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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-344- 0.1% |
$8.41K - $9.12K
|
328K
$8.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.23K+ 2.07% |
$30.1K - $32.6K
|
60.6K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.67K- 1.39% |
$114K - $124K
|
332K
$8.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-260- 2.94% |
$6.36K - $6.89K
|
8.6K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
7.65KNew |
$187K - $203K
|
7.65K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.01% |
$73.4 - $79.5
|
47.2K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 16.69% |
$28.8M - $31.2M
|
8.22M
$218M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.03K- 22.44% |
$221K - $239K
|
31.2K
$828K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.51K+ 23.95% |
$159K - $173K
|
33.7K
$894K
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1K+ 5.39% |
$24.5K - $26.5K
|
19.5K
$519K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.26K+ 0.1% |
$30.7K - $33.3K
|
1.23M
$32.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-152K- 4.99% |
$3.72M - $4.03M
|
2.9M
$76.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
42+ 0.24% |
$1.03K - $1.11K
|
17.4K
$462K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
103K+ 36.12% |
$2.52M - $2.73M
|
388K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-532- 0.82% |
$13K - $14.1K
|
64.5K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
175KNew |
$4.29M - $4.65M
|
175K
$4.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.95K- 13.77% |
$47.6K - $51.5K
|
12.2K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-5.38K- 1.42% |
$132K - $143K
|
373K
$9.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-297K- 3.27% |
$7.27M - $7.87M
|
8.78M
$233M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
63.6K+ 2.55% |
$1.56M - $1.69M
|
2.56M
$67.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
53+ 0.08% |
$1.3K - $1.4K
|
70K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
125+ 0.16% |
$3.06K - $3.31K
|
76.3K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-44- 0.34% |
$1.08K - $1.17K
|
12.8K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-9.58K- 12.08% |
$234K - $254K
|
69.7K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
41+ 0.16% |
$1K - $1.09K
|
25.8K
$685K
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-65- 0.08% |
$1.59K - $1.72K
|
77.7K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-9.31K- 1.09% |
$228K - $247K
|
844K
$22.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.87KNew |
$193K - $209K
|
7.87K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.26K- 3.04% |
$30.9K - $33.5K
|
40.2K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1- -0.0% |
$24.5 - $26.5
|
40.1K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
19.1K+ 12.77% |
$466K - $505K
|
168K
$4.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
7.87KNew |
$193K - $209K
|
7.87K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.7K+ 0.69% |
$433K - $469K
|
2.57M
$68.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-27.1K- 49.27% |
$663K - $718K
|
27.9K
$741K
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-1.37K- 3.52% |
$33.4K - $36.2K
|
37.4K
$992K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
4+ 0.01% |
$97.8 - $106
|
41.7K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-600- 1.07% |
$14.7K - $15.9K
|
55.5K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
10.9KNew |
$265K - $288K
|
10.9K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.5K- 0.88% |
$208K - $225K
|
955K
$25.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14K+ 4.89% |
$342K - $371K
|
300K
$7.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
892+ 4.5% |
$21.8K - $23.6K
|
20.7K
$550K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
345KNew |
$8.44M - $9.14M
|
345K
$9.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.3K+ 2.8% |
$251K - $272K
|
378K
$10M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
64+ 0.7% |
$1.57K - $1.7K
|
9.23K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-21.2K- 2.68% |
$518K - $561K
|
769K
$20.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-23.5K- 9.33% |
$575K - $623K
|
228K
$6.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
370+ 0.32% |
$9.05K - $9.81K
|
117K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
876+ 1.51% |
$21.4K - $23.2K
|
58.8K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.17K+ 19.58% |
$77.6K - $84.1K
|
19.4K
$514K
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
3.58K+ 6.74% |
$87.5K - $94.8K
|
56.6K
$1.5M
|
|