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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.2K- 0.88% |
$53.7K - $58.2K
|
248K
$6.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.3K+ 0.98% |
$741K - $803K
|
3.14M
$83.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1- 0.01% |
$24.5 - $26.5
|
12.5K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.3KNew |
$986K - $1.07M
|
40.3K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.9K- 3.6% |
$340K - $369K
|
372K
$9.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-21.6K- 3.92% |
$528K - $572K
|
530K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.8K+ 8.14% |
$1.22M - $1.32M
|
662K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
7.69KNew |
$188K - $204K
|
7.69K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
48.7K+ 10.25% |
$1.19M - $1.29M
|
524K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
128K+ 61.04% |
$3.13M - $3.39M
|
338K
$8.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
69.2KNew |
$1.69M - $1.83M
|
69.2K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-220K- 93.41% |
$5.39M - $5.84M
|
15.5K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36K+ 12.34% |
$880K - $954K
|
328K
$8.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 3.83% |
$3.11M - $3.37M
|
3.45M
$91.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-10.1K- 19.5% |
$247K - $268K
|
41.7K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.81M+ 5.49% |
$44.2M - $47.9M
|
34.8M
$923M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
608K+ 5.62% |
$14.9M - $16.1M
|
11.4M
$303M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
599+ 0.12% |
$14.7K - $15.9K
|
493K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
187K+ 15.41% |
$4.57M - $4.95M
|
1.4M
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-660- 3.76% |
$16.1K - $17.5K
|
16.9K
$449K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-35- 0.08% |
$856 - $928
|
44.9K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-566K- 9.36% |
$13.9M - $15M
|
5.49M
$146M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-16.8K- 1.62% |
$412K - $446K
|
1.02M
$27.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
39.3K+ 68.26% |
$962K - $1.04M
|
96.9K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
39K+ 4.47% |
$955K - $1.03M
|
912K
$24.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
36+ 0.06% |
$881 - $954
|
60.3K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-6- 0.03% |
$147 - $159
|
18.1K
$481K
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.75K+ 25.77% |
$67.4K - $73K
|
13.4K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
733+ 1.7% |
$17.9K - $19.4K
|
44K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-462- 2.16% |
$11.3K - $12.2K
|
20.9K
$555K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-151- 0.48% |
$3.69K - $4K
|
31.2K
$828K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
139New |
$3.4K - $3.68K
|
139
$3.69K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
23+ 0.28% |
$563 - $610
|
8.23K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-154- 0.89% |
$3.77K - $4.08K
|
17.2K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
8.17KNew |
$200K - $216K
|
8.17K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-560K- 34.67% |
$13.7M - $14.9M
|
1.06M
$28M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48M+ 19.16% |
$36.2M - $39.2M
|
9.2M
$244M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.2K+ 1.72% |
$2.35M - $2.55M
|
5.7M
$151M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.41K- 3.27% |
$59K - $64K
|
71.5K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-478K- 18.08% |
$11.7M - $12.7M
|
2.16M
$57.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
201+ 1.09% |
$4.92K - $5.33K
|
18.6K
$493K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.3KNew |
$326K - $353K
|
13.3K
$354K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
131K+ 52.91% |
$3.21M - $3.48M
|
379K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.6K+ 2.4% |
$749K - $811K
|
1.31M
$34.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
485+ 1.21% |
$11.9K - $12.9K
|
40.5K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 1.76% |
$33.5K - $36.3K
|
76.5K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-800- 5.73% |
$19.6K - $21.2K
|
13.2K
$349K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-27.7K- 2.82% |
$676K - $733K
|
954K
$25.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-229- 0.18% |
$5.6K - $6.07K
|
130K
$3.46M
|
|