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 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-52- 0.31% |
$1.34K - $1.41K
|
16.8K
$446K
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-54- 0.32% |
$1.4K - $1.47K
|
16.6K
$441K
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-56- 0.36% |
$1.45K - $1.52K
|
15.4K
$409K
|
|
|
Jan 30, 2026
Q4 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-60- 0.3% |
$1.55K - $1.63K
|
19.8K
$525K
|
|
|
Jan 28, 2026
Q4 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-81- 1.03% |
$2.09K - $2.2K
|
7.78K
$207K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-98- 0.81% |
$2.53K - $2.66K
|
12K
$317K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-111- 0.06% |
$2.87K - $3.02K
|
201K
$5.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-114- 0.18% |
$2.95K - $3.1K
|
63.6K
$1.69M
|
|
|
Jan 30, 2026
Q4 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-119- 1.3% |
$3.08K - $3.24K
|
9K
$239K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-132- 0.86% |
$3.41K - $3.59K
|
15.3K
$406K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-135- 0.76% |
$3.49K - $3.67K
|
17.7K
$470K
|
|
|
Jan 30, 2026
Q4 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-137- 0.85% |
$3.54K - $3.73K
|
16K
$424K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-153- 0.23% |
$3.96K - $4.16K
|
66.2K
$1.76M
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-154- 1.59% |
$3.98K - $4.19K
|
9.5K
$252K
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-161- 0.33% |
$4.16K - $4.38K
|
48.5K
$1.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-163- 3.55% |
$4.21K - $4.43K
|
4.42K
$117K
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-175- 0.41% |
$4.52K - $4.76K
|
42.8K
$1.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-190- 0.19% |
$4.91K - $5.17K
|
98.5K
$2.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-195- 1.07% |
$5.04K - $5.3K
|
18K
$479K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-200- 0.67% |
$5.17K - $5.44K
|
29.6K
$784K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-218- 0.04% |
$5.64K - $5.93K
|
507K
$13.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-222- 0.36% |
$5.74K - $6.04K
|
60.6K
$1.61M
|
|
|
Jan 30, 2026
Q4 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-264- 6.16% |
$6.82K - $7.18K
|
4.02K
$107K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-269- 3.33% |
$6.95K - $7.31K
|
7.82K
$208K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-290- 2.67% |
$7.5K - $7.89K
|
10.6K
$281K
|
|
|
Jan 30, 2026
Q4 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-292- 2.69% |
$7.55K - $7.94K
|
10.6K
$280K
|
|
|
Jan 26, 2026
Q4 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-305- 1.23% |
$7.88K - $8.29K
|
24.5K
$651K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-319- 0.44% |
$8.25K - $8.67K
|
72.8K
$1.93M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-330- 0.47% |
$8.53K - $8.97K
|
69.7K
$1.85M
|
|
|
Jan 20, 2026
Q4 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-334- 0.04% |
$8.63K - $9.08K
|
811K
$21.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-337- 0.83% |
$8.71K - $9.16K
|
40.1K
$1.06M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-345- 3.37% |
$8.92K - $9.38K
|
9.89K
$262K
|
|
|
Jan 26, 2026
Q4 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-357- 1.41% |
$9.23K - $9.71K
|
25K
$664K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-360- 0.17% |
$9.31K - $9.79K
|
217K
$5.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-369- 4.64% |
$9.54K - $10K
|
7.58K
$201K
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-370- 0.48% |
$9.56K - $10.1K
|
77.4K
$2.05M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-370- 0.95% |
$9.56K - $10.1K
|
38.6K
$1.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-371- 0.27% |
$9.59K - $10.1K
|
135K
$3.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-380- 3.66% |
$9.82K - $10.3K
|
10K
$265K
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-400- 1.92% |
$10.3K - $10.9K
|
20.4K
$542K
|
|
|
Jan 28, 2026
Q4 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-413- 1.15% |
$10.7K - $11.2K
|
35.6K
$945K
|
|
|
Jan 27, 2026
Q4 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-425- 10.84% |
$11K - $11.6K
|
3.49K
$92.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-432- 1.07% |
$11.2K - $11.7K
|
39.8K
$1.06M
|
|
|
Jan 23, 2026
Q4 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-433- 0.11% |
$11.2K - $11.8K
|
402K
$10.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
SELL
|
- |
-459- 1.07% |
$11.9K - $12.5K
|
42.4K
$1.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-462- 2.23% |
$11.9K - $12.6K
|
20.2K
$537K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-470- 0.95% |
$12.1K - $12.8K
|
49.2K
$1.31M
|
|
|
Jan 29, 2026
Q4 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-518- 0.39% |
$13.4K - $14.1K
|
133K
$3.54M
|
|
|
Jan 28, 2026
Q4 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-524- 3.72% |
$13.5K - $14.2K
|
13.5K
$359K
|
|
|
Jan 27, 2026
Q4 2025
|
Veery Capital, LLC
|
SELL
|
- |
-533- 1.05% |
$13.8K - $14.5K
|
50.2K
$1.33M
|
|