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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.24K- 7.79% |
$122K - $153K
|
73.9K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
20.8K+ 9.14% |
$407K - $507K
|
248K
$6.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
45.7K+ 3.71% |
$896K - $1.12M
|
1.28M
$33.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-159K- 4.14% |
$3.11M - $3.88M
|
3.68M
$95.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.04K- 1.11% |
$20.4K - $25.5K
|
93K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
58.6K+ 6.48% |
$1.15M - $1.43M
|
964K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-67- 0.91% |
$1.31K - $1.64K
|
7.3K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
94.3K+ 3.13% |
$1.85M - $2.3M
|
3.11M
$80.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
205K+ 662.01% |
$4.01M - $5.01M
|
236K
$6.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.5K- 1.12% |
$736K - $917K
|
3.33M
$86.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
384K+ 747.83% |
$7.52M - $9.37M
|
435K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.06K- 3.66% |
$119K - $148K
|
160K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.26K- 1.81% |
$24.6K - $30.7K
|
68.2K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.6KNew |
$1.91M - $2.39M
|
97.6K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
18.8K+ 56.97% |
$368K - $459K
|
51.8K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-254K- 17.17% |
$4.98M - $6.2M
|
1.22M
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.73KNew |
$171K - $213K
|
8.73K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
146+ 0.29% |
$2.86K - $3.57K
|
49.8K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-12.1K- 28.22% |
$237K - $296K
|
30.8K
$802K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
37.6K+ 6.62% |
$738K - $920K
|
607K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
565K+ 53.8% |
$11.1M - $13.8M
|
1.62M
$42.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
440K+ 6.04% |
$8.62M - $10.8M
|
7.72M
$201M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.7K+ 49.26% |
$170K - $213K
|
26.4K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-7.56K- 44.91% |
$148K - $185K
|
9.27K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
11.3K+ 1.78% |
$221K - $275K
|
643K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-132- 0.17% |
$2.59K - $3.23K
|
77.8K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-152K- 13.43% |
$2.99M - $3.72M
|
982K
$25.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-346- 1.94% |
$6.78K - $8.46K
|
17.5K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
41.2K+ 22.61% |
$808K - $1.01M
|
224K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
139KNew |
$2.73M - $3.4M
|
139K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
36.3K+ 11.83% |
$711K - $887K
|
343K
$8.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.85M+ 976.06% |
$55.9M - $69.7M
|
3.14M
$81.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.52M+ 41.77% |
$108M - $135M
|
18.7M
$488M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-275K- 2.35% |
$5.39M - $6.72M
|
11.4M
$298M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-88- 0.33% |
$1.72K - $2.15K
|
26.6K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8.1K- 6.39% |
$159K - $198K
|
119K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
402+ 3.32% |
$7.88K - $9.82K
|
12.5K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
167KNew |
$3.28M - $4.09M
|
167K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.01K+ 231.03% |
$78.5K - $97.9K
|
5.74K
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.81KNew |
$192K - $240K
|
9.81K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
63.3K+ 12.97% |
$1.24M - $1.55M
|
552K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.17K+ 2.52% |
$22.9K - $28.6K
|
47.5K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
44K+ 431.46% |
$863K - $1.08M
|
54.2K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
9+ 0.01% |
$176 - $220
|
61.7K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
269K+ 16.6% |
$5.27M - $6.57M
|
1.89M
$49.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.54K- 8.15% |
$128K - $160K
|
73.7K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-246K- 2.49% |
$4.81M - $6M
|
9.63M
$251M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-15K- 2.78% |
$294K - $367K
|
525K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.73M+ 5.55% |
$34M - $42.4M
|
33M
$859M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.52KNew |
$167K - $208K
|
8.52K
$222K
|