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
|
Larson Financial Group LLC
|
BUY
|
- |
367+ 0.35% |
$8.98K - $9.73K
|
107K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.73K- 1.67% |
$91.1K - $98.7K
|
220K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
462New |
$11.3K - $12.2K
|
462
$12.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.09M- 9.53% |
$26.7M - $28.9M
|
10.3M
$275M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-26.6K- 2.74% |
$651K - $706K
|
944K
$25M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
59+ 0.47% |
$1.44K - $1.56K
|
12.6K
$334K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
179K+ 19.23% |
$4.38M - $4.74M
|
1.11M
$29.5M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-64.8K- 3.24% |
$1.59M - $1.72M
|
1.94M
$51.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.74K- 6.9% |
$91.5K - $99.1K
|
50.5K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
90.4K+ 19.08% |
$2.21M - $2.4M
|
564K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.32K+ 7.22% |
$130K - $141K
|
79K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.13K+ 4.88% |
$27.6K - $29.9K
|
24.2K
$643K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40.6K+ 9.33% |
$992K - $1.07M
|
475K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-36.5K- 23.76% |
$893K - $968K
|
117K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-44.8K- 0.47% |
$1.1M - $1.19M
|
9.58M
$254M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.9KNew |
$389K - $422K
|
15.9K
$422K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.51K+ 39.31% |
$233K - $252K
|
33.7K
$894K
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
214New |
$5.23K - $5.67K
|
214
$5.68K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.28% |
$147 - $159
|
2.15K
$57K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.22M+ 128.3% |
$29.7M - $32.2M
|
2.16M
$57.4M
|
|
|
Nov 14, 2025
Q3 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
39.7KNew |
$970K - $1.05M
|
39.7K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.88K- 0.2% |
$46.1K - $49.9K
|
933K
$24.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39K- 63.34% |
$953K - $1.03M
|
22.6K
$599K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
11.8KNew |
$289K - $313K
|
11.8K
$313K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-844K- 1.03% |
$20.6M - $22.4M
|
80.7M
$2.14B
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
135+ 0.62% |
$3.3K - $3.58K
|
22K
$583K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-572K- 70.02% |
$14M - $15.2M
|
245K
$6.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8.42K+ 0.97% |
$206K - $223K
|
877K
$23.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-14- 0.05% |
$342 - $371
|
28K
$742K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
64.1KNew |
$1.57M - $1.7M
|
64.1K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raine Group LLC
New York, NY |
BUY
|
- |
548+ 0.15% |
$13.4K - $14.5K
|
364K
$9.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
430KNew |
$10.5M - $11.4M
|
430K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
24.4K+ 2.16% |
$598K - $647K
|
1.15M
$30.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.49KNew |
$134K - $145K
|
5.49K
$146K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3.54K+ 4.94% |
$86.6K - $93.8K
|
75.1K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.73KNew |
$189K - $205K
|
7.73K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-506K- 97.13% |
$12.4M - $13.4M
|
15K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-3.37K- 2.0% |
$82.4K - $89.3K
|
165K
$4.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 0.03% |
$514 - $557
|
79.5K
$2.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-149K- 7.09% |
$3.64M - $3.94M
|
1.95M
$51.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.03K+ 2.33% |
$172K - $186K
|
309K
$8.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
4.51KNew |
$110K - $119K
|
4.51K
$120K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.27KNew |
$227K - $246K
|
9.27K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.84K- 17.42% |
$167K - $181K
|
32.5K
$861K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
3.51KNew |
$85.9K - $93.1K
|
3.51K
$93.2K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.97K- 0.64% |
$72.7K - $78.7K
|
458K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.68K+ 1.04% |
$41.1K - $44.6K
|
163K
$4.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
303+ 0.28% |
$7.41K - $8.03K
|
107K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-461K- 16.91% |
$11.3M - $12.2M
|
2.27M
$60.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11.6K- 1.76% |
$285K - $308K
|
651K
$17.3M
|
|