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 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
122KNew |
$2.4M - $2.99M
|
122K
$3.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
124K+ 12.75% |
$2.42M - $3.02M
|
1.09M
$28.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.61K+ 3.71% |
$110K - $137K
|
157K
$4.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
595K+ 230.94% |
$11.7M - $14.6M
|
853K
$22.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-335- 0.25% |
$6.57K - $8.19K
|
135K
$3.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-29.8K- 34.13% |
$585K - $729K
|
57.6K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-203- 1.45% |
$3.98K - $4.96K
|
13.8K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.2K- 6.97% |
$278K - $346K
|
189K
$4.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-400- 2.42% |
$7.84K - $9.78K
|
16.1K
$420K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
233K+ 33.36% |
$4.57M - $5.69M
|
931K
$24.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73.2K+ 13.59% |
$1.44M - $1.79M
|
612K
$15.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.08M- 1.31% |
$21.2M - $26.5M
|
81.6M
$2.13B
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-20.6K- 3.88% |
$404K - $503K
|
511K
$13.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.8K+ 6.14% |
$114K - $142K
|
100K
$2.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
7.63K+ 30.44% |
$150K - $186K
|
32.7K
$851K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.43K+ 11.56% |
$106K - $133K
|
52.4K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28.5K+ 3.95% |
$559K - $697K
|
751K
$19.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
2.49K+ 5.94% |
$48.8K - $60.9K
|
44.4K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
223+ 9.13% |
$4.37K - $5.45K
|
2.67K
$69.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
264+ 0.22% |
$5.17K - $6.45K
|
122K
$3.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-71.6K- 7.17% |
$1.4M - $1.75M
|
928K
$24.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.09K+ 1.39% |
$21.3K - $26.6K
|
79.5K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.8K+ 16.08% |
$54.9K - $68.4K
|
20.2K
$526K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-3.72K- 0.56% |
$72.9K - $90.9K
|
663K
$17.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.37K+ 0.14% |
$26.8K - $33.4K
|
958K
$24.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 26.45% |
$63.2K - $78.7K
|
8.96K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
136KNew |
$2.67M - $3.32M
|
136K
$3.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
BUY
|
- |
250+ 0.89% |
$4.9K - $6.11K
|
28.4K
$741K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
898+ 2.34% |
$17.6K - $21.9K
|
39.3K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
96+ 0.07% |
$1.88K - $2.35K
|
135K
$3.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.37K- 1.46% |
$26.9K - $33.5K
|
92.7K
$2.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.43K+ 4.21% |
$67.2K - $83.8K
|
84.8K
$2.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
30+ 0.22% |
$588 - $733
|
13.8K
$360K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-987- 9.08% |
$19.3K - $24.1K
|
9.88K
$257K
|
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
162+ 1.73% |
$3.18K - $3.96K
|
9.51K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-286K- 17.98% |
$5.61M - $6.99M
|
1.31M
$34M
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2.61K- 0.83% |
$51.2K - $63.9K
|
313K
$8.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
737+ 5.34% |
$14.4K - $18K
|
14.5K
$379K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
74.1K+ 3.36% |
$1.45M - $1.81M
|
2.28M
$59.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
498K+ 1017.44% |
$9.77M - $12.2M
|
547K
$14.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
14+ 0.11% |
$274 - $342
|
13.1K
$341K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.34KNew |
$163K - $204K
|
8.34K
$217K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-612K- 7.69% |
$12M - $15M
|
7.34M
$191M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
1.16K+ 8.52% |
$22.8K - $28.4K
|
14.8K
$385K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.32K- 1.0% |
$25.9K - $32.3K
|
131K
$3.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
64+ 0.4% |
$1.25K - $1.56K
|
15.9K
$413K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
308+ 1.52% |
$6.04K - $7.53K
|
20.5K
$535K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
62+ 0.24% |
$1.22K - $1.52K
|
26.4K
$687K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-27- 0.08% |
$529 - $660
|
33.6K
$876K
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-37K- 12.17% |
$725K - $905K
|
267K
$6.96M
|