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 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.84KNew |
$36K - $44.9K
|
1.84K
$47.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
46.2K+ 2.56% |
$905K - $1.13M
|
1.85M
$48.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-34.4K- 1.81% |
$674K - $840K
|
1.86M
$48.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-19.9K- 14.82% |
$390K - $486K
|
114K
$2.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-1.18K- 2.44% |
$23.2K - $28.9K
|
47.3K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-535K- 2.11% |
$10.5M - $13.1M
|
24.8M
$646M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5.72K- 29.75% |
$112K - $140K
|
13.5K
$352K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
11.7K+ 25.28% |
$229K - $285K
|
57.8K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
79.4K+ 18.57% |
$1.56M - $1.94M
|
507K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
34+ 0.29% |
$666 - $831
|
11.8K
$307K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
33.3K+ 7.71% |
$653K - $814K
|
465K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.12K+ 2.07% |
$22K - $27.4K
|
55.3K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-399- 4.1% |
$7.82K - $9.75K
|
9.34K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
181+ 0.26% |
$3.55K - $4.42K
|
69.4K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.84M- 30.4% |
$94.9M - $118M
|
11.1M
$289M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-16.5K- 3.05% |
$324K - $404K
|
526K
$13.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
171+ 129.55% |
$3.35K - $4.18K
|
303
$7.89K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.68K+ 26.48% |
$91.7K - $114K
|
22.3K
$582K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
19.3K+ 172.82% |
$379K - $473K
|
30.5K
$795K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
63.2KNew |
$1.24M - $1.54M
|
63.2K
$1.65M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
8.6KNew |
$169K - $210K
|
8.6K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.05KNew |
$20.6K - $25.7K
|
1.05K
$27.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
12+ 0.0% |
$235 - $293
|
603K
$15.7M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
60+ 0.05% |
$1.18K - $1.47K
|
133K
$3.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
9.42K+ 64.4% |
$185K - $230K
|
24K
$626K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-16.9K- 10.04% |
$332K - $414K
|
152K
$3.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
66+ 0.3% |
$1.29K - $1.61K
|
22.4K
$584K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$19.6 - $24.4
|
29.3K
$762K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
557+ 2.52% |
$10.9K - $13.6K
|
22.7K
$590K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
130+ 0.22% |
$2.55K - $3.18K
|
58.4K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
885+ 1.07% |
$17.3K - $21.6K
|
83.6K
$2.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.51K+ 24.55% |
$167K - $208K
|
43.2K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
183+ 1.91% |
$3.59K - $4.47K
|
9.79K
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-27.7K- 2.06% |
$542K - $676K
|
1.32M
$34.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
65.6K+ 7.26% |
$1.28M - $1.6M
|
968K
$25.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
14.5K+ 50.03% |
$283K - $353K
|
43.4K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.07% |
$137 - $171
|
9.92K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
14.3K+ 4.14% |
$281K - $350K
|
360K
$9.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.6K- 39.66% |
$522K - $651K
|
40.5K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.29% |
$98 - $122
|
1.73K
$45K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.3K- 7.83% |
$25.5K - $31.7K
|
15.3K
$398K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
8.76K+ 11.55% |
$172K - $214K
|
84.7K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
378K+ 53.04% |
$7.41M - $9.24M
|
1.09M
$28.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
9.13KNew |
$179K - $223K
|
9.13K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
23.7KNew |
$465K - $580K
|
23.7K
$618K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
144+ 0.95% |
$2.82K - $3.52K
|
15.2K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
990New |
$19.4K - $24.2K
|
990
$25.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.47K+ 1.83% |
$48.5K - $60.4K
|
137K
$3.58M
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
13.2K+ 1.62% |
$258K - $322K
|
829K
$21.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
10.1K+ 0.84% |
$198K - $247K
|
1.21M
$31.5M
|