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
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-56.1K- 0.91% |
$1.1M - $1.37M
|
6.14M
$153M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-58.4K- 19.38% |
$1.14M - $1.43M
|
243K
$6.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-64.9K- 19.3% |
$1.27M - $1.59M
|
271K
$6.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-65.8K- 3.63% |
$1.29M - $1.61M
|
1.75M
$43.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-76.8K- 10.0% |
$1.5M - $1.88M
|
691K
$17.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-78.6K- 24.36% |
$1.54M - $1.92M
|
244K
$6.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-84.7K- 2.75% |
$1.66M - $2.07M
|
3M
$74.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-118K- 30.32% |
$2.31M - $2.87M
|
270K
$6.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-135K- 20.0% |
$2.65M - $3.31M
|
541K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-146K- 82.92% |
$2.87M - $3.58M
|
30.1K
$751K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-156K- 15.15% |
$3.06M - $3.81M
|
874K
$21.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-169K- 16.77% |
$3.31M - $4.12M
|
837K
$20.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-201K- 56.82% |
$3.94M - $4.91M
|
153K
$3.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-231K- 8.99% |
$4.52M - $5.64M
|
2.34M
$58.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-304K- 27.3% |
$5.95M - $7.42M
|
809K
$20.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-320K- 94.29% |
$6.27M - $7.82M
|
19.4K
$483K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-441K- 34.71% |
$8.65M - $10.8M
|
830K
$20.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-535K- 2.11% |
$10.5M - $13.1M
|
24.8M
$618M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-571K- 49.9% |
$11.2M - $14M
|
574K
$14.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-633K- 19.68% |
$12.4M - $15.5M
|
2.58M
$64.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-3.36M- 88.74% |
$65.8M - $82M
|
426K
$10.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.84M- 30.4% |
$94.9M - $118M
|
11.1M
$276M
|