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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.43K+ 15.68% |
$86.7K - $108K
|
32.6K
$866K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.13K- 1.74% |
$41.7K - $52K
|
120K
$3.19M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
244K+ 23.2% |
$4.79M - $5.97M
|
1.3M
$34.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.68KNew |
$32.9K - $41.1K
|
1.68K
$44.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.1K- 13.28% |
$453K - $565K
|
151K
$4M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.64K- 12.05% |
$32.1K - $40K
|
12K
$317K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-490- 1.68% |
$9.6K - $12K
|
28.7K
$762K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.27K- 4.81% |
$44.5K - $55.5K
|
44.9K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.08KNew |
$119K - $149K
|
6.08K
$161K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-99- 0.18% |
$1.94K - $2.42K
|
55.8K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.81K+ 51.96% |
$94.3K - $118K
|
14.1K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.3KNew |
$379K - $472K
|
19.3K
$513K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-257- 93.8% |
$5.04K - $6.28K
|
17
$451
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-14.6K- 6.2% |
$286K - $357K
|
221K
$5.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
8.55KNew |
$168K - $209K
|
8.55K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
234+ 0.26% |
$4.59K - $5.72K
|
88.6K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
123+ 1.34% |
$2.41K - $3.01K
|
9.32K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.84KNew |
$36K - $44.9K
|
1.84K
$48.7K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
11.7K+ 25.28% |
$229K - $285K
|
57.8K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
171+ 129.55% |
$3.35K - $4.18K
|
303
$8.04K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-16.9K- 10.04% |
$332K - $414K
|
152K
$4.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
66+ 0.3% |
$1.29K - $1.61K
|
22.4K
$595K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$19.6 - $24.4
|
29.3K
$776K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
183+ 1.91% |
$3.59K - $4.47K
|
9.79K
$260K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
23.7KNew |
$465K - $580K
|
23.7K
$629K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
144+ 0.95% |
$2.82K - $3.52K
|
15.2K
$404K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-4.02K- 4.13% |
$78.7K - $98.2K
|
93.2K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-34.3K- 36.9% |
$672K - $838K
|
58.7K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
63New |
$1.23K - $1.54K
|
63
$1.67K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.1K- 15.41% |
$315K - $392K
|
88.2K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
8.5KNew |
$167K - $208K
|
8.5K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.48KNew |
$166K - $207K
|
8.48K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-1.48K- 93.22% |
$29.1K - $36.3K
|
108
$2.87K
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
128K+ 222.69% |
$2.51M - $3.13M
|
185K
$4.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8.69KNew |
$170K - $212K
|
8.69K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
611New |
$12K - $14.9K
|
611
$16.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
48+ 0.3% |
$941 - $1.17K
|
16.3K
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-58.4K- 19.38% |
$1.14M - $1.43M
|
243K
$6.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
198New |
$3.88K - $4.84K
|
198
$5.25K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.77K- 0.41% |
$34.8K - $43.4K
|
433K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-156- 5.03% |
$3.06K - $3.81K
|
2.94K
$78.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.76K+ 6.57% |
$34.4K - $42.9K
|
28.5K
$755K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-243- 1.79% |
$4.76K - $5.94K
|
13.3K
$354K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.18KNew |
$23.2K - $28.9K
|
1.18K
$31.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
5.27K+ 48.86% |
$103K - $129K
|
16.1K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-8.03K- 35.16% |
$157K - $196K
|
14.8K
$393K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
28.7K+ 159.04% |
$563K - $702K
|
46.8K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
172+ 1.81% |
$3.37K - $4.2K
|
9.66K
$256K
|
|