Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
7.59MNew |
$186M - $201M
|
7.59M
$202M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.43M+ 531.73% |
$59.5M - $64.5M
|
2.89M
$76.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.81M+ 5.49% |
$44.2M - $47.9M
|
34.8M
$923M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.77M+ 5.27% |
$43.3M - $46.9M
|
35.3M
$937M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.76M+ 3179.23% |
$43M - $46.6M
|
1.82M
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.62M+ 5.81% |
$39.6M - $42.8M
|
29.4M
$781M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.54M+ 996.24% |
$37.7M - $40.9M
|
1.7M
$45M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48M+ 19.16% |
$36.2M - $39.2M
|
9.2M
$244M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.41MNew |
$34.5M - $37.4M
|
1.41M
$37.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.35M+ 102.73% |
$33M - $35.7M
|
2.66M
$70.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.22M+ 128.3% |
$29.7M - $32.2M
|
2.16M
$57.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 16.69% |
$28.8M - $31.2M
|
8.22M
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
799KNew |
$19.6M - $21.2M
|
799K
$21.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
733KNew |
$17.9M - $19.4M
|
733K
$19.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
673KNew |
$16.5M - $17.8M
|
673K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
608K+ 5.62% |
$14.9M - $16.1M
|
11.4M
$303M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
548K+ 7.75% |
$13.4M - $14.5M
|
7.62M
$202M
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
466K+ 9.78% |
$11.4M - $12.4M
|
5.23M
$139M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
465K+ 15.77% |
$11.4M - $12.3M
|
3.41M
$90.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
430K+ 9.14% |
$10.5M - $11.4M
|
5.13M
$136M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
430KNew |
$10.5M - $11.4M
|
430K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
345KNew |
$8.44M - $9.14M
|
345K
$9.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
330K+ 3.54% |
$8.06M - $8.73M
|
9.63M
$256M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
272K+ 1.49% |
$6.66M - $7.21M
|
18.5M
$491M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
268K+ 6.89% |
$6.57M - $7.11M
|
4.16M
$111M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
251KNew |
$6.15M - $6.66M
|
251K
$6.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
236K+ 12.13% |
$5.77M - $6.25M
|
2.18M
$57.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
231K+ 19.14% |
$5.66M - $6.13M
|
1.44M
$38.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
220K+ 1.35% |
$5.39M - $5.84M
|
16.5M
$437M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
215KNew |
$5.26M - $5.7M
|
215K
$5.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
211K+ 1601.48% |
$5.15M - $5.58M
|
224K
$5.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
199K+ 0.8% |
$4.87M - $5.28M
|
25M
$664M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
187K+ 15.41% |
$4.57M - $4.95M
|
1.4M
$37.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
182K+ 240.06% |
$4.45M - $4.82M
|
258K
$6.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
179K+ 19.23% |
$4.38M - $4.74M
|
1.11M
$29.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
175KNew |
$4.29M - $4.65M
|
175K
$4.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
173K+ 2.77% |
$4.23M - $4.58M
|
6.41M
$170M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
160K+ 9.79% |
$3.92M - $4.24M
|
1.8M
$47.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
154K+ 314.76% |
$3.77M - $4.09M
|
203K
$5.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
151KNew |
$3.69M - $4M
|
151K
$4.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
149K+ 12.76% |
$3.65M - $3.96M
|
1.32M
$35M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
140K+ 50.9% |
$3.44M - $3.72M
|
416K
$11.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
137K+ 2.8% |
$3.34M - $3.62M
|
5.02M
$133M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
134K+ 51.95% |
$3.27M - $3.55M
|
391K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
133K+ 0.71% |
$3.26M - $3.53M
|
18.9M
$501M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
132K+ 7.38% |
$3.24M - $3.51M
|
1.93M
$51.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
131K+ 52.91% |
$3.21M - $3.48M
|
379K
$10.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
129K+ 2.04% |
$3.16M - $3.42M
|
6.46M
$172M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
128K+ 61.04% |
$3.13M - $3.39M
|
338K
$8.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 3.83% |
$3.11M - $3.37M
|
3.45M
$91.6M
|
|