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 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.5KNew |
$206K - $257K
|
10.5K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.62K+ 2.81% |
$51.3K - $63.9K
|
95.7K
$2.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9K+ 0.35% |
$176K - $220K
|
2.56M
$66.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-635- 0.41% |
$12.4K - $15.5K
|
154K
$4M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
320+ 2.08% |
$6.27K - $7.82K
|
15.7K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
541+ 0.29% |
$10.6K - $13.2K
|
187K
$4.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.15K+ 5.82% |
$22.5K - $28.1K
|
20.9K
$544K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
496+ 4.0% |
$9.72K - $12.1K
|
12.9K
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-6.15K- 2.33% |
$121K - $150K
|
258K
$6.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-9.35K- 4.8% |
$183K - $228K
|
185K
$4.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
80.3K+ 14.23% |
$1.57M - $1.96M
|
645K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-80.3K- 30.8% |
$1.57M - $1.96M
|
180K
$4.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-220- 2.4% |
$4.31K - $5.38K
|
8.95K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
13K+ 14.19% |
$255K - $318K
|
105K
$2.73M
|
|
|
Aug 12, 2025
Q2 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
123+ 0.29% |
$2.41K - $3.01K
|
43.2K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
49.4K+ 161.46% |
$968K - $1.21M
|
80K
$2.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-25.3K- 1.73% |
$496K - $619K
|
1.43M
$37.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
40KNew |
$784K - $978K
|
40K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-213- 1.38% |
$4.17K - $5.21K
|
15.2K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
22.2K+ 28.65% |
$435K - $542K
|
99.7K
$2.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-567K- 25.9% |
$11.1M - $13.9M
|
1.62M
$42.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-21.1K- 19.42% |
$414K - $516K
|
87.6K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.2K+ 3.75% |
$102K - $127K
|
144K
$3.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-38.6K- 6.31% |
$756K - $943K
|
573K
$14.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
357KNew |
$7.01M - $8.74M
|
357K
$9.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-28K- 21.77% |
$549K - $684K
|
101K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
71.8K+ 53.72% |
$1.41M - $1.76M
|
206K
$5.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.51K+ 1.27% |
$29.7K - $37K
|
121K
$3.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.5% |
$39.2 - $48.9
|
405
$10.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
96.9K+ 3.94% |
$1.9M - $2.37M
|
2.55M
$66.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.02% |
$137 - $171
|
43.3K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
129K+ 247.56% |
$2.52M - $3.14M
|
180K
$4.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-10.1K- 30.13% |
$197K - $246K
|
23.4K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
14.1K+ 6.99% |
$276K - $345K
|
216K
$5.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-271- 25.35% |
$5.31K - $6.62K
|
798
$20.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
26.5K+ 5.36% |
$519K - $648K
|
521K
$13.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-54.5K- 12.92% |
$1.07M - $1.33M
|
367K
$9.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.57K- 8.08% |
$50.5K - $62.9K
|
29.3K
$763K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
8.22K+ 30.8% |
$161K - $201K
|
34.9K
$910K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
277K+ 1.97% |
$5.42M - $6.76M
|
14.3M
$372M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
47.4K+ 125.82% |
$928K - $1.16M
|
85K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
9.17KNew |
$180K - $224K
|
9.17K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-823K- 52.27% |
$16.1M - $20.1M
|
751K
$19.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$58.8 - $73.3
|
1.39K
$36.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-127- 0.96% |
$2.49K - $3.1K
|
13.2K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-5.68K- 2.71% |
$111K - $139K
|
204K
$5.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.45K- 3.63% |
$67.6K - $84.3K
|
91.6K
$2.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14+ 0.13% |
$274 - $342
|
10.7K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-534- 3.0% |
$10.5K - $13.1K
|
17.3K
$451K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
58KNew |
$1.14M - $1.42M
|
58K
$1.51M
|