Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHX)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
289K+ 1867.25% |
$7.46M - $7.85M
|
304K
$8.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
89.1KNew |
$2.3M - $2.42M
|
89.1K
$2.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
50.7K+ 1.22% |
$1.31M - $1.38M
|
4.21M
$112M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
29.2KNew |
$755K - $795K
|
29.2K
$776K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
23.1K+ 3.21% |
$596K - $627K
|
741K
$19.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
21.7KNew |
$562K - $591K
|
21.7K
$577K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
19.6K+ 6.72% |
$506K - $532K
|
311K
$8.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
17.4K+ 4.14% |
$451K - $474K
|
439K
$11.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
15.1K+ 5.67% |
$390K - $410K
|
281K
$7.46M
|
|
|
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
|
Bennett Selby Investments LP
|
BUY
|
- |
11.4K+ 90.0% |
$293K - $309K
|
24K
$636K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 7.26% |
$281K - $296K
|
161K
$4.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.33K+ 2.12% |
$189K - $199K
|
353K
$9.36M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
5.99K+ 43.9% |
$155K - $163K
|
19.6K
$521K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
4.72K+ 5.23% |
$122K - $128K
|
95K
$2.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.98K+ 11.31% |
$51.2K - $53.8K
|
19.5K
$517K
|
|
|
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 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.5KNew |
$38.8K - $40.8K
|
1.5K
$39.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.08K+ 0.56% |
$27.9K - $29.3K
|
193K
$5.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
649+ 6.74% |
$16.8K - $17.6K
|
10.3K
$273K
|
|
|
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
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
83+ 0.3% |
$2.15K - $2.26K
|
28K
$743K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
75+ 0.38% |
$1.94K - $2.04K
|
20K
$530K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
62+ 0.28% |
$1.6K - $1.69K
|
22.4K
$594K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
37+ 0.3% |
$956 - $1.01K
|
12.5K
$331K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
35+ 0.04% |
$905 - $952
|
90.1K
$2.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.31% |
$103 - $109
|
1.28K
$33.9K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3+ 0.02% |
$77.6 - $81.6
|
18.2K
$483K
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
7.59MNew |
$186M - $201M
|
7.59M
$202M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.43M+ 531.73% |
$59.5M - $64.5M
|
2.89M
$76.7M
|
|
|
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 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.76M+ 3179.23% |
$43M - $46.6M
|
1.82M
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.62M+ 5.81% |
$39.6M - $42.8M
|
29.4M
$781M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.54M+ 996.24% |
$37.7M - $40.9M
|
1.7M
$45M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48M+ 19.16% |
$36.2M - $39.2M
|
9.2M
$244M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.41MNew |
$34.5M - $37.4M
|
1.41M
$37.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.35M+ 102.73% |
$33M - $35.7M
|
2.66M
$70.7M
|
|
|
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 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 16.69% |
$28.8M - $31.2M
|
8.22M
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
799KNew |
$19.6M - $21.2M
|
799K
$21.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
673KNew |
$16.5M - $17.8M
|
673K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
608K+ 5.62% |
$14.9M - $16.1M
|
11.4M
$303M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
548K+ 7.75% |
$13.4M - $14.5M
|
7.62M
$202M
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
466K+ 9.78% |
$11.4M - $12.4M
|
5.23M
$139M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
465K+ 15.77% |
$11.4M - $12.3M
|
3.41M
$90.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
430K+ 9.14% |
$10.5M - $11.4M
|
5.13M
$136M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
430KNew |
$10.5M - $11.4M
|
430K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
345KNew |
$8.44M - $9.14M
|
345K
$9.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
330K+ 3.54% |
$8.06M - $8.73M
|
9.63M
$256M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
272K+ 1.49% |
$6.66M - $7.21M
|
18.5M
$491M
|
|