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 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
51.3KNew |
$1.25M - $1.36M
|
51.3K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.69K+ 16.97% |
$90.2K - $97.7K
|
25.4K
$674K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
26+ 0.27% |
$636 - $689
|
9.5K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-61- 0.09% |
$1.49K - $1.62K
|
67.9K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.93K- 27.45% |
$71.6K - $77.5K
|
7.73K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
8.83KNew |
$216K - $234K
|
8.83K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-454- 1.86% |
$11.1K - $12K
|
23.9K
$634K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-321- 2.45% |
$7.85K - $8.51K
|
12.8K
$339K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-13.8K- 1.42% |
$337K - $366K
|
955K
$25.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-815- 0.52% |
$19.9K - $21.6K
|
156K
$4.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
32.1K+ 69.58% |
$785K - $850K
|
78.2K
$2.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1- -0.0% |
$24.5 - $26.5
|
94.9K
$2.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.19K- 9.34% |
$29K - $31.4K
|
11.5K
$305K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.03K+ 1.59% |
$25.2K - $27.3K
|
65.7K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-7.37K- 0.78% |
$180K - $195K
|
943K
$25M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-357- 3.02% |
$8.73K - $9.46K
|
11.5K
$305K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
254+ 0.53% |
$6.21K - $6.73K
|
47.8K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-1.09K- 8.93% |
$26.6K - $28.8K
|
11.1K
$294K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.4K+ 5.54% |
$279K - $303K
|
218K
$5.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-30.6K- 3.69% |
$750K - $812K
|
799K
$21.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-1.09K- 1.57% |
$26.7K - $29K
|
68.3K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
76+ 0.62% |
$1.86K - $2.01K
|
12.4K
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
4.22K+ 23.46% |
$103K - $112K
|
22.2K
$590K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.07K+ 5.41% |
$26.1K - $28.3K
|
20.8K
$552K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-52.7K- 9.19% |
$1.29M - $1.4M
|
520K
$13.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.53K- 0.31% |
$135K - $147K
|
1.77M
$46.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-721- 4.28% |
$17.6K - $19.1K
|
16.1K
$428K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.82K- 4.49% |
$69K - $74.7K
|
60K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
65+ 0.04% |
$1.59K - $1.72K
|
158K
$4.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-395- 1.19% |
$9.66K - $10.5K
|
32.7K
$867K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-551- 4.36% |
$13.5K - $14.6K
|
12.1K
$321K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
85.9K+ 45.93% |
$2.1M - $2.28M
|
273K
$7.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.72K- 13.77% |
$42.1K - $45.6K
|
10.8K
$286K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5.98K- 2.78% |
$146K - $158K
|
209K
$5.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-11.1K- 0.92% |
$272K - $295K
|
1.2M
$31.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-860- 1.49% |
$21K - $22.8K
|
57K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.79K+ 16.35% |
$68.2K - $73.9K
|
19.8K
$526K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-479- 1.37% |
$11.7K - $12.7K
|
34.5K
$915K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-59.6K- 3.19% |
$1.46M - $1.58M
|
1.81M
$47.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-38.5K- 3.26% |
$942K - $1.02M
|
1.14M
$30.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.12K- 4.11% |
$76.3K - $82.7K
|
72.8K
$1.93M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
58.3K+ 17.18% |
$1.43M - $1.54M
|
397K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13.9K+ 5.12% |
$340K - $368K
|
285K
$7.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
54.5K+ 7.46% |
$1.33M - $1.44M
|
786K
$20.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.84K- 0.64% |
$44.9K - $48.7K
|
286K
$7.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-381K- 97.16% |
$9.32M - $10.1M
|
11.1K
$296K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.11K- 6.63% |
$51.7K - $56K
|
29.7K
$789K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-9.82K- 1.18% |
$240K - $260K
|
824K
$21.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-11.1K- 7.77% |
$271K - $294K
|
132K
$3.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.06K+ 1.61% |
$50.4K - $54.6K
|
130K
$3.46M
|
|