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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.56K- 14.9% |
$118K - $124K
|
26.1K
$692K
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.08K- 10.73% |
$53.8K - $56.6K
|
17.3K
$459K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-9.59K- 2.07% |
$248K - $261K
|
453K
$12M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
86+ 0.13% |
$2.22K - $2.34K
|
66.1K
$1.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.73K- 3.03% |
$44.7K - $47K
|
55.3K
$1.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.08K- 7.74% |
$27.9K - $29.3K
|
12.8K
$341K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.93K+ 8.62% |
$75.6K - $79.5K
|
36.8K
$978K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.64K+ 0.97% |
$197K - $208K
|
797K
$21.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
67+ 0.03% |
$1.73K - $1.82K
|
207K
$5.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
55+ 0.29% |
$1.42K - $1.5K
|
18.7K
$497K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.96K+ 2.94% |
$50.6K - $53.3K
|
68.7K
$1.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-3.03K- 1.06% |
$78.3K - $82.4K
|
283K
$7.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.27K+ 4.67% |
$84.6K - $89K
|
73.4K
$1.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
542+ 0.41% |
$14K - $14.7K
|
132K
$3.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-26.1K- 3.9% |
$674K - $709K
|
643K
$17.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
27+ 0.27% |
$698 - $734
|
10.1K
$267K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-6.11K- 1.39% |
$158K - $166K
|
432K
$11.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
274+ 2.35% |
$7.08K - $7.45K
|
12K
$317K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
3.45K+ 3.1% |
$89.1K - $93.8K
|
115K
$3.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-3.47K- 72.63% |
$89.6K - $94.2K
|
1.31K
$34.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-706- 3.88% |
$18.3K - $19.2K
|
17.5K
$464K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.77K+ 12.83% |
$45.8K - $48.2K
|
15.6K
$413K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
13.1KNew |
$339K - $356K
|
13.1K
$348K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
58+ 0.13% |
$1.5K - $1.58K
|
45.4K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
3.95K+ 1.81% |
$102K - $107K
|
222K
$5.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-319- 0.44% |
$8.25K - $8.67K
|
72.8K
$1.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-218- 0.04% |
$5.64K - $5.93K
|
507K
$13.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.03K- 1.82% |
$26.7K - $28.1K
|
55.6K
$1.47M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-569- 1.58% |
$14.7K - $15.5K
|
35.5K
$942K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-290- 2.67% |
$7.5K - $7.89K
|
10.6K
$281K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
12.6K+ 5.05% |
$325K - $341K
|
261K
$6.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.05K- 3.29% |
$53K - $55.8K
|
60.3K
$1.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.85K+ 2124.14% |
$47.8K - $50.2K
|
1.94K
$51.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
77.4K+ 176.35% |
$2M - $2.1M
|
121K
$3.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.91KNew |
$127K - $133K
|
4.91K
$130K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3+ 0.02% |
$77.6 - $81.6
|
18.2K
$483K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
75+ 0.38% |
$1.94K - $2.04K
|
20K
$530K
|
|
|
Jan 09, 2026
Q4 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-802- 0.88% |
$20.7K - $21.8K
|
90.2K
$2.39M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.08K+ 0.56% |
$27.9K - $29.3K
|
193K
$5.13M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-17K- 0.91% |
$440K - $463K
|
1.85M
$49M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
29.2KNew |
$755K - $795K
|
29.2K
$776K
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-337- 0.83% |
$8.71K - $9.16K
|
40.1K
$1.06M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
37+ 0.3% |
$956 - $1.01K
|
12.5K
$331K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.13K- 0.44% |
$107K - $112K
|
937K
$24.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.9K+ 3.22% |
$75K - $78.9K
|
93K
$2.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
62+ 0.28% |
$1.6K - $1.69K
|
22.4K
$594K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-10.2K- 6.15% |
$264K - $277K
|
156K
$4.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-37.5K- 4.28% |
$969K - $1.02M
|
838K
$22.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
89.1KNew |
$2.3M - $2.42M
|
89.1K
$2.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-18.3K- 12.49% |
$474K - $499K
|
129K
$3.41M
|
|