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 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-500- 5.06% |
$12.2K - $13.3K
|
9.38K
$249K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-98.5K- 24.02% |
$2.41M - $2.61M
|
312K
$8.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-41.7K- 8.97% |
$1.02M - $1.1M
|
423K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-67.5K- 0.71% |
$1.65M - $1.79M
|
9.41M
$250M
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
562+ 0.2% |
$13.7K - $14.9K
|
286K
$7.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.32K+ 44.09% |
$106K - $115K
|
14.1K
$375K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.29% |
$122 - $133
|
1.73K
$46K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
15+ 0.15% |
$367 - $398
|
10.1K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
105+ 0.3% |
$2.57K - $2.78K
|
34.8K
$924K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-419- 2.74% |
$10.2K - $11.1K
|
14.9K
$395K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.04% |
$122 - $133
|
12.7K
$338K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-23.9K- 4.38% |
$585K - $634K
|
522K
$13.8M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
28.3KNew |
$692K - $750K
|
28.3K
$751K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
430K+ 9.14% |
$10.5M - $11.4M
|
5.13M
$136M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-873- 8.19% |
$21.4K - $23.1K
|
9.79K
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-6.14K- 34.52% |
$150K - $163K
|
11.7K
$309K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-18.1K- 2.18% |
$442K - $478K
|
811K
$21.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-77.5K- 8.04% |
$1.89M - $2.05M
|
886K
$23.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
78.1K+ 758.66% |
$1.91M - $2.07M
|
88.4K
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.95K- 4.06% |
$47.6K - $51.6K
|
46.1K
$1.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-700- 8.16% |
$17.1K - $18.6K
|
7.88K
$209K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
37.3K+ 29.01% |
$912K - $988K
|
166K
$4.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
36K+ 1.94% |
$880K - $953K
|
1.89M
$50.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
417New |
$10.2K - $11.1K
|
417
$11.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.76KNew |
$190K - $206K
|
7.76K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
242+ 0.25% |
$5.92K - $6.41K
|
96.8K
$2.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
73.8K+ 4.74% |
$1.81M - $1.96M
|
1.63M
$43.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
20.7KNew |
$506K - $548K
|
20.7K
$549K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.14K- 16.42% |
$52.4K - $56.8K
|
10.9K
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
83.4KNew |
$2.04M - $2.21M
|
83.4K
$2.21M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.54K- 2.66% |
$86.6K - $93.8K
|
129K
$3.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-247- 3.01% |
$6.04K - $6.55K
|
7.95K
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-43.1K- 2.15% |
$1.05M - $1.14M
|
1.96M
$52M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24.4K- 3.53% |
$597K - $647K
|
667K
$17.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.25M- 3.55% |
$30.6M - $33.2M
|
34M
$903M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
11.2KNew |
$273K - $296K
|
11.2K
$296K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.45K+ 1.21% |
$84.3K - $91.3K
|
289K
$7.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
96.7K+ 24.99% |
$2.36M - $2.56M
|
484K
$12.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.79KNew |
$43.7K - $47.3K
|
1.79K
$47.4K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-15.2K- 3.92% |
$371K - $402K
|
372K
$9.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
219New |
$5.36K - $5.8K
|
219
$5.81K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-499- 25.68% |
$12.2K - $13.2K
|
1.44K
$38.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.34K- 3.54% |
$57.2K - $61.9K
|
63.7K
$1.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
222+ 5.08% |
$5.43K - $5.88K
|
4.6K
$122K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.18K- 5.66% |
$127K - $137K
|
86.3K
$2.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.1K- 0.1% |
$26.9K - $29.2K
|
1.07M
$28.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-5.24K- 7.7% |
$128K - $139K
|
62.8K
$1.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
469+ 1.28% |
$11.5K - $12.4K
|
37.1K
$985K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-15- 0.03% |
$367 - $398
|
48.6K
$1.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
321+ 17.27% |
$7.85K - $8.51K
|
2.18K
$57.9K
|
|