Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHX)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
7.59MNew |
$186M - $201M
|
7.59M
$202M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.43M+ 531.73% |
$59.5M - $64.5M
|
2.89M
$76.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.81M+ 5.49% |
$44.2M - $47.9M
|
34.8M
$923M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.76M+ 3179.23% |
$43M - $46.6M
|
1.82M
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.62M+ 5.81% |
$39.6M - $42.8M
|
29.4M
$781M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.54M+ 996.24% |
$37.7M - $40.9M
|
1.7M
$45M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48M+ 19.16% |
$36.2M - $39.2M
|
9.2M
$244M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.41MNew |
$34.5M - $37.4M
|
1.41M
$37.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.35M+ 102.73% |
$33M - $35.7M
|
2.66M
$70.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.22M+ 128.3% |
$29.7M - $32.2M
|
2.16M
$57.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 16.69% |
$28.8M - $31.2M
|
8.22M
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
799KNew |
$19.6M - $21.2M
|
799K
$21.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
673KNew |
$16.5M - $17.8M
|
673K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
608K+ 5.62% |
$14.9M - $16.1M
|
11.4M
$303M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
548K+ 7.75% |
$13.4M - $14.5M
|
7.62M
$202M
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
466K+ 9.78% |
$11.4M - $12.4M
|
5.23M
$139M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
465K+ 15.77% |
$11.4M - $12.3M
|
3.41M
$90.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
430K+ 9.14% |
$10.5M - $11.4M
|
5.13M
$136M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
430KNew |
$10.5M - $11.4M
|
430K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
345KNew |
$8.44M - $9.14M
|
345K
$9.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
330K+ 3.54% |
$8.06M - $8.73M
|
9.63M
$256M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
272K+ 1.49% |
$6.66M - $7.21M
|
18.5M
$491M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
268K+ 6.89% |
$6.57M - $7.11M
|
4.16M
$111M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
251KNew |
$6.15M - $6.66M
|
251K
$6.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
236K+ 12.13% |
$5.77M - $6.25M
|
2.18M
$57.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
231K+ 19.14% |
$5.66M - $6.13M
|
1.44M
$38.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
220K+ 1.35% |
$5.39M - $5.84M
|
16.5M
$437M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
215KNew |
$5.26M - $5.7M
|
215K
$5.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
211K+ 1601.48% |
$5.15M - $5.58M
|
224K
$5.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
199K+ 0.8% |
$4.87M - $5.28M
|
25M
$664M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
187K+ 15.41% |
$4.57M - $4.95M
|
1.4M
$37.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
182K+ 240.06% |
$4.45M - $4.82M
|
258K
$6.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
179K+ 19.23% |
$4.38M - $4.74M
|
1.11M
$29.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
175KNew |
$4.29M - $4.65M
|
175K
$4.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
173K+ 2.77% |
$4.23M - $4.58M
|
6.41M
$170M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
160K+ 9.79% |
$3.92M - $4.24M
|
1.8M
$47.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
154K+ 314.76% |
$3.77M - $4.09M
|
203K
$5.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
151KNew |
$3.69M - $4M
|
151K
$4.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
149K+ 12.76% |
$3.65M - $3.96M
|
1.32M
$35M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
140K+ 50.9% |
$3.44M - $3.72M
|
416K
$11.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
137K+ 2.8% |
$3.34M - $3.62M
|
5.02M
$133M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
134K+ 51.95% |
$3.27M - $3.55M
|
391K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
133K+ 0.71% |
$3.26M - $3.53M
|
18.9M
$501M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
132K+ 7.38% |
$3.24M - $3.51M
|
1.93M
$51.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
131K+ 52.91% |
$3.21M - $3.48M
|
379K
$10.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
129K+ 2.04% |
$3.16M - $3.42M
|
6.46M
$172M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
128K+ 61.04% |
$3.13M - $3.39M
|
338K
$8.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 3.83% |
$3.11M - $3.37M
|
3.45M
$91.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
124K+ 8.21% |
$3.03M - $3.28M
|
1.63M
$43.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
117K+ 2.42% |
$2.87M - $3.1M
|
4.96M
$132M
|
|