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 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
83+ 0.15% |
$1.63K - $2.03K
|
54.1K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.21K- 0.92% |
$43.3K - $53.9K
|
237K
$6.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
25K+ 1.72% |
$490K - $611K
|
1.48M
$38.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.9K- 2.4% |
$37.2K - $46.4K
|
77.1K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.39KNew |
$184K - $229K
|
9.39K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.25K- 4.02% |
$142K - $177K
|
173K
$4.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
43+ 0.29% |
$843 - $1.05K
|
14.8K
$385K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
48.7KNew |
$954K - $1.19M
|
48.7K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-395- 1.02% |
$7.74K - $9.65K
|
38.2K
$994K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.8K- 7.48% |
$35.3K - $44K
|
22.3K
$580K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.97K- 9.78% |
$38.5K - $48K
|
18.1K
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.95K+ 1.54% |
$195K - $243K
|
655K
$17M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
49.6KNew |
$972K - $1.21M
|
49.6K
$1.29M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-795- 0.84% |
$15.6K - $19.4K
|
94.1K
$2.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
66.6K+ 22.79% |
$1.31M - $1.63M
|
359K
$9.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
287K+ 1171.9% |
$5.62M - $7.01M
|
311K
$8.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
42.5K+ 246.25% |
$834K - $1.04M
|
59.8K
$1.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55KNew |
$30.3K - $37.8K
|
1.55K
$40.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
15.6KNew |
$306K - $382K
|
15.6K
$407K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
13.1K+ 8.49% |
$258K - $321K
|
168K
$4.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
12.7KNew |
$249K - $310K
|
12.7K
$331K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-12.8K- 29.38% |
$251K - $313K
|
30.8K
$802K
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
8.89KNew |
$174K - $217K
|
8.89K
$232K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-530- 0.07% |
$10.4K - $13K
|
725K
$18.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
833+ 0.19% |
$16.3K - $20.4K
|
431K
$11.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
175+ 1.41% |
$3.43K - $4.28K
|
12.5K
$327K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-633K- 19.68% |
$12.4M - $15.5M
|
2.58M
$67.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 21.96% |
$52.1K - $64.9K
|
14.8K
$384K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.18K+ 0.56% |
$101K - $127K
|
931K
$24.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-109- 1.03% |
$2.14K - $2.66K
|
10.4K
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.5K- 9.83% |
$29.4K - $36.7K
|
13.8K
$358K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
4.3KNew |
$84.3K - $105K
|
4.3K
$112K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.32% |
$78.4 - $97.8
|
1.27K
$33.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-966- 2.23% |
$18.9K - $23.6K
|
42.4K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-560- 1.02% |
$11K - $13.7K
|
54.2K
$1.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
49.9K+ 7.78% |
$977K - $1.22M
|
691K
$18M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 10.69% |
$93.2K - $116K
|
39.7K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.45K+ 14.05% |
$48K - $59.9K
|
19.9K
$518K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 18.84% |
$19.9K - $24.8K
|
4.37K
$114K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.76K- 4.0% |
$34.6K - $43.1K
|
42.3K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.81K- 2.63% |
$134K - $167K
|
252K
$6.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
5.34K+ 39.66% |
$105K - $131K
|
18.8K
$490K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.06K- 32.19% |
$99.2K - $124K
|
10.7K
$278K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.17K- 1.54% |
$23K - $28.6K
|
75.1K
$1.96M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
26+ 0.26% |
$510 - $635
|
10K
$261K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.67K- 30.3% |
$111K - $139K
|
13.1K
$340K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-313- 0.59% |
$6.81K - $7.6K
|
52.9K
$1.38M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.32KNew |
$116K - $129K
|
5.32K
$139K
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
17+ 0.03% |
$370 - $413
|
66.1K
$1.72M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-602- 2.77% |
$13.1K - $14.6K
|
21.1K
$550K
|
|