Purchases and Sales Made in Q4 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 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 20, 2026
Q4 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
29.3K+ 26.54% |
$757K - $796K
|
140K
$3.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
29.2KNew |
$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 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
28.7K+ 4.27% |
$743K - $782K
|
702K
$18.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.3K+ 15.24% |
$653K - $687K
|
191K
$5.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
24.3K+ 4.92% |
$629K - $661K
|
519K
$13.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
23.1K+ 91.27% |
$598K - $629K
|
48.4K
$1.29M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
23.1K+ 3.21% |
$596K - $627K
|
741K
$19.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
22.5K+ 8.97% |
$583K - $613K
|
274K
$7.27M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
21.9KNew |
$567K - $597K
|
21.9K
$582K
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
21.7KNew |
$562K - $591K
|
21.7K
$577K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
20.9K+ 156.89% |
$541K - $569K
|
34.3K
$909K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
19.8KNew |
$513K - $539K
|
19.8K
$526K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
19.6K+ 6.72% |
$506K - $532K
|
311K
$8.25M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
18.5K+ 20.92% |
$478K - $503K
|
107K
$2.84M
|
|
|
Jan 27, 2026
Q4 2025
|
Sage Guard Financial Group, LLC
Goodlettsville, TN |
BUY
|
- |
17.7KNew |
$458K - $481K
|
17.7K
$470K
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
17.4K+ 4.14% |
$451K - $474K
|
439K
$11.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
16.4K+ 17.75% |
$425K - $447K
|
109K
$2.89M
|
|
|
Jan 26, 2026
Q4 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
16.4K+ 24.56% |
$423K - $445K
|
83K
$2.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Emissary Wealth LLC
Hackensack, NJ |
BUY
|
- |
16.1KNew |
$416K - $437K
|
16.1K
$427K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
15.6K+ 1.08% |
$404K - $424K
|
1.46M
$38.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.4K+ 18.21% |
$398K - $418K
|
99.9K
$2.65M
|
|
|
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 27, 2026
Q4 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
13.2KNew |
$341K - $359K
|
13.2K
$350K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
13.1KNew |
$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 23, 2026
Q4 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
12KNew |
$309K - $325K
|
12K
$317K
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
11.4KNew |
$295K - $311K
|
11.4K
$303K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
11.4KNew |
$295K - $310K
|
11.4K
$303K
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
11.4K+ 90.0% |
$293K - $309K
|
24K
$636K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.3K+ 30.43% |
$292K - $307K
|
48.4K
$1.28M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
10.9K+ 1054.53% |
$283K - $298K
|
12K
$318K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.9K+ 0.91% |
$283K - $298K
|
1.22M
$32.3M
|
|
|
Jan 27, 2026
Q4 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
10.9K+ 7.78% |
$281K - $296K
|
151K
$4M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 7.26% |
$281K - $296K
|
161K
$4.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
10.6KNew |
$275K - $289K
|
10.6K
$283K
|
|
|
Jan 28, 2026
Q4 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
10.6K+ 0.99% |
$273K - $287K
|
1.08M
$28.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.5K+ 38.88% |
$271K - $285K
|
37.5K
$994K
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
10.4KNew |
$269K - $283K
|
10.4K
$277K
|
|
|
Jan 26, 2026
Q4 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
10KNew |
$260K - $273K
|
10K
$267K
|
|
|
Jan 26, 2026
Q4 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
9.67KNew |
$250K - $263K
|
9.67K
$257K
|
|
|
Jan 27, 2026
Q4 2025
|
Darrow Company, Inc.
|
BUY
|
- |
9.32KNew |
$241K - $253K
|
9.32K
$247K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.06K+ 3.45% |
$234K - $246K
|
271K
$7.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
8.93K+ 0.67% |
$231K - $243K
|
1.35M
$35.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.57K+ 4.66% |
$222K - $233K
|
193K
$5.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
7.76K+ 2.86% |
$201K - $211K
|
279K
$7.41M
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
7.68K+ 20.0% |
$199K - $209K
|
46.1K
$1.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.64K+ 0.97% |
$197K - $208K
|
797K
$21.1M
|
|