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 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
9.88K+ 43.61% |
$242K - $262K
|
32.5K
$863K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9.8K+ 14.5% |
$240K - $260K
|
77.4K
$2.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
9.62KNew |
$235K - $255K
|
9.62K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.51K+ 39.31% |
$233K - $252K
|
33.7K
$894K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
9.35K+ 0.75% |
$229K - $248K
|
1.26M
$33.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.27KNew |
$227K - $246K
|
9.27K
$246K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.11K+ 37975.0% |
$223K - $242K
|
9.14K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9K+ 32.12% |
$220K - $239K
|
37K
$983K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
9K+ 7563.03% |
$220K - $239K
|
9.12K
$242K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
9KNew |
$220K - $238K
|
9K
$239K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.96KNew |
$219K - $237K
|
8.96K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
8.86KNew |
$217K - $235K
|
8.86K
$235K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
8.83KNew |
$216K - $234K
|
8.83K
$234K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.68K+ 28.78% |
$212K - $230K
|
38.8K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8.61K+ 2.48% |
$211K - $228K
|
355K
$9.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
8.58K+ 10.73% |
$210K - $227K
|
88.6K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8.42K+ 0.97% |
$206K - $223K
|
877K
$23.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.38KNew |
$205K - $222K
|
8.38K
$223K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.31K+ 0.55% |
$203K - $220K
|
1.51M
$40.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.28K+ 13.34% |
$203K - $220K
|
70.4K
$1.87M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.22KNew |
$201K - $218K
|
8.22K
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
8.21KNew |
$201K - $217K
|
8.21K
$218K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.19KNew |
$200K - $217K
|
8.19K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
8.17KNew |
$200K - $216K
|
8.17K
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
8.11KNew |
$198K - $215K
|
8.11K
$215K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.02KNew |
$196K - $212K
|
8.02K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7.98KNew |
$195K - $211K
|
7.98K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7.96KNew |
$195K - $211K
|
7.96K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.91KNew |
$193K - $210K
|
7.91K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.87KNew |
$193K - $209K
|
7.87K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
7.87KNew |
$193K - $209K
|
7.87K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
7.86KNew |
$192K - $208K
|
7.86K
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
7.85KNew |
$192K - $208K
|
7.85K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
7.84KNew |
$192K - $208K
|
7.84K
$208K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.82K+ 13.08% |
$191K - $207K
|
67.6K
$1.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7.82KNew |
$191K - $207K
|
7.82K
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
7.82K+ 127.98% |
$191K - $207K
|
13.9K
$370K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
7.81K+ 9.47% |
$191K - $207K
|
90.3K
$2.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.76KNew |
$190K - $206K
|
7.76K
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
7.76KNew |
$190K - $206K
|
7.76K
$206K
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
BUY
|
- |
7.76KNew |
$190K - $206K
|
7.76K
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
7.74KNew |
$189K - $205K
|
7.74K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
7.73KNew |
$189K - $205K
|
7.73K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.73KNew |
$189K - $205K
|
7.73K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
7.69KNew |
$188K - $204K
|
7.69K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
7.69KNew |
$188K - $204K
|
7.69K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
7.65KNew |
$187K - $203K
|
7.65K
$203K
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
7.65K+ 20.7% |
$187K - $203K
|
44.6K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.63KNew |
$187K - $202K
|
7.63K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.47K+ 28.85% |
$183K - $198K
|
33.4K
$885K
|
|