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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.06K- 3.66% |
$119K - $148K
|
160K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.6KNew |
$1.91M - $2.39M
|
97.6K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-346- 1.94% |
$6.78K - $8.46K
|
17.5K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
139KNew |
$2.73M - $3.4M
|
139K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.85M+ 976.06% |
$55.9M - $69.7M
|
3.14M
$83.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.01K+ 231.03% |
$78.5K - $97.9K
|
5.74K
$152K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.52KNew |
$167K - $208K
|
8.52K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
11.2KNew |
$219K - $274K
|
11.2K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
68+ 0.37% |
$1.33K - $1.66K
|
18.3K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
32.5KNew |
$638K - $795K
|
32.5K
$864K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2K+ 29.59% |
$39.2K - $48.9K
|
8.76K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.3K- 18.06% |
$45.2K - $56.3K
|
10.5K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.56KNew |
$30.6K - $38.1K
|
1.56K
$41.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
22.9KNew |
$448K - $559K
|
22.9K
$607K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
26.7KNew |
$523K - $652K
|
26.7K
$708K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.61K- 2.23% |
$51.1K - $63.8K
|
114K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
392+ 0.03% |
$7.68K - $9.58K
|
1.36M
$36.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.15K+ 12.2% |
$120K - $150K
|
56.5K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1KNew |
$19.6K - $24.4K
|
1K
$26.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
343New |
$6.72K - $8.38K
|
343
$9.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
10.5KNew |
$207K - $258K
|
10.5K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.13K- 4.88% |
$61.3K - $76.5K
|
61K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-174K- 86.42% |
$3.42M - $4.26M
|
27.4K
$726K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100KNew |
$1.96M - $2.45M
|
100K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-5.14K- 33.48% |
$101K - $126K
|
10.2K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.38K- 98.5% |
$27K - $33.7K
|
21
$557
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-309- 0.51% |
$6.06K - $7.55K
|
60.3K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
12KNew |
$236K - $294K
|
12K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
657+ 3.46% |
$12.9K - $16.1K
|
19.6K
$521K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-215- 0.26% |
$4.21K - $5.25K
|
81.7K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-408- 18.78% |
$8K - $9.97K
|
1.76K
$46.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-19.9K- 20.99% |
$389K - $485K
|
74.7K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.36% |
$19.6 - $24.4
|
279
$7.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.5KNew |
$206K - $257K
|
10.5K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.15K+ 5.82% |
$22.5K - $28.1K
|
20.9K
$554K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-220- 2.4% |
$4.31K - $5.38K
|
8.95K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
40KNew |
$784K - $978K
|
40K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
357KNew |
$7.01M - $8.74M
|
357K
$9.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-28K- 21.77% |
$549K - $684K
|
101K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$58.8 - $73.3
|
1.39K
$36.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-12.6K- 25.26% |
$248K - $309K
|
37.4K
$993K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-216- 1.52% |
$4.23K - $5.28K
|
14K
$370K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.46K+ 40.95% |
$48.2K - $60K
|
8.46K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-354K- 95.2% |
$6.93M - $8.65M
|
17.8K
$474K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-382- 51.69% |
$7.49K - $9.34K
|
357
$9.47K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
15.5KNew |
$304K - $379K
|
15.5K
$411K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
8.88KNew |
$174K - $217K
|
8.88K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
17.8KNew |
$348K - $434K
|
17.8K
$471K
|
|
|
Aug 08, 2025
Q2 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-66.6K- 9.21% |
$1.31M - $1.63M
|
656K
$17.4M
|
|