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 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-334K- 1.72% |
$8.64M - $9.09M
|
19.1M
$507M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.07K- 11.47% |
$79.2K - $83.3K
|
23.7K
$628K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.33K+ 2.12% |
$189K - $199K
|
353K
$9.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19.1K- 1.95% |
$493K - $519K
|
958K
$25.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
19.6K+ 6.72% |
$506K - $532K
|
311K
$8.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.31% |
$103 - $109
|
1.28K
$33.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.09K- 1.74% |
$80K - $84.1K
|
174K
$4.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 5.95% |
$74.3K - $78.2K
|
45.4K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
11.4K+ 90.0% |
$293K - $309K
|
24K
$636K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-11- 0.12% |
$284 - $299
|
9.38K
$249K
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
17.4K+ 4.14% |
$451K - $474K
|
439K
$11.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
50.7K+ 1.22% |
$1.31M - $1.38M
|
4.21M
$112M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.63K- 0.77% |
$249K - $262K
|
1.25M
$33.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1.64K+ 2.89% |
$42.3K - $44.5K
|
58.3K
$1.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.63K- 2.64% |
$120K - $126K
|
171K
$4.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-16.9K- 3.87% |
$437K - $460K
|
421K
$11.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
13.9K+ 85.44% |
$359K - $378K
|
30.1K
$800K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.64K- 3.71% |
$42.3K - $44.5K
|
42.4K
$1.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.87K- 2.5% |
$48.3K - $50.8K
|
72.9K
$1.93M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-200- 0.67% |
$5.17K - $5.44K
|
29.6K
$784K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
35+ 0.04% |
$905 - $952
|
90.1K
$2.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-12.1K- 2.42% |
$313K - $329K
|
487K
$12.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-27- 0.02% |
$698 - $734
|
131K
$3.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-849- 3.92% |
$21.9K - $23.1K
|
20.8K
$552K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.98K+ 11.31% |
$51.2K - $53.8K
|
19.5K
$517K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
90+ 0.91% |
$2.33K - $2.45K
|
10K
$266K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-12.8K- 0.27% |
$331K - $348K
|
4.68M
$124M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.41K- 0.9% |
$36.4K - $38.3K
|
154K
$4.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
83+ 0.3% |
$2.15K - $2.26K
|
28K
$743K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
4.72K+ 5.23% |
$122K - $128K
|
95K
$2.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
21.7KNew |
$562K - $591K
|
21.7K
$577K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
23.1K+ 3.21% |
$596K - $627K
|
741K
$19.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
5.99K+ 43.9% |
$155K - $163K
|
19.6K
$521K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
15.1K+ 5.67% |
$390K - $410K
|
281K
$7.46M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.56K- 1.4% |
$40.4K - $42.4K
|
110K
$2.92M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-4.64K- 1.23% |
$120K - $126K
|
373K
$9.89M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.5KNew |
$38.8K - $40.8K
|
1.5K
$39.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-345- 3.37% |
$8.92K - $9.38K
|
9.89K
$262K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
649+ 6.74% |
$16.8K - $17.6K
|
10.3K
$273K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.42K- 9.3% |
$140K - $147K
|
52.8K
$1.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-52- 0.31% |
$1.34K - $1.41K
|
16.8K
$446K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 7.26% |
$281K - $296K
|
161K
$4.26M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
289K+ 1867.25% |
$7.46M - $7.85M
|
304K
$8.07M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-132- 0.86% |
$3.41K - $3.59K
|
15.3K
$406K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8.68K- 3.02% |
$224K - $236K
|
278K
$7.39M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
60.6K+ 10.79% |
$1.48M - $1.61M
|
623K
$16.5M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.11K- 74.46% |
$76.2K - $82.5K
|
1.07K
$28.3K
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
867New |
$21.2K - $23K
|
867
$23K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25.4K- 99.91% |
$621K - $673K
|
24
$637
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
7.11K+ 86.07% |
$174K - $188K
|
15.4K
$408K
|
|