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 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-26.2K- 1.93% |
$513K - $640K
|
1.33M
$34.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-40.8K- 8.66% |
$800K - $998K
|
430K
$11.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
18.9K+ 35.71% |
$371K - $463K
|
72K
$1.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-33.3K- 18.66% |
$653K - $814K
|
145K
$3.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
522+ 214.81% |
$10.2K - $12.8K
|
765
$19.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.19K- 20.63% |
$102K - $127K
|
20K
$520K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.75K- 40.52% |
$34.3K - $42.7K
|
2.57K
$66.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.9K+ 15.8% |
$37.2K - $46.4K
|
13.9K
$362K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
9.3KNew |
$182K - $227K
|
9.3K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
991+ 5.51% |
$19.4K - $24.2K
|
19K
$494K
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-870- 6.24% |
$17.1K - $21.3K
|
13.1K
$340K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.37KNew |
$164K - $205K
|
8.37K
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.19K- 0.2% |
$82.1K - $102K
|
2.05M
$53.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9.33K- 3.11% |
$183K - $228K
|
290K
$7.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-18.9K- 1.95% |
$371K - $463K
|
950K
$24.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.75K+ 0.74% |
$34.4K - $42.8K
|
237K
$6.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-150- 0.47% |
$2.94K - $3.67K
|
31.5K
$821K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-671- 0.7% |
$13.2K - $16.4K
|
94.9K
$2.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-50.6K- 3.67% |
$991K - $1.24M
|
1.33M
$34.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-18- 0.1% |
$353 - $440
|
18.4K
$480K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
192K+ 328.45% |
$3.76M - $4.69M
|
250K
$6.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
966+ 3.28% |
$18.9K - $23.6K
|
30.4K
$793K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-5.34K- 10.71% |
$105K - $130K
|
44.5K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
44+ 0.17% |
$862 - $1.08K
|
25.8K
$671K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4- 0.01% |
$78.4 - $97.8
|
33.8K
$882K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-7.03K- 2.5% |
$138K - $172K
|
274K
$7.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.51K+ 0.75% |
$29.5K - $36.8K
|
202K
$5.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-101- 0.05% |
$1.98K - $2.47K
|
185K
$4.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45.7K+ 0.94% |
$896K - $1.12M
|
4.89M
$127M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.58KNew |
$168K - $210K
|
8.58K
$224K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-153K- 44.82% |
$2.99M - $3.73M
|
188K
$4.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-58K- 11.22% |
$1.14M - $1.42M
|
458K
$11.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.36K- 1.94% |
$85.4K - $107K
|
220K
$5.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
41.3KNew |
$810K - $1.01M
|
41.3K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.38K- 19.06% |
$85.8K - $107K
|
18.6K
$484K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15.7K+ 3.04% |
$307K - $383K
|
531K
$13.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-12.3K- 32.48% |
$241K - $301K
|
25.6K
$667K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-97.2K- 11.56% |
$1.91M - $2.38M
|
743K
$19.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.1K+ 26.52% |
$100K - $125K
|
24.3K
$634K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-24.7K- 21.42% |
$484K - $604K
|
90.7K
$2.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
42.4K+ 3.72% |
$830K - $1.04M
|
1.18M
$30.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-434- 0.44% |
$8.51K - $10.6K
|
98.8K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.43K+ 15.68% |
$86.7K - $108K
|
32.6K
$850K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-5- 0.05% |
$98 - $122
|
10.9K
$285K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.13K- 1.74% |
$41.7K - $52K
|
120K
$3.13M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.29K- 0.27% |
$25.4K - $31.6K
|
472K
$12.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.4K+ 14.93% |
$27.4K - $34.2K
|
10.8K
$281K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
5.09K+ 5.84% |
$99.8K - $124K
|
92.2K
$2.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.45K- 10.69% |
$67.7K - $84.4K
|
28.8K
$751K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
205+ 4.4% |
$4.02K - $5.01K
|
4.87K
$127K
|