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 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
873K+ 5.67% |
$17.1M - $21.3M
|
16.3M
$424M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
362+ 3.75% |
$7.1K - $8.85K
|
10K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
52+ 0.16% |
$1.02K - $1.27K
|
33.1K
$862K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
12.7KNew |
$249K - $311K
|
12.7K
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-46.8K- 1.19% |
$917K - $1.14M
|
3.9M
$101M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.31K+ 0.16% |
$25.6K - $31.9K
|
837K
$21.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.84K- 3.01% |
$55.6K - $69.3K
|
91.5K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.6K+ 4.91% |
$226K - $282K
|
247K
$6.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.4K- 4.45% |
$106K - $132K
|
116K
$3.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-125- 0.14% |
$2.45K - $3.06K
|
87.9K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-753- 1.64% |
$14.8K - $18.4K
|
45K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.25K- 0.34% |
$24.5K - $30.6K
|
366K
$9.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-19.1K- 4.71% |
$374K - $467K
|
387K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
$437K - $545K
|
22.3K
$581K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.21K- 15.05% |
$43.4K - $54.1K
|
12.5K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.77K- 0.41% |
$34.8K - $43.4K
|
433K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
173K+ 28.12% |
$3.4M - $4.24M
|
790K
$20.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-156- 5.03% |
$3.06K - $3.81K
|
2.94K
$76.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.76K+ 6.57% |
$34.4K - $42.9K
|
28.5K
$741K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-76.8K- 10.0% |
$1.5M - $1.88M
|
691K
$18M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.24K+ 19.88% |
$43.9K - $54.8K
|
13.5K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
39.6K+ 15.6% |
$776K - $967K
|
293K
$7.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.16K- 1.59% |
$22.6K - $28.2K
|
71.5K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17K+ 98.7% |
$333K - $415K
|
34.2K
$890K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
72+ 83.72% |
$1.41K - $1.76K
|
158
$4.12K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
127K+ 18.96% |
$2.5M - $3.11M
|
799K
$20.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
44.9K+ 13.16% |
$881K - $1.1M
|
386K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
128K+ 5.99% |
$2.5M - $3.12M
|
2.26M
$58.8M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.21K+ 1.97% |
$23.8K - $29.6K
|
62.7K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-743- 3.68% |
$14.6K - $18.2K
|
19.4K
$507K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-118K- 30.32% |
$2.31M - $2.87M
|
270K
$7.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
122K+ 1.33% |
$2.4M - $2.99M
|
9.3M
$242M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
288+ 7.22% |
$5.64K - $7.04K
|
4.28K
$111K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
59+ 0.03% |
$1.16K - $1.44K
|
235K
$6.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
366+ 1.39% |
$7.17K - $8.95K
|
26.7K
$695K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
44+ 0.07% |
$862 - $1.08K
|
67K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-15.6K- 1.18% |
$305K - $381K
|
1.31M
$34.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5.16K- 2.74% |
$101K - $126K
|
183K
$4.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.2K- 54.72% |
$199K - $249K
|
8.42K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-785- 0.86% |
$15.4K - $19.2K
|
90.7K
$2.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-169K- 16.77% |
$3.31M - $4.12M
|
837K
$21.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.8K+ 11.4% |
$368K - $459K
|
184K
$4.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-441K- 34.71% |
$8.65M - $10.8M
|
830K
$21.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
321+ 0.24% |
$6.29K - $7.85K
|
133K
$3.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
146K+ 13.69% |
$2.86M - $3.56M
|
1.21M
$31.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
177+ 0.43% |
$3.47K - $4.33K
|
41.5K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
220+ 1.53% |
$4.31K - $5.38K
|
14.6K
$380K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
33.2K+ 28.05% |
$651K - $811K
|
152K
$3.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.32K+ 3.84% |
$124K - $154K
|
171K
$4.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.7K+ 2.3% |
$346K - $432K
|
785K
$20.5M
|