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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.8K- 0.93% |
$35.2K - $43.9K
|
192K
$5.01M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-1.14K- 2.99% |
$22.2K - $27.7K
|
36.9K
$961K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
536K+ 69.06% |
$10.5M - $13.1M
|
1.31M
$34.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.47K+ 9.29% |
$28.8K - $35.9K
|
17.3K
$450K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
7.62KNew |
$149K - $186K
|
7.62K
$199K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
46.1KNew |
$904K - $1.13M
|
46.1K
$1.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-33- 0.03% |
$647 - $807
|
116K
$3.03M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
813K+ 541.06% |
$15.9M - $19.9M
|
963K
$25.1M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
294+ 1.77% |
$5.76K - $7.19K
|
17K
$442K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
8.17K+ 196.63% |
$160K - $200K
|
12.3K
$321K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5.52K+ 1.35% |
$108K - $135K
|
415K
$10.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.46K- 0.22% |
$48.3K - $60.2K
|
1.13M
$29.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
194K+ 103.47% |
$3.81M - $4.75M
|
382K
$9.96M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-152K- 62.04% |
$2.97M - $3.7M
|
92.7K
$2.42M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-653- 83.93% |
$12.8K - $16K
|
125
$3.26K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-223- 0.87% |
$4.37K - $5.45K
|
25.4K
$662K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
6+ 0.0% |
$118 - $147
|
168K
$4.38M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.18K+ 1.34% |
$101K - $127K
|
392K
$10.2M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4K- 25.56% |
$78.5K - $97.9K
|
11.7K
$304K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.21KNew |
$180K - $225K
|
9.21K
$240K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14.6KNew |
$286K - $357K
|
14.6K
$380K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3.46K+ 0.39% |
$67.8K - $84.5K
|
881K
$23M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-576K- 9.33% |
$11.3M - $14.1M
|
5.6M
$146M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42.8K+ 9.94% |
$840K - $1.05M
|
474K
$12.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.78M+ 163.93% |
$152M - $190M
|
12.5M
$326M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
552New |
$10.8K - $13.5K
|
552
$14.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
80K+ 11.95% |
$1.57M - $1.96M
|
749K
$19.5M
|
|
|
Aug 15, 2025
Q2 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
2.53K+ 1.14% |
$49.5K - $61.8K
|
224K
$5.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
5+ 0.01% |
$98 - $122
|
41.7K
$1.09M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
160New |
$3.14K - $3.91K
|
160
$4.17K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-6.86K- 4.39% |
$134K - $168K
|
149K
$3.89M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-179- 0.17% |
$3.51K - $4.37K
|
107K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
6+ 0.03% |
$118 - $147
|
21.4K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-16.9K- 22.84% |
$331K - $412K
|
57K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.5K- 44.91% |
$265K - $330K
|
16.6K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.6M- 93.49% |
$344M - $429M
|
1.22M
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
105K+ 1.71% |
$2.06M - $2.56M
|
6.23M
$162M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6+ 0.01% |
$118 - $147
|
49.4K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
187+ 0.04% |
$3.67K - $4.57K
|
493K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.86K- 24.62% |
$56.1K - $70K
|
8.77K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
107K+ 4.5% |
$2.1M - $2.62M
|
2.49M
$64.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
55+ 0.41% |
$1.08K - $1.34K
|
13.5K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.72K- 1.86% |
$171K - $213K
|
461K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.77K- 0.46% |
$34.7K - $43.3K
|
386K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-165K- 1.5% |
$3.23M - $4.03M
|
10.8M
$282M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.19M+ 3.43% |
$23.4M - $29.2M
|
36M
$937M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.53K- 2.68% |
$29.9K - $37.3K
|
55.4K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
58.5KNew |
$1.15M - $1.43M
|
58.5K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.9K+ 1.19% |
$449K - $560K
|
1.94M
$50.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
61+ 0.43% |
$1.2K - $1.49K
|
14.2K
$370K
|