Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q2 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
Jul 10, 2025 Q2 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.94M
+ 17.7%
$57.7M - $71.9M
19.6M $479M
Jul 16, 2025 Q2 2025
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
873K
+ 5.67%
$17.1M - $21.3M
16.3M $398M
Jul 10, 2025 Q2 2025
Kingstone Capital Partners Texas, LLC

Frisco, TX
BUY
 -
805K
New
$15.8M - $19.7M
805K $19.7M
Jul 17, 2025 Q2 2025
Financial Consulate, Inc

BUY
 -
585K
+ 14.21%
$11.5M - $14.3M
4.7M $115M
Jul 10, 2025 Q2 2025
Family Legacy Financial Solutions, LLC

Cary, NC
BUY
 -
419K
New
$8.22M - $10.2M
419K $10.3M
Jul 08, 2025 Q2 2025
Gradient Investments LLC

BUY
 -
287K
+ 1171.9%
$5.62M - $7.01M
311K $7.63M
Jul 18, 2025 Q2 2025
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
262K
+ 28.83%
$5.14M - $6.4M
1.17M $28.7M
Jul 15, 2025 Q2 2025
Mcf Advisors LLC

Covington, KY
BUY
 -
173K
+ 28.12%
$3.4M - $4.24M
790K $19.4M
Jul 15, 2025 Q2 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
146K
+ 13.69%
$2.86M - $3.56M
1.21M $29.7M
Jul 16, 2025 Q2 2025
Tenret CO LLC

BUY
 -
128K
+ 222.69%
$2.51M - $3.13M
185K $4.54M
Jul 15, 2025 Q2 2025
Bcs Wealth Management

BUY
 -
127K
+ 18.96%
$2.5M - $3.11M
799K $19.6M
Jul 17, 2025 Q2 2025
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
124K
+ 8.65%
$2.43M - $3.03M
1.56M $38.2M
Jul 15, 2025 Q2 2025
Mc Adam, LLC

BUY
 -
122K
+ 1.33%
$2.4M - $2.99M
9.3M $228M
Jul 17, 2025 Q2 2025
Capital Investment Advisors, LLC

BUY
 -
93.8K
New
$1.84M - $2.29M
93.8K $2.3M
Jul 10, 2025 Q2 2025
Orgel Wealth Management, LLC

BUY
 -
93.3K
+ 2.01%
$1.83M - $2.28M
4.73M $116M
Jul 18, 2025 Q2 2025
Truist Financial Corp

BUY
 -
87.1K
+ 10.3%
$1.71M - $2.13M
932K $22.8M
Jul 08, 2025 Q2 2025
Legacy Private Trust Co.

BUY
 -
66.6K
+ 22.79%
$1.31M - $1.63M
359K $8.79M
Jul 21, 2025 Q2 2025
Abacus Planning Group, Inc.

BUY
 -
63.2K
New
$1.24M - $1.54M
63.2K $1.55M
Jul 11, 2025 Q2 2025
Cx Institutional

BUY
 -
61.8K
+ 27108.77%
$1.21M - $1.51M
62K $1.52M
Jul 18, 2025 Q2 2025
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
60.9K
+ 3.52%
$1.19M - $1.49M
1.79M $44M
Jul 14, 2025 Q2 2025
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
52K
+ 2.58%
$1.02M - $1.27M
2.07M $50.7M
Jul 07, 2025 Q2 2025
Investors Research Corp

BUY
 -
49.9K
+ 7.78%
$977K - $1.22M
691K $16.9M
Jul 09, 2025 Q2 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
49.6K
New
$972K - $1.21M
49.6K $1.21M
Jul 09, 2025 Q2 2025
Lincoln Capital Corp

BUY
 -
48.7K
New
$954K - $1.19M
48.7K $1.19M
Jul 15, 2025 Q2 2025
Attessa Capital LLC

Tucson, AZ
BUY
 -
44.9K
+ 13.16%
$881K - $1.1M
386K $9.47M
Jul 08, 2025 Q2 2025
Heartwood Wealth Advisors LLC

BUY
 -
42.5K
+ 246.25%
$834K - $1.04M
59.8K $1.47M
Jul 09, 2025 Q2 2025
Brand Asset Management Group, Inc.

BUY
 -
39.9K
+ 11.65%
$782K - $975K
382K $9.37M
Jul 15, 2025 Q2 2025
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
39.6K
+ 15.6%
$776K - $967K
293K $7.19M
Jul 17, 2025 Q2 2025
Legacy Wealth Management, Inc

BUY
 -
35.2K
+ 1.53%
$690K - $861K
2.34M $57.4M
Jul 10, 2025 Q2 2025
Hurlow Wealth Management Group, Inc.

BUY
 -
35.2K
+ 35.39%
$690K - $860K
135K $3.3M
Jul 10, 2025 Q2 2025
Trust Point Inc.

La Crosse, WI
BUY
 -
34.9K
+ 198.02%
$685K - $854K
52.6K $1.29M
Jul 14, 2025 Q2 2025
Park Avenue Securities LLC

BUY
 -
33.2K
+ 28.05%
$651K - $811K
152K $3.71M
Jul 11, 2025 Q2 2025
Diversified Trust CO

BUY
 -
28.7K
+ 159.04%
$563K - $702K
46.8K $1.15M
Jul 18, 2025 Q2 2025
Eagle Capital Management, LLC

BUY
 -
26.8K
+ 14.38%
$525K - $655K
213K $5.22M
Jul 09, 2025 Q2 2025
Burt Wealth Advisors

BUY
 -
25K
+ 1.72%
$490K - $611K
1.48M $36.2M
Jul 17, 2025 Q2 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
22.9K
New
$448K - $559K
22.9K $560K
Jul 10, 2025 Q2 2025
Yhb Investment Advisors, Inc.

BUY
 -
22.3K
+ 18.29%
$438K - $546K
144K $3.54M
Jul 15, 2025 Q2 2025
Boyd Wealth Management, LLC

BUY
 -
22.3K
New
$437K - $545K
22.3K $547K
Jul 21, 2025 Q2 2025
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
19.3K
+ 172.82%
$379K - $473K
30.5K $748K
Jul 11, 2025 Q2 2025
Matrix Trust CO

BUY
 -
19.3K
+ 1.35%
$379K - $472K
1.45M $35.5M
Jul 15, 2025 Q2 2025
Td Private Client Wealth LLC

New York, NY
BUY
 -
18.8K
+ 11.4%
$368K - $459K
184K $4.5M
Jul 14, 2025 Q2 2025
Abound Wealth Management

Franklin, TN
BUY
 -
17.7K
+ 2.3%
$346K - $432K
785K $19.2M
Jul 15, 2025 Q2 2025
Signal Tree Financial Partners LLC

Copley, OH
BUY
 -
17.3K
New
$340K - $424K
17.3K $425K
Jul 15, 2025 Q2 2025
Accurate Wealth Management, LLC

BUY
 -
17K
+ 98.7%
$333K - $415K
34.2K $837K
Jul 08, 2025 Q2 2025
Paladin Wealth, LLC

Arden Hills, MN
BUY
 -
15.6K
New
$306K - $382K
15.6K $383K
Jul 16, 2025 Q2 2025
Wealth Group LTD

Eden Prairie, MN
BUY
 -
15.3K
+ 13.14%
$299K - $373K
131K $3.22M
Jul 17, 2025 Q2 2025
Mba Advisors LLC

Hermitage, PA
BUY
 -
14.8K
+ 3.83%
$289K - $361K
400K $9.79M
Jul 11, 2025 Q2 2025
Long View Wealth Management

Atlanta, GA
BUY
 -
13.5K
+ 3.23%
$265K - $331K
433K $10.6M
Jul 17, 2025 Q2 2025
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
13.5K
New
$265K - $330K
13.5K $331K

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