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 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
509+ 0.91% |
$12.5K - $13.5K
|
56.5K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
9.62KNew |
$235K - $255K
|
9.62K
$255K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
55+ 0.08% |
$1.35K - $1.46K
|
67.6K
$1.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.9K- 11.38% |
$95.5K - $103K
|
30.4K
$806K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
306+ 0.07% |
$7.48K - $8.11K
|
436K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7.98KNew |
$195K - $211K
|
7.98K
$212K
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.25K- 0.54% |
$153K - $166K
|
1.15M
$30.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
422+ 3.01% |
$10.3K - $11.2K
|
14.4K
$383K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
132K+ 7.38% |
$3.24M - $3.51M
|
1.93M
$51.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$24.5 - $26.5
|
8.43K
$224K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.72K+ 20.15% |
$42K - $45.5K
|
10.2K
$272K
|
|
|
Nov 06, 2025
Q3 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
SELL
|
- |
-492K- 15.19% |
$12M - $13M
|
2.75M
$73M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
19KNew |
$466K - $505K
|
19K
$505K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
137K+ 2.8% |
$3.34M - $3.62M
|
5.02M
$133M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-23.5K- 17.26% |
$574K - $622K
|
113K
$2.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
23+ 0.18% |
$563 - $610
|
13K
$346K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-104- 0.02% |
$2.54K - $2.76K
|
429K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-232- 1.17% |
$5.67K - $6.15K
|
19.6K
$520K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
47.8K+ 35.08% |
$1.17M - $1.27M
|
184K
$4.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15KNew |
$367K - $398K
|
15K
$398K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-8.02K- 11.52% |
$196K - $212K
|
61.5K
$1.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16K+ 6.73% |
$391K - $423K
|
253K
$6.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
1.07K+ 1.16% |
$26.1K - $28.3K
|
93.3K
$2.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
24.1KNew |
$589K - $638K
|
24.1K
$639K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
89.6K+ 22.13% |
$2.19M - $2.37M
|
495K
$13.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
13+ 0.07% |
$318 - $345
|
17.8K
$474K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
1.91K+ 8.13% |
$46.6K - $50.5K
|
25.3K
$672K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
548K+ 7.75% |
$13.4M - $14.5M
|
7.62M
$202M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-61.4K- 15.37% |
$1.5M - $1.63M
|
338K
$8.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
137New |
$3.35K - $3.63K
|
137
$3.64K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-24.2K- 97.64% |
$592K - $641K
|
585
$15.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
70+ 0.75% |
$1.71K - $1.86K
|
9.44K
$251K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-7.07K- 14.4% |
$173K - $187K
|
42K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-80- 0.47% |
$1.96K - $2.12K
|
16.8K
$447K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.94K- 1.06% |
$47.5K - $51.5K
|
181K
$4.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-59.5K- 86.11% |
$1.45M - $1.58M
|
9.6K
$255K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.6K- 33.52% |
$332K - $360K
|
26.9K
$715K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-64- 0.4% |
$1.57K - $1.7K
|
15.8K
$419K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-512- 0.03% |
$12.5K - $13.6K
|
1.81M
$47.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
7.65K+ 20.7% |
$187K - $203K
|
44.6K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.69K+ 13.78% |
$41.4K - $44.9K
|
14K
$371K
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.1K- 0.23% |
$26.8K - $29.1K
|
470K
$12.5M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-35.5K- 5.74% |
$867K - $940K
|
582K
$15.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
151KNew |
$3.69M - $4M
|
151K
$4.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.57K- 3.52% |
$38.3K - $41.5K
|
42.9K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7.96KNew |
$195K - $211K
|
7.96K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
BUY
|
- |
424+ 0.07% |
$10.4K - $11.2K
|
643K
$17.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-492- 2.68% |
$12K - $13K
|
17.8K
$474K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-8.56K- 11.39% |
$209K - $227K
|
66.6K
$1.77M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-87K- 0.61% |
$2.13M - $2.31M
|
14.2M
$377M
|
|