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
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.57M- 12.72% |
$112M - $121M
|
31.4M
$833M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
61+ 0.01% |
$1.49K - $1.62K
|
465K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
13.1KNew |
$321K - $348K
|
13.1K
$349K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
10.7KNew |
$261K - $283K
|
10.7K
$283K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68+ 0.26% |
$1.66K - $1.8K
|
26.7K
$709K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 12.05% |
$31.1K - $33.7K
|
11.8K
$314K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-10.7K- 2.8% |
$262K - $284K
|
372K
$9.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.4K+ 11.32% |
$499K - $541K
|
201K
$5.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.17K- 2.69% |
$126K - $137K
|
187K
$4.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-111K- 1.91% |
$2.73M - $2.95M
|
5.73M
$152M
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
13+ 7.65% |
$318 - $345
|
183
$4.86K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-46.2K- 0.77% |
$1.13M - $1.23M
|
6M
$159M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
134K+ 51.95% |
$3.27M - $3.55M
|
391K
$10.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-412K- 77.46% |
$10.1M - $10.9M
|
120K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-35.1K- 68.7% |
$857K - $929K
|
16K
$424K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.74KNew |
$67K - $72.6K
|
2.74K
$72.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
45+ 0.27% |
$1.1K - $1.19K
|
16.7K
$444K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4K+ 3.37% |
$97.8K - $106K
|
123K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-792- 3.03% |
$19.4K - $21K
|
25.4K
$673K
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-16.5K- 1.99% |
$404K - $438K
|
813K
$21.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9.8K+ 14.5% |
$240K - $260K
|
77.4K
$2.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.1K+ 3.14% |
$27K - $29.2K
|
36.2K
$961K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-17.4K- 18.56% |
$426K - $461K
|
76.3K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.24% |
$24.5 - $26.5
|
419
$11.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-1.53K- 75.38% |
$37.4K - $40.6K
|
500
$13.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
720+ 7.77% |
$17.6K - $19.1K
|
9.99K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-11.4K- 3.63% |
$279K - $303K
|
303K
$8.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$24.5 - $26.5
|
15.2K
$403K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
177+ 0.15% |
$4.33K - $4.69K
|
118K
$3.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-892- 0.39% |
$21.8K - $23.6K
|
229K
$6.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-176K- 2.4% |
$4.31M - $4.66M
|
7.17M
$190M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.8K+ 24.92% |
$290K - $314K
|
59.4K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9K+ 32.12% |
$220K - $239K
|
37K
$983K
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 0.89% |
$40.8K - $44.1K
|
186K
$4.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.76M+ 3179.23% |
$43M - $46.6M
|
1.82M
$48.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.1K+ 1.01% |
$662K - $717K
|
2.72M
$72.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.4K- 1.05% |
$58.7K - $63.6K
|
227K
$6.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-10.9K- 0.83% |
$267K - $289K
|
1.31M
$34.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
3.35K+ 7.36% |
$81.8K - $88.7K
|
48.8K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
175+ 2.12% |
$4.28K - $4.64K
|
8.43K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
96.2K+ 25.17% |
$2.35M - $2.55M
|
478K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5+ 0.05% |
$122 - $133
|
9.83K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.71K- 1.16% |
$41.9K - $45.4K
|
146K
$3.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.36K+ 12.48% |
$82.1K - $88.9K
|
30.2K
$802K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
32.6KNew |
$798K - $864K
|
32.6K
$866K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
876+ 1.22% |
$21.4K - $23.2K
|
72.7K
$1.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.8K+ 60.02% |
$386K - $418K
|
42K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.2K- 6.63% |
$29.3K - $31.8K
|
16.9K
$448K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-18.8K- 1.79% |
$459K - $497K
|
1.03M
$27.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.02K- 1.58% |
$196K - $212K
|
498K
$13.2M
|
|