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 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.87K- 5.16% |
$217K - $235K
|
163K
$4.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.24K- 1.3% |
$79.2K - $85.8K
|
247K
$6.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-400- 1.67% |
$9.78K - $10.6K
|
23.5K
$625K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
13+ 0.12% |
$318 - $345
|
10.9K
$288K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-106- 0.35% |
$2.59K - $2.81K
|
30.3K
$805K
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
17K+ 6.28% |
$416K - $450K
|
287K
$7.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
405+ 31.44% |
$9.91K - $10.7K
|
1.69K
$44.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-1.59K- 3.83% |
$38.9K - $42.2K
|
39.9K
$1.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-903- 9.86% |
$22.1K - $23.9K
|
8.26K
$219K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
10.7K+ 1.47% |
$260K - $282K
|
735K
$19.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-197- 1.07% |
$4.82K - $5.22K
|
18.2K
$484K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
7.76KNew |
$190K - $206K
|
7.76K
$206K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
12+ 0.07% |
$294 - $318
|
16.9K
$449K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-644- 32.74% |
$15.8K - $17.1K
|
1.32K
$35.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10.9K+ 5.41% |
$267K - $290K
|
213K
$5.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.98K- 2.53% |
$48.4K - $52.4K
|
76.3K
$2.03M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.46K- 0.61% |
$60K - $65.1K
|
403K
$10.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-21.1K- 0.54% |
$517K - $560K
|
3.92M
$104M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.84K- 1.09% |
$69.4K - $75.2K
|
257K
$6.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
124+ 0.7% |
$3.03K - $3.29K
|
17.8K
$473K
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
300+ 0.22% |
$7.34K - $7.95K
|
137K
$3.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.94K- 2.11% |
$96.3K - $104K
|
183K
$4.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5.04K- 23.97% |
$123K - $134K
|
16K
$424K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
223+ 1.7% |
$5.45K - $5.91K
|
13.3K
$354K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.84K- 0.55% |
$167K - $181K
|
1.23M
$32.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-491- 0.21% |
$12K - $13K
|
230K
$6.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-7.38K- 2.65% |
$180K - $196K
|
271K
$7.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-35.6K- 1.56% |
$871K - $944K
|
2.24M
$59.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-242- 0.47% |
$5.92K - $6.41K
|
51K
$1.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-550- 2.15% |
$13.5K - $14.6K
|
25K
$665K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
29+ 0.21% |
$709 - $769
|
13.8K
$368K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.42K- 4.35% |
$34.8K - $37.7K
|
31.3K
$830K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
12.9K+ 10.19% |
$316K - $343K
|
140K
$3.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.15K- 7.45% |
$52.6K - $57K
|
26.7K
$709K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.67K- 0.95% |
$65.4K - $70.8K
|
280K
$7.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
277+ 0.15% |
$6.78K - $7.34K
|
185K
$4.92M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
150New |
$3.67K - $3.98K
|
150
$3.98K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-109- 0.84% |
$2.67K - $2.89K
|
12.8K
$340K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
4.22K+ 3.62% |
$103K - $112K
|
121K
$3.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-820- 0.92% |
$20.1K - $21.7K
|
87.9K
$2.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
22+ 0.02% |
$538 - $583
|
96.6K
$2.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.37K+ 2.21% |
$33.6K - $36.4K
|
63.4K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.38KNew |
$205K - $222K
|
8.38K
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
44.2K+ 1.47% |
$1.08M - $1.17M
|
3.04M
$80.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
139+ 0.28% |
$3.4K - $3.68K
|
49.9K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
417+ 0.42% |
$10.2K - $11.1K
|
99.9K
$2.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.97K+ 0.5% |
$146K - $158K
|
1.21M
$32M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-46- 0.03% |
$1.13K - $1.22K
|
171K
$4.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.5K+ 15.33% |
$36.8K - $39.8K
|
11.3K
$300K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-459- 1.02% |
$11.2K - $12.2K
|
44.4K
$1.18M
|
|