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
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.68K+ 1.04% |
$41.1K - $44.6K
|
163K
$4.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.63K+ 0.44% |
$40K - $43.3K
|
375K
$9.96M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.62KNew |
$39.5K - $42.8K
|
1.62K
$42.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1.61K+ 2.82% |
$39.3K - $42.5K
|
58.5K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.52K+ 1.25% |
$37.2K - $40.3K
|
123K
$3.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.5K+ 15.33% |
$36.8K - $39.8K
|
11.3K
$300K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.45K+ 10.92% |
$35.5K - $38.4K
|
14.7K
$391K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.43K+ 126.44% |
$34.9K - $37.8K
|
2.55K
$67.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.37K+ 2.21% |
$33.6K - $36.4K
|
63.4K
$1.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.35K+ 7.5% |
$33K - $35.8K
|
19.4K
$514K
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
1.3K+ 2.99% |
$31.8K - $34.5K
|
44.7K
$1.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 12.05% |
$31.1K - $33.7K
|
11.8K
$314K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.26K+ 0.1% |
$30.7K - $33.3K
|
1.23M
$32.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.23K+ 2.07% |
$30.1K - $32.6K
|
60.6K
$1.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.22K+ 2.48% |
$29.9K - $32.4K
|
50.5K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.13K+ 4.88% |
$27.6K - $29.9K
|
24.2K
$643K
|
|
|
Nov 12, 2025
Q3 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.1K+ 3.14% |
$27K - $29.2K
|
36.2K
$961K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.07K+ 5.41% |
$26.1K - $28.3K
|
20.8K
$552K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
1.07K+ 1.16% |
$26.1K - $28.3K
|
93.3K
$2.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.03K+ 1.59% |
$25.2K - $27.3K
|
65.7K
$1.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.02K+ 1.48% |
$25K - $27.1K
|
70.2K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1K+ 5.39% |
$24.5K - $26.5K
|
19.5K
$519K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
970New |
$23.7K - $25.7K
|
970
$25.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
892+ 4.5% |
$21.8K - $23.6K
|
20.7K
$550K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
876+ 1.22% |
$21.4K - $23.2K
|
72.7K
$1.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
876+ 1.51% |
$21.4K - $23.2K
|
58.8K
$1.56M
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
867New |
$21.2K - $23K
|
867
$23K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
844+ 2.61% |
$20.6K - $22.4K
|
33.2K
$881K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
841+ 7.5% |
$20.6K - $22.3K
|
12.1K
$320K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
832+ 7.21% |
$20.4K - $22K
|
12.4K
$328K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
825+ 1195.65% |
$20.2K - $21.9K
|
894
$23.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
817+ 4.04% |
$20K - $21.7K
|
21K
$558K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
804+ 0.56% |
$19.7K - $21.3K
|
145K
$3.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
755+ 1.4% |
$18.5K - $20K
|
54.7K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
733+ 1.7% |
$17.9K - $19.4K
|
44K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
720+ 7.77% |
$17.6K - $19.1K
|
9.99K
$265K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
720+ 0.33% |
$17.6K - $19.1K
|
221K
$5.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
707+ 3.51% |
$17.3K - $18.7K
|
20.9K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
697+ 1.38% |
$17K - $18.5K
|
51.4K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
684+ 6.72% |
$16.7K - $18.1K
|
10.9K
$288K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
678+ 0.73% |
$16.6K - $18K
|
93.4K
$2.48M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
656+ 0.77% |
$16K - $17.4K
|
85.7K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
599+ 0.12% |
$14.7K - $15.9K
|
493K
$13.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
595New |
$14.6K - $15.8K
|
595
$15.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
562+ 0.2% |
$13.7K - $14.9K
|
286K
$7.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
556+ 0.26% |
$13.6K - $14.7K
|
213K
$5.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Raine Group LLC
New York, NY |
BUY
|
- |
548+ 0.15% |
$13.4K - $14.5K
|
364K
$9.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
524+ 0.52% |
$12.8K - $13.9K
|
102K
$2.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
513+ 0.67% |
$12.5K - $13.6K
|
77.6K
$2.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
509+ 0.91% |
$12.5K - $13.5K
|
56.5K
$1.5M
|
|