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 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.82K+ 200.88% |
$40.7K - $124K
|
2.72K
$64K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
44.7KNew |
$1M - $3.05M
|
44.7K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.89MNew |
$64.8M - $198M
|
2.89M
$68.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
10K+ 200.0% |
$224K - $683K
|
15K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
106K+ 355.17% |
$2.38M - $7.24M
|
136K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
620K+ 214.68% |
$13.9M - $42.4M
|
909K
$21.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
21.2K+ 200.0% |
$475K - $1.45M
|
31.8K
$747K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.04K+ 205.13% |
$158K - $481K
|
10.5K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
32K+ 184.23% |
$717K - $2.19M
|
49.4K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.4K+ 200.21% |
$592K - $1.8M
|
39.6K
$931K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.53KNew |
$34.3K - $105K
|
1.53K
$36K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
7K+ 194.96% |
$157K - $478K
|
10.6K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.77K+ 200.0% |
$152K - $462K
|
10.1K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-162- 55.1% |
$3.63K - $11.1K
|
132
$3.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
37.9K+ 183.48% |
$849K - $2.59M
|
58.6K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.69M+ 198.98% |
$37.9M - $115M
|
2.54M
$59.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
257K+ 205.46% |
$5.75M - $17.5M
|
381K
$8.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8.98K+ 206.27% |
$201K - $613K
|
13.3K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
243K+ 206.4% |
$5.45M - $16.6M
|
361K
$8.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
27+ 192.86% |
$605 - $1.84K
|
41
$964
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
6.59K+ 199.97% |
$148K - $450K
|
9.88K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
89.1K+ 192.13% |
$1.99M - $6.08M
|
135K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 179.17% |
$284K - $867K
|
19.8K
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
180K+ 373.8% |
$4.04M - $12.3M
|
228K
$5.37M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
115K+ 226.75% |
$2.58M - $7.87M
|
166K
$3.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
57.2K+ 215.39% |
$1.28M - $3.9M
|
83.7K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
105K+ 2333.05% |
$2.36M - $7.2M
|
110K
$2.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.57M+ 194.75% |
$35.2M - $107M
|
2.38M
$55.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
31.1K+ 181.13% |
$698K - $2.13M
|
48.3K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
224K+ 198.49% |
$5.02M - $15.3M
|
337K
$7.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
31.2K+ 200.21% |
$698K - $2.13M
|
46.7K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
854K+ 183.67% |
$19.1M - $58.3M
|
1.32M
$31M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.7KNew |
$1.02M - $3.12M
|
45.7K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
49.1K+ 184.98% |
$1.1M - $3.35M
|
75.7K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
8.67KNew |
$194K - $592K
|
8.67K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
44.4K+ 202.01% |
$994K - $3.03M
|
66.4K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.42KNew |
$31.9K - $97.1K
|
1.42K
$33.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
85.2K+ 204.97% |
$1.91M - $5.81M
|
127K
$2.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17.5K+ 199.61% |
$392K - $1.2M
|
26.3K
$618K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43.5K+ 153.71% |
$974K - $2.97M
|
71.8K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50.2K+ 215.79% |
$1.13M - $3.43M
|
73.5K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
187K+ 218.06% |
$4.18M - $12.7M
|
272K
$6.4M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
90.4K+ 205.75% |
$2.03M - $6.17M
|
134K
$3.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.02K+ 200.0% |
$22.8K - $69.4K
|
1.52K
$35.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6.9K+ 199.97% |
$154K - $471K
|
10.3K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
61.1KNew |
$1.37M - $4.17M
|
61.1K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.2K+ 318.59% |
$274K - $834K
|
16.1K
$377K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
192K+ 198.98% |
$4.31M - $13.1M
|
289K
$6.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
11.5K+ 194.85% |
$257K - $783K
|
17.3K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
142K+ 205.59% |
$3.18M - $9.69M
|
211K
$4.96M
|