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 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.73KNew |
$53.5K - $66.7K
|
2.73K
$71.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
523+ 1.1% |
$10.3K - $12.8K
|
48K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
376K+ 3376.44% |
$7.38M - $9.2M
|
388K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
59.8K+ 18.76% |
$1.17M - $1.46M
|
379K
$9.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.66K- 3.5% |
$52.1K - $65K
|
73.2K
$1.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
2.37K+ 0.06% |
$46.5K - $57.9K
|
3.66M
$95.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-65.7KClosed |
$1.29M - $1.6M
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-210- 1.21% |
$4.12K - $5.13K
|
17.2K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.12% |
$470 - $587
|
19.8K
$517K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-88.5K- 39.36% |
$1.73M - $2.16M
|
136K
$3.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-521- 20.94% |
$10.2K - $12.7K
|
1.97K
$51.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-42.9K- 69.65% |
$841K - $1.05M
|
18.7K
$487K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
96.6KNew |
$1.89M - $2.36M
|
96.6K
$2.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-682- 0.62% |
$13.4K - $16.7K
|
109K
$2.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.35K- 0.58% |
$26.5K - $33K
|
230K
$6M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.96K- 3.03% |
$38.5K - $48K
|
62.8K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.92K- 0.31% |
$37.6K - $46.9K
|
618K
$16.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
839+ 7.84% |
$16.4K - $20.5K
|
11.5K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-154K- 12.54% |
$3.02M - $3.77M
|
1.08M
$28M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
151K+ 25.72% |
$2.96M - $3.69M
|
738K
$19.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-731K- 69.8% |
$14.3M - $17.9M
|
317K
$8.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.84K- 18.56% |
$75.2K - $93.8K
|
16.8K
$439K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.17K- 1.15% |
$62.1K - $77.5K
|
273K
$7.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
107KNew |
$2.1M - $2.62M
|
107K
$2.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
90+ 0.35% |
$1.76K - $2.2K
|
26.1K
$679K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.63K+ 0.68% |
$31.9K - $39.8K
|
240K
$6.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-3.97K- 5.13% |
$77.9K - $97.1K
|
73.5K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
433+ 3.43% |
$8.49K - $10.6K
|
13K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
32.9K+ 0.69% |
$644K - $803K
|
4.77M
$124M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.02M+ 3877.07% |
$20M - $24.9M
|
1.05M
$27.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.57K+ 2.35% |
$129K - $161K
|
286K
$7.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
715+ 2.47% |
$14K - $17.5K
|
29.7K
$772K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
798+ 8.09% |
$15.6K - $19.5K
|
10.7K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
9.3KNew |
$182K - $227K
|
9.3K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
99+ 0.3% |
$1.94K - $2.42K
|
33.5K
$872K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
88.6K+ 71.64% |
$1.74M - $2.16M
|
212K
$5.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
40.4K+ 2.75% |
$791K - $986K
|
1.51M
$39.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.39K- 2.54% |
$27.1K - $33.8K
|
53K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
183K+ 5.9% |
$3.58M - $4.47M
|
3.28M
$85.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6+ 0.06% |
$118 - $147
|
9.82K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
251+ 0.11% |
$4.92K - $6.13K
|
222K
$5.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.2KNew |
$220K - $274K
|
11.2K
$292K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-13.5K- 1.55% |
$266K - $331K
|
860K
$22.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.24K+ 13.83% |
$24.2K - $30.2K
|
10.2K
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
259+ 0.53% |
$5.08K - $6.33K
|
48.9K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.31% |
$78.4 - $97.8
|
1.31K
$34K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-38.5K- 21.26% |
$755K - $941K
|
143K
$3.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-468K- 9.33% |
$9.16M - $11.4M
|
4.54M
$118M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
958+ 4.74% |
$18.8K - $23.4K
|
21.2K
$552K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-93.8K- 5.88% |
$1.84M - $2.29M
|
1.5M
$39.1M
|