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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.56K+ 0.97% |
$87.1K - $94.3K
|
372K
$9.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3.54K+ 4.94% |
$86.6K - $93.8K
|
75.1K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
3.51KNew |
$85.9K - $93.1K
|
3.51K
$93.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.51K+ 1.74% |
$85.9K - $93K
|
206K
$5.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
3.48K+ 3.94% |
$85.2K - $92.3K
|
91.9K
$2.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
3.46K+ 100.32% |
$84.7K - $91.8K
|
6.92K
$184K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.45K+ 1.21% |
$84.3K - $91.3K
|
289K
$7.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.42K+ 0.57% |
$83.6K - $90.6K
|
606K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.36K+ 12.48% |
$82.1K - $88.9K
|
30.2K
$802K
|
|
|
Nov 12, 2025
Q3 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
3.35K+ 7.36% |
$81.8K - $88.7K
|
48.8K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.17K+ 19.58% |
$77.6K - $84.1K
|
19.4K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.16K+ 8.76% |
$77.3K - $83.7K
|
39.2K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.12K+ 4.94% |
$76.3K - $82.7K
|
66.3K
$1.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.99KNew |
$73.2K - $79.3K
|
2.99K
$79.5K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
2.9KNew |
$70.9K - $76.8K
|
2.9K
$76.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.87K+ 1.45% |
$70.2K - $76K
|
200K
$5.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.85K+ 6.87% |
$69.6K - $75.4K
|
44.2K
$1.17M
|
|
|
Dec 17, 2025
Q3 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
2.84K+ 7.71% |
$69.6K - $75.4K
|
39.7K
$1.05M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.82K+ 5.27% |
$69K - $74.8K
|
56.3K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.82K+ 2.15% |
$68.9K - $74.6K
|
134K
$3.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.8K+ 3.99% |
$68.6K - $74.3K
|
73.1K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.79K+ 16.35% |
$68.2K - $73.9K
|
19.8K
$526K
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.77K+ 36.38% |
$67.8K - $73.5K
|
10.4K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.75K+ 25.77% |
$67.4K - $73K
|
13.4K
$357K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.75K+ 1.12% |
$67.1K - $72.7K
|
249K
$6.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.74KNew |
$67K - $72.6K
|
2.74K
$72.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.7K+ 29.99% |
$66K - $71.6K
|
11.7K
$311K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.69K+ 25.96% |
$65.7K - $71.2K
|
13K
$346K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.59K+ 19.85% |
$63.4K - $68.6K
|
15.6K
$415K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.33K+ 7.98% |
$57K - $61.7K
|
31.5K
$837K
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.33K+ 0.97% |
$56.9K - $61.7K
|
242K
$6.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.31K+ 4.42% |
$56.6K - $61.3K
|
54.7K
$1.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
2.3K+ 62.1% |
$56.2K - $60.9K
|
6K
$159K
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.28K+ 0.15% |
$55.6K - $60.3K
|
1.48M
$39.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.27KNew |
$55.4K - $60K
|
2.27K
$60.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.26K+ 6.43% |
$55.2K - $59.8K
|
37.3K
$991K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.24KNew |
$54.8K - $59.4K
|
2.24K
$59.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.13K+ 267.29% |
$52.2K - $56.5K
|
2.93K
$77.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.1K+ 1.82% |
$51.4K - $55.7K
|
117K
$3.11M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.07K+ 1.43% |
$50.5K - $54.7K
|
147K
$3.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.06K+ 1.61% |
$50.4K - $54.6K
|
130K
$3.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.06KNew |
$50.3K - $54.5K
|
2.06K
$54.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 1.66% |
$50K - $54.2K
|
125K
$3.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.99K+ 189.62% |
$48.7K - $52.8K
|
3.04K
$80.7K
|
|
|
Nov 17, 2025
Q3 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
1.98K+ 0.88% |
$48.4K - $52.5K
|
226K
$6M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.97K+ 1.32% |
$48.1K - $52.1K
|
151K
$4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.92K+ 0.81% |
$47K - $51K
|
239K
$6.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
1.91K+ 8.13% |
$46.6K - $50.5K
|
25.3K
$672K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.89KNew |
$46.3K - $50.1K
|
1.89K
$50.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.88K+ 3.93% |
$46K - $49.8K
|
49.7K
$1.32M
|
|