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 26, 2026
Q4 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.75K+ 7.99% |
$71.2K - $74.9K
|
37.2K
$988K
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.58K+ 0.5% |
$66.8K - $70.3K
|
522K
$13.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.57K+ 2.58% |
$66.5K - $70K
|
102K
$2.72M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.51K+ 0.59% |
$65K - $68.3K
|
431K
$11.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.5K+ 0.41% |
$64.7K - $68.1K
|
608K
$16.1M
|
|
|
Jan 28, 2026
Q4 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.41K+ 19.51% |
$62.2K - $65.4K
|
14.7K
$391K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.34K+ 3.99% |
$60.5K - $63.6K
|
61K
$1.62M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.26K+ 17.48% |
$58.4K - $61.4K
|
15.2K
$403K
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.26K+ 4.47% |
$58.3K - $61.4K
|
52.8K
$1.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
2.1K+ 22.93% |
$54.2K - $57K
|
11.2K
$298K
|
|
|
Jan 28, 2026
Q4 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.99K+ 0.53% |
$51.4K - $54.1K
|
374K
$9.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.98K+ 11.31% |
$51.2K - $53.8K
|
19.5K
$517K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.97K+ 2.8% |
$50.8K - $53.4K
|
72.2K
$1.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.96K+ 2.94% |
$50.6K - $53.3K
|
68.7K
$1.82M
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.87K+ 2.14% |
$48.4K - $51K
|
89.4K
$2.37M
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
1.87KNew |
$48.4K - $50.9K
|
1.87K
$49.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.87KNew |
$48.4K - $50.9K
|
1.87K
$49.7K
|
|
|
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 27, 2026
Q4 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.74K+ 0.79% |
$44.9K - $47.2K
|
223K
$5.91M
|
|
|
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 26, 2026
Q4 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.59K+ 0.52% |
$41.2K - $43.3K
|
305K
$8.09M
|
|
|
Jan 30, 2026
Q4 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.57K+ 0.13% |
$40.6K - $42.7K
|
1.19M
$31.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.5KNew |
$38.8K - $40.8K
|
1.5K
$39.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.38K+ 3.34% |
$35.7K - $37.5K
|
42.8K
$1.14M
|
|
|
Jan 26, 2026
Q4 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.36K+ 4.99% |
$35.1K - $36.9K
|
28.6K
$758K
|
|
|
Jan 27, 2026
Q4 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.26K+ 3.64% |
$32.6K - $34.3K
|
35.8K
$951K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.25K+ 1.97% |
$32.4K - $34.1K
|
64.7K
$1.72M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.22K+ 0.94% |
$31.5K - $33.2K
|
131K
$3.47M
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.17K+ 0.69% |
$30.3K - $31.9K
|
172K
$4.56M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.08K+ 0.56% |
$27.9K - $29.3K
|
193K
$5.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.06KNew |
$27.5K - $28.9K
|
1.06K
$28.2K
|
|
|
Jan 30, 2026
Q4 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.06K+ 1.56% |
$27.3K - $28.8K
|
68.7K
$1.82M
|
|
|
Jan 30, 2026
Q4 2025
|
Narwhal Capital Management
|
BUY
|
- |
1.01K+ 9.13% |
$26.2K - $27.5K
|
12.1K
$321K
|
|
|
Jan 27, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
993+ 2.03% |
$25.7K - $27K
|
49.9K
$1.33M
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
976+ 6.63% |
$25.2K - $26.5K
|
15.7K
$417K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
958+ 8.6% |
$24.8K - $26K
|
12.1K
$321K
|
|
|
Jan 26, 2026
Q4 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
957+ 5.15% |
$24.7K - $26K
|
19.6K
$519K
|
|
|
Jan 27, 2026
Q4 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
936+ 9.93% |
$24.2K - $25.4K
|
10.4K
$275K
|
|
|
Jan 28, 2026
Q4 2025
|
Clarity Financial LLC
|
BUY
|
- |
935+ 7.22% |
$24.2K - $25.4K
|
13.9K
$368K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
855+ 2.18% |
$22.1K - $23.2K
|
40.1K
$1.06M
|
|
|
Jan 29, 2026
Q4 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
799New |
$20.7K - $21.7K
|
799
$21.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
795+ 3.31% |
$20.6K - $21.6K
|
24.8K
$658K
|
|
|
Jan 29, 2026
Q4 2025
|
High Point Wealth Management, LLC
Chester, NJ |
BUY
|
- |
784New |
$20.3K - $21.3K
|
784
$20.8K
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
746+ 8.45% |
$19.3K - $20.3K
|
9.58K
$254K
|
|
|
Jan 28, 2026
Q4 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
692+ 5.09% |
$17.9K - $18.8K
|
14.3K
$379K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
649+ 6.74% |
$16.8K - $17.6K
|
10.3K
$273K
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
566+ 5.67% |
$14.6K - $15.4K
|
10.6K
$280K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
542+ 0.41% |
$14K - $14.7K
|
132K
$3.49M
|
|