Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHX)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
220+ 1.53% |
$4.31K - $5.38K
|
14.6K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
33.2K+ 28.05% |
$651K - $811K
|
152K
$3.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.32K+ 3.84% |
$124K - $154K
|
171K
$4.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.7K+ 2.3% |
$346K - $432K
|
785K
$19.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-1.59K- 14.38% |
$31.2K - $38.9K
|
9.47K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.57K- 0.54% |
$30.8K - $38.4K
|
291K
$7.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-243- 1.79% |
$4.76K - $5.94K
|
13.3K
$326K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.65K- 2.57% |
$189K - $236K
|
366K
$8.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.2K- 9.12% |
$199K - $248K
|
101K
$2.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-320K- 94.29% |
$6.27M - $7.82M
|
19.4K
$475K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
197+ 0.28% |
$3.86K - $4.81K
|
69.9K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.18KNew |
$23.2K - $28.9K
|
1.18K
$29K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-56.1K- 0.91% |
$1.1M - $1.37M
|
6.14M
$150M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11.3K+ 4.8% |
$221K - $275K
|
246K
$6.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.16K+ 36.25% |
$140K - $175K
|
26.9K
$659K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
52K+ 2.58% |
$1.02M - $1.27M
|
2.07M
$50.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
5.27K+ 48.86% |
$103K - $129K
|
16.1K
$394K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-8.03K- 35.16% |
$157K - $196K
|
14.8K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.38K+ 1844.96% |
$46.6K - $58.2K
|
2.51K
$61.5K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-4.32K- 6.22% |
$84.7K - $106K
|
65.1K
$1.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-529- 2.71% |
$10.4K - $12.9K
|
19K
$466K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.91K- 4.32% |
$56.9K - $71K
|
64.4K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
28.7K+ 159.04% |
$563K - $702K
|
46.8K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
172+ 1.81% |
$3.37K - $4.2K
|
9.66K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13.5K+ 3.23% |
$265K - $331K
|
433K
$10.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10.3KNew |
$201K - $251K
|
10.3K
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-172- 1.48% |
$3.37K - $4.2K
|
11.4K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.09K- 2.75% |
$99.7K - $124K
|
180K
$4.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.19K+ 13.71% |
$42.9K - $53.5K
|
18.2K
$445K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
32+ 0.3% |
$627 - $782
|
10.7K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
61.8K+ 27108.77% |
$1.21M - $1.51M
|
62K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2.61K- 6.4% |
$51.2K - $63.8K
|
38.2K
$936K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.04K- 14.32% |
$98.7K - $123K
|
30.1K
$738K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48.9K- 9.65% |
$959K - $1.2M
|
458K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-6.96K- 7.2% |
$136K - $170K
|
89.8K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.02KNew |
$177K - $220K
|
9.02K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.22KNew |
$161K - $201K
|
8.22K
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.46K- 8.34% |
$127K - $158K
|
71K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7.72K+ 16.7% |
$151K - $189K
|
54K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-156K- 15.15% |
$3.06M - $3.81M
|
874K
$21.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
19.3K+ 1.35% |
$379K - $472K
|
1.45M
$35.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
768+ 0.6% |
$15.1K - $18.8K
|
129K
$3.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
11.2KNew |
$220K - $274K
|
11.2K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
533+ 0.48% |
$10.4K - $13K
|
113K
$2.76M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
13+ 0.02% |
$255 - $318
|
77.1K
$1.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.94M+ 17.7% |
$57.7M - $71.9M
|
19.6M
$479M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
419KNew |
$8.22M - $10.2M
|
419K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.07K+ 19.21% |
$20.9K - $26K
|
6.61K
$162K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.87K- 4.91% |
$154K - $192K
|
152K
$3.74M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-271- 2.59% |
$5.31K - $6.62K
|
10.2K
$250K
|