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 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.11K- 2.11% |
$111K - $124K
|
237K
$5.8M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5.12K- 22.48% |
$111K - $124K
|
17.7K
$433K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-5.13K- 3.02% |
$112K - $125K
|
165K
$4.03M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-5.18K- 4.24% |
$113K - $126K
|
117K
$2.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5.57K- 30.62% |
$121K - $135K
|
12.6K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-5.61K- 0.32% |
$122K - $136K
|
1.73M
$42.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.73K- 1.69% |
$125K - $139K
|
332K
$8.14M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.81K- 0.5% |
$126K - $141K
|
1.16M
$28.3M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-5.82K- 38.83% |
$127K - $141K
|
9.17K
$225K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-5.87K- 1.89% |
$128K - $143K
|
305K
$7.47M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-5.87K- 2.58% |
$128K - $143K
|
222K
$5.43M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-5.95K- 28.02% |
$129K - $145K
|
15.3K
$375K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.04K- 22.24% |
$131K - $147K
|
21.1K
$518K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-6.06K- 12.19% |
$132K - $147K
|
43.6K
$1.07M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 11.08% |
$134K - $149K
|
49.3K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.15K- 6.57% |
$134K - $149K
|
87.4K
$2.14M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-6.16K- 6.09% |
$134K - $149K
|
94.9K
$2.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-6.16K- 22.74% |
$134K - $150K
|
20.9K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.17K- 3.85% |
$134K - $150K
|
154K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.18K- 1.57% |
$134K - $150K
|
388K
$9.5M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.33K- 7.37% |
$138K - $154K
|
79.7K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-6.41K- 4.63% |
$139K - $156K
|
132K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.44K- 5.04% |
$140K - $156K
|
121K
$2.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-6.61K- 1.96% |
$144K - $160K
|
331K
$8.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.69K- 28.0% |
$145K - $162K
|
17.2K
$421K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-6.82K- 3.14% |
$148K - $166K
|
210K
$5.15M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6.86K- 2.42% |
$149K - $167K
|
277K
$6.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-7.1K- 9.38% |
$154K - $172K
|
68.6K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-7.13K- 10.52% |
$155K - $173K
|
60.6K
$1.48M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-7.35K- 12.8% |
$160K - $178K
|
50.1K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-7.35K- 12.55% |
$160K - $178K
|
51.2K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.55K- 41.03% |
$164K - $183K
|
10.9K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-7.6K- 29.88% |
$165K - $184K
|
17.8K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-7.69K- 2.17% |
$167K - $187K
|
347K
$8.5M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-7.74K- 1.53% |
$168K - $188K
|
500K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7.8K- 8.86% |
$170K - $189K
|
80.2K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.92K- 7.86% |
$172K - $192K
|
92.8K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8.04K- 2.31% |
$175K - $195K
|
340K
$8.34M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.22K- 22.68% |
$179K - $200K
|
28K
$687K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-8.27K- 15.07% |
$180K - $201K
|
46.6K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-8.77K- 3.29% |
$191K - $213K
|
258K
$6.32M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8.8K- 21.8% |
$191K - $214K
|
31.6K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-8.98K- 28.74% |
$195K - $218K
|
22.3K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9.01K- 23.58% |
$196K - $219K
|
29.2K
$715K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-9.21K- 28.39% |
$200K - $224K
|
23.2K
$569K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-9.22K- 3.38% |
$200K - $224K
|
264K
$6.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.22K- 23.2% |
$201K - $224K
|
30.5K
$748K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-9.23K- 2.23% |
$201K - $224K
|
406K
$9.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.26K- 50.0% |
$201K - $225K
|
9.26K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-9.42K- 11.06% |
$205K - $229K
|
75.8K
$1.86M
|