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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
11.5KNew |
$281K - $304K
|
11.5K
$304K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.4K+ 5.54% |
$279K - $303K
|
218K
$5.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
11.3KNew |
$276K - $299K
|
11.3K
$299K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
11.2KNew |
$273K - $296K
|
11.2K
$296K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.1K+ 0.68% |
$271K - $293K
|
1.65M
$43.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10.9K+ 5.41% |
$267K - $290K
|
213K
$5.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
10.9KNew |
$265K - $288K
|
10.9K
$288K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
10.8KNew |
$263K - $285K
|
10.8K
$286K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
10.7KNew |
$261K - $283K
|
10.7K
$283K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
10.7K+ 1.47% |
$260K - $282K
|
735K
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 1.19% |
$260K - $282K
|
902K
$23.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.3K+ 2.8% |
$251K - $272K
|
378K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
10.3KNew |
$251K - $272K
|
10.3K
$272K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
10.2K+ 8.08% |
$249K - $270K
|
136K
$3.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
9.88K+ 43.61% |
$242K - $262K
|
32.5K
$863K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9.8K+ 14.5% |
$240K - $260K
|
77.4K
$2.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
9.62KNew |
$235K - $255K
|
9.62K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.51K+ 39.31% |
$233K - $252K
|
33.7K
$894K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
9.35K+ 0.75% |
$229K - $248K
|
1.26M
$33.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.27KNew |
$227K - $246K
|
9.27K
$246K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.11K+ 37975.0% |
$223K - $242K
|
9.14K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9K+ 32.12% |
$220K - $239K
|
37K
$983K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
9K+ 7563.03% |
$220K - $239K
|
9.12K
$242K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
9KNew |
$220K - $238K
|
9K
$239K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.96KNew |
$219K - $237K
|
8.96K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
8.86KNew |
$217K - $235K
|
8.86K
$235K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
8.83KNew |
$216K - $234K
|
8.83K
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8.61K+ 2.48% |
$211K - $228K
|
355K
$9.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
8.58K+ 10.73% |
$210K - $227K
|
88.6K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8.42K+ 0.97% |
$206K - $223K
|
877K
$23.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.38KNew |
$205K - $222K
|
8.38K
$223K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.31K+ 0.55% |
$203K - $220K
|
1.51M
$40.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.28K+ 13.34% |
$203K - $220K
|
70.4K
$1.87M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.22KNew |
$201K - $218K
|
8.22K
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
8.21KNew |
$201K - $217K
|
8.21K
$218K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.19KNew |
$200K - $217K
|
8.19K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
8.17KNew |
$200K - $216K
|
8.17K
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
8.11KNew |
$198K - $215K
|
8.11K
$215K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.02KNew |
$196K - $212K
|
8.02K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7.98KNew |
$195K - $211K
|
7.98K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7.96KNew |
$195K - $211K
|
7.96K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.91KNew |
$193K - $210K
|
7.91K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.87KNew |
$193K - $209K
|
7.87K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
7.87KNew |
$193K - $209K
|
7.87K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
7.86KNew |
$192K - $208K
|
7.86K
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
7.85KNew |
$192K - $208K
|
7.85K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
7.84KNew |
$192K - $208K
|
7.84K
$208K
|
|