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 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12K+ 200.0% |
$269K - $821K
|
18K
$424K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.56K+ 200.0% |
$102K - $312K
|
6.85K
$161K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
55.6K+ 129.25% |
$1.24M - $3.79M
|
98.6K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.07K+ 200.06% |
$158K - $483K
|
10.6K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
713K+ 231.74% |
$16M - $48.7M
|
1.02M
$24M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.03M+ 221.22% |
$23.1M - $70.4M
|
1.5M
$35.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
10.2K+ 215.75% |
$227K - $693K
|
14.9K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
28.9K+ 192.52% |
$647K - $1.97M
|
43.9K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.53M+ 158.41% |
$56.6M - $172M
|
4.12M
$96.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
556K+ 198.48% |
$12.5M - $38M
|
836K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
189K+ 212.43% |
$4.24M - $12.9M
|
278K
$6.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
42.3K+ 200.0% |
$948K - $2.89M
|
63.5K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
79.5K+ 197.61% |
$1.78M - $5.43M
|
120K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
44.6K+ 195.41% |
$999K - $3.05M
|
67.4K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.14K+ 200.0% |
$160K - $488K
|
10.7K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
30.3K+ 192.62% |
$678K - $2.07M
|
46K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.36K+ 146.91% |
$143K - $435K
|
10.7K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
288K+ 196.76% |
$6.44M - $19.6M
|
434K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
170K+ 192.25% |
$3.81M - $11.6M
|
259K
$6.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
93KNew |
$2.08M - $6.35M
|
93K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.45MNew |
$32.4M - $98.7M
|
1.45M
$34M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
9.38KNew |
$210K - $641K
|
9.38K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
13.2KNew |
$296K - $901K
|
13.2K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
346KNew |
$7.74M - $23.6M
|
346K
$8.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
231K+ 197.79% |
$5.18M - $15.8M
|
348K
$8.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
21.4K+ 202.04% |
$480K - $1.46M
|
32K
$753K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
9.92KNew |
$222K - $678K
|
9.92K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21.1K+ 191.83% |
$473K - $1.44M
|
32.1K
$755K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
51K+ 198.36% |
$1.14M - $3.48M
|
76.7K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.42K+ 200.0% |
$31.9K - $97.2K
|
2.14K
$50.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
9.62K+ 196.34% |
$215K - $657K
|
14.5K
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
161K+ 203.52% |
$3.6M - $11M
|
240K
$5.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
281K+ 181.62% |
$6.31M - $19.2M
|
436K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
8.6K+ 200.0% |
$193K - $587K
|
12.9K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
54.6K+ 200.0% |
$1.22M - $3.73M
|
82K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
778K+ 190.14% |
$17.4M - $53.1M
|
1.19M
$27.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.73KNew |
$218K - $665K
|
9.73K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
264K+ 225.13% |
$5.91M - $18M
|
381K
$8.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
369K+ 194.91% |
$8.26M - $25.2M
|
558K
$13.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
46.4K+ 205.95% |
$1.04M - $3.17M
|
68.9K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
35New |
$784 - $2.39K
|
35
$823
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
80+ 200.0% |
$1.79K - $5.46K
|
120
$2.82K
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.16MNew |
$48.5M - $148M
|
2.16M
$50.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
186M+ 902.35% |
$4.16B - $12.7B
|
206M
$4.85B
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.25K+ 200.87% |
$140K - $427K
|
9.36K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
920K+ 203.16% |
$20.6M - $62.8M
|
1.37M
$32.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
531K+ 206.45% |
$11.9M - $36.2M
|
788K
$18.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
11.9K+ 200.27% |
$266K - $811K
|
17.8K
$418K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
112K+ 191.79% |
$2.51M - $7.65M
|
171K
$4.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
55.8K+ 180.37% |
$1.25M - $3.81M
|
86.7K
$2.04M
|