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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.86K- 6.46% |
$152K - $159K
|
84.9K
$2.25M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-8.26K- 17.29% |
$214K - $225K
|
39.5K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-380- 3.66% |
$9.82K - $10.3K
|
10K
$265K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-22.4K- 5.35% |
$578K - $608K
|
396K
$10.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
128K+ 245380.77% |
$3.3M - $3.47M
|
128K
$3.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.11K- 5.54% |
$54.4K - $57.3K
|
35.9K
$953K
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-400- 1.92% |
$10.3K - $10.9K
|
20.4K
$542K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.75K+ 1.67% |
$174K - $183K
|
412K
$10.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.28K- 1.4% |
$84.8K - $89.2K
|
232K
$6.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3.29K- 10.82% |
$85.1K - $89.5K
|
27.1K
$720K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.06% |
$129 - $136
|
8.38K
$222K
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-3.68K- 2.55% |
$95.2K - $100K
|
141K
$3.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-940- 4.87% |
$24.3K - $25.6K
|
18.4K
$488K
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
11.4KNew |
$295K - $311K
|
11.4K
$303K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-7.95K- 8.8% |
$205K - $216K
|
82.4K
$2.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
795+ 3.31% |
$20.6K - $21.6K
|
24.8K
$658K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
28.7K+ 4.27% |
$743K - $782K
|
702K
$18.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.93K+ 9.57% |
$75.7K - $79.6K
|
33.5K
$889K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-111- 0.06% |
$2.87K - $3.02K
|
201K
$5.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
91.6K+ 17.86% |
$2.37M - $2.49M
|
604K
$16M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.33K- 1.63% |
$34.5K - $36.3K
|
80.6K
$2.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-822- 2.27% |
$21.2K - $22.4K
|
35.4K
$939K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.5K+ 38.88% |
$271K - $285K
|
37.5K
$994K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.25K+ 1.97% |
$32.4K - $34.1K
|
64.7K
$1.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.75K- 0.92% |
$71.1K - $74.8K
|
297K
$7.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-54- 0.32% |
$1.4K - $1.47K
|
16.6K
$441K
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-974- 0.61% |
$25.2K - $26.5K
|
158K
$4.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-636- 6.34% |
$16.4K - $17.3K
|
9.4K
$249K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-900- 2.03% |
$23.3K - $24.5K
|
43.3K
$1.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-171K- 10.7% |
$4.43M - $4.65M
|
1.43M
$37.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
128KNew |
$3.3M - $3.47M
|
128K
$3.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$259 - $272
|
18.8K
$498K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.85K+ 0.72% |
$47.7K - $50.2K
|
259K
$6.87M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.59K- 2.22% |
$67K - $70.4K
|
114K
$3.03M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-13.7K- 35.25% |
$354K - $372K
|
25.1K
$667K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.19K+ 6.73% |
$160K - $168K
|
98.1K
$2.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-646- 4.65% |
$16.7K - $17.6K
|
13.2K
$351K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.95K- 0.69% |
$76.3K - $80.3K
|
424K
$11.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-120K- 3.27% |
$3.09M - $3.25M
|
3.55M
$94.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.64K- 5.09% |
$198K - $208K
|
142K
$3.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
15.6K+ 1.08% |
$404K - $424K
|
1.46M
$38.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.52K+ 42.07% |
$91K - $95.7K
|
11.9K
$315K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 16.26% |
$344K - $361K
|
95.1K
$2.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
183K+ 138.11% |
$4.72M - $4.97M
|
315K
$8.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29K+ 6.51% |
$750K - $789K
|
475K
$12.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-163- 3.55% |
$4.21K - $4.43K
|
4.42K
$117K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 0.3% |
$77.6 - $81.6
|
996
$26.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.84K+ 9.21% |
$125K - $132K
|
57.4K
$1.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
872K+ 277.54% |
$22.5M - $23.7M
|
1.19M
$31.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 1.48% |
$28.1K - $29.6K
|
72.4K
$1.92M
|
|