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 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
31.7KNew |
$621K - $774K
|
31.7K
$825K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1+ 0.01% |
$19.6 - $24.4
|
16.9K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.2K+ 8.93% |
$337K - $420K
|
210K
$5.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
53.8K+ 12.78% |
$1.05M - $1.31M
|
475K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
22.9KNew |
$448K - $559K
|
22.9K
$596K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
881K+ 64.51% |
$17.3M - $21.5M
|
2.25M
$58.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
170New |
$3.33K - $4.15K
|
170
$4.43K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13.7K- 34.31% |
$269K - $335K
|
26.3K
$684K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
26.7KNew |
$523K - $652K
|
26.7K
$695K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-13K- 21.61% |
$254K - $317K
|
47K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.61K- 2.23% |
$51.1K - $63.8K
|
114K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48.7K+ 0.26% |
$955K - $1.19M
|
18.7M
$488M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-4K- 11.51% |
$78.4K - $97.8K
|
30.8K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-350K- 22.42% |
$6.85M - $8.55M
|
1.21M
$31.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 10.61% |
$37.1K - $46.3K
|
19.8K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
52.3K+ 0.87% |
$1.03M - $1.28M
|
6.04M
$157M
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
46+ 0.27% |
$902 - $1.12K
|
17.4K
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.29KNew |
$25.2K - $31.5K
|
1.29K
$33.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-617- 3.98% |
$12.1K - $15.1K
|
14.9K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-811- 3.01% |
$15.9K - $19.8K
|
26.2K
$682K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 4.79% |
$27.4K - $34.2K
|
27.8K
$724K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
392+ 0.03% |
$7.68K - $9.58K
|
1.36M
$35.5M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
25.9KNew |
$507K - $633K
|
25.9K
$674K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.44K- 24.6% |
$67.4K - $84.1K
|
10.5K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
60.4K+ 6.3% |
$1.18M - $1.48M
|
1.02M
$26.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.15K+ 12.2% |
$120K - $150K
|
56.5K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1KNew |
$19.6K - $24.4K
|
1K
$26.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
343New |
$6.72K - $8.38K
|
343
$8.94K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
10.5KNew |
$207K - $258K
|
10.5K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
40KNew |
$784K - $978K
|
40K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.13K- 4.88% |
$61.3K - $76.5K
|
61K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
90.7K+ 3.71% |
$1.78M - $2.22M
|
2.53M
$66M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-174K- 86.42% |
$3.42M - $4.26M
|
27.4K
$713K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.05K+ 25.13% |
$138K - $172K
|
35.1K
$914K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100KNew |
$1.96M - $2.45M
|
100K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
320K+ 49.21% |
$6.27M - $7.82M
|
970K
$25.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.27K+ 0.29% |
$24.9K - $31K
|
435K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
281K+ 249.76% |
$5.5M - $6.86M
|
393K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-68.6K- 2.2% |
$1.34M - $1.68M
|
3.05M
$79.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
64+ 0.01% |
$1.25K - $1.56K
|
465K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
SELL
|
- |
-798K- 19.76% |
$15.6M - $19.5M
|
3.24M
$84.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.73K+ 4.95% |
$92.8K - $116K
|
100K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-5.14K- 33.48% |
$101K - $126K
|
10.2K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-290- 0.59% |
$5.68K - $7.09K
|
49K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.78K- 2.19% |
$34.8K - $43.4K
|
79.3K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-43.7K- 4.04% |
$856K - $1.07M
|
1.04M
$27M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3- 0.01% |
$58.8 - $73.3
|
36.1K
$940K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-603- 3.38% |
$11.8K - $14.7K
|
17.3K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.38K- 98.5% |
$27K - $33.7K
|
21
$547
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1K- 7.97% |
$19.6K - $24.4K
|
11.5K
$301K
|