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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
509+ 0.91% |
$12.5K - $13.5K
|
56.5K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
485+ 1.21% |
$11.9K - $12.9K
|
40.5K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
469+ 1.28% |
$11.5K - $12.4K
|
37.1K
$985K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
462New |
$11.3K - $12.2K
|
462
$12.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
457New |
$11.2K - $12.1K
|
457
$12.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
457+ 0.22% |
$11.2K - $12.1K
|
208K
$5.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
438New |
$10.7K - $11.6K
|
438
$11.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
430+ 0.48% |
$10.5K - $11.4K
|
89.8K
$2.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
BUY
|
- |
424+ 0.07% |
$10.4K - $11.2K
|
643K
$17.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
422+ 3.01% |
$10.3K - $11.2K
|
14.4K
$383K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
417+ 0.42% |
$10.2K - $11.1K
|
99.9K
$2.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
417New |
$10.2K - $11.1K
|
417
$11.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
415+ 61.21% |
$10.2K - $11K
|
1.09K
$29K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
405+ 31.44% |
$9.91K - $10.7K
|
1.69K
$44.9K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
398New |
$9.74K - $10.5K
|
398
$10.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
392+ 1.12% |
$9.59K - $10.4K
|
35.3K
$937K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
370+ 0.32% |
$9.05K - $9.81K
|
117K
$3.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
367+ 0.35% |
$8.98K - $9.73K
|
107K
$2.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
350+ 2.11% |
$8.56K - $9.28K
|
16.9K
$449K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
348+ 1933.33% |
$8.51K - $9.22K
|
366
$9.71K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
324New |
$7.93K - $8.59K
|
324
$8.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
321+ 17.27% |
$7.85K - $8.51K
|
2.18K
$57.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
316+ 0.16% |
$7.73K - $8.37K
|
195K
$5.17M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
315+ 3.33% |
$7.7K - $8.35K
|
9.78K
$260K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
306+ 0.07% |
$7.48K - $8.11K
|
436K
$11.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
304+ 0.33% |
$7.44K - $8.06K
|
92.7K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
303+ 0.28% |
$7.41K - $8.03K
|
107K
$2.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
300+ 0.22% |
$7.34K - $7.95K
|
137K
$3.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
298+ 2.02% |
$7.29K - $7.9K
|
15.1K
$399K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
294+ 0.99% |
$7.19K - $7.79K
|
30.1K
$798K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
277+ 0.15% |
$6.78K - $7.34K
|
185K
$4.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
266+ 1.73% |
$6.51K - $7.05K
|
15.6K
$414K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
254+ 0.53% |
$6.21K - $6.73K
|
47.8K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
249+ 0.29% |
$6.09K - $6.6K
|
86.3K
$2.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
242+ 0.25% |
$5.92K - $6.41K
|
96.8K
$2.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
234+ 2.51% |
$5.72K - $6.2K
|
9.57K
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
227+ 1.41% |
$5.55K - $6.02K
|
16.3K
$434K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
223+ 1.7% |
$5.45K - $5.91K
|
13.3K
$354K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
222+ 5.08% |
$5.43K - $5.88K
|
4.6K
$122K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
219New |
$5.36K - $5.8K
|
219
$5.81K
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
214New |
$5.23K - $5.67K
|
214
$5.68K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
214+ 0.44% |
$5.23K - $5.67K
|
48.7K
$1.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
212+ 1.46% |
$5.19K - $5.62K
|
14.7K
$391K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
201+ 1.09% |
$4.92K - $5.33K
|
18.6K
$493K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
195New |
$4.77K - $5.17K
|
195
$5.18K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
190+ 2.0% |
$4.65K - $5.04K
|
9.7K
$257K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
188+ 1.09% |
$4.6K - $4.98K
|
17.4K
$462K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
183+ 1.06% |
$4.48K - $4.85K
|
17.4K
$463K
|
|
|
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
|
Legacy Bridge, LLC
|
BUY
|
- |
175+ 2.12% |
$4.28K - $4.64K
|
8.43K
$224K
|
|