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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.05K- 1.04% |
$44.7K - $49.8K
|
194K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.05K- 1.78% |
$44.7K - $49.8K
|
113K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
SELL
|
- |
-2.1K- 1.72% |
$45.7K - $51K
|
120K
$2.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.12K- 10.97% |
$46.1K - $51.4K
|
17.2K
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-2.17K- 1.34% |
$47.1K - $52.6K
|
159K
$3.89M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.18K- 0.98% |
$47.3K - $52.8K
|
219K
$5.37M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-2.19K- 1.11% |
$47.6K - $53.1K
|
196K
$4.79M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.19K- 3.9% |
$47.6K - $53.2K
|
53.9K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.21K- 2.79% |
$48K - $53.6K
|
77.1K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.23K- 7.65% |
$48.6K - $54.2K
|
27K
$661K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.33K- 3.47% |
$50.6K - $56.5K
|
64.7K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.33K- 2.96% |
$50.7K - $56.5K
|
76.3K
$1.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.37K- 1.24% |
$51.6K - $57.6K
|
189K
$4.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.39K- 0.65% |
$52.1K - $58.1K
|
368K
$9M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.44K- 12.37% |
$53K - $59.2K
|
17.3K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.44K- 1.43% |
$53.2K - $59.3K
|
168K
$4.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.45K- 6.9% |
$53.2K - $59.4K
|
33K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.47K- 1.28% |
$53.7K - $59.9K
|
191K
$4.67M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.48K- 1.02% |
$53.8K - $60.1K
|
241K
$5.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-2.5K- 5.18% |
$54.5K - $60.8K
|
45.8K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-2.54K- 1.11% |
$55.1K - $61.5K
|
226K
$5.53M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.54K- 3.01% |
$55.3K - $61.7K
|
81.9K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.56K- 0.74% |
$55.8K - $62.3K
|
346K
$8.47M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.58K- 12.89% |
$56.1K - $62.6K
|
17.4K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.59K- 16.51% |
$56.4K - $62.9K
|
13.1K
$321K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.62K- 13.63% |
$56.9K - $63.5K
|
16.6K
$406K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.62K- 1.46% |
$57K - $63.6K
|
177K
$4.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.63K- 5.59% |
$57.3K - $64K
|
44.5K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.67K- 0.3% |
$58.1K - $64.9K
|
873K
$21.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.7K- 1.12% |
$58.8K - $65.6K
|
239K
$5.86M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.71K- 2.26% |
$58.9K - $65.7K
|
117K
$2.87M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.73K- 0.13% |
$59.3K - $66.2K
|
2.06M
$50.4M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.83K- 2.18% |
$61.4K - $68.6K
|
127K
$3.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.84K- 4.29% |
$61.7K - $68.9K
|
63.4K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.84K- 4.27% |
$61.7K - $68.9K
|
63.7K
$1.56M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.86K- 10.02% |
$62.1K - $69.3K
|
25.6K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.91K- 15.88% |
$63.2K - $70.6K
|
15.4K
$377K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.93K- 2.27% |
$63.7K - $71.1K
|
126K
$3.09M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.04K- 52.78% |
$66.1K - $73.8K
|
2.72K
$66.7K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.07K- 16.22% |
$66.8K - $74.5K
|
15.8K
$388K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.07K- 1.63% |
$66.8K - $74.6K
|
185K
$4.53M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.09K- 2.75% |
$67.2K - $75K
|
109K
$2.68M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-3.12KClosed |
$67.9K - $75.8K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.17K- 7.56% |
$69K - $77K
|
38.8K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.21K- 0.38% |
$69.8K - $77.9K
|
852K
$20.9M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-3.22K- 7.14% |
$70.1K - $78.2K
|
41.9K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.24K- 2.93% |
$70.4K - $78.6K
|
107K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-3.24K- 2.89% |
$70.5K - $78.7K
|
109K
$2.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.28K- 4.65% |
$71.4K - $79.7K
|
67.3K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.39K- 9.62% |
$73.7K - $82.3K
|
31.8K
$780K
|