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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
125K+ 6.64% |
$3.07M - $3.32M
|
2.01M
$53.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
124K+ 8.21% |
$3.03M - $3.28M
|
1.63M
$43.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
117K+ 2.42% |
$2.87M - $3.1M
|
4.96M
$132M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
110KNew |
$2.7M - $2.92M
|
110K
$2.93M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
104K+ 67.01% |
$2.55M - $2.76M
|
260K
$6.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
103K+ 30.03% |
$2.52M - $2.73M
|
446K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
103K+ 36.12% |
$2.52M - $2.73M
|
388K
$10.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
103KNew |
$2.52M - $2.73M
|
103K
$2.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
96.7K+ 24.99% |
$2.36M - $2.56M
|
484K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
96.2K+ 25.17% |
$2.35M - $2.55M
|
478K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.2K+ 1.72% |
$2.35M - $2.55M
|
5.7M
$151M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
91.6K+ 8.07% |
$2.24M - $2.43M
|
1.23M
$32.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
90.4K+ 19.08% |
$2.21M - $2.4M
|
564K
$15M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
89.6K+ 22.13% |
$2.19M - $2.37M
|
495K
$13.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
85.9K+ 45.93% |
$2.1M - $2.28M
|
273K
$7.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
83.9K+ 2.56% |
$2.05M - $2.22M
|
3.36M
$89.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
83.4K+ 72.92% |
$2.04M - $2.21M
|
198K
$5.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
83.4KNew |
$2.04M - $2.21M
|
83.4K
$2.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
78.3KNew |
$1.91M - $2.07M
|
78.3K
$2.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
78.1K+ 758.66% |
$1.91M - $2.07M
|
88.4K
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
73.8K+ 4.74% |
$1.81M - $1.96M
|
1.63M
$43.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
70.1K+ 2.77% |
$1.71M - $1.86M
|
2.6M
$69.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
69.2KNew |
$1.69M - $1.83M
|
69.2K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
66.2K+ 2.95% |
$1.62M - $1.75M
|
2.31M
$61.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
64.1KNew |
$1.57M - $1.7M
|
64.1K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
63.6K+ 2.55% |
$1.56M - $1.69M
|
2.56M
$67.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
63.4K+ 6.45% |
$1.55M - $1.68M
|
1.05M
$27.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
61.5K+ 5.11% |
$1.5M - $1.63M
|
1.26M
$33.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
61.5K+ 8.21% |
$1.5M - $1.63M
|
811K
$21.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
61.3K+ 14.61% |
$1.5M - $1.62M
|
481K
$12.8M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
60.6K+ 10.79% |
$1.48M - $1.61M
|
623K
$16.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
59.4KNew |
$1.45M - $1.57M
|
59.4K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
58.3K+ 17.18% |
$1.43M - $1.54M
|
397K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
57.7K+ 2.02% |
$1.41M - $1.53M
|
2.91M
$77.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
56.6K+ 4.1% |
$1.38M - $1.5M
|
1.44M
$38.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
55.4K+ 334.31% |
$1.36M - $1.47M
|
72K
$1.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
55.3K+ 2.4% |
$1.35M - $1.47M
|
2.36M
$62.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
54.5K+ 7.46% |
$1.33M - $1.44M
|
786K
$20.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
54.1K+ 179.62% |
$1.32M - $1.43M
|
84.3K
$2.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
53.2K+ 4.04% |
$1.3M - $1.41M
|
1.37M
$36.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
51.3K+ 3.87% |
$1.25M - $1.36M
|
1.38M
$36.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
51.3KNew |
$1.25M - $1.36M
|
51.3K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.8K+ 8.14% |
$1.22M - $1.32M
|
662K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
48.7K+ 10.25% |
$1.19M - $1.29M
|
524K
$13.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
47.8K+ 35.08% |
$1.17M - $1.27M
|
184K
$4.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
47.1K+ 3.76% |
$1.15M - $1.25M
|
1.3M
$34.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46.7K+ 167.94% |
$1.14M - $1.24M
|
74.5K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46.5K+ 2.26% |
$1.14M - $1.23M
|
2.1M
$55.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
44.2K+ 1.47% |
$1.08M - $1.17M
|
3.04M
$80.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
43.5K+ 3.36% |
$1.06M - $1.15M
|
1.34M
$35.6M
|
|