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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25.4K- 99.91% |
$621K - $673K
|
24
$637
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
7.11K+ 86.07% |
$174K - $188K
|
15.4K
$408K
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-3.38K- 2.29% |
$82.6K - $89.4K
|
144K
$3.83M
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
BUY
|
- |
37+ 0.28% |
$905 - $981
|
13.4K
$354K
|
|
|
Dec 17, 2025
Q3 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
2.84K+ 7.71% |
$69.6K - $75.4K
|
39.7K
$1.05M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.22KNew |
$201K - $218K
|
8.22K
$218K
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-29- 0.04% |
$709 - $769
|
75.1K
$1.99M
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-17K- 50.0% |
$416K - $451K
|
17K
$451K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-110- 4.48% |
$2.69K - $2.92K
|
2.34K
$62.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.67K- 0.45% |
$65.3K - $70.8K
|
589K
$15.6M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-13K- 1.26% |
$317K - $343K
|
1.01M
$26.9M
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-10.5K- 10.5% |
$258K - $279K
|
89.9K
$2.39M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6New |
$147 - $159
|
6
$159
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
398New |
$9.74K - $10.5K
|
398
$10.6K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-872- 1.39% |
$21.3K - $23.1K
|
61.8K
$1.64M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-26.1K- 2.81% |
$639K - $692K
|
902K
$23.9M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.5K+ 11.86% |
$429K - $465K
|
165K
$4.39M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-9.5K- 2.29% |
$232K - $252K
|
406K
$10.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
183+ 1.06% |
$4.48K - $4.85K
|
17.4K
$463K
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
15.4KNew |
$377K - $409K
|
15.4K
$409K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-103- 1.12% |
$2.52K - $2.73K
|
9.07K
$241K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.98K- 6.87% |
$48.5K - $52.5K
|
26.9K
$713K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
10.2K+ 8.08% |
$249K - $270K
|
136K
$3.62M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50.5K- 6.57% |
$1.23M - $1.34M
|
718K
$19M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
272K+ 1.49% |
$6.66M - $7.21M
|
18.5M
$491M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-898- 29.24% |
$22K - $23.8K
|
2.17K
$57.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
34.5K+ 5.35% |
$844K - $915K
|
679K
$18M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.8K+ 1.25% |
$117K - $127K
|
387K
$10.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
12.3K+ 2.34% |
$300K - $325K
|
537K
$14.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
6.22KNew |
$152K - $165K
|
6.22K
$165K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.25% |
$24.5 - $26.5
|
406
$10.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.18K- 1.7% |
$77.9K - $84.4K
|
184K
$4.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-143K- 9.21% |
$3.49M - $3.78M
|
1.41M
$37.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-250- 3.42% |
$6.12K - $6.63K
|
7.05K
$187K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
16.8KNew |
$412K - $446K
|
16.8K
$447K
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-871- 5.89% |
$21.3K - $23.1K
|
13.9K
$369K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
39.4KNew |
$963K - $1.04M
|
39.4K
$1.04M
|
|
|
Nov 17, 2025
Q3 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
1.98K+ 0.88% |
$48.4K - $52.5K
|
226K
$6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.35M+ 102.73% |
$33M - $35.7M
|
2.66M
$70.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
126+ 1.44% |
$3.08K - $3.34K
|
8.86K
$235K
|
|
|
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
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
970New |
$23.7K - $25.7K
|
970
$25.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.62M+ 5.81% |
$39.6M - $42.8M
|
29.4M
$781M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-3K- 9.75% |
$73.4K - $79.5K
|
27.8K
$737K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-108K- 64.57% |
$2.64M - $2.86M
|
59.3K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
697+ 1.38% |
$17K - $18.5K
|
51.4K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-956- 0.55% |
$23.4K - $25.3K
|
174K
$4.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
12.6K+ 143.45% |
$308K - $333K
|
21.3K
$566K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.99K+ 0.24% |
$147K - $159K
|
2.5M
$66.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
55.4K+ 334.31% |
$1.36M - $1.47M
|
72K
$1.91M
|
|