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
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.14KNew |
$42K - $52.3K
|
2.14K
$55.8K
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
129K+ 15.74% |
$2.53M - $3.15M
|
948K
$24.7M
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
83.8K+ 9.83% |
$1.64M - $2.05M
|
935K
$24.4M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45K+ 272.43% |
$882K - $1.1M
|
61.5K
$1.6M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-4.1K- 19.9% |
$80.4K - $100K
|
16.5K
$430K
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-93- 0.42% |
$1.82K - $2.27K
|
21.8K
$569K
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-80.5K- 6.23% |
$1.58M - $1.97M
|
1.21M
$31.6M
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
757K+ 1249.23% |
$14.8M - $18.5M
|
817K
$21.3M
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
28.8K+ 3.43% |
$565K - $705K
|
868K
$22.6M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
532KNew |
$10.4M - $13M
|
532K
$13.9M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.07K- 25.75% |
$20.9K - $26K
|
3.07K
$80K
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-4.08K- 10.23% |
$80K - $99.7K
|
35.8K
$932K
|
|
Aug 14, 2025
Q2 2025
|
Raine Group LLC
New York, NY |
BUY
|
- |
676+ 0.19% |
$13.2K - $16.5K
|
363K
$9.47M
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-23.5K- 31.57% |
$461K - $575K
|
51K
$1.33M
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.6K+ 22.19% |
$149K - $186K
|
41.8K
$1.09M
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
11.2KNew |
$219K - $274K
|
11.2K
$292K
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
68+ 0.37% |
$1.33K - $1.66K
|
18.3K
$476K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
34.6K+ 139.55% |
$678K - $845K
|
59.3K
$1.55M
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-14- 0.08% |
$274 - $342
|
18.1K
$472K
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
32.5KNew |
$638K - $795K
|
32.5K
$848K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29.8K+ 23.88% |
$584K - $729K
|
155K
$4.03M
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.9KNew |
$214K - $267K
|
10.9K
$285K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-180K- 7.9% |
$3.53M - $4.4M
|
2.1M
$54.6M
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2K+ 29.59% |
$39.2K - $48.9K
|
8.76K
$228K
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-223K- 99.99% |
$4.38M - $5.46M
|
24
$625
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.9K+ 11.6% |
$391K - $487K
|
192K
$5M
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.3K- 18.06% |
$45.2K - $56.3K
|
10.5K
$272K
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
292KNew |
$5.72M - $7.13M
|
292K
$7.6M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
395K+ 2.22% |
$7.74M - $9.65M
|
18.2M
$474M
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1.78K- 1.52% |
$34.9K - $43.6K
|
115K
$3M
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.03K+ 16.47% |
$98.5K - $123K
|
35.6K
$926K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-9.84K- 16.44% |
$193K - $241K
|
50K
$1.3M
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15.5K+ 33.32% |
$304K - $379K
|
62.1K
$1.62M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.34M+ 13.65% |
$65.5M - $81.7M
|
27.8M
$725M
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.68K+ 4.2% |
$72.1K - $90K
|
91.4K
$2.38M
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
39+ 0.37% |
$764 - $953
|
10.6K
$277K
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
154K+ 83.29% |
$3.02M - $3.77M
|
339K
$8.83M
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-796- 0.92% |
$15.6K - $19.5K
|
86K
$2.24M
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.56KNew |
$30.6K - $38.1K
|
1.56K
$40.6K
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
373KNew |
$7.32M - $9.13M
|
373K
$9.73M
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$19.6 - $24.4
|
9.47K
$247K
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
979+ 3.47% |
$19.2K - $23.9K
|
29.2K
$761K
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
28KNew |
$549K - $685K
|
28K
$730K
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34+ 0.29% |
$666 - $831
|
11.6K
$302K
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
2.37K+ 0.52% |
$46.4K - $57.9K
|
456K
$11.9M
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-435- 3.36% |
$8.53K - $10.6K
|
12.5K
$326K
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.63K+ 2.09% |
$110K - $137K
|
275K
$7.17M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.69K+ 7.85% |
$72.3K - $90.1K
|
50.7K
$1.32M
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.59K+ 0.29% |
$168K - $210K
|
2.95M
$76.8M
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
46+ 0.3% |
$902 - $1.12K
|
15.6K
$405K
|