Purchases and Sales Made in Q2 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 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 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
12.7KNew |
$249K - $310K
|
12.7K
$311K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
12K+ 25.71% |
$236K - $294K
|
58.8K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.6K+ 4.91% |
$226K - $282K
|
247K
$6.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11.3K+ 4.8% |
$221K - $275K
|
246K
$6.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
11.2KNew |
$220K - $274K
|
11.2K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.2KNew |
$220K - $274K
|
11.2K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10.3KNew |
$201K - $251K
|
10.3K
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
10.1K+ 0.84% |
$198K - $247K
|
1.21M
$29.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
9.97KNew |
$195K - $244K
|
9.97K
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.95K+ 1.54% |
$195K - $243K
|
655K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.39KNew |
$184K - $229K
|
9.39K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.02KNew |
$177K - $220K
|
9.02K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8.9KNew |
$174K - $217K
|
8.9K
$218K
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
8.89KNew |
$174K - $217K
|
8.89K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
8.77KNew |
$172K - $214K
|
8.77K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8.69KNew |
$170K - $212K
|
8.69K
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
8.5KNew |
$167K - $208K
|
8.5K
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.48KNew |
$166K - $207K
|
8.48K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.22KNew |
$161K - $201K
|
8.22K
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7.72K+ 16.7% |
$151K - $189K
|
54K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7.19K+ 0.46% |
$141K - $176K
|
1.56M
$38.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.16K+ 36.25% |
$140K - $175K
|
26.9K
$659K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.52K+ 1.71% |
$128K - $159K
|
387K
$9.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.32K+ 3.84% |
$124K - $154K
|
171K
$4.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.02K+ 2.15% |
$118K - $147K
|
286K
$7.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.82K+ 2.1% |
$114K - $142K
|
282K
$6.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.38K+ 19.38% |
$105K - $131K
|
33.1K
$811K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
5.34K+ 39.66% |
$105K - $131K
|
18.8K
$461K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
5.27K+ 48.86% |
$103K - $129K
|
16.1K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.18K+ 0.56% |
$101K - $127K
|
931K
$22.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.04K+ 38.95% |
$98.7K - $123K
|
18K
$440K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.71K+ 6.68% |
$92.3K - $115K
|
75.2K
$1.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
4.66K+ 10.21% |
$91.3K - $114K
|
50.3K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.36K+ 20.85% |
$85.5K - $107K
|
25.3K
$620K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
4.3KNew |
$84.3K - $105K
|
4.3K
$105K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
3.92K+ 1.28% |
$76.7K - $95.7K
|
309K
$7.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
3.57KNew |
$70K - $87.3K
|
3.57K
$87.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.46K+ 2.63% |
$67.8K - $84.6K
|
135K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.13K+ 5.72% |
$61.4K - $76.5K
|
57.9K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.93K+ 0.57% |
$57.5K - $71.7K
|
519K
$12.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.85K+ 1.95% |
$55.9K - $69.7K
|
149K
$3.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.69K+ 2.25% |
$52.8K - $65.8K
|
122K
$2.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 21.96% |
$52.1K - $64.9K
|
14.8K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.46K+ 6.96% |
$48.2K - $60.1K
|
37.8K
$926K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.45K+ 14.05% |
$48K - $59.9K
|
19.9K
$487K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.38K+ 1844.96% |
$46.6K - $58.2K
|
2.51K
$61.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.24K+ 19.88% |
$43.9K - $54.8K
|
13.5K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.23K+ 4.76% |
$43.7K - $54.6K
|
49.1K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.19K+ 13.71% |
$42.9K - $53.5K
|
18.2K
$445K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.19K+ 6.45% |
$42.8K - $53.4K
|
36.1K
$884K
|