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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.16K+ 35.86% |
$102K - $110K
|
15.8K
$418K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.32K- 5.55% |
$56.8K - $61.5K
|
39.5K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 0.0% |
$24.5 - $26.5
|
20.9K
$554K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
3.46K+ 100.32% |
$84.7K - $91.8K
|
6.92K
$184K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
173K+ 2.77% |
$4.23M - $4.58M
|
6.41M
$170M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.38K- 0.19% |
$33.7K - $36.5K
|
736K
$19.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3.61K+ 0.6% |
$88.4K - $95.8K
|
610K
$16.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-26.9K- 26.84% |
$658K - $713K
|
73.4K
$1.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-389- 0.83% |
$9.51K - $10.3K
|
46.6K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.56K+ 0.97% |
$87.1K - $94.3K
|
372K
$9.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
173+ 0.25% |
$4.23K - $4.58K
|
68.3K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
188+ 1.09% |
$4.6K - $4.98K
|
17.4K
$462K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-168K- 7.2% |
$4.12M - $4.46M
|
2.17M
$57.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-758K- 0.37% |
$18.5M - $20.1M
|
206M
$5.46B
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
9KNew |
$220K - $238K
|
9K
$239K
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
466K+ 9.78% |
$11.4M - $12.4M
|
5.23M
$139M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-150K- 9.23% |
$3.66M - $3.97M
|
1.47M
$39.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13.2K+ 4.12% |
$322K - $349K
|
332K
$8.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.27K- 1.27% |
$55.5K - $60.1K
|
177K
$4.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
117K+ 2.42% |
$2.87M - $3.1M
|
4.96M
$132M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-4.04K- 11.29% |
$98.8K - $107K
|
31.8K
$843K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.1K+ 1.82% |
$51.4K - $55.7K
|
117K
$3.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.72K+ 0.89% |
$164K - $178K
|
763K
$20.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-20.9K- 9.43% |
$512K - $555K
|
201K
$5.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-5.64K- 11.98% |
$138K - $149K
|
41.4K
$1.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.4K+ 0.54% |
$304K - $329K
|
2.33M
$61.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-143K- 76.58% |
$3.49M - $3.78M
|
43.7K
$1.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
5.05KNew |
$123K - $134K
|
5.05K
$134K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5.26K+ 7.35% |
$129K - $139K
|
76.8K
$2.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.77K+ 50.1% |
$166K - $179K
|
20.3K
$538K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
755+ 1.4% |
$18.5K - $20K
|
54.7K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-982- 2.17% |
$24K - $26K
|
44.3K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 0.26% |
$514 - $557
|
8.03K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-600- 3.83% |
$14.7K - $15.9K
|
15.1K
$400K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
165+ 0.4% |
$4.04K - $4.37K
|
41K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
294+ 0.99% |
$7.19K - $7.79K
|
30.1K
$798K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-6.47K- 5.42% |
$158K - $171K
|
113K
$3M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-73- 0.16% |
$1.79K - $1.93K
|
45.7K
$1.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$24.5 - $26.5
|
12.8K
$339K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-5.49K- 40.4% |
$134K - $145K
|
8.1K
$215K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-22K- 2.98% |
$537K - $582K
|
716K
$19M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.44K- 1.07% |
$35.3K - $38.2K
|
133K
$3.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.79K- 6.05% |
$215K - $233K
|
136K
$3.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
212+ 1.46% |
$5.19K - $5.62K
|
14.7K
$391K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-812- 0.8% |
$19.9K - $21.5K
|
101K
$2.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-4.42K- 4.22% |
$108K - $117K
|
100K
$2.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-10.3K- 2.01% |
$252K - $273K
|
500K
$13.3M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-817- 0.54% |
$20K - $21.7K
|
151K
$4.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
7.69KNew |
$188K - $204K
|
7.69K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8+ 0.06% |
$196 - $212
|
14K
$371K
|
|