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 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-844- 1.05% |
$16.5K - $20.6K
|
79.4K
$1.95M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-900- 4.04% |
$17.6K - $22K
|
21.4K
$524K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-955- 1.54% |
$18.7K - $23.3K
|
60.9K
$1.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-966- 2.23% |
$18.9K - $23.6K
|
42.4K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 18.84% |
$19.9K - $24.8K
|
4.37K
$107K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.16K- 1.59% |
$22.6K - $28.2K
|
71.5K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
SELL
|
- |
-1.16K- 0.97% |
$22.8K - $28.4K
|
119K
$2.91M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.17K- 1.54% |
$23K - $28.6K
|
75.1K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 0.57% |
$24.2K - $30.2K
|
215K
$5.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.25K- 0.34% |
$24.5K - $30.6K
|
366K
$8.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-1.45K- 3.52% |
$28.4K - $35.4K
|
39.7K
$973K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.48K- 1.76% |
$28.9K - $36K
|
82.5K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-1.48K- 93.22% |
$29.1K - $36.3K
|
108
$2.65K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.5K- 9.83% |
$29.4K - $36.7K
|
13.8K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.55K- 1.89% |
$30.3K - $37.8K
|
80.1K
$1.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.57K- 0.54% |
$30.8K - $38.4K
|
291K
$7.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-1.59K- 14.38% |
$31.2K - $38.9K
|
9.47K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 1.98% |
$31.5K - $39.3K
|
79.4K
$1.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1.64K- 0.37% |
$32.2K - $40.2K
|
443K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.7K- 0.75% |
$33.2K - $41.4K
|
224K
$5.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.76K- 4.0% |
$34.6K - $43.1K
|
42.3K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.77K- 0.41% |
$34.8K - $43.4K
|
433K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.8K- 7.48% |
$35.3K - $44K
|
22.3K
$545K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.9K- 2.4% |
$37.2K - $46.4K
|
77.1K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.97K- 9.78% |
$38.5K - $48K
|
18.1K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.06K- 5.1% |
$40.3K - $50.3K
|
38.3K
$938K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.21K- 0.92% |
$43.3K - $53.9K
|
237K
$5.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.21K- 15.05% |
$43.4K - $54.1K
|
12.5K
$306K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.37K- 3.36% |
$46.4K - $57.8K
|
68K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2.61K- 6.4% |
$51.2K - $63.8K
|
38.2K
$936K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.84K- 3.01% |
$55.6K - $69.3K
|
91.5K
$2.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.91K- 4.32% |
$56.9K - $71K
|
64.4K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3K- 6.35% |
$58.8K - $73.3K
|
44.2K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.2K- 15.5% |
$62.7K - $78.2K
|
17.4K
$427K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.69K- 27.52% |
$72.4K - $90.2K
|
9.72K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.78K- 0.29% |
$74.1K - $92.4K
|
1.32M
$32.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.82K- 3.09% |
$74.9K - $93.4K
|
120K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-3.95K- 7.15% |
$77.4K - $96.5K
|
51.3K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-4.02K- 4.13% |
$78.7K - $98.2K
|
93.2K
$2.28M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-4.32K- 6.22% |
$84.7K - $106K
|
65.1K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.47K- 40.4% |
$87.6K - $109K
|
6.6K
$162K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 10.69% |
$93.2K - $116K
|
39.7K
$973K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.88K- 0.24% |
$95.6K - $119K
|
2M
$49.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.04K- 14.32% |
$98.7K - $123K
|
30.1K
$738K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.06K- 32.19% |
$99.2K - $124K
|
10.7K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.09K- 2.75% |
$99.7K - $124K
|
180K
$4.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5.16K- 2.74% |
$101K - $126K
|
183K
$4.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.4K- 4.45% |
$106K - $132K
|
116K
$2.84M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.67K- 30.3% |
$111K - $139K
|
13.1K
$320K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.74K- 5.37% |
$113K - $140K
|
101K
$2.48M
|