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
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
55.3K+ 2.4% |
$1.35M - $1.47M
|
2.36M
$62.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
54.5K+ 7.46% |
$1.33M - $1.44M
|
786K
$20.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
53.2K+ 4.04% |
$1.3M - $1.41M
|
1.37M
$36.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
51.3K+ 3.87% |
$1.25M - $1.36M
|
1.38M
$36.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
51.3KNew |
$1.25M - $1.36M
|
51.3K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.8K+ 8.14% |
$1.22M - $1.32M
|
662K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
48.7K+ 10.25% |
$1.19M - $1.29M
|
524K
$13.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
47.8K+ 35.08% |
$1.17M - $1.27M
|
184K
$4.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
47.1K+ 3.76% |
$1.15M - $1.25M
|
1.3M
$34.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46.7K+ 167.94% |
$1.14M - $1.24M
|
74.5K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46.5K+ 2.26% |
$1.14M - $1.23M
|
2.1M
$55.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
44.2K+ 1.47% |
$1.08M - $1.17M
|
3.04M
$80.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
43.4K+ 8.41% |
$1.06M - $1.15M
|
560K
$14.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
43.1K+ 9.41% |
$1.06M - $1.14M
|
502K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40.6K+ 9.33% |
$992K - $1.07M
|
475K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.3KNew |
$986K - $1.07M
|
40.3K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
39.7KNew |
$970K - $1.05M
|
39.7K
$1.05M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
39.4KNew |
$963K - $1.04M
|
39.4K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
39.3K+ 68.26% |
$962K - $1.04M
|
96.9K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
39K+ 4.47% |
$955K - $1.03M
|
912K
$24.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
37.3K+ 29.01% |
$912K - $988K
|
166K
$4.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
36.7K+ 4.78% |
$898K - $973K
|
805K
$21.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36K+ 12.34% |
$880K - $954K
|
328K
$8.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
36K+ 1.94% |
$880K - $953K
|
1.89M
$50.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
34.5K+ 5.35% |
$844K - $915K
|
679K
$18M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
33.9K+ 36.64% |
$828K - $897K
|
126K
$3.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
33.6K+ 1.49% |
$821K - $890K
|
2.29M
$60.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
32.6KNew |
$798K - $864K
|
32.6K
$866K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
32.1K+ 69.58% |
$785K - $850K
|
78.2K
$2.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
31.5K+ 15.31% |
$770K - $834K
|
237K
$6.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.6K+ 2.4% |
$749K - $811K
|
1.31M
$34.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
30.5K+ 92.01% |
$745K - $807K
|
63.6K
$1.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
30.4K+ 15.31% |
$745K - $807K
|
229K
$6.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.3K+ 0.98% |
$741K - $803K
|
3.14M
$83.2M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
28.3KNew |
$692K - $750K
|
28.3K
$751K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.1K+ 1.01% |
$662K - $717K
|
2.72M
$72.1M
|
|