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 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 1.02% |
$20.7K - $25.8K
|
102K
$2.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.6K- 0.31% |
$70.6K - $88K
|
1.15M
$30M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
86.7K+ 29.28% |
$1.7M - $2.12M
|
383K
$9.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 1.12% |
$228K - $285K
|
1.03M
$26.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.21K+ 20.31% |
$43.4K - $54.1K
|
13.1K
$342K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-17.9K- 4.87% |
$350K - $436K
|
349K
$9.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-41- 0.14% |
$804 - $1K
|
29.1K
$759K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
111K+ 279.02% |
$2.18M - $2.72M
|
151K
$3.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.98K- 0.16% |
$58.4K - $72.8K
|
1.81M
$47.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
63.6KNew |
$1.25M - $1.55M
|
63.6K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-72.8K- 17.86% |
$1.43M - $1.78M
|
335K
$8.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Outfitter Financial LLC
|
BUY
|
- |
4.4K+ 5.22% |
$86.2K - $108K
|
88.7K
$2.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
175K+ 17.1% |
$3.44M - $4.29M
|
1.2M
$31.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
196+ 2.43% |
$3.84K - $4.79K
|
8.25K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
15+ 0.06% |
$294 - $367
|
26.9K
$699K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.37K- 2.09% |
$46.5K - $58K
|
111K
$2.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.6K+ 0.94% |
$325K - $405K
|
1.77M
$46.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-23.6K- 1.49% |
$462K - $576K
|
1.55M
$40.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
374+ 0.32% |
$7.33K - $9.14K
|
118K
$3.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
826New |
$16.2K - $20.2K
|
826
$21.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.28K- 21.77% |
$64.2K - $80.1K
|
11.8K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
51+ 0.31% |
$1K - $1.25K
|
16.7K
$435K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
324+ 3.5% |
$6.35K - $7.92K
|
9.58K
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-285- 1.09% |
$5.59K - $6.97K
|
25.9K
$674K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-36.3K- 1.44% |
$711K - $887K
|
2.48M
$64.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.72K- 1.3% |
$33.7K - $42K
|
130K
$3.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
22.8K+ 7.28% |
$447K - $558K
|
336K
$8.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
453+ 0.55% |
$8.88K - $11.1K
|
82.4K
$2.15M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
4.83K+ 3.38% |
$94.7K - $118K
|
148K
$3.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
86+ 0.06% |
$1.69K - $2.1K
|
142K
$3.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-28.3K- 13.1% |
$555K - $692K
|
188K
$4.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.53KNew |
$167K - $208K
|
8.53K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-1.03K- 1.1% |
$20.1K - $25.1K
|
92.4K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-69.7K- 26.72% |
$1.37M - $1.7M
|
191K
$4.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-4.19K- 1.78% |
$82.1K - $102K
|
231K
$6.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-417- 1.31% |
$8.17K - $10.2K
|
31.3K
$816K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-397K- 85.47% |
$7.77M - $9.69M
|
67.4K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-19.2K- 25.86% |
$376K - $469K
|
55K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10.3K+ 22.41% |
$201K - $251K
|
56.1K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.7KNew |
$210K - $262K
|
10.7K
$279K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.12K- 56.88% |
$21.9K - $27.3K
|
846
$22K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
68+ 0.08% |
$1.33K - $1.66K
|
90.7K
$2.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
414+ 1.29% |
$8.11K - $10.1K
|
32.5K
$848K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.0% |
$19.6 - $24.4
|
40.1K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.15K- 3.59% |
$22.6K - $28.2K
|
31K
$807K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
578New |
$11.3K - $14.1K
|
578
$15.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.97K- 6.2% |
$97.4K - $121K
|
75.2K
$1.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
64.8K+ 8.02% |
$1.27M - $1.58M
|
873K
$22.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
341K+ 167.9% |
$6.69M - $8.34M
|
544K
$14.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.26K+ 1.94% |
$44.3K - $55.2K
|
119K
$3.09M
|