Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHX)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
119New |
$2.67K - $8.13K
|
119
$2.8K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
903K+ 234.22% |
$20.2M - $61.7M
|
1.29M
$30.3M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
103KNew |
$2.31M - $7.04M
|
103K
$2.43M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
50.9K+ 187.75% |
$1.14M - $3.47M
|
78K
$1.83M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
9.39KNew |
$210K - $641K
|
9.39K
$221K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3KNew |
$67.1K - $205K
|
3K
$70.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.55K+ 199.89% |
$79.4K - $242K
|
5.32K
$125K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
129K+ 202.3% |
$2.88M - $8.78M
|
192K
$4.52M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
133K+ 120.11% |
$2.99M - $9.1M
|
244K
$5.74M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
141K+ 221.43% |
$3.17M - $9.66M
|
205K
$4.83M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
660New |
$14.8K - $45.1K
|
660
$15.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43.5K+ 208.44% |
$975K - $2.97M
|
64.4K
$1.51M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
564KNew |
$12.6M - $38.5M
|
564K
$13.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
52.5K+ 200.88% |
$1.18M - $3.58M
|
78.6K
$1.85M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
64.6KNew |
$1.45M - $4.41M
|
64.6K
$1.52M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-267- 30.8% |
$5.98K - $18.2K
|
600
$14.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
18.2K+ 179.05% |
$409K - $1.25M
|
28.4K
$669K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
46.1KNew |
$1.03M - $3.15M
|
46.1K
$1.08M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
112K+ 180.07% |
$2.5M - $7.62M
|
174K
$4.08M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
325K+ 200.19% |
$7.28M - $22.2M
|
487K
$11.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
31.2K+ 122.42% |
$699K - $2.13M
|
56.7K
$1.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
206K+ 227.43% |
$4.61M - $14M
|
296K
$6.96M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.56K+ 103.11% |
$34.9K - $106K
|
3.07K
$72.2K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.48M+ 158.12% |
$33.1M - $101M
|
2.41M
$56.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
39.6K+ 46.36% |
$886K - $2.7M
|
125K
$2.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
10.2KNew |
$228K - $696K
|
10.2K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.7K+ 450.65% |
$665K - $2.03M
|
36.3K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
36.4K+ 159.1% |
$814K - $2.48M
|
59.2K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
63.9K+ 194.26% |
$1.43M - $4.36M
|
96.8K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27.5K+ 137.95% |
$616K - $1.88M
|
47.4K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.1K+ 747.9% |
$899K - $2.74M
|
45.5K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54.9K+ 297.8% |
$1.23M - $3.75M
|
73.3K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.03M+ 195.02% |
$45.4M - $138M
|
3.07M
$72.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
22.8K+ 194.47% |
$512K - $1.56M
|
34.6K
$813K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
5.87K+ 199.49% |
$131K - $400K
|
8.81K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.8KNew |
$376K - $1.14M
|
16.8K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-129- 0.19% |
$2.89K - $8.81K
|
69.6K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.9K+ 111.63% |
$737K - $2.25M
|
62.4K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
209K+ 1659.96% |
$4.69M - $14.3M
|
222K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
17.1K+ 95.0% |
$383K - $1.17M
|
35.1K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.06M+ 113.35% |
$46.2M - $141M
|
3.88M
$91.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
53+ 203.85% |
$1.19K - $3.62K
|
79
$1.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
206K+ 203.06% |
$4.61M - $14M
|
307K
$7.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
117K+ 202.96% |
$2.62M - $7.98M
|
175K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.88K+ 203.14% |
$177K - $538K
|
11.8K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.55M+ 198.06% |
$34.7M - $106M
|
2.33M
$54.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
31.4KNew |
$703K - $2.14M
|
31.4K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15.6K+ 198.25% |
$350K - $1.07M
|
23.5K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.59K+ 288.81% |
$192K - $587K
|
11.6K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15.6K+ 292.78% |
$350K - $1.07M
|
21K
$493K
|