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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.07K- 0.14% |
$46.3K - $141K
|
1.5M
$35.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6.61K+ 203.04% |
$148K - $451K
|
9.86K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
25.2K+ 200.0% |
$564K - $1.72M
|
37.8K
$889K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
8.82K+ 206.1% |
$198K - $602K
|
13.1K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
155K+ 371.55% |
$3.47M - $10.6M
|
197K
$4.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
231K+ 195.42% |
$5.18M - $15.8M
|
349K
$8.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
706K+ 200.98% |
$15.8M - $48.2M
|
1.06M
$24.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65.6K+ 223.94% |
$1.47M - $4.48M
|
94.9K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
91.1K+ 13.42% |
$2.04M - $6.22M
|
770K
$18.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
144K+ 222.73% |
$3.22M - $9.83M
|
209K
$4.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
587K+ 202.88% |
$13.1M - $40.1M
|
876K
$20.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
11.9K+ 200.0% |
$266K - $812K
|
17.8K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.6K+ 222.42% |
$1.07M - $3.25M
|
68.9K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
44.5K+ 169.14% |
$996K - $3.04M
|
70.7K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
11.6K+ 157.05% |
$259K - $790K
|
18.9K
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
941K+ 201.1% |
$21.1M - $64.2M
|
1.41M
$33.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.63KNew |
$59K - $180K
|
2.63K
$61.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.25% |
$44.8 - $137
|
793
$18.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.72K+ 192.73% |
$173K - $527K
|
11.7K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
851K+ 201.26% |
$19.1M - $58.1M
|
1.27M
$30M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 200.51% |
$264K - $806K
|
17.7K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
487K+ 210.06% |
$10.9M - $33.3M
|
719K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
46.5K+ 196.44% |
$1.04M - $3.17M
|
70.1K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
404K+ 200.0% |
$9.05M - $27.6M
|
606K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
416+ 349.58% |
$9.32K - $28.4K
|
535
$12.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
433K+ 194.05% |
$9.71M - $29.6M
|
657K
$15.4M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
43K+ 155.79% |
$964K - $2.94M
|
70.6K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
540+ 200.0% |
$12.1K - $36.9K
|
810
$19K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
30.5KNew |
$684K - $2.09M
|
30.5K
$718K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
17.6K+ 200.0% |
$394K - $1.2M
|
26.4K
$620K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
700+ 200.0% |
$15.7K - $47.8K
|
1.05K
$24.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7.07KNew |
$158K - $483K
|
7.07K
$166K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
16.7KNew |
$375K - $1.14M
|
16.7K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.86K+ 200.22% |
$221K - $673K
|
14.8K
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
6.8K+ 200.47% |
$152K - $464K
|
10.2K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 200.0% |
$35.1K - $107K
|
2.35K
$55.2K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
652+ 200.0% |
$14.6K - $44.5K
|
978
$23K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
158K+ 96.41% |
$3.55M - $10.8M
|
323K
$7.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
187K+ 192.97% |
$4.18M - $12.7M
|
283K
$6.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8.74K+ 197.76% |
$196K - $597K
|
13.2K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
45.8KNew |
$1.03M - $3.13M
|
45.8K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
467K+ 197.89% |
$10.5M - $31.9M
|
702K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
273K+ 197.88% |
$6.11M - $18.6M
|
411K
$9.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
19.1K+ 188.16% |
$427K - $1.3M
|
29.2K
$687K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
515K+ 209.21% |
$11.5M - $35.2M
|
762K
$17.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.57K+ 200.05% |
$192K - $585K
|
12.9K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
10.9KNew |
$243K - $742K
|
10.9K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
83.5K+ 250.78% |
$1.87M - $5.7M
|
117K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
6.43K+ 210.66% |
$144K - $439K
|
9.48K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
14.2K+ 197.94% |
$318K - $969K
|
21.4K
$502K
|