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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.94M+ 17.7% |
$57.7M - $71.9M
|
19.6M
$479M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
805KNew |
$15.8M - $19.7M
|
805K
$19.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
419KNew |
$8.22M - $10.2M
|
419K
$10.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
287K+ 1171.9% |
$5.62M - $7.01M
|
311K
$7.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
93.3K+ 2.01% |
$1.83M - $2.28M
|
4.73M
$116M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
66.6K+ 22.79% |
$1.31M - $1.63M
|
359K
$8.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
61.8K+ 27108.77% |
$1.21M - $1.51M
|
62K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
52K+ 2.58% |
$1.02M - $1.27M
|
2.07M
$50.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
49.9K+ 7.78% |
$977K - $1.22M
|
691K
$16.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
49.6KNew |
$972K - $1.21M
|
49.6K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
48.7KNew |
$954K - $1.19M
|
48.7K
$1.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
42.5K+ 246.25% |
$834K - $1.04M
|
59.8K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
39.9K+ 11.65% |
$782K - $975K
|
382K
$9.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
35.2K+ 35.39% |
$690K - $860K
|
135K
$3.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
34.9K+ 198.02% |
$685K - $854K
|
52.6K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
33.2K+ 28.05% |
$651K - $811K
|
152K
$3.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
28.7K+ 159.04% |
$563K - $702K
|
46.8K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
25K+ 1.72% |
$490K - $611K
|
1.48M
$36.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
22.3K+ 18.29% |
$438K - $546K
|
144K
$3.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
19.3K+ 1.35% |
$379K - $472K
|
1.45M
$35.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.7K+ 2.3% |
$346K - $432K
|
785K
$19.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
15.6KNew |
$306K - $382K
|
15.6K
$383K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13.5K+ 3.23% |
$265K - $331K
|
433K
$10.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
13.1K+ 8.49% |
$258K - $321K
|
168K
$4.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
12.7KNew |
$249K - $310K
|
12.7K
$311K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11.3K+ 4.8% |
$221K - $275K
|
246K
$6.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
11.2KNew |
$220K - $274K
|
11.2K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10.3KNew |
$201K - $251K
|
10.3K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
9.97KNew |
$195K - $244K
|
9.97K
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.95K+ 1.54% |
$195K - $243K
|
655K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.39KNew |
$184K - $229K
|
9.39K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.02KNew |
$177K - $220K
|
9.02K
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
8.89KNew |
$174K - $217K
|
8.89K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
8.77KNew |
$172K - $214K
|
8.77K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.22KNew |
$161K - $201K
|
8.22K
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7.72K+ 16.7% |
$151K - $189K
|
54K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.16K+ 36.25% |
$140K - $175K
|
26.9K
$659K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.32K+ 3.84% |
$124K - $154K
|
171K
$4.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.38K+ 19.38% |
$105K - $131K
|
33.1K
$811K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
5.34K+ 39.66% |
$105K - $131K
|
18.8K
$461K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
5.27K+ 48.86% |
$103K - $129K
|
16.1K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.18K+ 0.56% |
$101K - $127K
|
931K
$22.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.04K+ 38.95% |
$98.7K - $123K
|
18K
$440K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
4.66K+ 10.21% |
$91.3K - $114K
|
50.3K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.36K+ 20.85% |
$85.5K - $107K
|
25.3K
$620K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
4.3KNew |
$84.3K - $105K
|
4.3K
$105K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
3.57KNew |
$70K - $87.3K
|
3.57K
$87.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.93K+ 0.57% |
$57.5K - $71.7K
|
519K
$12.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 21.96% |
$52.1K - $64.9K
|
14.8K
$361K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.45K+ 14.05% |
$48K - $59.9K
|
19.9K
$487K
|