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 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
129K+ 2.04% |
$3.16M - $3.42M
|
6.46M
$172M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.63K- 5.25% |
$64.2K - $69.6K
|
47.4K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.53K- 13.41% |
$86.4K - $93.7K
|
22.8K
$606K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.28K+ 13.34% |
$203K - $220K
|
70.4K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-283- 0.74% |
$6.92K - $7.5K
|
37.9K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
231K+ 19.14% |
$5.66M - $6.13M
|
1.44M
$38.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.51K+ 1.74% |
$85.9K - $93K
|
206K
$5.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
465K+ 15.77% |
$11.4M - $12.3M
|
3.41M
$90.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.77K+ 36.38% |
$67.8K - $73.5K
|
10.4K
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.3K- 10.01% |
$31.7K - $34.3K
|
11.7K
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
324New |
$7.93K - $8.59K
|
324
$8.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
8.86KNew |
$217K - $235K
|
8.86K
$235K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
154K+ 314.76% |
$3.77M - $4.09M
|
203K
$5.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-190- 1.74% |
$4.65K - $5.04K
|
10.7K
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
SELL
|
- |
-16.1K- 5.9% |
$395K - $427K
|
257K
$6.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 1.59% |
$4.89K - $5.3K
|
12.4K
$328K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2.34K- 6.9% |
$57.1K - $61.9K
|
31.5K
$836K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1.61K+ 2.82% |
$39.3K - $42.5K
|
58.5K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21K+ 31.03% |
$515K - $558K
|
88.9K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
52+ 0.28% |
$1.27K - $1.38K
|
18.4K
$489K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-330- 3.42% |
$8.07K - $8.75K
|
9.33K
$248K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-77.6K- 2.11% |
$1.9M - $2.06M
|
3.6M
$95.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8.98K- 1.2% |
$220K - $238K
|
742K
$19.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.26K+ 6.43% |
$55.2K - $59.8K
|
37.3K
$991K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
438New |
$10.7K - $11.6K
|
438
$11.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-51- 0.06% |
$1.25K - $1.35K
|
84.9K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.63K+ 33.34% |
$88.9K - $96.3K
|
14.5K
$386K
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-1.71K- 0.87% |
$41.8K - $45.3K
|
195K
$5.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-3K- 8.98% |
$73.5K - $79.6K
|
30.5K
$808K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-1.48K- 2.53% |
$36.2K - $39.2K
|
57.1K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
168New |
$4.11K - $4.45K
|
168
$4.46K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
236K+ 12.13% |
$5.77M - $6.25M
|
2.18M
$57.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
84+ 0.52% |
$2.05K - $2.23K
|
16.3K
$431K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
199K+ 0.8% |
$4.87M - $5.28M
|
25M
$664M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.2K- 0.84% |
$250K - $271K
|
1.21M
$32.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-481- 1.47% |
$11.8K - $12.7K
|
32.2K
$855K
|
|
|
Nov 13, 2025
Q3 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
50+ 0.29% |
$1.22K - $1.33K
|
17.5K
$464K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
18.7K+ 13.0% |
$458K - $496K
|
163K
$4.32M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
249+ 0.29% |
$6.09K - $6.6K
|
86.3K
$2.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
SELL
|
- |
-13.2K- 1.0% |
$324K - $351K
|
1.31M
$34.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
5+ 0.02% |
$122 - $133
|
21.4K
$567K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
190+ 2.0% |
$4.65K - $5.04K
|
9.7K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-665K- 3.54% |
$16.3M - $17.6M
|
18.1M
$480M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.54M+ 996.24% |
$37.7M - $40.9M
|
1.7M
$45M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.43K- 2.05% |
$59.5K - $64.4K
|
116K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2.42K- 2.76% |
$59.2K - $64.1K
|
85.2K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.63K+ 0.44% |
$40K - $43.3K
|
375K
$9.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
8+ 0.01% |
$196 - $212
|
61.7K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
12+ 0.02% |
$294 - $318
|
63.6K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-624- 5.87% |
$15.3K - $16.5K
|
10K
$266K
|
|