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 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
49.9K+ 7.78% |
$977K - $1.22M
|
691K
$16.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 10.69% |
$93.2K - $116K
|
39.7K
$973K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.45K+ 14.05% |
$48K - $59.9K
|
19.9K
$487K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 18.84% |
$19.9K - $24.8K
|
4.37K
$107K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.76K- 4.0% |
$34.6K - $43.1K
|
42.3K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.81K- 2.63% |
$134K - $167K
|
252K
$6.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
5.34K+ 39.66% |
$105K - $131K
|
18.8K
$461K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.06K- 32.19% |
$99.2K - $124K
|
10.7K
$261K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.17K- 1.54% |
$23K - $28.6K
|
75.1K
$1.84M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
26+ 0.26% |
$510 - $635
|
10K
$245K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.67K- 30.3% |
$111K - $139K
|
13.1K
$320K
|
|
| Q1 2025 | |||||||
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
51.3K+ 65.22% |
$1.12M - $1.25M
|
130K
$3.18M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
17.4KNew |
$379K - $423K
|
17.4K
$427K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9.62K+ 30.25% |
$209K - $233K
|
41.4K
$1.01M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-1.35K- 2.8% |
$29.3K - $32.8K
|
46.9K
$1.15M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-20.6KClosed |
$448K - $500K
|
0
$0
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
9.23K+ 3.78% |
$201K - $224K
|
253K
$6.2M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5.47KNew |
$119K - $133K
|
5.47K
$134K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.89K+ 3.44% |
$41.1K - $45.9K
|
56.9K
$1.39M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
87New |
$1.89K - $2.11K
|
87
$2.13K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-829- 7.49% |
$18K - $20.1K
|
10.2K
$251K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
639K+ 88.1% |
$13.9M - $15.5M
|
1.37M
$33.4M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-5.87K- 1.89% |
$128K - $143K
|
305K
$7.47M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-214- 2.15% |
$4.65K - $5.2K
|
9.72K
$238K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.6K- 2.49% |
$426K - $475K
|
768K
$18.8M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
12K+ 3222.31% |
$261K - $291K
|
12.4K
$303K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.16M- 11.2% |
$25.2M - $28.1M
|
9.18M
$225M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86.4K- 18.25% |
$1.88M - $2.1M
|
387K
$9.48M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-450- 0.16% |
$9.79K - $10.9K
|
285K
$6.99M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.8K+ 2.44% |
$39.2K - $43.8K
|
75.8K
$1.86M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
77.5KNew |
$1.69M - $1.88M
|
77.5K
$1.9M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9.89K+ 0.88% |
$215K - $240K
|
1.13M
$27.8M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.35MNew |
$29.3M - $32.7M
|
1.35M
$33M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.37M+ 10083.67% |
$29.8M - $33.3M
|
1.38M
$33.9M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-74.5K- 37.85% |
$1.62M - $1.81M
|
122K
$3M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 11.08% |
$134K - $149K
|
49.3K
$1.21M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
10.2KNew |
$223K - $249K
|
10.2K
$251K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
274New |
$5.96K - $6.65K
|
274
$6.71K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
21New |
$457 - $510
|
21
$515
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.86K- 10.02% |
$62.1K - $69.3K
|
25.6K
$628K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.19K+ 2.66% |
$25.8K - $28.8K
|
45.8K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.5K- 3.59% |
$380K - $424K
|
469K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
546+ 0.74% |
$11.9K - $13.3K
|
73.9K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-7.6K- 29.88% |
$165K - $184K
|
17.8K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.44K- 16.33% |
$31.3K - $34.9K
|
7.37K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 17.8% |
$242K - $270K
|
51.3K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.27K+ 13.12% |
$71.2K - $79.5K
|
28.2K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
52.3K+ 2.25% |
$1.14M - $1.27M
|
2.38M
$58.4M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
22New |
$479 - $534
|
22
$539
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
65.7KNew |
$1.43M - $1.59M
|
65.7K
$1.61M
|
|