Purchases and Sales Made in Q4 2025 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q4 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
Jan 05, 2026 Q4 2025
Argent Capital Management LLC

BUY
 -
289K
+ 1867.25%
$7.46M - $7.85M
304K $8.07M
Jan 13, 2026 Q4 2025
Dakota Wealth Management

BUY
 -
183K
+ 138.11%
$4.72M - $4.97M
315K $8.36M
Jan 08, 2026 Q4 2025
Maridea Wealth Management LLC

Brooklyn, NY
BUY
 -
89.1K
New
$2.3M - $2.42M
89.1K $2.36M
Jan 12, 2026 Q4 2025
Ferguson Wellman Capital Management, Inc

BUY
 -
77.4K
+ 176.35%
$2M - $2.1M
121K $3.22M
Jan 08, 2026 Q4 2025
Charles Schwab Trust CO

BUY
 -
50.7K
+ 1.22%
$1.31M - $1.38M
4.21M $112M
Jan 09, 2026 Q4 2025
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
29.2K
New
$755K - $795K
29.2K $776K
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
29K
+ 6.51%
$750K - $789K
475K $12.6M
Jan 06, 2026 Q4 2025
Investors Research Corp

BUY
 -
23.1K
+ 3.21%
$596K - $627K
741K $19.7M
Jan 07, 2026 Q4 2025
Kure Advisory, LLC

Plymouth, MN
BUY
 -
21.7K
New
$562K - $591K
21.7K $577K
Jan 08, 2026 Q4 2025
Gradient Investments LLC

BUY
 -
19.6K
+ 6.72%
$506K - $532K
311K $8.25M
Jan 13, 2026 Q4 2025
Matrix Trust CO

BUY
 -
15.6K
+ 1.08%
$404K - $424K
1.46M $38.7M
Jan 06, 2026 Q4 2025
Barden Capital Management, Inc.

BUY
 -
15.1K
+ 5.67%
$390K - $410K
281K $7.46M
Jan 08, 2026 Q4 2025
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
13.9K
+ 85.44%
$359K - $378K
30.1K $800K
Jan 13, 2026 Q4 2025
Capital Investment Advisors, LLC

BUY
 -
13.3K
+ 16.26%
$344K - $361K
95.1K $2.52M
Jan 12, 2026 Q4 2025
One Advisory Partners, LLC

BUY
 -
13.1K
New
$339K - $356K
13.1K $348K
Jan 12, 2026 Q4 2025
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
12.6K
+ 5.05%
$325K - $341K
261K $6.93M
Jan 08, 2026 Q4 2025
Bennett Selby Investments LP

BUY
 -
11.4K
+ 90.0%
$293K - $309K
24K $636K
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
10.9K
+ 7.26%
$281K - $296K
161K $4.26M
Jan 12, 2026 Q4 2025
Abound Wealth Management

Franklin, TN
BUY
 -
7.64K
+ 0.97%
$197K - $208K
797K $21.1M
Jan 08, 2026 Q4 2025
Legacy Private Trust Co.

BUY
 -
7.33K
+ 2.12%
$189K - $199K
353K $9.36M
Jan 13, 2026 Q4 2025
Parsons Capital Management Inc

BUY
 -
6.19K
+ 6.73%
$160K - $168K
98.1K $2.6M
Jan 06, 2026 Q4 2025
Canal Capital Management, LLC

BUY
 -
5.99K
+ 43.9%
$155K - $163K
19.6K $521K
Jan 12, 2026 Q4 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
4.91K
New
$127K - $133K
4.91K $130K
Jan 13, 2026 Q4 2025
Trust Point Inc.

La Crosse, WI
BUY
 -
4.84K
+ 9.21%
$125K - $132K
57.4K $1.52M
Jan 07, 2026 Q4 2025
Cooper Financial Group

BUY
 -
4.72K
+ 5.23%
$122K - $128K
95K $2.52M
Jan 12, 2026 Q4 2025
Eagle Capital Management, LLC

BUY
 -
3.95K
+ 1.81%
$102K - $107K
222K $5.88M
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
3.52K
+ 42.07%
$91K - $95.7K
11.9K $315K
Jan 12, 2026 Q4 2025
Brucke Financial, Inc.

Indianapolis, IN
BUY
 -
3.45K
+ 3.1%
$89.1K - $93.8K
115K $3.05M
Jan 12, 2026 Q4 2025
Foster Group, Inc.

BUY
 -
3.27K
+ 4.67%
$84.6K - $89K
73.4K $1.95M
Jan 12, 2026 Q4 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
2.93K
+ 8.62%
$75.6K - $79.5K
36.8K $978K
Jan 09, 2026 Q4 2025
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
2.9K
+ 3.22%
$75K - $78.9K
93K $2.47M
Jan 07, 2026 Q4 2025
Cwa Asset Management Group, LLC

BUY
 -
1.98K
+ 11.31%
$51.2K - $53.8K
19.5K $517K
Jan 12, 2026 Q4 2025
Evanson Asset Management, LLC

BUY
 -
1.96K
+ 2.94%
$50.6K - $53.3K
68.7K $1.82M
Jan 12, 2026 Q4 2025
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
1.85K
+ 2124.14%
$47.8K - $50.2K
1.94K $51.4K
Jan 13, 2026 Q4 2025
Triangle Securities Wealth Management

BUY
 -
1.85K
+ 0.72%
$47.7K - $50.2K
259K $6.87M
Jan 12, 2026 Q4 2025
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
1.77K
+ 12.83%
$45.8K - $48.2K
15.6K $413K
Jan 08, 2026 Q4 2025
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
1.64K
+ 2.89%
$42.3K - $44.5K
58.3K $1.55M
Jan 06, 2026 Q4 2025
Ransom Advisory, LTD

Providence, RI
BUY
 -
1.5K
New
$38.8K - $40.8K
1.5K $39.8K
Jan 09, 2026 Q4 2025
Cambridge Financial Group, LLC

Tucson, AZ
BUY
 -
1.08K
+ 0.56%
$27.9K - $29.3K
193K $5.13M
Jan 05, 2026 Q4 2025
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
649
+ 6.74%
$16.8K - $17.6K
10.3K $273K
Jan 12, 2026 Q4 2025
Wealth Group LTD

Eden Prairie, MN
BUY
 -
542
+ 0.41%
$14K - $14.7K
132K $3.49M
Jan 12, 2026 Q4 2025
Mkd Wealth Coaches, LLC

Troy, MI
BUY
 -
274
+ 2.35%
$7.08K - $7.45K
12K $317K
Jan 07, 2026 Q4 2025
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
90
+ 0.91%
$2.33K - $2.45K
10K $266K
Jan 07, 2026 Q4 2025
Impact Capital Partners LLC

Greenwood Village, CO
BUY
 -
83
+ 0.3%
$2.15K - $2.26K
28K $743K
Jan 09, 2026 Q4 2025
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
75
+ 0.38%
$1.94K - $2.04K
20K $530K
Jan 12, 2026 Q4 2025
Thrive Wealth Management, LLC

BUY
 -
67
+ 0.03%
$1.73K - $1.82K
207K $5.49M
Jan 08, 2026 Q4 2025
Financial Management Network Inc

BUY
 -
62
+ 0.28%
$1.6K - $1.69K
22.4K $594K
Jan 12, 2026 Q4 2025
Breakthru Advisory Services, LLC

Muskego, WI
BUY
 -
58
+ 0.13%
$1.5K - $1.58K
45.4K $1.2M
Jan 12, 2026 Q4 2025
Arlington Financial Advisors, LLC

BUY
 -
55
+ 0.29%
$1.42K - $1.5K
18.7K $497K

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