Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHX)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-64.7K- 2.55% |
$1.67M - $1.76M
|
2.47M
$65.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.97K+ 2.8% |
$50.8K - $53.4K
|
72.2K
$1.92M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.07K- 4.53% |
$27.7K - $29.1K
|
22.6K
$599K
|
|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-7.01K- 0.52% |
$181K - $191K
|
1.33M
$35.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
19.8KNew |
$513K - $539K
|
19.8K
$526K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
36KNew |
$930K - $978K
|
36K
$955K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50.9K+ 34.74% |
$1.32M - $1.38M
|
197K
$5.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
SELL
|
- |
-2.88K- 0.95% |
$74.4K - $78.3K
|
300K
$7.95M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-153- 0.23% |
$3.96K - $4.16K
|
66.2K
$1.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-4.81K- 2.55% |
$124K - $131K
|
184K
$4.88M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
205KNew |
$5.29M - $5.56M
|
205K
$5.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.25K+ 7.1% |
$83.9K - $88.2K
|
48.9K
$1.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3+ 0.0% |
$77.6 - $81.6
|
145K
$3.86M
|
|
|
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 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.98K- 3.66% |
$51.1K - $53.8K
|
52.1K
$1.38M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.06K+ 3.45% |
$234K - $246K
|
271K
$7.2M
|
|
|
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
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-839- 0.53% |
$21.7K - $22.8K
|
158K
$4.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-3.96K- 8.02% |
$102K - $108K
|
45.4K
$1.21M
|
|
|
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
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.5K- 2.65% |
$814K - $856K
|
1.16M
$30.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
23.1K+ 91.27% |
$598K - $629K
|
48.4K
$1.29M
|
|
|
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
|
Brookstone Capital Management
|
BUY
|
- |
16.4K+ 17.75% |
$425K - $447K
|
109K
$2.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
29.5K+ 2.34% |
$762K - $801K
|
1.29M
$34.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.9K+ 0.27% |
$178K - $188K
|
2.57M
$68.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
8.93K+ 0.67% |
$231K - $243K
|
1.35M
$35.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-41.2K- 48.95% |
$1.07M - $1.12M
|
43K
$1.14M
|
|
|
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
|
Trust CO
|
BUY
|
- |
346+ 8.05% |
$8.94K - $9.41K
|
4.65K
$123K
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-462- 2.23% |
$11.9K - $12.6K
|
20.2K
$537K
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
176K+ 24.54% |
$4.56M - $4.8M
|
896K
$23.8M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
746+ 8.45% |
$19.3K - $20.3K
|
9.58K
$254K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-864- 2.26% |
$22.3K - $23.5K
|
37.4K
$994K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.5KNew |
$194K - $204K
|
7.5K
$199K
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.41K- 1.06% |
$62.4K - $65.6K
|
225K
$5.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-1.74K- 4.1% |
$45K - $47.3K
|
40.7K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
38+ 19.29% |
$982 - $1.03K
|
235
$6.24K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
43+ 0.21% |
$1.11K - $1.17K
|
20.1K
$534K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.0% |
$25.9 - $27.2
|
105K
$2.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.87KNew |
$48.4K - $50.9K
|
1.87K
$49.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
SELL
|
- |
-788- 0.64% |
$20.4K - $21.4K
|
123K
$3.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-15.1K- 1.86% |
$391K - $411K
|
800K
$21.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.29K- 3.59% |
$59.3K - $62.3K
|
61.5K
$1.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
855+ 2.18% |
$22.1K - $23.2K
|
40.1K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-371- 0.27% |
$9.59K - $10.1K
|
135K
$3.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-9.87K- 1.89% |
$255K - $268K
|
512K
$13.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.56K- 5.2% |
$118K - $124K
|
83K
$2.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
10.6KNew |
$275K - $289K
|
10.6K
$283K
|
|
|
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
|
|