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
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
18.4K+ 3.49% |
$360K - $449K
|
546K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.3K+ 7.02% |
$25.5K - $31.8K
|
19.8K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-81- 0.04% |
$1.59K - $1.98K
|
194K
$5.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-24.2K- 59.86% |
$474K - $591K
|
16.2K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.7K+ 8.21% |
$230K - $287K
|
155K
$4.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.8K+ 1.51% |
$54.9K - $68.4K
|
188K
$4.89M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
120K+ 87.12% |
$2.35M - $2.93M
|
258K
$6.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-814- 1.78% |
$16K - $19.9K
|
45K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
26+ 0.04% |
$510 - $635
|
63.6K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-309- 0.51% |
$6.06K - $7.55K
|
60.3K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
154K+ 2.49% |
$3.02M - $3.76M
|
6.34M
$165M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-29.1K- 13.51% |
$570K - $711K
|
186K
$4.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.6K- 17.74% |
$228K - $284K
|
53.8K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-9.01K- 2.33% |
$177K - $220K
|
378K
$9.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 1.22% |
$210K - $262K
|
891K
$23.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
5.67K+ 1.28% |
$111K - $138K
|
448K
$11.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
12KNew |
$236K - $294K
|
12K
$314K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
657+ 3.46% |
$12.9K - $16.1K
|
19.6K
$512K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
939K+ 11.53% |
$18.4M - $22.9M
|
9.08M
$237M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
130K+ 506.79% |
$2.55M - $3.17M
|
156K
$4.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
13.8KNew |
$271K - $338K
|
13.8K
$360K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-9.78K- 1.97% |
$192K - $239K
|
488K
$12.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
721+ 5.9% |
$14.1K - $17.6K
|
13K
$337K
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.76K- 8.56% |
$34.6K - $43.1K
|
18.8K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-495- 1.81% |
$9.7K - $12.1K
|
26.9K
$700K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-4.85K- 82.33% |
$95.1K - $119K
|
1.04K
$27.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-30.8K- 4.01% |
$603K - $752K
|
738K
$19.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.83K- 1.26% |
$193K - $240K
|
768K
$20M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-40.7K- 12.95% |
$797K - $994K
|
274K
$7.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
52K+ 4.51% |
$1.02M - $1.27M
|
1.2M
$31.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
106K+ 45.97% |
$2.08M - $2.59M
|
336K
$8.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-428- 0.9% |
$8.39K - $10.5K
|
47K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
16.7KNew |
$327K - $408K
|
16.7K
$435K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
109K+ 26.8% |
$2.14M - $2.67M
|
516K
$13.5M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.18KNew |
$180K - $224K
|
9.18K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-215- 0.26% |
$4.21K - $5.25K
|
81.7K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-408- 18.78% |
$8K - $9.97K
|
1.76K
$46K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-19.9K- 20.99% |
$389K - $485K
|
74.7K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.48K- 23.55% |
$127K - $158K
|
21K
$548K
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.36K+ 4.04% |
$26.7K - $33.3K
|
35.1K
$915K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 3.2% |
$4.29M - $5.34M
|
7.04M
$183M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.79K- 3.95% |
$54.7K - $68.2K
|
67.8K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
131K+ 69.8% |
$2.57M - $3.21M
|
319K
$8.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.36% |
$19.6 - $24.4
|
279
$7.27K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.21K+ 8.8% |
$43.3K - $54K
|
27.3K
$712K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.87K- 3.99% |
$56.3K - $70.1K
|
69.1K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.5K- 7.0% |
$264K - $329K
|
179K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
465K+ 2373.3% |
$9.12M - $11.4M
|
485K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
800+ 4.51% |
$15.7K - $19.6K
|
18.5K
$483K
|