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 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.36K+ 20.85% |
$85.5K - $107K
|
25.3K
$638K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.34K+ 4.48% |
$85K - $106K
|
101K
$2.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
4.3KNew |
$84.3K - $105K
|
4.3K
$108K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.02K+ 4.71% |
$78.7K - $98.1K
|
89.3K
$2.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.95K+ 6.2% |
$77.3K - $96.4K
|
67.6K
$1.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
3.92K+ 1.28% |
$76.7K - $95.7K
|
309K
$7.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.89K+ 37.96% |
$76.2K - $95K
|
14.1K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.69K+ 7.85% |
$72.3K - $90.1K
|
50.7K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.68K+ 4.2% |
$72.1K - $90K
|
91.4K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
3.57KNew |
$70K - $87.3K
|
3.57K
$90K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.43K+ 4.21% |
$67.2K - $83.8K
|
84.8K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.13K+ 5.72% |
$61.4K - $76.5K
|
57.9K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
2.97K+ 6.98% |
$58.1K - $72.5K
|
45.5K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.93K+ 0.57% |
$57.5K - $71.7K
|
519K
$13.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.85K+ 1.95% |
$55.9K - $69.7K
|
149K
$3.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.8K+ 1.51% |
$54.9K - $68.4K
|
188K
$4.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.8K+ 16.08% |
$54.9K - $68.4K
|
20.2K
$510K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.73KNew |
$53.5K - $66.7K
|
2.73K
$68.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.72K+ 1.71% |
$53.3K - $66.4K
|
162K
$4.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.69K+ 2.25% |
$52.8K - $65.8K
|
122K
$3.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.68K+ 1.04% |
$52.5K - $65.4K
|
259K
$6.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 21.96% |
$52.1K - $64.9K
|
14.8K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.62K+ 2.81% |
$51.3K - $63.9K
|
95.7K
$2.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
2.49K+ 5.94% |
$48.8K - $60.9K
|
44.4K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.47K+ 1.83% |
$48.5K - $60.4K
|
137K
$3.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.46K+ 6.96% |
$48.2K - $60.1K
|
37.8K
$953K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.46K+ 40.95% |
$48.2K - $60K
|
8.46K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.46K+ 0.71% |
$48.1K - $60K
|
347K
$8.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.45K+ 14.05% |
$48K - $59.9K
|
19.9K
$501K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.43K+ 0.61% |
$47.7K - $59.5K
|
403K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.38K+ 1844.96% |
$46.6K - $58.2K
|
2.51K
$63.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
2.37K+ 0.06% |
$46.5K - $57.9K
|
3.66M
$92.4M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
2.37K+ 0.52% |
$46.4K - $57.9K
|
456K
$11.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.26K+ 1.94% |
$44.3K - $55.2K
|
119K
$2.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.24K+ 19.88% |
$43.9K - $54.8K
|
13.5K
$341K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.23K+ 4.76% |
$43.7K - $54.6K
|
49.1K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.21K+ 20.31% |
$43.4K - $54.1K
|
13.1K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.21K+ 8.8% |
$43.3K - $54K
|
27.3K
$689K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.19K+ 13.71% |
$42.9K - $53.5K
|
18.2K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.19K+ 6.45% |
$42.8K - $53.4K
|
36.1K
$909K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
2.11K+ 4.55% |
$41.3K - $51.5K
|
48.4K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2K+ 12.64% |
$39.1K - $48.8K
|
17.8K
$449K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.97K+ 7.69% |
$38.6K - $48.1K
|
27.6K
$695K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.94K+ 1.36% |
$38.1K - $47.5K
|
145K
$3.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.94KNew |
$38.1K - $47.5K
|
1.94K
$49K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.91K+ 1.52% |
$37.5K - $46.8K
|
128K
$3.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.91K+ 10.85% |
$37.4K - $46.6K
|
19.5K
$492K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.9K+ 15.8% |
$37.2K - $46.4K
|
13.9K
$351K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 10.61% |
$37.1K - $46.3K
|
19.8K
$498K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 2.6% |
$36.2K - $45.1K
|
73K
$1.84M
|