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 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
366+ 1.07% |
$7.17K - $8.95K
|
34.7K
$905K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$265K - $330K
|
13.5K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.52K+ 1.71% |
$128K - $159K
|
387K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.48KNew |
$166K - $207K
|
8.48K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-6.47K- 2.55% |
$127K - $158K
|
247K
$6.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-3.36M- 88.74% |
$65.8M - $82M
|
426K
$11.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
35.2K+ 1.53% |
$690K - $861K
|
2.34M
$61.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
775+ 0.25% |
$15.2K - $18.9K
|
315K
$8.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
14.8K+ 3.83% |
$289K - $361K
|
400K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-686- 7.01% |
$13.4K - $16.8K
|
9.1K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.48K- 1.76% |
$28.9K - $36K
|
82.5K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.71K+ 6.68% |
$92.3K - $115K
|
75.2K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
585K+ 14.21% |
$11.5M - $14.3M
|
4.7M
$123M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-3.95K- 7.15% |
$77.4K - $96.5K
|
51.3K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22.9KNew |
$448K - $559K
|
22.9K
$596K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.02K+ 2.15% |
$118K - $147K
|
286K
$7.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
51+ 0.25% |
$1K - $1.25K
|
20.1K
$523K
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-1.48K- 93.22% |
$29.1K - $36.3K
|
108
$2.81K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-18.3K- 10.86% |
$358K - $447K
|
150K
$3.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
15.3K+ 13.14% |
$299K - $373K
|
131K
$3.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
1K+ 0.74% |
$19.6K - $24.4K
|
136K
$3.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
128K+ 222.69% |
$2.51M - $3.13M
|
185K
$4.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-82- 0.44% |
$1.61K - $2K
|
18.4K
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$196 - $244
|
18.8K
$489K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8.69KNew |
$170K - $212K
|
8.69K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
611New |
$12K - $14.9K
|
611
$15.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
48+ 0.3% |
$941 - $1.17K
|
16.3K
$424K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.06K- 5.1% |
$40.3K - $50.3K
|
38.3K
$998K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.94K+ 1.36% |
$38.1K - $47.5K
|
145K
$3.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-469- 3.41% |
$9.19K - $11.5K
|
13.3K
$346K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
284+ 2.44% |
$5.57K - $6.94K
|
11.9K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-65.8K- 3.63% |
$1.29M - $1.61M
|
1.75M
$45.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
12K+ 25.71% |
$236K - $294K
|
58.8K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-58.4K- 19.38% |
$1.14M - $1.43M
|
243K
$6.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.82K- 3.09% |
$74.9K - $93.4K
|
120K
$3.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-586- 0.85% |
$11.5K - $14.3K
|
68K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
SELL
|
- |
-1.16K- 0.97% |
$22.8K - $28.4K
|
119K
$3.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
283+ 0.34% |
$5.55K - $6.92K
|
83.6K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-149- 0.03% |
$2.92K - $3.64K
|
541K
$14.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
821+ 8.34% |
$16.1K - $20.1K
|
10.7K
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
198New |
$3.88K - $4.84K
|
198
$5.16K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.82K+ 2.1% |
$114K - $142K
|
282K
$7.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.78K- 0.29% |
$74.1K - $92.4K
|
1.32M
$34.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.46K+ 1.0% |
$28.6K - $35.6K
|
148K
$3.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-387- 0.4% |
$7.59K - $9.46K
|
96.1K
$2.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3K- 6.35% |
$58.8K - $73.3K
|
44.2K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-146K- 82.92% |
$2.87M - $3.58M
|
30.1K
$785K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.37K- 3.36% |
$46.4K - $57.8K
|
68K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-376- 0.63% |
$7.37K - $9.19K
|
59.3K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
29+ 0.21% |
$568 - $709
|
13.6K
$353K
|