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 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
140K+ 50.9% |
$3.44M - $3.72M
|
416K
$11.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-38.9K- 29.21% |
$951K - $1.03M
|
94.2K
$2.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.91K+ 4.68% |
$95.6K - $104K
|
87.5K
$2.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-145K- 13.5% |
$3.55M - $3.85M
|
931K
$24.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
4+ 50.0% |
$97.8 - $106
|
12
$318
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
100+ 0.26% |
$2.45K - $2.65K
|
38.4K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.1K+ 0.68% |
$271K - $293K
|
1.65M
$43.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
9.35K+ 0.75% |
$229K - $248K
|
1.26M
$33.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-112K- 8.61% |
$2.75M - $2.98M
|
1.19M
$31.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.85K- 31.26% |
$69.6K - $75.4K
|
6.26K
$166K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.2K- 0.44% |
$29.4K - $31.8K
|
271K
$7.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-12.3K- 39.8% |
$300K - $325K
|
18.5K
$492K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.93K- 19.28% |
$47.3K - $51.2K
|
8.09K
$215K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.28K- 1.44% |
$129K - $140K
|
361K
$9.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
129+ 0.84% |
$3.16K - $3.42K
|
15.5K
$410K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
82+ 0.42% |
$2.01K - $2.17K
|
19.5K
$517K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
33.6K+ 1.49% |
$821K - $890K
|
2.29M
$60.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-57.7K- 7.77% |
$1.41M - $1.53M
|
686K
$18.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
6.53K+ 51.33% |
$160K - $173K
|
19.2K
$511K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-10- 0.03% |
$245 - $265
|
33.8K
$898K
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-675- 1.7% |
$16.5K - $17.9K
|
39K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
720+ 0.33% |
$17.6K - $19.1K
|
221K
$5.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
41+ 0.3% |
$1K - $1.09K
|
13.6K
$361K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 0.29% |
$437K - $473K
|
6.15M
$163M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
55.3K+ 2.4% |
$1.35M - $1.47M
|
2.36M
$62.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.07K- 6.85% |
$26.1K - $28.3K
|
14.5K
$386K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-923- 1.16% |
$22.6K - $24.5K
|
78.5K
$2.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 1.66% |
$50K - $54.2K
|
125K
$3.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.43M+ 531.73% |
$59.5M - $64.5M
|
2.89M
$76.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
825+ 1195.65% |
$20.2K - $21.9K
|
894
$23.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
7+ 0.03% |
$171 - $186
|
20.1K
$533K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
415+ 61.21% |
$10.2K - $11K
|
1.09K
$29K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.39K- 10.06% |
$34.1K - $36.9K
|
12.5K
$331K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
SELL
|
- |
-1.4K- 12.99% |
$34.2K - $37.1K
|
9.38K
$249K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.24K- 0.52% |
$54.7K - $59.3K
|
428K
$11.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-9.71K- 2.51% |
$238K - $257K
|
377K
$10M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-48.7K- 25.77% |
$1.19M - $1.29M
|
140K
$3.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-3.48K- 6.43% |
$85.2K - $92.3K
|
50.7K
$1.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-162- 1.11% |
$3.96K - $4.29K
|
14.4K
$382K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
30.5K+ 92.01% |
$745K - $807K
|
63.6K
$1.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
251KNew |
$6.15M - $6.66M
|
251K
$6.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-274- 2.3% |
$6.7K - $7.26K
|
11.6K
$309K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-93- 0.72% |
$2.27K - $2.46K
|
12.9K
$342K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
43.4K+ 8.41% |
$1.06M - $1.15M
|
560K
$14.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
12.4K+ 0.65% |
$302K - $327K
|
1.92M
$50.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.19K- 33.15% |
$53.5K - $58K
|
4.41K
$117K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-31.6K- 2.42% |
$774K - $838K
|
1.28M
$33.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-61.4K- 2.62% |
$1.5M - $1.63M
|
2.28M
$60.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-728- 1.04% |
$17.8K - $19.3K
|
69K
$1.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
6.84K+ 13.61% |
$167K - $181K
|
57.1K
$1.52M
|
|