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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
274+ 2.35% |
$7.08K - $7.45K
|
12K
$317K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
90+ 0.91% |
$2.33K - $2.45K
|
10K
$266K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
86+ 0.13% |
$2.22K - $2.34K
|
66.1K
$1.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
83+ 0.3% |
$2.15K - $2.26K
|
28K
$743K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
75+ 0.38% |
$1.94K - $2.04K
|
20K
$530K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
67+ 0.03% |
$1.73K - $1.82K
|
207K
$5.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
62+ 0.28% |
$1.6K - $1.69K
|
22.4K
$594K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
58+ 0.13% |
$1.5K - $1.58K
|
45.4K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
55+ 0.29% |
$1.42K - $1.5K
|
18.7K
$497K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
37+ 0.3% |
$956 - $1.01K
|
12.5K
$331K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
35+ 0.04% |
$905 - $952
|
90.1K
$2.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
27+ 0.27% |
$698 - $734
|
10.1K
$267K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$259 - $272
|
18.8K
$498K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.06% |
$129 - $136
|
8.38K
$222K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.31% |
$103 - $109
|
1.28K
$33.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 0.3% |
$77.6 - $81.6
|
996
$26.4K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3+ 0.02% |
$77.6 - $81.6
|
18.2K
$483K
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
7.59MNew |
$186M - $201M
|
7.59M
$202M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.43M+ 531.73% |
$59.5M - $64.5M
|
2.89M
$76.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.81M+ 5.49% |
$44.2M - $47.9M
|
34.8M
$923M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.76M+ 3179.23% |
$43M - $46.6M
|
1.82M
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.62M+ 5.81% |
$39.6M - $42.8M
|
29.4M
$781M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.54M+ 996.24% |
$37.7M - $40.9M
|
1.7M
$45M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48M+ 19.16% |
$36.2M - $39.2M
|
9.2M
$244M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.41MNew |
$34.5M - $37.4M
|
1.41M
$37.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.35M+ 102.73% |
$33M - $35.7M
|
2.66M
$70.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.22M+ 128.3% |
$29.7M - $32.2M
|
2.16M
$57.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 16.69% |
$28.8M - $31.2M
|
8.22M
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
799KNew |
$19.6M - $21.2M
|
799K
$21.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
608K+ 5.62% |
$14.9M - $16.1M
|
11.4M
$303M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
548K+ 7.75% |
$13.4M - $14.5M
|
7.62M
$202M
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
466K+ 9.78% |
$11.4M - $12.4M
|
5.23M
$139M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
465K+ 15.77% |
$11.4M - $12.3M
|
3.41M
$90.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
430K+ 9.14% |
$10.5M - $11.4M
|
5.13M
$136M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
430KNew |
$10.5M - $11.4M
|
430K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
345KNew |
$8.44M - $9.14M
|
345K
$9.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
330K+ 3.54% |
$8.06M - $8.73M
|
9.63M
$256M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
272K+ 1.49% |
$6.66M - $7.21M
|
18.5M
$491M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
251KNew |
$6.15M - $6.66M
|
251K
$6.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
236K+ 12.13% |
$5.77M - $6.25M
|
2.18M
$57.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
231K+ 19.14% |
$5.66M - $6.13M
|
1.44M
$38.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
220K+ 1.35% |
$5.39M - $5.84M
|
16.5M
$437M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
215KNew |
$5.26M - $5.7M
|
215K
$5.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
211K+ 1601.48% |
$5.15M - $5.58M
|
224K
$5.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
199K+ 0.8% |
$4.87M - $5.28M
|
25M
$664M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
187K+ 15.41% |
$4.57M - $4.95M
|
1.4M
$37.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
182K+ 240.06% |
$4.45M - $4.82M
|
258K
$6.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
179K+ 19.23% |
$4.38M - $4.74M
|
1.11M
$29.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
175KNew |
$4.29M - $4.65M
|
175K
$4.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
173K+ 2.77% |
$4.23M - $4.58M
|
6.41M
$170M
|
|