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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.78M+ 163.93% |
$152M - $190M
|
12.5M
$316M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.52M+ 41.77% |
$108M - $135M
|
18.7M
$473M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.34M+ 13.65% |
$65.5M - $81.7M
|
27.8M
$701M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.94M+ 17.7% |
$57.7M - $71.9M
|
19.6M
$493M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.85M+ 976.06% |
$55.9M - $69.7M
|
3.14M
$79.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.73M+ 5.55% |
$34M - $42.4M
|
33M
$831M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.51M+ 1225.69% |
$29.6M - $37M
|
1.64M
$41.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.24M+ 311.07% |
$24.3M - $30.3M
|
1.64M
$41.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.19M+ 3.43% |
$23.4M - $29.2M
|
36M
$907M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.02M+ 3877.07% |
$20M - $24.9M
|
1.05M
$26.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
939K+ 11.53% |
$18.4M - $22.9M
|
9.08M
$229M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
881K+ 64.51% |
$17.3M - $21.5M
|
2.25M
$56.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
873K+ 5.67% |
$17.1M - $21.3M
|
16.3M
$410M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
805KNew |
$15.8M - $19.7M
|
805K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
757K+ 1249.23% |
$14.8M - $18.5M
|
817K
$20.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
622K+ 48.5% |
$12.2M - $15.2M
|
1.9M
$48M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
595K+ 230.94% |
$11.7M - $14.6M
|
853K
$21.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
585K+ 14.21% |
$11.5M - $14.3M
|
4.7M
$119M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
565K+ 53.8% |
$11.1M - $13.8M
|
1.62M
$40.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
532KNew |
$10.4M - $13M
|
532K
$13.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
498K+ 1017.44% |
$9.77M - $12.2M
|
547K
$13.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
495K+ 1.5% |
$9.71M - $12.1M
|
33.5M
$845M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
465K+ 2373.3% |
$9.12M - $11.4M
|
485K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
440K+ 6.04% |
$8.62M - $10.8M
|
7.72M
$195M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
419KNew |
$8.22M - $10.2M
|
419K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
395K+ 2.22% |
$7.74M - $9.65M
|
18.2M
$459M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
384K+ 747.83% |
$7.52M - $9.37M
|
435K
$11M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
378K+ 53.04% |
$7.41M - $9.24M
|
1.09M
$27.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
376K+ 3376.44% |
$7.38M - $9.2M
|
388K
$9.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
373KNew |
$7.32M - $9.13M
|
373K
$9.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
361K+ 91.47% |
$7.08M - $8.83M
|
756K
$19.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
357KNew |
$7.01M - $8.74M
|
357K
$9.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
341K+ 167.9% |
$6.69M - $8.34M
|
544K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
320K+ 49.21% |
$6.27M - $7.82M
|
970K
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
292KNew |
$5.72M - $7.13M
|
292K
$7.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
287K+ 1171.9% |
$5.62M - $7.01M
|
311K
$7.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
281K+ 249.76% |
$5.5M - $6.86M
|
393K
$9.91M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
277K+ 1.97% |
$5.42M - $6.76M
|
14.3M
$360M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
269K+ 16.6% |
$5.27M - $6.57M
|
1.89M
$47.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
262K+ 28.83% |
$5.14M - $6.4M
|
1.17M
$29.5M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
244K+ 23.2% |
$4.79M - $5.97M
|
1.3M
$32.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
233K+ 33.36% |
$4.57M - $5.69M
|
931K
$23.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
232K+ 11.3% |
$4.54M - $5.66M
|
2.28M
$57.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
226K+ 8.58% |
$4.42M - $5.51M
|
2.86M
$72M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 3.2% |
$4.29M - $5.34M
|
7.04M
$178M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
205K+ 662.01% |
$4.01M - $5.01M
|
236K
$5.94M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
194K+ 103.47% |
$3.81M - $4.75M
|
382K
$9.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
192K+ 328.45% |
$3.76M - $4.69M
|
250K
$6.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
183K+ 5.9% |
$3.58M - $4.47M
|
3.28M
$82.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
175K+ 17.1% |
$3.44M - $4.29M
|
1.2M
$30.3M
|