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 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-301- 1.82% |
$7.36K - $7.98K
|
16.2K
$431K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.17K- 6.17% |
$28.7K - $31.1K
|
17.8K
$473K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
348+ 1933.33% |
$8.51K - $9.22K
|
366
$9.71K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
78.3KNew |
$1.91M - $2.07M
|
78.3K
$2.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
66.2K+ 2.95% |
$1.62M - $1.75M
|
2.31M
$61.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5.14K- 2.23% |
$126K - $136K
|
226K
$5.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4+ 0.02% |
$97.8 - $106
|
17.3K
$458K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-465- 0.78% |
$11.4K - $12.3K
|
58.8K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.01% |
$24.5 - $26.5
|
10.6K
$281K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-46.6K- 8.56% |
$1.14M - $1.23M
|
498K
$13.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
150+ 1.11% |
$3.67K - $3.98K
|
13.7K
$363K
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
103KNew |
$2.52M - $2.73M
|
103K
$2.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
25+ 0.04% |
$612 - $663
|
63.6K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.02% |
$24.5 - $26.5
|
6.21K
$165K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-10.5K- 2.34% |
$256K - $278K
|
438K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-837- 0.19% |
$20.5K - $22.2K
|
448K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
47.1K+ 3.76% |
$1.15M - $1.25M
|
1.3M
$34.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.69K+ 25.96% |
$65.7K - $71.2K
|
13K
$346K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11.5K- 51.29% |
$282K - $306K
|
11K
$291K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-4.87K- 29.14% |
$119K - $129K
|
11.8K
$314K
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-15K- 5.12% |
$367K - $398K
|
278K
$7.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.13K+ 267.29% |
$52.2K - $56.5K
|
2.93K
$77.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
37New |
$905 - $981
|
37
$982
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
10.3KNew |
$251K - $272K
|
10.3K
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.31K- 16.66% |
$105K - $114K
|
21.6K
$572K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
57.7K+ 2.02% |
$1.41M - $1.53M
|
2.91M
$77.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14+ 0.08% |
$342 - $371
|
17.8K
$473K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.36K- 0.16% |
$57.6K - $62.4K
|
1.43M
$37.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-207- 1.33% |
$5.06K - $5.49K
|
15.3K
$406K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
18.2K+ 0.73% |
$444K - $481K
|
2.5M
$66.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15.9K- 9.73% |
$390K - $422K
|
148K
$3.93M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
104K+ 67.01% |
$2.55M - $2.76M
|
260K
$6.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.01% |
$122 - $133
|
39.8K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.24M- 69.17% |
$226M - $245M
|
4.12M
$109M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-7.6K- 8.7% |
$186K - $201K
|
79.8K
$2.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-64.8K- 1.43% |
$1.59M - $1.72M
|
4.48M
$119M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.85K+ 6.87% |
$69.6K - $75.4K
|
44.2K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
656+ 0.77% |
$16K - $17.4K
|
85.7K
$2.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
110KNew |
$2.7M - $2.92M
|
110K
$2.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-597- 0.6% |
$14.6K - $15.8K
|
98.2K
$2.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
44+ 0.28% |
$1.08K - $1.17K
|
15.6K
$414K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
11.3KNew |
$276K - $299K
|
11.3K
$299K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-184K- 19.7% |
$4.49M - $4.87M
|
748K
$19.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-186- 0.25% |
$4.55K - $4.93K
|
73.3K
$1.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1- 0.01% |
$24.5 - $26.5
|
16.9K
$448K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
83.4K+ 72.92% |
$2.04M - $2.21M
|
198K
$5.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-56.5K- 3.98% |
$1.38M - $1.5M
|
1.36M
$36.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.09K- 2.68% |
$26.8K - $29K
|
39.7K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
8.58K+ 10.73% |
$210K - $227K
|
88.6K
$2.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-525- 1.67% |
$12.8K - $13.9K
|
31K
$822K
|
|