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 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
52+ 0.16% |
$1.02K - $1.27K
|
33.1K
$810K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
51+ 0.25% |
$1K - $1.25K
|
20.1K
$492K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
48+ 0.3% |
$941 - $1.17K
|
16.3K
$399K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
48+ 0.05% |
$941 - $1.17K
|
105K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
44+ 0.13% |
$862 - $1.08K
|
34.9K
$856K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
44+ 0.07% |
$862 - $1.08K
|
67K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
43+ 0.29% |
$843 - $1.05K
|
14.8K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
37+ 0.29% |
$725 - $904
|
13K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
34+ 0.11% |
$666 - $831
|
31.8K
$779K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
32+ 0.3% |
$627 - $782
|
10.7K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
29+ 0.21% |
$568 - $709
|
13.6K
$332K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
26+ 0.26% |
$510 - $635
|
10K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
23+ 0.29% |
$451 - $562
|
8.01K
$196K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
22+ 0.14% |
$431 - $538
|
15.3K
$376K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 0.09% |
$412 - $513
|
22.8K
$558K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
15+ 0.08% |
$294 - $367
|
17.8K
$437K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
13+ 0.02% |
$255 - $318
|
77.1K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$196 - $244
|
18.8K
$460K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.32% |
$78.4 - $97.8
|
1.27K
$31.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-41- 0.67% |
$804 - $1K
|
6.11K
$150K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-82- 0.44% |
$1.61K - $2K
|
18.4K
$452K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-109- 1.03% |
$2.14K - $2.66K
|
10.4K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-125- 0.14% |
$2.45K - $3.06K
|
87.9K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-127- 0.37% |
$2.49K - $3.1K
|
33.8K
$829K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-149- 0.03% |
$2.92K - $3.64K
|
541K
$13.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-156- 5.03% |
$3.06K - $3.81K
|
2.94K
$72.1K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-172- 1.48% |
$3.37K - $4.2K
|
11.4K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-243- 1.79% |
$4.76K - $5.94K
|
13.3K
$326K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-271- 2.59% |
$5.31K - $6.62K
|
10.2K
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-348- 0.57% |
$6.82K - $8.51K
|
60.8K
$1.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-355- 0.51% |
$6.96K - $8.68K
|
69.2K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-376- 0.63% |
$7.37K - $9.19K
|
59.3K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-387- 0.4% |
$7.59K - $9.46K
|
96.1K
$2.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-389- 2.48% |
$7.62K - $9.51K
|
15.3K
$375K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-395- 1.02% |
$7.74K - $9.65K
|
38.2K
$935K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-469- 3.41% |
$9.19K - $11.5K
|
13.3K
$325K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-483- 0.3% |
$9.47K - $11.8K
|
158K
$3.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-529- 2.71% |
$10.4K - $12.9K
|
19K
$466K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-530- 0.07% |
$10.4K - $13K
|
725K
$17.8M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-545- 2.65% |
$10.7K - $13.3K
|
20K
$491K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-560- 1.02% |
$11K - $13.7K
|
54.2K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-586- 0.85% |
$11.5K - $14.3K
|
68K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-611- 5.84% |
$12K - $14.9K
|
9.86K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-661- 3.18% |
$13K - $16.2K
|
20.1K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-686- 7.01% |
$13.4K - $16.8K
|
9.1K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-743- 3.68% |
$14.6K - $18.2K
|
19.4K
$476K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-753- 1.64% |
$14.8K - $18.4K
|
45K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-785- 0.86% |
$15.4K - $19.2K
|
90.7K
$2.22M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-795- 0.84% |
$15.6K - $19.4K
|
94.1K
$2.31M
|