv
-32.4K
- 36.52%
N/A
56.3K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.35K
- 9.15%
$19.1 - $23.83 $25.7K - $32.1K
13.4K $318K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-604
- 13.48%
$83.67 - $109.12 $50.5K - $65.9K
3.88K $423K
MGC
Vanguard Mega Cap ETF

ETFs
-433
- 8.96%
$179.23 - $224.92 $77.6K - $97.4K
4.4K $990K
IBM
International Business Machines Corp

Technology
-26
- 1.85%
$221.03 - $294.78 $5.75K - $7.66K
1.38K $407K
GOOG
Alphabet Inc.

Communication Services
-122
- 2.4%
$146.58 - $180.01 $17.9K - $22K
4.96K $879K
MSFT
Microsoft Corp

Technology
-160
- 3.78%
$354.56 - $497.45 $56.7K - $79.6K
4.07K $2.02M
Activity Summary
Buys All Purchases 34 New Holdings 18 Increased Positions 16 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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