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 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
34+ 0.29% |
$832 - $901
|
11.8K
$314K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
7.42K+ 3.13% |
$182K - $197K
|
245K
$6.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26.6K+ 39.42% |
$650K - $704K
|
94K
$2.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.29% |
$73.4 - $79.5
|
1.04K
$27.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.01% |
$24.5 - $26.5
|
8.47K
$225K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.56K- 0.93% |
$38.3K - $41.4K
|
167K
$4.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-714K- 65.4% |
$17.5M - $18.9M
|
378K
$10M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-4.46K- 9.43% |
$109K - $118K
|
42.8K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-11.4K- 6.05% |
$278K - $301K
|
176K
$4.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
195New |
$4.77K - $5.17K
|
195
$5.18K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-447- 3.41% |
$10.9K - $11.8K
|
12.7K
$336K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
113+ 0.26% |
$2.76K - $2.99K
|
43.4K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
7.86KNew |
$192K - $208K
|
7.86K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.94K- 19.45% |
$47.5K - $51.4K
|
8.04K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-245- 0.18% |
$5.99K - $6.49K
|
136K
$3.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-29.6K- 8.49% |
$725K - $785K
|
319K
$8.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
350+ 2.11% |
$8.56K - $9.28K
|
16.9K
$449K
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
4.72K+ 51.67% |
$115K - $125K
|
13.8K
$367K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
18.5KNew |
$452K - $490K
|
18.5K
$490K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.77K- 18.33% |
$190K - $206K
|
34.6K
$918K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-23.7K- 28.8% |
$580K - $629K
|
58.7K
$1.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
12KNew |
$294K - $318K
|
12K
$319K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
59.4KNew |
$1.45M - $1.57M
|
59.4K
$1.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-35- 0.14% |
$856 - $928
|
24.8K
$659K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.11K+ 37975.0% |
$223K - $242K
|
9.14K
$243K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-28.5K- 1.83% |
$696K - $754K
|
1.53M
$40.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
182K+ 240.06% |
$4.45M - $4.82M
|
258K
$6.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
42+ 0.18% |
$1.03K - $1.11K
|
22.9K
$608K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-480- 3.73% |
$11.7K - $12.7K
|
12.4K
$329K
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-11.7K- 2.14% |
$286K - $310K
|
536K
$14.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.75K+ 18.97% |
$91.7K - $99.3K
|
23.5K
$624K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.6K+ 12.69% |
$284K - $307K
|
103K
$2.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-668- 4.48% |
$16.3K - $17.7K
|
14.2K
$378K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.19KNew |
$200K - $217K
|
8.19K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-123- 0.4% |
$3.01K - $3.26K
|
30.3K
$804K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-6.25K- 2.0% |
$153K - $166K
|
306K
$8.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-220- 8.57% |
$5.38K - $5.83K
|
2.35K
$62.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
48+ 0.23% |
$1.17K - $1.27K
|
21.2K
$564K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1+ 0.52% |
$24.5 - $26.5
|
192
$5.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.73K- 0.44% |
$116K - $125K
|
1.08M
$28.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.63KNew |
$187K - $202K
|
7.63K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.2K- 6.51% |
$29.4K - $31.8K
|
17.2K
$457K
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
7.59MNew |
$186M - $201M
|
7.59M
$202M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
430+ 0.48% |
$10.5K - $11.4K
|
89.8K
$2.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.99KNew |
$73.2K - $79.3K
|
2.99K
$79.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
28+ 0.28% |
$685 - $742
|
9.89K
$262K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-577- 0.52% |
$14.1K - $15.3K
|
111K
$2.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-2.26K- 0.2% |
$55.3K - $59.9K
|
1.15M
$30.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-1.2M- 88.95% |
$29.4M - $31.8M
|
149K
$3.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-397K- 17.4% |
$9.72M - $10.5M
|
1.89M
$50M
|
|