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 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
173+ 0.25% |
$4.23K - $4.58K
|
68.3K
$1.81M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
168New |
$4.11K - $4.45K
|
168
$4.46K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
165+ 0.4% |
$4.04K - $4.37K
|
41K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
151+ 0.41% |
$3.69K - $4K
|
36.7K
$974K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
150+ 1.11% |
$3.67K - $3.98K
|
13.7K
$363K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
150New |
$3.67K - $3.98K
|
150
$3.98K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
139New |
$3.4K - $3.68K
|
139
$3.69K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
139+ 0.28% |
$3.4K - $3.68K
|
49.9K
$1.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
137New |
$3.35K - $3.63K
|
137
$3.64K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
135+ 0.62% |
$3.3K - $3.58K
|
22K
$583K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
129+ 0.84% |
$3.16K - $3.42K
|
15.5K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
126+ 1.44% |
$3.08K - $3.34K
|
8.86K
$235K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
125+ 0.16% |
$3.06K - $3.31K
|
76.3K
$2.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
124+ 0.7% |
$3.03K - $3.29K
|
17.8K
$473K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
114+ 0.25% |
$2.79K - $3.02K
|
45.2K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
113+ 0.26% |
$2.76K - $2.99K
|
43.4K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
105+ 0.3% |
$2.57K - $2.78K
|
34.8K
$924K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
100+ 0.26% |
$2.45K - $2.65K
|
38.4K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
84+ 0.52% |
$2.05K - $2.23K
|
16.3K
$431K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
82+ 0.42% |
$2.01K - $2.17K
|
19.5K
$517K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 0.08% |
$1.98K - $2.15K
|
96.2K
$2.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
76+ 0.62% |
$1.86K - $2.01K
|
12.4K
$328K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
72+ 0.48% |
$1.76K - $1.91K
|
15K
$397K
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
70+ 0.75% |
$1.71K - $1.86K
|
9.44K
$251K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68+ 0.26% |
$1.66K - $1.8K
|
26.7K
$709K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
65+ 0.09% |
$1.59K - $1.72K
|
71.1K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
65+ 0.04% |
$1.59K - $1.72K
|
158K
$4.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
64+ 0.7% |
$1.57K - $1.7K
|
9.23K
$245K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
64+ 0.2% |
$1.57K - $1.7K
|
31.7K
$842K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
61+ 0.01% |
$1.49K - $1.62K
|
465K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
59+ 0.47% |
$1.44K - $1.56K
|
12.6K
$334K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
59+ 0.23% |
$1.44K - $1.56K
|
25.3K
$673K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
58+ 0.22% |
$1.42K - $1.54K
|
26.4K
$702K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
55+ 0.08% |
$1.35K - $1.46K
|
67.6K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54+ 0.17% |
$1.32K - $1.43K
|
31K
$824K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
54+ 0.18% |
$1.32K - $1.43K
|
30.6K
$812K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
53+ 0.08% |
$1.3K - $1.4K
|
70K
$1.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
52+ 0.28% |
$1.27K - $1.38K
|
18.4K
$489K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
51+ 6.67% |
$1.25K - $1.35K
|
816
$21.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
50+ 0.29% |
$1.22K - $1.33K
|
17.5K
$464K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
49+ 0.35% |
$1.2K - $1.3K
|
13.9K
$368K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
48+ 0.23% |
$1.17K - $1.27K
|
21.2K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
45+ 0.27% |
$1.1K - $1.19K
|
16.7K
$444K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
45+ 0.51% |
$1.1K - $1.19K
|
8.94K
$237K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
44+ 0.28% |
$1.08K - $1.17K
|
15.6K
$414K
|
|
|
Nov 12, 2025
Q3 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
42+ 0.24% |
$1.03K - $1.11K
|
17.4K
$462K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
42+ 0.18% |
$1.03K - $1.11K
|
22.9K
$608K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
41+ 0.16% |
$1K - $1.09K
|
25.8K
$685K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
41+ 0.32% |
$1K - $1.09K
|
12.9K
$343K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
41+ 0.3% |
$1K - $1.09K
|
13.6K
$361K
|
|