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 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2K- 6.98% |
$49K - $53.1K
|
26.7K
$708K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.46K- 8.29% |
$60.1K - $65.2K
|
27.2K
$722K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
124K+ 8.21% |
$3.03M - $3.28M
|
1.63M
$43.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.42K- 3.16% |
$34.6K - $37.5K
|
43.4K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
7.84KNew |
$192K - $208K
|
7.84K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.31K+ 0.55% |
$203K - $220K
|
1.51M
$40.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-35.6K- 1.56% |
$871K - $944K
|
2.24M
$59.6M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.29% |
$196 - $212
|
2.75K
$72.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-566- 4.07% |
$13.8K - $15K
|
13.3K
$354K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
63.4K+ 6.45% |
$1.55M - $1.68M
|
1.05M
$27.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-28.3K- 11.6% |
$693K - $750K
|
216K
$5.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.91K- 0.98% |
$95.7K - $104K
|
396K
$10.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-835- 4.07% |
$20.4K - $22.1K
|
19.7K
$523K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.02KNew |
$196K - $212K
|
8.02K
$213K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
211K+ 1601.48% |
$5.15M - $5.58M
|
224K
$5.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-12KClosed |
$294K - $318K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.54K- 2.89% |
$62.1K - $67.3K
|
85.4K
$2.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-18.9K- 99.86% |
$461K - $500K
|
26
$690
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.89K- 0.99% |
$169K - $183K
|
691K
$18.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
45+ 0.51% |
$1.1K - $1.19K
|
8.94K
$237K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-11.2K- 2.12% |
$275K - $298K
|
520K
$13.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.93K- 0.91% |
$121K - $131K
|
536K
$14.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6+ 0.01% |
$147 - $159
|
49.4K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-33.7K- 77.97% |
$824K - $892K
|
9.52K
$253K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
556+ 0.26% |
$13.6K - $14.7K
|
213K
$5.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
7.85KNew |
$192K - $208K
|
7.85K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.41MNew |
$34.5M - $37.4M
|
1.41M
$37.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
65+ 0.09% |
$1.59K - $1.72K
|
71.1K
$1.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
214+ 0.44% |
$5.23K - $5.67K
|
48.7K
$1.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.22K- 1.85% |
$152K - $165K
|
330K
$8.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4+ 0.03% |
$97.8 - $106
|
13K
$346K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
513+ 0.67% |
$12.5K - $13.6K
|
77.6K
$2.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
11.5KNew |
$281K - $304K
|
11.5K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5.21K- 23.92% |
$127K - $138K
|
16.6K
$440K
|
|
|
Oct 27, 2025
Q3 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-750- 5.74% |
$18.3K - $19.9K
|
12.3K
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.83K- 1.5% |
$44.8K - $48.5K
|
120K
$3.2M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-17.9K- 1.77% |
$437K - $474K
|
992K
$26.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
51+ 6.67% |
$1.25K - $1.35K
|
816
$21.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.43K+ 126.44% |
$34.9K - $37.8K
|
2.55K
$67.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
18.1K+ 3.62% |
$442K - $479K
|
518K
$13.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-18.9K- 9.86% |
$461K - $500K
|
172K
$4.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.82K+ 2.15% |
$68.9K - $74.6K
|
134K
$3.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
684+ 6.72% |
$16.7K - $18.1K
|
10.9K
$288K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-994- 0.2% |
$24.3K - $26.3K
|
506K
$13.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.27KNew |
$55.4K - $60K
|
2.27K
$60.1K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.39K- 4.4% |
$82.9K - $89.8K
|
73.7K
$1.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.19K- 1.19% |
$53.7K - $58.1K
|
181K
$4.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.07K- 0.72% |
$50.5K - $54.7K
|
284K
$7.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
43.1K+ 9.41% |
$1.06M - $1.14M
|
502K
$13.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-272- 0.64% |
$6.65K - $7.21K
|
42K
$1.11M
|
|