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 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7.41K+ 2.69% |
$181K - $196K
|
283K
$7.5M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.91KNew |
$193K - $210K
|
7.91K
$210K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-379- 0.16% |
$9.27K - $10K
|
240K
$6.37M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-225K- 67.17% |
$5.5M - $5.96M
|
110K
$2.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-804- 5.84% |
$19.7K - $21.3K
|
13K
$344K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
36.7K+ 4.78% |
$898K - $973K
|
805K
$21.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.26K- 3.0% |
$79.8K - $86.4K
|
105K
$2.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
39+ 0.09% |
$954 - $1.03K
|
44.4K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-165- 0.09% |
$4.04K - $4.37K
|
185K
$4.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
4.21K+ 4.97% |
$103K - $112K
|
88.9K
$2.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-3.31K- 1.97% |
$80.9K - $87.7K
|
165K
$4.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.06K- 3.65% |
$99.3K - $108K
|
107K
$2.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-9.79K- 3.8% |
$240K - $260K
|
248K
$6.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
1.3K+ 2.99% |
$31.8K - $34.5K
|
44.7K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.19K- 2.22% |
$29.1K - $31.5K
|
52.4K
$1.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2K- 1.3% |
$48.9K - $53K
|
152K
$4.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$24.5 - $26.5
|
32.1K
$852K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
SELL
|
- |
-4.09K- 3.43% |
$100K - $108K
|
115K
$3.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
72+ 0.48% |
$1.76K - $1.91K
|
15K
$397K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-908K- 8.19% |
$22.2M - $24.1M
|
10.2M
$270M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-787- 1.42% |
$19.3K - $20.9K
|
54.5K
$1.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-13.5K- 1.54% |
$331K - $359K
|
868K
$23M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-6.55K- 22.47% |
$160K - $173K
|
22.6K
$600K
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-12K- 2.36% |
$293K - $317K
|
495K
$13.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-544- 0.4% |
$13.3K - $14.4K
|
134K
$3.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.35K+ 0.66% |
$155K - $168K
|
969K
$25.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
36+ 0.3% |
$881 - $954
|
12K
$319K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8.16K- 1.03% |
$200K - $216K
|
782K
$20.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.28K+ 0.15% |
$55.6K - $60.3K
|
1.48M
$39.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13.5K+ 43.79% |
$330K - $357K
|
44.2K
$1.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-49.1K- 6.54% |
$1.2M - $1.3M
|
702K
$18.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-5K- 4.09% |
$122K - $132K
|
117K
$3.11M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
91.6K+ 8.07% |
$2.24M - $2.43M
|
1.23M
$32.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.5K- 2.68% |
$85.6K - $92.8K
|
127K
$3.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.03K- 15.51% |
$74K - $80.2K
|
16.5K
$437K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-251- 1.26% |
$6.14K - $6.65K
|
19.7K
$524K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
304+ 0.33% |
$7.44K - $8.06K
|
92.7K
$2.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-25- 0.2% |
$612 - $663
|
12.8K
$339K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-377K- 97.4% |
$9.23M - $10M
|
10.1K
$267K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-3.27K- 4.47% |
$80K - $86.7K
|
70K
$1.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
12.1K+ 24.98% |
$296K - $321K
|
60.6K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.88K+ 3.93% |
$46K - $49.8K
|
49.7K
$1.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2- -0.0% |
$48.9 - $53
|
72K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
392+ 1.12% |
$9.59K - $10.4K
|
35.3K
$937K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8.61K+ 2.48% |
$211K - $228K
|
355K
$9.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.42K+ 0.57% |
$83.6K - $90.6K
|
606K
$16.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.92K+ 0.81% |
$47K - $51K
|
239K
$6.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
8.11KNew |
$198K - $215K
|
8.11K
$215K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.31K- 2.75% |
$105K - $114K
|
152K
$4.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
9K+ 7563.03% |
$220K - $239K
|
9.12K
$242K
|
|