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 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.3K+ 8.71% |
$25.4K - $31.6K
|
16.2K
$421K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
90.9K+ 10.43% |
$1.78M - $2.22M
|
962K
$25.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.11K- 0.37% |
$61K - $76.1K
|
834K
$21.7M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
112K+ 278.44% |
$2.2M - $2.74M
|
152K
$3.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-12.6K- 25.26% |
$248K - $309K
|
37.4K
$974K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-216- 1.52% |
$4.23K - $5.28K
|
14K
$364K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.19K- 3.51% |
$23.3K - $29.1K
|
32.7K
$852K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.46K+ 40.95% |
$48.2K - $60K
|
8.46K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47.6K- 2.32% |
$932K - $1.16M
|
2M
$52.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
732+ 1.64% |
$14.3K - $17.9K
|
45.3K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-108K- 81.72% |
$2.12M - $2.64M
|
24.2K
$630K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.42KNew |
$165K - $206K
|
8.42K
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.84K- 17.18% |
$36K - $44.9K
|
8.86K
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
64+ 0.25% |
$1.25K - $1.56K
|
25.6K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
69.7K+ 32.41% |
$1.37M - $1.7M
|
285K
$7.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-433- 4.02% |
$8.49K - $10.6K
|
10.4K
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-502- 2.3% |
$9.84K - $12.3K
|
21.4K
$557K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-354K- 95.2% |
$6.93M - $8.65M
|
17.8K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-20.4K- 4.35% |
$400K - $499K
|
449K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-241K- 3.96% |
$4.72M - $5.89M
|
5.84M
$152M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
338+ 0.45% |
$6.62K - $8.26K
|
76.2K
$1.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-382- 51.69% |
$7.49K - $9.34K
|
357
$9.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-15.8K- 6.22% |
$309K - $385K
|
237K
$6.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
15.5KNew |
$304K - $379K
|
15.5K
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
361K+ 91.47% |
$7.08M - $8.83M
|
756K
$19.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-17- 0.02% |
$333 - $415
|
77.8K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
7+ 0.07% |
$137 - $171
|
10.6K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-681- 0.31% |
$13.3K - $16.6K
|
219K
$5.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.36K- 41.09% |
$164K - $204K
|
12K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
277+ 1.9% |
$5.43K - $6.77K
|
14.9K
$388K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
12+ 0.07% |
$235 - $293
|
16.9K
$441K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-61.3K- 36.55% |
$1.2M - $1.5M
|
106K
$2.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
8.88KNew |
$174K - $217K
|
8.88K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.24K- 12.07% |
$24.2K - $30.2K
|
9K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
7.81K+ 12.24% |
$153K - $191K
|
71.6K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
17.8KNew |
$348K - $434K
|
17.8K
$463K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.83K- 23.07% |
$94.7K - $118K
|
16.1K
$420K
|
|
|
Aug 08, 2025
Q2 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-66.6K- 9.21% |
$1.31M - $1.63M
|
656K
$17.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.74K+ 1.58% |
$34K - $42.5K
|
112K
$2.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.15K- 3.02% |
$140K - $175K
|
229K
$5.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-658- 3.83% |
$12.9K - $16.1K
|
16.5K
$431K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.79K+ 49.3% |
$93.9K - $117K
|
14.5K
$378K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.47K+ 9.15% |
$28.9K - $36K
|
17.6K
$458K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-48.3K- 4.27% |
$947K - $1.18M
|
1.08M
$28.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
335+ 0.07% |
$6.57K - $8.19K
|
507K
$13.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-13K- 43.96% |
$255K - $318K
|
16.6K
$432K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
66+ 0.55% |
$1.29K - $1.61K
|
12.1K
$314K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8+ 0.06% |
$157 - $196
|
14K
$364K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
226K+ 8.58% |
$4.42M - $5.51M
|
2.86M
$74.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.31K- 6.15% |
$143K - $179K
|
112K
$2.91M
|