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 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$253K - $770K
|
11.3K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
106K+ 192.09% |
$2.37M - $7.23M
|
161K
$3.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
13.9K+ 201.04% |
$311K - $947K
|
20.8K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.22K+ 200.06% |
$139K - $424K
|
9.32K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.82K+ 200.11% |
$40.7K - $124K
|
2.73K
$64.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
138New |
$3.09K - $9.42K
|
138
$3.24K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
36.7K+ 191.03% |
$823K - $2.51M
|
56K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
104K+ 184.87% |
$2.33M - $7.11M
|
160K
$3.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
7.32K+ 200.0% |
$164K - $500K
|
11K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
911K+ 199.32% |
$20.4M - $62.2M
|
1.37M
$32.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
210K+ 164.15% |
$4.7M - $14.3M
|
337K
$7.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.66K+ 200.61% |
$37.1K - $113K
|
2.48K
$58.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
754K+ 178.21% |
$16.9M - $51.5M
|
1.18M
$27.7M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
286K+ 197.32% |
$6.4M - $19.5M
|
431K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.1KNew |
$24.7K - $75.3K
|
1.1K
$25.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.25K+ 200.0% |
$185K - $564K
|
12.4K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
16.4KNew |
$368K - $1.12M
|
16.4K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
45.5KNew |
$1.02M - $3.11M
|
45.5K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
11.3K+ 200.21% |
$252K - $769K
|
16.9K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
63.2KNew |
$1.42M - $4.32M
|
63.2K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7.11K+ 310.08% |
$159K - $485K
|
9.4K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
826K+ 199.35% |
$18.5M - $56.4M
|
1.24M
$29.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12.5K+ 187.01% |
$280K - $854K
|
19.2K
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
203K+ 190.8% |
$4.55M - $13.9M
|
309K
$7.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
17.9K+ 200.0% |
$400K - $1.22M
|
26.8K
$630K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
7.98K+ 150.63% |
$179K - $545K
|
13.3K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
23.5K+ 344.6% |
$527K - $1.61M
|
30.4K
$714K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
86.1K+ 197.04% |
$1.93M - $5.88M
|
130K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
345KNew |
$7.73M - $23.6M
|
345K
$8.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$241K - $735K
|
10.8K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
23.2K+ 191.33% |
$519K - $1.58M
|
35.3K
$830K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3.92K+ 200.92% |
$87.9K - $268K
|
5.87K
$138K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
327K+ 194.3% |
$7.32M - $22.3M
|
495K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
10.8K+ 201.0% |
$242K - $738K
|
16.2K
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.84KNew |
$220K - $672K
|
9.84K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.28M+ 198.22% |
$28.6M - $87.2M
|
1.92M
$45.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
193K+ 197.45% |
$4.31M - $13.1M
|
290K
$6.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
17.9KNew |
$402K - $1.22M
|
17.9K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.5K+ 200.0% |
$235K - $717K
|
15.7K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
6.95K+ 135.2% |
$156K - $474K
|
12.1K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34K+ 151.69% |
$761K - $2.32M
|
56.4K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
50.8K+ 204.12% |
$1.14M - $3.47M
|
75.7K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
717K+ 199.51% |
$16.1M - $49M
|
1.08M
$25.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
7.12K+ 182.31% |
$160K - $486K
|
11K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
761K+ 193.91% |
$17.1M - $52M
|
1.15M
$27.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48M+ 199.41% |
$33.1M - $101M
|
2.22M
$52.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
157K+ 196.78% |
$3.51M - $10.7M
|
236K
$5.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8.97K+ 195.1% |
$201K - $612K
|
13.6K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.57MNew |
$35.1M - $107M
|
1.57M
$36.8M
|