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 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
872K+ 277.54% |
$22.5M - $23.7M
|
1.19M
$31.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
289K+ 1867.25% |
$7.46M - $7.85M
|
304K
$8.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
205KNew |
$5.29M - $5.56M
|
205K
$5.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
183K+ 138.11% |
$4.72M - $4.97M
|
315K
$8.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
176K+ 24.54% |
$4.56M - $4.8M
|
896K
$23.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
128KNew |
$3.3M - $3.47M
|
128K
$3.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
128K+ 245380.77% |
$3.3M - $3.47M
|
128K
$3.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
91.6K+ 17.86% |
$2.37M - $2.49M
|
604K
$16M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
89.1KNew |
$2.3M - $2.42M
|
89.1K
$2.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
77.4K+ 176.35% |
$2M - $2.1M
|
121K
$3.22M
|
|
|
Jan 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
57.1K+ 1.7% |
$1.48M - $1.55M
|
3.42M
$90.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
55.1K+ 5.12% |
$1.42M - $1.5M
|
1.13M
$30M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50.9K+ 34.74% |
$1.32M - $1.38M
|
197K
$5.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
50.7K+ 1.22% |
$1.31M - $1.38M
|
4.21M
$112M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
36KNew |
$930K - $978K
|
36K
$955K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31.2K+ 1.5% |
$807K - $849K
|
2.12M
$56.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
29.5K+ 2.34% |
$762K - $801K
|
1.29M
$34.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
29.2KNew |
$755K - $795K
|
29.2K
$776K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29K+ 6.51% |
$750K - $789K
|
475K
$12.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
28.7K+ 4.27% |
$743K - $782K
|
702K
$18.6M
|
|
|
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 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
19.8KNew |
$513K - $539K
|
19.8K
$526K
|
|
|
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 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
16.4K+ 17.75% |
$425K - $447K
|
109K
$2.89M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
15.6K+ 1.08% |
$404K - $424K
|
1.46M
$38.7M
|
|
|
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 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 16.26% |
$344K - $361K
|
95.1K
$2.52M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
13.1KNew |
$339K - $356K
|
13.1K
$348K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
12.6K+ 5.05% |
$325K - $341K
|
261K
$6.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
11.4KNew |
$295K - $311K
|
11.4K
$303K
|
|
|
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 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
10.6KNew |
$275K - $289K
|
10.6K
$283K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.5K+ 38.88% |
$271K - $285K
|
37.5K
$994K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
8.93K+ 0.67% |
$231K - $243K
|
1.35M
$35.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.64K+ 0.97% |
$197K - $208K
|
797K
$21.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.5KNew |
$194K - $204K
|
7.5K
$199K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.33K+ 2.12% |
$189K - $199K
|
353K
$9.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.9K+ 0.27% |
$178K - $188K
|
2.57M
$68.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.75K+ 1.67% |
$174K - $183K
|
412K
$10.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.19K+ 6.73% |
$160K - $168K
|
98.1K
$2.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
5.99K+ 43.9% |
$155K - $163K
|
19.6K
$521K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.91KNew |
$127K - $133K
|
4.91K
$130K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.84K+ 9.21% |
$125K - $132K
|
57.4K
$1.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
4.72K+ 5.23% |
$122K - $128K
|
95K
$2.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
3.95K+ 1.81% |
$102K - $107K
|
222K
$5.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.52K+ 42.07% |
$91K - $95.7K
|
11.9K
$315K
|
|