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 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22.9KNew |
$448K - $559K
|
22.9K
$570K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
22.3K+ 18.29% |
$438K - $546K
|
144K
$3.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
$437K - $545K
|
22.3K
$556K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
19.3K+ 172.82% |
$379K - $473K
|
30.5K
$760K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.3KNew |
$379K - $472K
|
19.3K
$481K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
19.3K+ 1.35% |
$379K - $472K
|
1.45M
$36.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.8K+ 11.4% |
$368K - $459K
|
184K
$4.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.7K+ 2.3% |
$346K - $432K
|
785K
$19.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17K+ 98.7% |
$333K - $415K
|
34.2K
$851K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
15.6KNew |
$306K - $382K
|
15.6K
$389K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
15.3K+ 13.14% |
$299K - $373K
|
131K
$3.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
14.8K+ 3.83% |
$289K - $361K
|
400K
$9.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
14.5K+ 50.03% |
$283K - $353K
|
43.4K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
14.3K+ 4.14% |
$281K - $350K
|
360K
$8.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13.5K+ 3.23% |
$265K - $331K
|
433K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$265K - $330K
|
13.5K
$337K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
13.2K+ 1.62% |
$258K - $322K
|
829K
$20.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
13.1K+ 8.49% |
$258K - $321K
|
168K
$4.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
12.7K+ 6.53% |
$250K - $311K
|
208K
$5.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
12.7KNew |
$249K - $311K
|
12.7K
$317K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
12.7KNew |
$249K - $310K
|
12.7K
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12.5K+ 77.07% |
$245K - $305K
|
28.7K
$714K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
12K+ 25.71% |
$236K - $294K
|
58.8K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
11.7K+ 25.28% |
$229K - $285K
|
57.8K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.6K+ 4.91% |
$226K - $282K
|
247K
$6.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11.3K+ 4.8% |
$221K - $275K
|
246K
$6.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
11.2KNew |
$220K - $274K
|
11.2K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.2KNew |
$220K - $274K
|
11.2K
$279K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
10.3K+ 8.81% |
$201K - $251K
|
127K
$3.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10.3KNew |
$201K - $251K
|
10.3K
$256K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
10.1K+ 0.84% |
$198K - $247K
|
1.21M
$30.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
9.97KNew |
$195K - $244K
|
9.97K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.95K+ 1.54% |
$195K - $243K
|
655K
$16.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
9.42K+ 64.4% |
$185K - $230K
|
24K
$599K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.39KNew |
$184K - $229K
|
9.39K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
9.24K+ 7.69% |
$181K - $226K
|
129K
$3.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
9.13KNew |
$179K - $223K
|
9.13K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.02KNew |
$177K - $220K
|
9.02K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8.9KNew |
$174K - $217K
|
8.9K
$222K
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
8.89KNew |
$174K - $217K
|
8.89K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
8.77KNew |
$172K - $214K
|
8.77K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
8.76K+ 11.55% |
$172K - $214K
|
84.7K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8.69KNew |
$170K - $212K
|
8.69K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.64K+ 14.01% |
$169K - $211K
|
70.3K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
8.6KNew |
$169K - $210K
|
8.6K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
8.55KNew |
$168K - $209K
|
8.55K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.51K+ 24.55% |
$167K - $208K
|
43.2K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
8.5KNew |
$167K - $208K
|
8.5K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.48KNew |
$166K - $207K
|
8.48K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.22KNew |
$161K - $201K
|
8.22K
$205K
|