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 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-31.7K- 2.67% |
$622K - $775K
|
1.15M
$30.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-261K- 38.91% |
$5.12M - $6.39M
|
410K
$10.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
56.3K+ 3.11% |
$1.1M - $1.37M
|
1.86M
$48.6M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
244K+ 23.2% |
$4.79M - $5.97M
|
1.3M
$33.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-686- 0.78% |
$13.4K - $16.8K
|
87.4K
$2.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.68KNew |
$32.9K - $41.1K
|
1.68K
$43.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
12.1K+ 0.9% |
$237K - $296K
|
1.35M
$35.2M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.43K+ 0.61% |
$47.7K - $59.5K
|
403K
$10.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.1K- 13.28% |
$453K - $565K
|
151K
$3.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.76K- 1.57% |
$54.2K - $67.5K
|
173K
$4.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.64K- 12.05% |
$32.1K - $40K
|
12K
$311K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-490- 1.68% |
$9.6K - $12K
|
28.7K
$748K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-135K- 50.77% |
$2.65M - $3.3M
|
131K
$3.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-24- 0.06% |
$470 - $587
|
42.4K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3.52K- 6.75% |
$69K - $86K
|
48.6K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
124K+ 116.46% |
$2.43M - $3.03M
|
230K
$6M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.46K+ 0.71% |
$48.1K - $60K
|
347K
$9.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
16.7K+ 96.67% |
$328K - $409K
|
34K
$886K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
83.9K+ 68.59% |
$1.64M - $2.05M
|
206K
$5.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-15.8K- 18.84% |
$309K - $385K
|
67.9K
$1.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-500- 2.05% |
$9.8K - $12.2K
|
23.9K
$624K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.58K+ 78.0% |
$109K - $136K
|
12.7K
$332K
|
|
|
Jul 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-57.4K- 3.88% |
$1.12M - $1.4M
|
1.42M
$37M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.8K+ 4.56% |
$506K - $631K
|
592K
$15.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.17K- 2.07% |
$81.6K - $102K
|
197K
$5.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.27K- 4.81% |
$44.5K - $55.5K
|
44.9K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
208+ 1.62% |
$4.08K - $5.08K
|
13K
$339K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.01% |
$78.4 - $97.8
|
47.2K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14- 0.07% |
$274 - $342
|
19.2K
$501K
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
9.52K+ 6.45% |
$187K - $233K
|
157K
$4.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-11.5K- 47.08% |
$225K - $281K
|
12.9K
$336K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-16.2K- 70.19% |
$318K - $396K
|
6.89K
$179K
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-347- 0.44% |
$6.8K - $8.48K
|
78.3K
$2.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 2.6% |
$36.2K - $45.1K
|
73K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.52M- 23.95% |
$29.9M - $37.2M
|
4.84M
$126M
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
16.3K+ 6.43% |
$320K - $399K
|
270K
$7.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1K+ 0.91% |
$19.7K - $24.5K
|
111K
$2.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.08KNew |
$119K - $149K
|
6.08K
$158K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-37.4K- 2.8% |
$732K - $913K
|
1.3M
$33.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-99- 0.18% |
$1.94K - $2.42K
|
55.8K
$1.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-10.6K- 2.54% |
$207K - $258K
|
405K
$10.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-60.1K- 17.89% |
$1.18M - $1.47M
|
276K
$7.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.38K- 0.57% |
$27K - $33.7K
|
240K
$6.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
10.3K+ 8.81% |
$201K - $251K
|
127K
$3.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-4.25K- 14.21% |
$83.3K - $104K
|
25.7K
$668K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.91K+ 1.52% |
$37.5K - $46.8K
|
128K
$3.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12.5K+ 77.07% |
$245K - $305K
|
28.7K
$747K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-7.34K- 2.12% |
$144K - $179K
|
339K
$8.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
4+ 100.0% |
$78.4 - $97.8
|
8
$208
|