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 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.64K+ 14.01% |
$169K - $211K
|
70.3K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-13- 0.04% |
$255 - $318
|
32.3K
$842K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.02% |
$78.4 - $97.8
|
17.8K
$463K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
326+ 0.3% |
$6.39K - $7.97K
|
111K
$2.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.14K- 1.13% |
$41.8K - $52.2K
|
186K
$4.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-267- 1.39% |
$5.23K - $6.53K
|
18.9K
$492K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-612- 0.22% |
$12K - $15K
|
278K
$7.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-113K- 7.95% |
$2.21M - $2.75M
|
1.3M
$34M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.54K- 0.87% |
$49.7K - $62K
|
288K
$7.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
39.3K+ 30.49% |
$770K - $960K
|
168K
$4.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.44K- 2.5% |
$28.2K - $35.2K
|
56K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-4.04K- 2.01% |
$79.2K - $98.8K
|
197K
$5.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-11.9K- 3.59% |
$234K - $292K
|
320K
$8.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-75.7K- 49.94% |
$1.48M - $1.85M
|
75.9K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
261+ 0.31% |
$5.12K - $6.38K
|
85K
$2.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
12.7K+ 6.53% |
$250K - $311K
|
208K
$5.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-546- 4.29% |
$10.7K - $13.3K
|
12.2K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.83K+ 0.89% |
$35.8K - $44.6K
|
206K
$5.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-13.8K- 37.72% |
$271K - $338K
|
22.8K
$595K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5+ 0.03% |
$98 - $122
|
19.7K
$514K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
232K+ 11.3% |
$4.54M - $5.66M
|
2.28M
$59.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.81K+ 51.96% |
$94.3K - $118K
|
14.1K
$366K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
79.1K+ 141.71% |
$1.55M - $1.93M
|
135K
$3.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
165+ 1.19% |
$3.23K - $4.03K
|
14K
$365K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10.8M- 4.97% |
$212M - $264M
|
206M
$5.38B
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.3KNew |
$379K - $472K
|
19.3K
$503K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-257- 93.8% |
$5.04K - $6.28K
|
17
$443
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-120- 0.91% |
$2.35K - $2.93K
|
13.1K
$341K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
622K+ 48.5% |
$12.2M - $15.2M
|
1.9M
$49.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-191- 1.36% |
$3.74K - $4.67K
|
13.9K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
107K+ 2.79% |
$2.09M - $2.61M
|
3.94M
$103M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-14.6K- 6.2% |
$286K - $357K
|
221K
$5.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
8.55KNew |
$168K - $209K
|
8.55K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-778- 7.35% |
$15.2K - $19K
|
9.81K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 1.83% |
$75.4K - $94.1K
|
206K
$5.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.57K- 7.23% |
$69.9K - $87.2K
|
45.8K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
74.9K+ 21.43% |
$1.47M - $1.83M
|
424K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-2.95K- 17.81% |
$57.7K - $72K
|
13.6K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
51.2K+ 2.27% |
$1M - $1.25M
|
2.31M
$60.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.35K+ 5.69% |
$105K - $131K
|
99.4K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.28K- 19.12% |
$44.6K - $55.6K
|
9.63K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
9.24K+ 7.69% |
$181K - $226K
|
129K
$3.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
234+ 0.26% |
$4.59K - $5.72K
|
88.6K
$2.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-2.12K- 5.26% |
$41.6K - $51.8K
|
38.2K
$995K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-19.7K- 1.71% |
$386K - $481K
|
1.14M
$29.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-64.9K- 19.3% |
$1.27M - $1.59M
|
271K
$7.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
84.9K+ 7.3% |
$1.66M - $2.08M
|
1.25M
$32.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
123+ 1.34% |
$2.41K - $3.01K
|
9.32K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.53K- 0.4% |
$108K - $135K
|
1.38M
$35.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
BUY
|
- |
6.07K+ 3.44% |
$119K - $148K
|
182K
$4.75M
|