Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 17, 2025 Q3 2025
Fsa Wealth Management LLC

Needham, MA
BUY
 -
1
+ 0.25%
$24.5 - $26.5
406 $10.8K
Nov 12, 2025 Q3 2025
Dunhill Financial, LLC

London, X0
BUY
 -
1
+ 0.24%
$24.5 - $26.5
419 $11.1K
Nov 12, 2025 Q3 2025
Baltimore Washington Financial Advisors, Inc.

BUY
 -
1
+ 0.01%
$24.5 - $26.5
15.2K $403K
Nov 12, 2025 Q3 2025
Graney & King, LLC

Latham, NY
BUY
 -
1
+ 0.63%
$24.5 - $26.5
160 $4.25K
Nov 10, 2025 Q3 2025
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
1
+ 0.0%
$24.5 - $26.5
20.9K $554K
Nov 07, 2025 Q3 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
1
+ 0.01%
$24.5 - $26.5
12.8K $339K
Nov 07, 2025 Q3 2025
Amara Financial, Llc.

San Francisco, CA
BUY
 -
1
+ 0.01%
$24.5 - $26.5
8.43K $224K
Nov 05, 2025 Q3 2025
Plante Moran Financial Advisors, LLC

BUY
 -
1
+ 0.0%
$24.5 - $26.5
32.1K $852K
Nov 04, 2025 Q3 2025
Sp Asset Management LLC

Cupertino, CA
BUY
 -
1
+ 0.01%
$24.5 - $26.5
10.6K $281K
Nov 04, 2025 Q3 2025
Ogorek Anthony Joseph

BUY
 -
1
+ 0.02%
$24.5 - $26.5
6.21K $165K
Oct 31, 2025 Q3 2025
Cheviot Value Management, LLC

BUY
 -
1
+ 0.52%
$24.5 - $26.5
192 $5.1K
Oct 21, 2025 Q3 2025
Pds Planning, Inc

BUY
 -
1
+ 0.01%
$24.5 - $26.5
6.89K $183K
Nov 14, 2025 Q3 2025
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
0
New
$0 - $0
0 $0
Q2 2025
Aug 14, 2025 Q2 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
2.85M
+ 976.06%
$55.9M - $69.7M
3.14M $83.4M
Jul 10, 2025 Q2 2025
Kingstone Capital Partners Texas, LLC

Frisco, TX
BUY
 -
805K
New
$15.8M - $19.7M
805K $21.4M
Aug 11, 2025 Q2 2025
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
357K
New
$7.01M - $8.74M
357K $9.49M
Nov 21, 2025 Q2 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
269K
+ 16.6%
$5.27M - $6.57M
1.89M $50.1M
Jul 25, 2025 Q2 2025
St. Louis Trust CO

BUY
 -
244K
+ 23.2%
$4.79M - $5.97M
1.3M $34.4M
Aug 14, 2025 Q2 2025
Summit Trail Advisors, LLC

New York, NY
BUY
 -
139K
New
$2.73M - $3.4M
139K $3.69M
Jul 16, 2025 Q2 2025
Tenret CO LLC

BUY
 -
128K
+ 222.69%
$2.51M - $3.13M
185K $4.92M
Aug 08, 2025 Q2 2025
Gts Securities LLC

New York, NY
BUY
 -
122K
New
$2.4M - $2.99M
122K $3.25M
Aug 07, 2025 Q2 2025
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
111K
+ 279.02%
$2.18M - $2.72M
151K $4.01M
Jul 29, 2025 Q2 2025
Ballast, Inc.

BUY
 -
107K
New
$2.1M - $2.62M
107K $2.84M
Aug 13, 2025 Q2 2025
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
100K
New
$1.96M - $2.45M
100K $2.66M
Aug 14, 2025 Q2 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
97.6K
New
$1.91M - $2.39M
97.6K $2.59M
Aug 01, 2025 Q2 2025
Providence First Trust CO

BUY
 -
91.2K
New
$1.79M - $2.23M
91.2K $2.42M
Aug 04, 2025 Q2 2025
Everest Management Corp.

Cupertino, CA
BUY
 -
54.5K
New
$1.07M - $1.33M
54.5K $1.45M
Nov 12, 2025 Q2 2025
Alpha Zero LLC

Boca Raton, FL
BUY
 -
52.8K
+ 8.05%
$1.03M - $1.29M
709K $18.8M
Jul 25, 2025 Q2 2025
Lawson Kroeker Investment Management Inc

BUY
 -
41.3K
New
$810K - $1.01M
41.3K $1.1M
Aug 12, 2025 Q2 2025
Tableaux LLC

Stockbridge, MA
BUY
 -
40K
New
$784K - $978K
40K $1.06M
Aug 14, 2025 Q2 2025
First Financial Bankshares Inc

Abilene, TX
BUY
 -
32.5K
New
$638K - $795K
32.5K $864K
Jul 11, 2025 Q2 2025
Diversified Trust CO

BUY
 -
28.7K
+ 159.04%
$563K - $702K
46.8K $1.24M
Aug 13, 2025 Q2 2025
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
26.7K
New
$523K - $652K
26.7K $708K
Jul 21, 2025 Q2 2025
Clarius Group, LLC

Seattle, WA
BUY
 -
23.7K
New
$465K - $580K
23.7K $629K
Aug 13, 2025 Q2 2025
Ted Buchan & CO

San Diego, CA
BUY
 -
22.9K
New
$448K - $559K
22.9K $607K
Jul 23, 2025 Q2 2025
Leo Wealth, LLC

Hurst, TX
BUY
 -
19.3K
New
$379K - $472K
19.3K $513K
Aug 08, 2025 Q2 2025
Good Life Advisors, LLC

BUY
 -
17.8K
New
$348K - $434K
17.8K $471K
Aug 05, 2025 Q2 2025
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
17.2K
New
$337K - $420K
17.2K $456K
Aug 11, 2025 Q2 2025
Traub Capital Management LLC

Needham, MA
BUY
 -
15.5K
New
$304K - $379K
15.5K $411K
Aug 18, 2025 Q2 2025
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
14.6K
New
$286K - $357K
14.6K $387K
Oct 16, 2025 Q2 2025
Invst, LLC

Indianapolis, IN
BUY
 -
14.2K
New
$278K - $347K
14.2K $377K
Aug 12, 2025 Q2 2025
Fortem Financial Group, LLC

BUY
 -
12K
New
$236K - $294K
12K $320K
Jul 22, 2025 Q2 2025
David Wealth Management LLC

Fairfax, VA
BUY
 -
11.7K
+ 25.28%
$229K - $285K
57.8K $1.53M
Aug 14, 2025 Q2 2025
Syon Capital LLC

San Francisco, CA
BUY
 -
11.2K
New
$219K - $274K
11.2K $297K
Aug 06, 2025 Q2 2025
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
10.7K
New
$210K - $262K
10.7K $285K
Aug 13, 2025 Q2 2025
Seven Springs Wealth Group, LLC

BUY
 -
10.5K
New
$207K - $258K
10.5K $280K
Aug 12, 2025 Q2 2025
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
10.5K
New
$206K - $257K
10.5K $279K
Aug 01, 2025 Q2 2025
Purkiss Capital Advisors LLC

Ridgefield, CT
BUY
 -
9.41K
New
$184K - $230K
9.41K $250K
Jul 29, 2025 Q2 2025
Socha Financial Group, LLC

Corning, NY
BUY
 -
9.3K
New
$182K - $227K
9.3K $247K

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