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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
266+ 0.43% |
$5.21K - $6.5K
|
62.7K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.2K+ 2.43% |
$260K - $324K
|
558K
$14.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.24% |
$19.6 - $24.4
|
418
$10.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
44.8KNew |
$879K - $1.1M
|
44.8K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-171- 17.2% |
$3.35K - $4.18K
|
823
$21.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.4K+ 5.99% |
$224K - $279K
|
202K
$5.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6.49K- 3.38% |
$127K - $159K
|
185K
$4.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-14.9K- 17.54% |
$292K - $364K
|
70K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
SELL
|
- |
-571- 0.48% |
$11.2K - $14K
|
120K
$3.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
555+ 1.76% |
$10.9K - $13.6K
|
32.1K
$837K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.81K- 27.33% |
$133K - $166K
|
18.1K
$471K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.29% |
$157 - $196
|
2.74K
$71.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-38.5K- 17.07% |
$755K - $942K
|
187K
$4.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
11+ 0.03% |
$216 - $269
|
34.3K
$893K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
17.2KNew |
$337K - $420K
|
17.2K
$448K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-876- 0.27% |
$17.2K - $21.4K
|
328K
$8.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
477+ 1.18% |
$9.35K - $11.7K
|
40.8K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
120K+ 5.06% |
$2.35M - $2.93M
|
2.49M
$64.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
74.1K+ 3.36% |
$1.45M - $1.81M
|
2.28M
$59.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.39K- 8.09% |
$46.9K - $58.5K
|
27.2K
$708K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.02% |
$39.2 - $48.9
|
8.47K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
584+ 0.3% |
$11.4K - $14.3K
|
196K
$5.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
10.9KNew |
$214K - $266K
|
10.9K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
18.4K+ 2.39% |
$361K - $450K
|
790K
$20.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
35.8K+ 3.78% |
$703K - $876K
|
984K
$25.6M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-181- 54.68% |
$3.55K - $4.42K
|
150
$3.91K
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-483- 0.47% |
$9.47K - $11.8K
|
102K
$2.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.01% |
$19.6 - $24.4
|
10.6K
$276K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.75K+ 4.49% |
$34.3K - $42.8K
|
40.8K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-2.15K- 4.69% |
$42.2K - $52.6K
|
43.7K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
2.97K+ 6.98% |
$58.1K - $72.5K
|
45.5K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-27.3K- 2.17% |
$535K - $667K
|
1.23M
$32.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.51M+ 1225.69% |
$29.6M - $37M
|
1.64M
$42.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.82KNew |
$193K - $240K
|
9.82K
$256K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
77K+ 308.4% |
$1.51M - $1.88M
|
102K
$2.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-20.7K- 40.34% |
$405K - $505K
|
30.6K
$796K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.65K- 2.76% |
$91.2K - $114K
|
164K
$4.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
337+ 0.6% |
$6.61K - $8.24K
|
56.9K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.72K+ 1.71% |
$53.3K - $66.4K
|
162K
$4.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.6K+ 2.7% |
$208K - $260K
|
405K
$10.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
94K+ 1.35% |
$1.84M - $2.3M
|
7.07M
$184M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-7.6K- 13.55% |
$149K - $186K
|
48.5K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.01K+ 1.38% |
$98.2K - $122K
|
369K
$9.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
495K+ 1.5% |
$9.71M - $12.1M
|
33.5M
$873M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-163- 1.48% |
$3.19K - $3.98K
|
10.8K
$282K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.7K+ 6.04% |
$446K - $556K
|
400K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-308- 0.26% |
$6.04K - $7.53K
|
119K
$3.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.94K- 1.64% |
$38K - $47.4K
|
116K
$3.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
58+ 0.09% |
$1.14K - $1.42K
|
67.6K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-962- 10.0% |
$18.9K - $23.5K
|
8.66K
$226K
|