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 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-588- 3.11% |
$11.5K - $14.4K
|
18.3K
$478K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
58+ 1.28% |
$1.14K - $1.42K
|
4.58K
$119K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.16K+ 18.08% |
$121K - $151K
|
40.2K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
36.5K+ 913250.0% |
$716K - $893K
|
36.5K
$952K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
10+ 0.06% |
$196 - $244
|
15.5K
$404K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-500- 11.31% |
$9.8K - $12.2K
|
3.92K
$102K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
45.2K+ 12.54% |
$885K - $1.1M
|
405K
$10.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
42K+ 2.78% |
$822K - $1.03M
|
1.55M
$40.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.56K- 1.53% |
$30.6K - $38.1K
|
101K
$2.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.03K+ 0.47% |
$20.1K - $25.1K
|
220K
$5.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-470- 0.51% |
$9.21K - $11.5K
|
92.4K
$2.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-15K- 25.14% |
$295K - $368K
|
44.8K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21.8K+ 739.25% |
$428K - $534K
|
24.8K
$646K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
7.74K+ 0.94% |
$152K - $189K
|
829K
$21.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 14.52% |
$42.9K - $53.5K
|
12.9K
$335K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.05K+ 5.77% |
$20.6K - $25.7K
|
19.3K
$503K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
31.6K+ 6.83% |
$620K - $773K
|
495K
$12.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
19+ 0.19% |
$372 - $464
|
10.2K
$266K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.52K- 1.07% |
$147K - $184K
|
698K
$18.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-5.14K- 0.39% |
$101K - $126K
|
1.32M
$34.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
30+ 0.24% |
$588 - $733
|
12.8K
$333K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-718- 6.63% |
$14.1K - $17.5K
|
10.1K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
96+ 5.81% |
$1.88K - $2.35K
|
1.75K
$45.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 1.03% |
$2.68M - $3.34M
|
13.4M
$348M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
204New |
$4K - $4.99K
|
204
$5.31K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
15.9K+ 10.4% |
$311K - $388K
|
168K
$4.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
25.2K+ 6.28% |
$494K - $616K
|
426K
$11.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
8.13K+ 6.36% |
$159K - $199K
|
136K
$3.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.34KNew |
$26.3K - $32.8K
|
1.34K
$35K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-112- 0.39% |
$2.2K - $2.74K
|
28.5K
$742K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-40K- 4.95% |
$784K - $977K
|
768K
$20M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
61+ 0.36% |
$1.2K - $1.49K
|
16.9K
$441K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.02K+ 4.71% |
$78.7K - $98.1K
|
89.3K
$2.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5.67K- 2.21% |
$111K - $139K
|
251K
$6.53M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-20.1K- 1.95% |
$394K - $491K
|
1.01M
$26.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.26K- 7.16% |
$63.8K - $79.6K
|
42.2K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-5.7K- 5.58% |
$112K - $139K
|
96.5K
$2.51M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-582- 3.3% |
$11.4K - $14.2K
|
17K
$444K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9.85K- 8.79% |
$193K - $241K
|
102K
$2.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.68K+ 1.04% |
$52.5K - $65.4K
|
259K
$6.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
31+ 0.07% |
$608 - $758
|
41.5K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.09K- 2.88% |
$99.8K - $124K
|
172K
$4.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
230+ 1.32% |
$4.51K - $5.62K
|
17.7K
$461K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.24M+ 311.07% |
$24.3M - $30.3M
|
1.64M
$42.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-18.4K- 5.56% |
$361K - $450K
|
312K
$8.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
8.67KNew |
$170K - $212K
|
8.67K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
275+ 2.72% |
$5.39K - $6.72K
|
10.4K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-503- 1.35% |
$9.86K - $12.3K
|
36.6K
$954K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$25.9K - $32.2K
|
1.32K
$34.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-26- 0.12% |
$510 - $635
|
21.8K
$567K
|