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 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
872K+ 277.54% |
$22.5M - $23.7M
|
1.19M
$31.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
289K+ 1867.25% |
$7.46M - $7.85M
|
304K
$8.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
227K+ 17.19% |
$5.87M - $6.17M
|
1.55M
$41.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
205KNew |
$5.29M - $5.56M
|
205K
$5.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
183K+ 138.11% |
$4.72M - $4.97M
|
315K
$8.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
176K+ 24.54% |
$4.56M - $4.8M
|
896K
$23.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
128KNew |
$3.3M - $3.47M
|
128K
$3.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
128K+ 245380.77% |
$3.3M - $3.47M
|
128K
$3.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
91.6K+ 17.86% |
$2.37M - $2.49M
|
604K
$16M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
89.1KNew |
$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 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
57.1K+ 1.7% |
$1.48M - $1.55M
|
3.42M
$90.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
55.1K+ 5.12% |
$1.42M - $1.5M
|
1.13M
$30M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50.9K+ 34.74% |
$1.32M - $1.38M
|
197K
$5.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
50.7K+ 1.22% |
$1.31M - $1.38M
|
4.21M
$112M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
36KNew |
$930K - $978K
|
36K
$955K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31.2K+ 1.5% |
$807K - $849K
|
2.12M
$56.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
29.5K+ 2.34% |
$762K - $801K
|
1.29M
$34.2M
|
|
|
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 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 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
21.7KNew |
$562K - $591K
|
21.7K
$577K
|
|
|
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 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 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
|
- |
13.1KNew |
$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 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
11.4KNew |
$295K - $311K
|
11.4K
$303K
|
|
|
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 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
10.6KNew |
$275K - $289K
|
10.6K
$283K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.5K+ 38.88% |
$271K - $285K
|
37.5K
$994K
|
|
|
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 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.64K+ 0.97% |
$197K - $208K
|
797K
$21.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.5KNew |
$194K - $204K
|
7.5K
$199K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.33K+ 2.12% |
$189K - $199K
|
353K
$9.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.9K+ 0.27% |
$178K - $188K
|
2.57M
$68.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.75K+ 1.67% |
$174K - $183K
|
412K
$10.9M
|
|
|
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
|
- |
4.91KNew |
$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
|
|