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
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.73KNew |
$189K - $205K
|
7.73K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
7.69KNew |
$188K - $204K
|
7.69K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
7.69KNew |
$188K - $204K
|
7.69K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
7.65KNew |
$187K - $203K
|
7.65K
$203K
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
7.65K+ 20.7% |
$187K - $203K
|
44.6K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.63KNew |
$187K - $202K
|
7.63K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.47K+ 28.85% |
$183K - $198K
|
33.4K
$885K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
7.42K+ 3.13% |
$182K - $197K
|
245K
$6.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7.41K+ 2.69% |
$181K - $196K
|
283K
$7.5M
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
7.11K+ 86.07% |
$174K - $188K
|
15.4K
$408K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.03K+ 2.33% |
$172K - $186K
|
309K
$8.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
6.84K+ 13.61% |
$167K - $181K
|
57.1K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.77K+ 50.1% |
$166K - $179K
|
20.3K
$538K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.72K+ 0.89% |
$164K - $178K
|
763K
$20.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
6.53K+ 51.33% |
$160K - $173K
|
19.2K
$511K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.51K+ 23.95% |
$159K - $173K
|
33.7K
$894K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.35K+ 0.66% |
$155K - $168K
|
969K
$25.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Asset Planning Services Inc
|
BUY
|
- |
6.23K+ 3.41% |
$152K - $165K
|
189K
$5.01M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
6.22KNew |
$152K - $165K
|
6.22K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.11K+ 10.72% |
$149K - $162K
|
63.1K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.99K+ 0.24% |
$147K - $159K
|
2.5M
$66.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.97K+ 0.5% |
$146K - $158K
|
1.21M
$32M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.49KNew |
$134K - $145K
|
5.49K
$146K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.32K+ 7.22% |
$130K - $141K
|
79K
$2.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5.26K+ 7.35% |
$129K - $139K
|
76.8K
$2.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.24KNew |
$128K - $139K
|
5.24K
$139K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
5.05KNew |
$123K - $134K
|
5.05K
$134K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.8K+ 1.25% |
$117K - $127K
|
387K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.78K+ 20.46% |
$117K - $127K
|
28.2K
$747K
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
4.72K+ 51.67% |
$115K - $125K
|
13.8K
$367K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
4.52KNew |
$110K - $120K
|
4.52K
$120K
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
4.51KNew |
$110K - $119K
|
4.51K
$120K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.42K+ 22.96% |
$108K - $117K
|
23.6K
$628K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.35K+ 10.52% |
$106K - $115K
|
45.7K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.32K+ 44.09% |
$106K - $115K
|
14.1K
$375K
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
4.22K+ 23.46% |
$103K - $112K
|
22.2K
$590K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
4.22K+ 3.62% |
$103K - $112K
|
121K
$3.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
4.21K+ 4.97% |
$103K - $112K
|
88.9K
$2.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.16K+ 35.86% |
$102K - $110K
|
15.8K
$418K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4K+ 3.37% |
$97.8K - $106K
|
123K
$3.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.91K+ 4.68% |
$95.6K - $104K
|
87.5K
$2.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.75K+ 18.97% |
$91.7K - $99.3K
|
23.5K
$624K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.69K+ 16.97% |
$90.2K - $97.7K
|
25.4K
$674K
|
|
|
Nov 13, 2025
Q3 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.63K+ 33.34% |
$88.9K - $96.3K
|
14.5K
$386K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3.61K+ 0.6% |
$88.4K - $95.8K
|
610K
$16.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.56K+ 0.97% |
$87.1K - $94.3K
|
372K
$9.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3.54K+ 4.94% |
$86.6K - $93.8K
|
75.1K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
3.51KNew |
$85.9K - $93.1K
|
3.51K
$93.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.51K+ 1.74% |
$85.9K - $93K
|
206K
$5.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
3.46K+ 100.32% |
$84.7K - $91.8K
|
6.92K
$184K
|
|