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 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
220K+ 1.35% |
$5.39M - $5.84M
|
16.5M
$437M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.45K+ 10.92% |
$35.5K - $38.4K
|
14.7K
$391K
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-963- 3.27% |
$23.6K - $25.5K
|
28.5K
$756K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
298+ 2.02% |
$7.29K - $7.9K
|
15.1K
$399K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-123K- 21.48% |
$3.01M - $3.27M
|
451K
$12M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-15.3K- 7.76% |
$373K - $404K
|
181K
$4.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.63K- 11.52% |
$64.4K - $69.7K
|
20.2K
$536K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.31% |
$97.8 - $106
|
1.31K
$34.8K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.3K- 3.08% |
$276K - $299K
|
355K
$9.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-20.2K- 1.29% |
$495K - $536K
|
1.54M
$41M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-11.9K- 6.64% |
$292K - $316K
|
168K
$4.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.24KNew |
$54.8K - $59.4K
|
2.24K
$59.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
841+ 7.5% |
$20.6K - $22.3K
|
12.1K
$320K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.7K- 16.51% |
$409K - $443K
|
84.5K
$2.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.49K- 3.4% |
$232K - $252K
|
269K
$7.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-9.12K- 50.3% |
$223K - $242K
|
9.01K
$239K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
61.5K+ 8.21% |
$1.5M - $1.63M
|
811K
$21.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.64K- 5.93% |
$40K - $43.4K
|
25.9K
$688K
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
SELL
|
- |
-2.27K- 1.91% |
$55.5K - $60.1K
|
116K
$3.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.82K+ 5.27% |
$69K - $74.8K
|
56.3K
$1.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17.7K+ 16.0% |
$433K - $469K
|
128K
$3.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-164K- 79.61% |
$4.01M - $4.35M
|
42K
$1.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
61.3K+ 14.61% |
$1.5M - $1.62M
|
481K
$12.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.3K- 11.71% |
$227K - $246K
|
70.1K
$1.86M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2.2K- 5.75% |
$53.7K - $58.2K
|
36K
$956K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
457+ 0.22% |
$11.2K - $12.1K
|
208K
$5.52M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
19+ 0.21% |
$465 - $504
|
9.15K
$243K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.18K- 3.12% |
$28.9K - $31.3K
|
36.6K
$972K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.82K+ 13.08% |
$191K - $207K
|
67.6K
$1.79M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.59K+ 19.85% |
$63.4K - $68.6K
|
15.6K
$415K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.99K- 32.06% |
$147K - $159K
|
12.7K
$337K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-44.3K- 19.76% |
$1.08M - $1.17M
|
180K
$4.77M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
59+ 0.23% |
$1.44K - $1.56K
|
25.3K
$673K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
315+ 3.33% |
$7.7K - $8.35K
|
9.78K
$260K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
13.7K+ 101.2% |
$335K - $363K
|
27.2K
$722K
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-768- 1.95% |
$18.8K - $20.4K
|
38.6K
$1.02M
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-1.02K- 11.51% |
$25K - $27.1K
|
7.87K
$209K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
269K+ 16.6% |
$5.27M - $6.57M
|
1.89M
$50.1M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8.86K- 2.15% |
$174K - $216K
|
403K
$10.7M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
52.8K+ 8.05% |
$1.03M - $1.29M
|
709K
$18.8M
|
|
|
Nov 04, 2025
Q2 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-24- 0.25% |
$470 - $587
|
9.77K
$259K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
14.2KNew |
$278K - $347K
|
14.2K
$377K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-2.71K- 99.3% |
$53.1K - $66.2K
|
19
$504
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
294+ 1.77% |
$5.76K - $7.19K
|
17K
$450K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
8.17K+ 196.63% |
$160K - $200K
|
12.3K
$327K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-653- 83.93% |
$12.8K - $16K
|
125
$3.32K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4K- 25.56% |
$78.5K - $97.9K
|
11.7K
$309K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14.6KNew |
$286K - $357K
|
14.6K
$387K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
552New |
$10.8K - $13.5K
|
552
$14.7K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
160New |
$3.14K - $3.91K
|
160
$4.25K
|
|