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 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
39+ 0.09% |
$954 - $1.03K
|
44.4K
$1.18M
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
BUY
|
- |
37+ 0.28% |
$905 - $981
|
13.4K
$354K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
37New |
$905 - $981
|
37
$982
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
36+ 0.06% |
$881 - $954
|
60.3K
$1.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
36+ 0.3% |
$881 - $954
|
12K
$319K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
34+ 0.29% |
$832 - $901
|
11.8K
$314K
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
32+ 0.14% |
$783 - $848
|
22.4K
$593K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
30+ 0.19% |
$734 - $795
|
16.1K
$428K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
29+ 0.21% |
$709 - $769
|
13.8K
$368K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
29+ 0.27% |
$709 - $769
|
10.7K
$284K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
28+ 0.28% |
$685 - $742
|
9.89K
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
27+ 0.08% |
$660 - $716
|
33.6K
$893K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
26+ 0.27% |
$636 - $689
|
9.5K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
25+ 0.04% |
$612 - $663
|
63.6K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
23+ 0.28% |
$563 - $610
|
8.23K
$218K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
23+ 0.18% |
$563 - $610
|
13K
$346K
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
22+ 0.02% |
$538 - $583
|
96.6K
$2.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 0.26% |
$514 - $557
|
8.03K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
19+ 0.78% |
$465 - $504
|
2.47K
$65.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
19+ 0.21% |
$465 - $504
|
9.15K
$243K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
15+ 0.15% |
$367 - $398
|
10.1K
$269K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14+ 0.08% |
$342 - $371
|
17.8K
$473K
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
13+ 7.65% |
$318 - $345
|
183
$4.86K
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
13+ 0.07% |
$318 - $345
|
17.8K
$474K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
13+ 0.12% |
$318 - $345
|
10.9K
$288K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
12+ 0.02% |
$294 - $318
|
63.6K
$1.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
12+ 0.07% |
$294 - $318
|
16.9K
$449K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 0.26% |
$269 - $292
|
4.29K
$114K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
8+ 0.01% |
$196 - $212
|
61.7K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8+ 0.06% |
$196 - $212
|
14K
$371K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.29% |
$196 - $212
|
2.75K
$72.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
7+ 0.07% |
$171 - $186
|
10.6K
$280K
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
7+ 0.03% |
$171 - $186
|
20.1K
$533K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6New |
$147 - $159
|
6
$159
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.28% |
$147 - $159
|
2.15K
$57K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6+ 0.01% |
$147 - $159
|
49.4K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
5+ 0.02% |
$122 - $133
|
21.4K
$567K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5+ 0.05% |
$122 - $133
|
9.83K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5+ 0.02% |
$122 - $133
|
25.6K
$679K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.29% |
$122 - $133
|
1.73K
$46K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.04% |
$122 - $133
|
12.7K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
4+ 0.01% |
$97.8 - $106
|
41.7K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4+ 0.02% |
$97.8 - $106
|
17.3K
$458K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4+ 0.19% |
$97.8 - $106
|
2.13K
$56.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4+ 0.03% |
$97.8 - $106
|
13K
$346K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
4+ 50.0% |
$97.8 - $106
|
12
$318
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.31% |
$97.8 - $106
|
1.31K
$34.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.01% |
$73.4 - $79.5
|
47.2K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.29% |
$73.4 - $79.5
|
1.04K
$27.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2+ 0.02% |
$48.9 - $53
|
9.47K
$251K
|
|