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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.47K- 0.67% |
$35.9K - $38.9K
|
218K
$5.8M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
678+ 0.73% |
$16.6K - $18K
|
93.4K
$2.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.9K+ 47.38% |
$340K - $368K
|
43.2K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
BUY
|
- |
7.76KNew |
$190K - $206K
|
7.76K
$206K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.1K- 1.1% |
$27K - $29.3K
|
99.5K
$2.64M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.96KNew |
$219K - $237K
|
8.96K
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.43K- 10.94% |
$133K - $144K
|
44.2K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
53.2K+ 4.04% |
$1.3M - $1.41M
|
1.37M
$36.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.24KNew |
$128K - $139K
|
5.24K
$139K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.62KNew |
$39.5K - $42.8K
|
1.62K
$42.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
56.6K+ 4.1% |
$1.38M - $1.5M
|
1.44M
$38.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
SELL
|
- |
-762- 1.17% |
$18.6K - $20.2K
|
64.3K
$1.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-11.3K- 0.85% |
$276K - $299K
|
1.32M
$35M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-4.18K- 2.05% |
$102K - $111K
|
200K
$5.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.06K- 0.25% |
$25.9K - $28K
|
425K
$11.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.76K- 0.8% |
$43K - $46.6K
|
217K
$5.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
215KNew |
$5.26M - $5.7M
|
215K
$5.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-3.15K- 14.11% |
$77.1K - $83.6K
|
19.2K
$509K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-7- 0.05% |
$171 - $186
|
14.1K
$375K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
41+ 0.32% |
$1K - $1.09K
|
12.9K
$343K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
7+ 0.07% |
$171 - $186
|
10.6K
$280K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.97K+ 1.32% |
$48.1K - $52.1K
|
151K
$4M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54+ 0.17% |
$1.32K - $1.43K
|
31K
$824K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.22K+ 2.48% |
$29.9K - $32.4K
|
50.5K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.35K+ 7.5% |
$33K - $35.8K
|
19.4K
$514K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-22.7K- 2.64% |
$556K - $602K
|
837K
$22.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-488- 5.63% |
$11.9K - $12.9K
|
8.17K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-12.3K- 0.86% |
$301K - $326K
|
1.42M
$37.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.06KNew |
$50.3K - $54.5K
|
2.06K
$54.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
316+ 0.16% |
$7.73K - $8.37K
|
195K
$5.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
70.1K+ 2.77% |
$1.71M - $1.86M
|
2.6M
$69.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
32+ 0.14% |
$783 - $848
|
22.4K
$593K
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.33K+ 0.97% |
$56.9K - $61.7K
|
242K
$6.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-5.98K- 0.59% |
$146K - $158K
|
1.01M
$26.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.61K- 1.73% |
$39.3K - $42.5K
|
91.4K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4+ 0.19% |
$97.8 - $106
|
2.13K
$56.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
11.5K+ 3.04% |
$281K - $305K
|
390K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
10.8KNew |
$263K - $285K
|
10.8K
$286K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
33.9K+ 36.64% |
$828K - $897K
|
126K
$3.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.7K+ 29.99% |
$66K - $71.6K
|
11.7K
$311K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.1K- 3.99% |
$149K - $162K
|
147K
$3.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-989- 5.72% |
$24.2K - $26.2K
|
16.3K
$433K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.88K- 0.56% |
$46.1K - $49.9K
|
338K
$8.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-68.8K- 67.48% |
$1.68M - $1.82M
|
33.1K
$880K
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-272- 1.06% |
$6.65K - $7.21K
|
25.4K
$674K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
457New |
$11.2K - $12.1K
|
457
$12.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.78K+ 20.46% |
$117K - $127K
|
28.2K
$747K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
330K+ 3.54% |
$8.06M - $8.73M
|
9.63M
$256M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-38.6K- 14.27% |
$944K - $1.02M
|
232K
$6.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.86KNew |
$45.4K - $49.2K
|
1.86K
$49.3K
|
|