Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
865+ 0.14% |
$18.8K - $21K
|
620K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
836+ 7.3% |
$18.2K - $20.3K
|
12.3K
$301K
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
780+ 0.93% |
$17K - $18.9K
|
84.3K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
749+ 7.43% |
$16.3K - $18.2K
|
10.8K
$265K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
745+ 0.09% |
$16.2K - $18.1K
|
837K
$20.5M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
730+ 0.24% |
$15.9K - $17.7K
|
310K
$7.6M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
726+ 4.16% |
$15.8K - $17.6K
|
18.2K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
721+ 1.03% |
$15.7K - $17.5K
|
70.5K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
713+ 6.26% |
$15.5K - $17.3K
|
12.1K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
679+ 1.22% |
$14.8K - $16.5K
|
56.1K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
669New |
$14.6K - $16.2K
|
669
$16.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
653+ 0.4% |
$14.2K - $15.9K
|
165K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
641+ 1.85% |
$13.9K - $15.6K
|
35.3K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
639+ 1.08% |
$13.9K - $15.5K
|
59.9K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
627New |
$13.6K - $15.2K
|
627
$15.4K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
BUY
|
- |
600+ 2.18% |
$13.1K - $14.6K
|
28.2K
$691K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
592+ 200.0% |
$12.9K - $14.4K
|
888
$21.8K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
580+ 1.75% |
$12.6K - $14.1K
|
33.6K
$824K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
575+ 4.33% |
$12.5K - $14K
|
13.9K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
562+ 0.3% |
$12.2K - $13.6K
|
187K
$4.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
550+ 462.18% |
$12K - $13.4K
|
669
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
549+ 3.6% |
$11.9K - $13.3K
|
15.8K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
546+ 0.74% |
$11.9K - $13.3K
|
73.9K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
531+ 2.07% |
$11.5K - $12.9K
|
26.2K
$641K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
522+ 0.6% |
$11.4K - $12.7K
|
87.3K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
505+ 0.79% |
$11K - $12.3K
|
64.6K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
492+ 3.05% |
$10.7K - $11.9K
|
16.6K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
477+ 0.47% |
$10.4K - $11.6K
|
102K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
470+ 1.65% |
$10.2K - $11.4K
|
28.9K
$708K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
462+ 2.42% |
$10K - $11.2K
|
19.5K
$479K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
462+ 4.31% |
$10K - $11.2K
|
11.2K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
458+ 0.53% |
$9.96K - $11.1K
|
87.1K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
452+ 83.7% |
$9.83K - $11K
|
992
$24.3K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
452+ 0.26% |
$9.83K - $11K
|
175K
$4.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
451+ 2.86% |
$9.81K - $11K
|
16.2K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
431+ 0.61% |
$9.37K - $10.5K
|
71.2K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
428+ 0.36% |
$9.31K - $10.4K
|
119K
$2.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
424+ 0.97% |
$9.22K - $10.3K
|
44.1K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
422+ 0.18% |
$9.18K - $10.2K
|
236K
$5.78M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
410+ 0.35% |
$8.92K - $9.95K
|
116K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
408+ 23.13% |
$8.87K - $9.91K
|
2.17K
$53.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
400+ 4.22% |
$8.7K - $9.71K
|
9.88K
$242K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
376+ 3.35% |
$8.18K - $9.13K
|
11.6K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
338+ 0.31% |
$7.35K - $8.21K
|
110K
$2.7M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
317+ 0.69% |
$6.89K - $7.7K
|
46.1K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
315+ 0.54% |
$6.85K - $7.65K
|
58.2K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
305+ 0.74% |
$6.63K - $7.41K
|
41.7K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
285+ 0.47% |
$6.2K - $6.92K
|
61.5K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
278New |
$6.05K - $6.75K
|
278
$6.81K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
276+ 34.8% |
$6K - $6.7K
|
1.07K
$26.2K
|