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 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-335- 0.38% |
$6.57K - $8.19K
|
86.9K
$2.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-12.3K- 23.0% |
$242K - $302K
|
41.3K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.32K- 3.76% |
$45.5K - $56.7K
|
59.4K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
49.3K+ 14.59% |
$966K - $1.2M
|
387K
$10.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
20+ 0.22% |
$392 - $489
|
9.17K
$239K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
127+ 0.12% |
$2.49K - $3.1K
|
107K
$2.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-3.87K- 19.61% |
$75.9K - $94.6K
|
15.9K
$413K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.95K+ 6.2% |
$77.3K - $96.4K
|
67.6K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.57K+ 14.69% |
$30.9K - $38.5K
|
12.3K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
59+ 236.0% |
$1.16K - $1.44K
|
84
$2.19K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
39.9K+ 38.54% |
$782K - $975K
|
143K
$3.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
9.07KNew |
$178K - $222K
|
9.07K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-182- 1.91% |
$3.57K - $4.45K
|
9.37K
$244K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-324- 0.81% |
$6.35K - $7.92K
|
39.8K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
193+ 1.5% |
$3.78K - $4.72K
|
13K
$340K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 0.1% |
$490 - $611
|
24.9K
$647K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-139K- 9.99% |
$2.73M - $3.4M
|
1.25M
$32.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-23.1K- 19.79% |
$453K - $565K
|
93.7K
$2.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-13.1K- 26.21% |
$257K - $321K
|
37K
$963K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
54.5KNew |
$1.07M - $1.33M
|
54.5K
$1.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
634+ 2.57% |
$12.4K - $15.5K
|
25.3K
$658K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
8.21KNew |
$161K - $201K
|
8.21K
$214K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-392K- 3.97% |
$7.69M - $9.59M
|
9.48M
$247M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 4.29% |
$42K - $52.3K
|
47.8K
$1.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
103K+ 443.62% |
$2.02M - $2.52M
|
126K
$3.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-7.24K- 1.41% |
$142K - $177K
|
506K
$13.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.89K+ 37.96% |
$76.2K - $95K
|
14.1K
$368K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.77K+ 21.56% |
$34.7K - $43.3K
|
9.98K
$260K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-450- 10.5% |
$8.82K - $11K
|
3.84K
$100K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.81K- 5.4% |
$55.1K - $68.7K
|
49.3K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
310+ 0.24% |
$6.08K - $7.58K
|
128K
$3.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-4.71K- 29.73% |
$92.4K - $115K
|
11.1K
$290K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
9.41KNew |
$184K - $230K
|
9.41K
$245K
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
5.07K+ 1.81% |
$99.4K - $124K
|
286K
$7.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.39K+ 3.04% |
$27.2K - $34K
|
47K
$1.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
24.6KNew |
$482K - $601K
|
24.6K
$641K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
91.2KNew |
$1.79M - $2.23M
|
91.2K
$2.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.2KNew |
$161K - $200K
|
8.2K
$214K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.34K+ 4.48% |
$85K - $106K
|
101K
$2.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-245- 1.9% |
$4.8K - $5.99K
|
12.6K
$330K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-510- 0.6% |
$10K - $12.5K
|
84.6K
$2.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.17K+ 4.23% |
$22.9K - $28.6K
|
28.8K
$751K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.7K- 14.12% |
$33.4K - $41.6K
|
10.4K
$270K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
4.87K+ 8.09% |
$95.5K - $119K
|
65.1K
$1.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2K+ 12.64% |
$39.1K - $48.8K
|
17.8K
$464K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.24K- 0.3% |
$83.1K - $104K
|
1.43M
$37.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-96.9K- 3.48% |
$1.9M - $2.37M
|
2.69M
$70.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
18New |
$353 - $440
|
18
$469
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.95K- 65.0% |
$77.4K - $96.5K
|
2.13K
$55.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
8.89KNew |
$174K - $217K
|
8.89K
$232K
|