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 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
66+ 0.55% |
$1.29K - $1.61K
|
12.1K
$320K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
122KNew |
$2.4M - $2.99M
|
122K
$3.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.2K- 6.97% |
$278K - $346K
|
189K
$5.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
223+ 9.13% |
$4.37K - $5.45K
|
2.67K
$70.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 26.45% |
$63.2K - $78.7K
|
8.96K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
BUY
|
- |
250+ 0.89% |
$4.9K - $6.11K
|
28.4K
$755K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.43K+ 4.21% |
$67.2K - $83.8K
|
84.8K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
1.16K+ 8.52% |
$22.8K - $28.4K
|
14.8K
$392K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
111K+ 279.02% |
$2.18M - $2.72M
|
151K
$4.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
15+ 0.06% |
$294 - $367
|
26.9K
$713K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
826New |
$16.2K - $20.2K
|
826
$21.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.28K- 21.77% |
$64.2K - $80.1K
|
11.8K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
324+ 3.5% |
$6.35K - $7.92K
|
9.58K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.7KNew |
$210K - $262K
|
10.7K
$285K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.12K- 56.88% |
$21.9K - $27.3K
|
846
$22.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
414+ 1.29% |
$8.11K - $10.1K
|
32.5K
$864K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
578New |
$11.3K - $14.1K
|
578
$15.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.97K- 6.2% |
$97.4K - $121K
|
75.2K
$2M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-171- 17.2% |
$3.35K - $4.18K
|
823
$21.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
17.2KNew |
$337K - $420K
|
17.2K
$456K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-181- 54.68% |
$3.55K - $4.42K
|
150
$3.98K
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-483- 0.47% |
$9.47K - $11.8K
|
102K
$2.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-3.87K- 19.61% |
$75.9K - $94.6K
|
15.9K
$421K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
54.5KNew |
$1.07M - $1.33M
|
54.5K
$1.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
634+ 2.57% |
$12.4K - $15.5K
|
25.3K
$671K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-450- 10.5% |
$8.82K - $11K
|
3.84K
$102K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-4.71K- 29.73% |
$92.4K - $115K
|
11.1K
$296K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
9.41KNew |
$184K - $230K
|
9.41K
$250K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
91.2KNew |
$1.79M - $2.23M
|
91.2K
$2.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-510- 0.6% |
$10K - $12.5K
|
84.6K
$2.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.7K- 14.12% |
$33.4K - $41.6K
|
10.4K
$275K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
8.89KNew |
$174K - $217K
|
8.89K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
58+ 1.28% |
$1.14K - $1.42K
|
4.58K
$121K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-500- 11.31% |
$9.8K - $12.2K
|
3.92K
$104K
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
19+ 0.19% |
$372 - $464
|
10.2K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
96+ 5.81% |
$1.88K - $2.35K
|
1.75K
$46.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
204New |
$4K - $4.99K
|
204
$5.41K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.34KNew |
$26.3K - $32.8K
|
1.34K
$35.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-112- 0.39% |
$2.2K - $2.74K
|
28.5K
$756K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
8.67KNew |
$170K - $212K
|
8.67K
$230K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
275+ 2.72% |
$5.39K - $6.72K
|
10.4K
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$25.9K - $32.2K
|
1.32K
$35K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.73KNew |
$53.5K - $66.7K
|
2.73K
$72.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-65.7KClosed |
$1.29M - $1.6M
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
107KNew |
$2.1M - $2.62M
|
107K
$2.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
90+ 0.35% |
$1.76K - $2.2K
|
26.1K
$692K
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
9.3KNew |
$182K - $227K
|
9.3K
$247K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
9.3KNew |
$182K - $227K
|
9.3K
$247K
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
41.3KNew |
$810K - $1.01M
|
41.3K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.38K- 19.06% |
$85.8K - $107K
|
18.6K
$494K
|
|