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 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 0.26% |
$269 - $292
|
4.29K
$114K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
14.3K+ 59.38% |
$349K - $378K
|
38.3K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-125K- 15.71% |
$3.07M - $3.33M
|
674K
$17.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
64+ 0.2% |
$1.57K - $1.7K
|
31.7K
$842K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-6.23K- 3.33% |
$152K - $165K
|
181K
$4.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
19+ 0.78% |
$465 - $504
|
2.47K
$65.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
8.21KNew |
$201K - $217K
|
8.21K
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-9- 0.08% |
$220 - $239
|
10.9K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
133K+ 0.71% |
$3.26M - $3.53M
|
18.9M
$501M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.99K+ 189.62% |
$48.7K - $52.8K
|
3.04K
$80.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
266+ 1.73% |
$6.51K - $7.05K
|
15.6K
$414K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
54+ 0.18% |
$1.32K - $1.43K
|
30.6K
$812K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4- 0.04% |
$97.8 - $106
|
9.72K
$258K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
29+ 0.27% |
$709 - $769
|
10.7K
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-969- 4.98% |
$23.7K - $25.7K
|
18.5K
$490K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
234+ 2.51% |
$5.72K - $6.2K
|
9.57K
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
2.9KNew |
$70.9K - $76.8K
|
2.9K
$76.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-990- 0.99% |
$24.2K - $26.2K
|
98.7K
$2.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
844+ 2.61% |
$20.6K - $22.4K
|
33.2K
$881K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
27+ 0.08% |
$660 - $716
|
33.6K
$893K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
51.3K+ 3.87% |
$1.25M - $1.36M
|
1.38M
$36.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-6- 0.01% |
$147 - $159
|
42.4K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.7KNew |
$310K - $336K
|
12.7K
$337K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
707+ 3.51% |
$17.3K - $18.7K
|
20.9K
$553K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
227+ 1.41% |
$5.55K - $6.02K
|
16.3K
$434K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.01% |
$24.5 - $26.5
|
6.89K
$183K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 0.08% |
$1.98K - $2.15K
|
96.2K
$2.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
9.88K+ 43.61% |
$242K - $262K
|
32.5K
$863K
|
|
|
Oct 21, 2025
Q3 2025
|
Barton Investment Management
|
BUY
|
- |
16.8KNew |
$411K - $445K
|
16.8K
$446K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.15K- 8.23% |
$175K - $190K
|
79.8K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-2K- 14.11% |
$48.9K - $53K
|
12.2K
$323K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-114- 4.67% |
$2.79K - $3.02K
|
2.33K
$61.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-65.2K- 45.49% |
$1.6M - $1.73M
|
78.1K
$2.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.77K- 3.28% |
$43.2K - $46.8K
|
52.1K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-15.9K- 1.33% |
$388K - $421K
|
1.17M
$31.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.38K- 8.07% |
$33.8K - $36.6K
|
15.7K
$417K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-158- 0.2% |
$3.86K - $4.19K
|
80K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.89KNew |
$46.3K - $50.1K
|
1.89K
$50.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.88K- 0.8% |
$70.5K - $76.4K
|
357K
$9.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-135K- 8.73% |
$3.29M - $3.57M
|
1.41M
$37.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-414- 0.39% |
$10.1K - $11K
|
107K
$2.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-787- 2.64% |
$19.3K - $20.9K
|
29.1K
$772K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25- 0.02% |
$612 - $663
|
135K
$3.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-1.5K- 4.16% |
$36.7K - $39.8K
|
34.6K
$918K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-17.4K- 40.07% |
$425K - $461K
|
26K
$690K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
11.6KNew |
$284K - $307K
|
11.6K
$308K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.64K- 13.04% |
$113K - $123K
|
30.9K
$821K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-398- 0.63% |
$9.74K - $10.5K
|
62.4K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-388- 0.57% |
$9.49K - $10.3K
|
67.5K
$1.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-15.2K- 61.68% |
$371K - $402K
|
9.43K
$250K
|
|