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 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
2.11K+ 4.55% |
$41.3K - $51.5K
|
48.4K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.97K+ 7.69% |
$38.6K - $48.1K
|
27.6K
$676K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.94K+ 1.36% |
$38.1K - $47.5K
|
145K
$3.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.94KNew |
$38.1K - $47.5K
|
1.94K
$47.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.91K+ 10.85% |
$37.4K - $46.6K
|
19.5K
$478K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.76K+ 6.57% |
$34.4K - $42.9K
|
28.5K
$697K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55KNew |
$30.3K - $37.8K
|
1.55K
$37.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.46K+ 1.0% |
$28.6K - $35.6K
|
148K
$3.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.31K+ 0.16% |
$25.6K - $31.9K
|
837K
$20.5M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.21K+ 1.97% |
$23.8K - $29.6K
|
62.7K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.18KNew |
$23.2K - $28.9K
|
1.18K
$29K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.11K+ 0.56% |
$21.7K - $27.1K
|
200K
$4.89M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.07K+ 3.77% |
$21K - $26.1K
|
29.5K
$722K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.07K+ 19.21% |
$20.9K - $26K
|
6.61K
$162K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1KNew |
$19.6K - $24.4K
|
1K
$24.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
1K+ 0.74% |
$19.6K - $24.4K
|
136K
$3.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
930+ 2.18% |
$18.2K - $22.7K
|
43.6K
$1.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
833+ 0.19% |
$16.3K - $20.4K
|
431K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
821+ 8.34% |
$16.1K - $20.1K
|
10.7K
$261K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
779+ 0.89% |
$15.3K - $19K
|
88.4K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
775+ 0.25% |
$15.2K - $18.9K
|
315K
$7.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
768+ 0.6% |
$15.1K - $18.8K
|
129K
$3.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
725+ 1.13% |
$14.2K - $17.7K
|
64.7K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
611New |
$12K - $14.9K
|
611
$15K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
533+ 0.48% |
$10.4K - $13K
|
113K
$2.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
455+ 0.66% |
$8.92K - $11.1K
|
69.6K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
368+ 1.0% |
$7.21K - $8.99K
|
37.1K
$908K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
366+ 1.07% |
$7.17K - $8.95K
|
34.7K
$851K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
366+ 1.39% |
$7.17K - $8.95K
|
26.7K
$654K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
362+ 3.75% |
$7.1K - $8.85K
|
10K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
347+ 0.65% |
$6.8K - $8.48K
|
53.5K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
321+ 0.24% |
$6.29K - $7.85K
|
133K
$3.26M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
288+ 7.22% |
$5.64K - $7.04K
|
4.28K
$105K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
284+ 2.44% |
$5.57K - $6.94K
|
11.9K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
283+ 0.34% |
$5.55K - $6.92K
|
83.6K
$2.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
246+ 2.19% |
$4.82K - $6.01K
|
11.5K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
220+ 1.53% |
$4.31K - $5.38K
|
14.6K
$357K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
199+ 0.08% |
$3.9K - $4.86K
|
264K
$6.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
198New |
$3.88K - $4.84K
|
198
$4.85K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
197+ 0.28% |
$3.86K - $4.81K
|
69.9K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
185+ 256.94% |
$3.63K - $4.52K
|
257
$6.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
177+ 0.43% |
$3.47K - $4.33K
|
41.5K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
175+ 1.41% |
$3.43K - $4.28K
|
12.5K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
172+ 1.81% |
$3.37K - $4.2K
|
9.66K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
167+ 0.01% |
$3.27K - $4.08K
|
1.25M
$30.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
119New |
$2.33K - $2.91K
|
119
$2.92K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
83+ 0.15% |
$1.63K - $2.03K
|
54.1K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
72+ 83.72% |
$1.41K - $1.76K
|
158
$3.87K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
63New |
$1.23K - $1.54K
|
63
$1.54K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
59+ 0.03% |
$1.16K - $1.44K
|
235K
$5.77M
|