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 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-43.3K- 62.81% |
$942K - $1.05M
|
25.6K
$628K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-43.9K- 10.0% |
$954K - $1.06M
|
395K
$9.67M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-44.1K- 42.13% |
$959K - $1.07M
|
60.6K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44.3K- 7.94% |
$963K - $1.07M
|
513K
$12.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-44.3K- 4.98% |
$964K - $1.08M
|
845K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-45.5K- 17.7% |
$989K - $1.1M
|
211K
$5.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-46K- 4.28% |
$1M - $1.12M
|
1.03M
$25.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-46.8K- 3.97% |
$1.02M - $1.14M
|
1.13M
$27.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-47.2K- 3.58% |
$1.03M - $1.15M
|
1.27M
$31.1M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-47.9K- 72.56% |
$1.04M - $1.16M
|
18.1K
$444K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-49.1K- 13.51% |
$1.07M - $1.19M
|
314K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-51K- 1.66% |
$1.11M - $1.24M
|
3.01M
$73.8M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-51.4K- 3.74% |
$1.12M - $1.25M
|
1.32M
$32.4M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-51.5K- 11.74% |
$1.12M - $1.25M
|
387K
$9.49M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-51.8K- 1.73% |
$1.13M - $1.26M
|
2.94M
$72.1M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-56.4K- 12.36% |
$1.23M - $1.37M
|
400K
$9.8M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-60.3K- 2.86% |
$1.31M - $1.47M
|
2.05M
$50.2M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-63.1K- 2.78% |
$1.37M - $1.53M
|
2.21M
$54.1M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-63.1K- 2.78% |
$1.37M - $1.53M
|
2.21M
$54.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-73.4K- 14.81% |
$1.6M - $1.78M
|
422K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-74.4K- 9.97% |
$1.62M - $1.81M
|
672K
$16.5M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-74.5K- 37.85% |
$1.62M - $1.81M
|
122K
$3M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-74.7K- 18.8% |
$1.63M - $1.81M
|
323K
$7.91M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-75.3K- 98.17% |
$1.64M - $1.83M
|
1.4K
$34.3K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-75.3K- 1.48% |
$1.64M - $1.83M
|
5.01M
$123M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-78.3K- 25.38% |
$1.7M - $1.9M
|
230K
$5.64M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-81.8K- 6.64% |
$1.78M - $1.99M
|
1.15M
$28.2M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-83K- 9.72% |
$1.81M - $2.02M
|
771K
$18.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-85.8K- 40.96% |
$1.87M - $2.08M
|
124K
$3.03M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86.4K- 18.25% |
$1.88M - $2.1M
|
387K
$9.48M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-90.1K- 9.06% |
$1.96M - $2.19M
|
905K
$22.2M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-92.1K- 14.77% |
$2M - $2.24M
|
531K
$13M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-96.4K- 87.76% |
$2.1M - $2.34M
|
13.5K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-98.3K- 45.69% |
$2.14M - $2.39M
|
117K
$2.86M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-101K- 44.11% |
$2.19M - $2.45M
|
128K
$3.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-104K- 7.35% |
$2.25M - $2.51M
|
1.31M
$32M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-105K- 2.83% |
$2.29M - $2.56M
|
3.62M
$88.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-106K- 19.88% |
$2.31M - $2.58M
|
428K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-119K- 3.42% |
$2.59M - $2.89M
|
3.36M
$82.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-121K- 41.4% |
$2.64M - $2.95M
|
172K
$4.21M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-131K- 15.8% |
$2.85M - $3.18M
|
698K
$17.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-148K- 27.59% |
$3.22M - $3.59M
|
388K
$9.5M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-150K- 14.69% |
$3.26M - $3.64M
|
871K
$21.3M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-151K- 45.5% |
$3.29M - $3.67M
|
181K
$4.44M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-156K- 1.88% |
$3.4M - $3.79M
|
8.14M
$199M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-165K- 9.57% |
$3.59M - $4.01M
|
1.56M
$38.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-169K- 49.33% |
$3.68M - $4.11M
|
174K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-179K- 3.64% |
$3.89M - $4.34M
|
4.74M
$116M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-182K- 1.53% |
$3.97M - $4.43M
|
11.7M
$287M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-187K- 2.67% |
$4.07M - $4.55M
|
6.83M
$167M
|