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 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-172- 1.48% |
$3.37K - $4.2K
|
11.4K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.19K+ 13.71% |
$42.9K - $53.5K
|
18.2K
$482K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.02KNew |
$177K - $220K
|
9.02K
$239K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.22KNew |
$161K - $201K
|
8.22K
$218K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.07K+ 19.21% |
$20.9K - $26K
|
6.61K
$175K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-271- 2.59% |
$5.31K - $6.62K
|
10.2K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-348- 0.57% |
$6.82K - $8.51K
|
60.8K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.2K- 15.5% |
$62.7K - $78.2K
|
17.4K
$463K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
185+ 256.94% |
$3.63K - $4.52K
|
257
$6.82K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
805KNew |
$15.8M - $19.7M
|
805K
$21.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
8.77KNew |
$172K - $214K
|
8.77K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-19K- 23.91% |
$372K - $463K
|
60.3K
$1.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55KNew |
$30.3K - $37.8K
|
1.55K
$41K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.5K- 9.83% |
$29.4K - $36.7K
|
13.8K
$365K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.32KNew |
$116K - $129K
|
5.32K
$141K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-20.6KClosed |
$448K - $500K
|
0
$0
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5.47KNew |
$119K - $133K
|
5.47K
$145K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
87New |
$1.89K - $2.11K
|
87
$2.31K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
12K+ 3222.31% |
$261K - $291K
|
12.4K
$328K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
77.5KNew |
$1.69M - $1.88M
|
77.5K
$2.06M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
21New |
$457 - $510
|
21
$557
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
22New |
$479 - $534
|
22
$584
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.3K- 1.99% |
$420K - $468K
|
951K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
19.9KNew |
$432K - $482K
|
19.9K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
10.1KNew |
$219K - $245K
|
10.1K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-706K- 20.3% |
$15.4M - $17.1M
|
2.77M
$73.6M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-758- 53.76% |
$16.5K - $18.4K
|
652
$17.3K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.93K+ 16.44% |
$194K - $217K
|
63.3K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
18.9K+ 334.54% |
$412K - $460K
|
24.6K
$653K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.2K+ 76.7% |
$244K - $272K
|
25.8K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-600- 2.66% |
$13.1K - $14.6K
|
22K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$19.6K - $21.9K
|
900
$23.9K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.12K- 1.6% |
$24.3K - $27.1K
|
68.5K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.0% |
$21.8 - $24.3
|
25.1K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-8.98K- 28.74% |
$195K - $218K
|
22.3K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
34+ 0.3% |
$740 - $826
|
11.3K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
140+ 1.17% |
$3.05K - $3.4K
|
12.1K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
730+ 0.24% |
$15.9K - $17.7K
|
310K
$8.24M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.4KNew |
$292K - $326K
|
13.4K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.21KNew |
$26.4K - $29.5K
|
1.21K
$32.2K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-108- 0.28% |
$2.35K - $2.62K
|
38K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
149New |
$3.24K - $3.62K
|
149
$3.95K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-815- 11.55% |
$17.7K - $19.8K
|
6.24K
$166K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
33.2KNew |
$722K - $806K
|
33.2K
$881K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
10.9KNew |
$236K - $264K
|
10.9K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
37+ 105.71% |
$805 - $898
|
72
$1.91K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
505+ 0.79% |
$11K - $12.3K
|
64.6K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-840- 28.57% |
$18.3K - $20.4K
|
2.1K
$55.7K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
5.7K+ 21.18% |
$124K - $138K
|
32.6K
$865K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
4.5KNew |
$97.9K - $109K
|
4.5K
$119K
|
|