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 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$25.9K - $32.2K
|
1.32K
$35K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.31K+ 0.16% |
$25.6K - $31.9K
|
837K
$22.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.3K+ 7.02% |
$25.5K - $31.8K
|
19.8K
$526K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.3K+ 8.71% |
$25.4K - $31.6K
|
16.2K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.29KNew |
$25.2K - $31.5K
|
1.29K
$34.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.27K+ 0.29% |
$24.9K - $31K
|
435K
$11.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.24K+ 13.83% |
$24.2K - $30.2K
|
10.2K
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.21K+ 1.97% |
$23.8K - $29.6K
|
62.7K
$1.67M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.18KNew |
$23.2K - $28.9K
|
1.18K
$31.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.17K+ 4.23% |
$22.9K - $28.6K
|
28.8K
$766K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.17K+ 2.52% |
$22.9K - $28.6K
|
47.5K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
1.16K+ 8.52% |
$22.8K - $28.4K
|
14.8K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.15K+ 5.82% |
$22.5K - $28.1K
|
20.9K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.12K+ 2.07% |
$22K - $27.4K
|
55.3K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.11K+ 0.56% |
$21.7K - $27.1K
|
200K
$5.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.09K+ 1.39% |
$21.3K - $26.6K
|
79.5K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.07K+ 3.77% |
$21K - $26.1K
|
29.5K
$782K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.07K+ 19.21% |
$20.9K - $26K
|
6.61K
$175K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.05K+ 5.77% |
$20.6K - $25.7K
|
19.3K
$513K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.05KNew |
$20.6K - $25.7K
|
1.05K
$27.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.03K+ 0.47% |
$20.1K - $25.1K
|
220K
$5.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1K+ 0.91% |
$19.7K - $24.5K
|
111K
$2.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1KNew |
$19.6K - $24.4K
|
1K
$26.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
1K+ 0.74% |
$19.6K - $24.4K
|
136K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1KNew |
$19.6K - $24.4K
|
1K
$26.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
991+ 5.51% |
$19.4K - $24.2K
|
19K
$504K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
990New |
$19.4K - $24.2K
|
990
$26.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
979+ 3.47% |
$19.2K - $23.9K
|
29.2K
$775K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
966+ 3.28% |
$18.9K - $23.6K
|
30.4K
$808K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
958+ 4.74% |
$18.8K - $23.4K
|
21.2K
$562K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
930+ 2.18% |
$18.2K - $22.7K
|
43.6K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
898+ 2.34% |
$17.6K - $21.9K
|
39.3K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
885+ 1.07% |
$17.3K - $21.6K
|
83.6K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
839+ 7.84% |
$16.4K - $20.5K
|
11.5K
$306K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
833+ 0.19% |
$16.3K - $20.4K
|
431K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
826New |
$16.2K - $20.2K
|
826
$21.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
821+ 8.34% |
$16.1K - $20.1K
|
10.7K
$283K
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
800+ 4.51% |
$15.7K - $19.6K
|
18.5K
$492K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
798+ 8.09% |
$15.6K - $19.5K
|
10.7K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
779+ 0.89% |
$15.3K - $19K
|
88.4K
$2.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
775+ 0.25% |
$15.2K - $18.9K
|
315K
$8.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
768+ 0.6% |
$15.1K - $18.8K
|
129K
$3.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
737+ 5.34% |
$14.4K - $18K
|
14.5K
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
732+ 1.64% |
$14.3K - $17.9K
|
45.3K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
725+ 1.13% |
$14.2K - $17.7K
|
64.7K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
721+ 5.9% |
$14.1K - $17.6K
|
13K
$344K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
715+ 2.47% |
$14K - $17.5K
|
29.7K
$787K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
702+ 1.33% |
$13.8K - $17.2K
|
53.6K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Raine Group LLC
New York, NY |
BUY
|
- |
676+ 0.19% |
$13.2K - $16.5K
|
363K
$9.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
657+ 3.46% |
$12.9K - $16.1K
|
19.6K
$521K
|
|