Schwab Strategic Tr Us Large C SCHX

SCHX Quotes by TradingView
Institutional shares held 1.1 Billion
71.4K calls
4.2K puts
Total value of holdings $23.8B
$1.55M calls
$91K puts
# of Institutions 1,480

Quarterly Institutional Activity in SCHX

Shares Bought
Shares Sold
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Top Institutions Holding SCHX

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Latest Institutional Activity in SCHX

Top Purchases

Q1 2025
Fund Evaluation Group, LLC Shares Held: 7.96M ($173M)
3.76M Shares purchased
89.4% Added
Q1 2025
Pure Financial Advisors, LLC Shares Held: 2.01M ($43.7M)
2M Shares purchased
17679.34% Added
Q1 2025
Financial Management Professionals, Inc. Shares Held: 2.13M ($46.3M)
1.31M Shares purchased
159.07% Added
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 1.25M ($27.1M)
1.25M Shares purchased
New Holding
Q1 2025
Leverty Financial Group, LLC Shares Held: 3.78M ($82.3M)
1.18M Shares purchased
45.35% Added
View All Buyers

Top Sells

Q1 2025
Rkl Wealth Management LLC Shares Held: 2.57M ($55.9M)
1.55M Shares sold
37.67% Reduced
Q1 2025
Envestnet Asset Management Inc Shares Held: 13.2M ($288M)
1.46M Shares sold
9.97% Reduced
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 16.6M ($362M)
849K Shares sold
4.86% Reduced
Q1 2025
Tradewinds Capital Management, LLC Shares Held: 1.05M ($22.8M)
490K Shares sold
31.84% Reduced
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 1.59M ($34.6M)
348K Shares sold
17.95% Reduced
View All Sellers

About SCHX

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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