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
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
24.4K+ 2.16% |
$598K - $647K
|
1.15M
$30.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
24.1KNew |
$589K - $638K
|
24.1K
$639K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21K+ 31.03% |
$515K - $558K
|
88.9K
$2.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
20.7KNew |
$506K - $548K
|
20.7K
$549K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.4K+ 11.32% |
$499K - $541K
|
201K
$5.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
20.1K+ 9.3% |
$491K - $532K
|
236K
$6.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
19.1K+ 12.77% |
$466K - $505K
|
168K
$4.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
19KNew |
$466K - $505K
|
19K
$505K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
18.7K+ 13.0% |
$458K - $496K
|
163K
$4.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
18.5KNew |
$452K - $490K
|
18.5K
$490K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
18.2K+ 0.73% |
$444K - $481K
|
2.5M
$66.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
18.1K+ 3.62% |
$442K - $479K
|
518K
$13.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
18K+ 1.36% |
$439K - $476K
|
1.34M
$35.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 0.29% |
$437K - $473K
|
6.15M
$163M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17.7K+ 16.0% |
$433K - $469K
|
128K
$3.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.7K+ 0.69% |
$433K - $469K
|
2.57M
$68.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.5K+ 11.86% |
$429K - $465K
|
165K
$4.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
17K+ 6.28% |
$416K - $450K
|
287K
$7.63M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
16.8KNew |
$412K - $446K
|
16.8K
$447K
|
|
|
Oct 21, 2025
Q3 2025
|
Barton Investment Management
|
BUY
|
- |
16.8KNew |
$411K - $445K
|
16.8K
$446K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16K+ 6.73% |
$391K - $423K
|
253K
$6.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.9KNew |
$389K - $422K
|
15.9K
$422K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.8K+ 60.02% |
$386K - $418K
|
42K
$1.12M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
15.4KNew |
$377K - $409K
|
15.4K
$409K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.3K+ 6.21% |
$375K - $407K
|
262K
$6.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15KNew |
$367K - $398K
|
15K
$398K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
14.3K+ 59.38% |
$349K - $378K
|
38.3K
$1.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
14.1K+ 125.78% |
$345K - $374K
|
25.3K
$672K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14K+ 4.89% |
$342K - $371K
|
300K
$7.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13.9K+ 5.12% |
$340K - $368K
|
285K
$7.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.9K+ 47.38% |
$340K - $368K
|
43.2K
$1.15M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
13.7K+ 101.2% |
$335K - $363K
|
27.2K
$722K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13.5K+ 43.79% |
$330K - $357K
|
44.2K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.3KNew |
$326K - $353K
|
13.3K
$354K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13.2K+ 4.12% |
$322K - $349K
|
332K
$8.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
13.1KNew |
$321K - $348K
|
13.1K
$349K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
12.9K+ 10.19% |
$316K - $343K
|
140K
$3.71M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.7KNew |
$310K - $336K
|
12.7K
$337K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
12.6K+ 143.45% |
$308K - $333K
|
21.3K
$566K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.4K+ 0.54% |
$304K - $329K
|
2.33M
$61.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
12.4K+ 0.65% |
$302K - $327K
|
1.92M
$50.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
12.3K+ 2.34% |
$300K - $325K
|
537K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 4.57% |
$299K - $324K
|
279K
$7.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
12.1K+ 24.98% |
$296K - $321K
|
60.6K
$1.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
12KNew |
$294K - $318K
|
12K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.8K+ 24.92% |
$290K - $314K
|
59.4K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
11.8KNew |
$289K - $313K
|
11.8K
$313K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.6K+ 12.69% |
$284K - $307K
|
103K
$2.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
11.6KNew |
$284K - $307K
|
11.6K
$308K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
11.5K+ 3.04% |
$281K - $305K
|
390K
$10.4M
|
|