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 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
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
160K+ 9.79% |
$3.92M - $4.24M
|
1.8M
$47.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
154K+ 314.76% |
$3.77M - $4.09M
|
203K
$5.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
151KNew |
$3.69M - $4M
|
151K
$4.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
149K+ 12.76% |
$3.65M - $3.96M
|
1.32M
$35M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
140K+ 50.9% |
$3.44M - $3.72M
|
416K
$11.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
137K+ 2.8% |
$3.34M - $3.62M
|
5.02M
$133M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
134K+ 51.95% |
$3.27M - $3.55M
|
391K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
133K+ 0.71% |
$3.26M - $3.53M
|
18.9M
$501M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
132K+ 7.38% |
$3.24M - $3.51M
|
1.93M
$51.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
131K+ 52.91% |
$3.21M - $3.48M
|
379K
$10.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
129K+ 2.04% |
$3.16M - $3.42M
|
6.46M
$172M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
128K+ 61.04% |
$3.13M - $3.39M
|
338K
$8.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 3.83% |
$3.11M - $3.37M
|
3.45M
$91.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
124K+ 8.21% |
$3.03M - $3.28M
|
1.63M
$43.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
117K+ 2.42% |
$2.87M - $3.1M
|
4.96M
$132M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
110KNew |
$2.7M - $2.92M
|
110K
$2.93M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
104K+ 67.01% |
$2.55M - $2.76M
|
260K
$6.89M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
103K+ 36.12% |
$2.52M - $2.73M
|
388K
$10.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
103KNew |
$2.52M - $2.73M
|
103K
$2.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
96.7K+ 24.99% |
$2.36M - $2.56M
|
484K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
96.2K+ 25.17% |
$2.35M - $2.55M
|
478K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.2K+ 1.72% |
$2.35M - $2.55M
|
5.7M
$151M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
91.6K+ 8.07% |
$2.24M - $2.43M
|
1.23M
$32.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
90.4K+ 19.08% |
$2.21M - $2.4M
|
564K
$15M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
89.6K+ 22.13% |
$2.19M - $2.37M
|
495K
$13.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
85.9K+ 45.93% |
$2.1M - $2.28M
|
273K
$7.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
83.9K+ 2.56% |
$2.05M - $2.22M
|
3.36M
$89.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
83.4K+ 72.92% |
$2.04M - $2.21M
|
198K
$5.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
83.4KNew |
$2.04M - $2.21M
|
83.4K
$2.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
78.3KNew |
$1.91M - $2.07M
|
78.3K
$2.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
78.1K+ 758.66% |
$1.91M - $2.07M
|
88.4K
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
73.8K+ 4.74% |
$1.81M - $1.96M
|
1.63M
$43.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
70.1K+ 2.77% |
$1.71M - $1.86M
|
2.6M
$69.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
69.2KNew |
$1.69M - $1.83M
|
69.2K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
66.2K+ 2.95% |
$1.62M - $1.75M
|
2.31M
$61.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
64.1KNew |
$1.57M - $1.7M
|
64.1K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
63.6K+ 2.55% |
$1.56M - $1.69M
|
2.56M
$67.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
63.4K+ 6.45% |
$1.55M - $1.68M
|
1.05M
$27.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
61.5K+ 5.11% |
$1.5M - $1.63M
|
1.26M
$33.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
61.5K+ 8.21% |
$1.5M - $1.63M
|
811K
$21.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
61.3K+ 14.61% |
$1.5M - $1.62M
|
481K
$12.8M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
60.6K+ 10.79% |
$1.48M - $1.61M
|
623K
$16.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
59.4KNew |
$1.45M - $1.57M
|
59.4K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
58.3K+ 17.18% |
$1.43M - $1.54M
|
397K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
57.7K+ 2.02% |
$1.41M - $1.53M
|
2.91M
$77.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
56.6K+ 4.1% |
$1.38M - $1.5M
|
1.44M
$38.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
55.4K+ 334.31% |
$1.36M - $1.47M
|
72K
$1.91M
|
|