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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
9.3KNew |
$182K - $227K
|
9.3K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.02KNew |
$177K - $220K
|
9.02K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
8.89KNew |
$174K - $217K
|
8.89K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
8.88KNew |
$174K - $217K
|
8.88K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
8.77KNew |
$172K - $214K
|
8.77K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8.69KNew |
$170K - $212K
|
8.69K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
8.67KNew |
$170K - $212K
|
8.67K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
8.55KNew |
$168K - $209K
|
8.55K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.52KNew |
$167K - $208K
|
8.52K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
8.5KNew |
$167K - $208K
|
8.5K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.48KNew |
$166K - $207K
|
8.48K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.22KNew |
$161K - $201K
|
8.22K
$218K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
8.17K+ 196.63% |
$160K - $200K
|
12.3K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.15K+ 12.2% |
$120K - $150K
|
56.5K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.08KNew |
$119K - $149K
|
6.08K
$161K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
5.27K+ 48.86% |
$103K - $129K
|
16.1K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.81K+ 51.96% |
$94.3K - $118K
|
14.1K
$373K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.43K+ 15.68% |
$86.7K - $108K
|
32.6K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.01K+ 231.03% |
$78.5K - $97.9K
|
5.74K
$152K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.43K+ 4.21% |
$67.2K - $83.8K
|
84.8K
$2.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.73KNew |
$53.5K - $66.7K
|
2.73K
$72.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.46K+ 40.95% |
$48.2K - $60K
|
8.46K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.19K+ 13.71% |
$42.9K - $53.5K
|
18.2K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2K+ 29.59% |
$39.2K - $48.9K
|
8.76K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.84KNew |
$36K - $44.9K
|
1.84K
$48.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.76K+ 6.57% |
$34.4K - $42.9K
|
28.5K
$755K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.68KNew |
$32.9K - $41.1K
|
1.68K
$44.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.56KNew |
$30.6K - $38.1K
|
1.56K
$41.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55KNew |
$30.3K - $37.8K
|
1.55K
$41K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.34KNew |
$26.3K - $32.8K
|
1.34K
$35.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$25.9K - $32.2K
|
1.32K
$35K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.18KNew |
$23.2K - $28.9K
|
1.18K
$31.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
1.16K+ 8.52% |
$22.8K - $28.4K
|
14.8K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.15K+ 5.82% |
$22.5K - $28.1K
|
20.9K
$554K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.07K+ 19.21% |
$20.9K - $26K
|
6.61K
$175K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1KNew |
$19.6K - $24.4K
|
1K
$26.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
826New |
$16.2K - $20.2K
|
826
$21.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
657+ 3.46% |
$12.9K - $16.1K
|
19.6K
$521K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
634+ 2.57% |
$12.4K - $15.5K
|
25.3K
$671K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
611New |
$12K - $14.9K
|
611
$16.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
578New |
$11.3K - $14.1K
|
578
$15.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
552New |
$10.8K - $13.5K
|
552
$14.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
414+ 1.29% |
$8.11K - $10.1K
|
32.5K
$864K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
392+ 0.03% |
$7.68K - $9.58K
|
1.36M
$36.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
343New |
$6.72K - $8.38K
|
343
$9.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
324+ 3.5% |
$6.35K - $7.92K
|
9.58K
$254K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
294+ 1.77% |
$5.76K - $7.19K
|
17K
$450K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
275+ 2.72% |
$5.39K - $6.72K
|
10.4K
$275K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
BUY
|
- |
250+ 0.89% |
$4.9K - $6.11K
|
28.4K
$755K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
234+ 0.26% |
$4.59K - $5.72K
|
88.6K
$2.35M
|
|