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 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
61.9K+ 199.83% |
$1.39M - $4.23M
|
92.9K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.14KNew |
$205K - $624K
|
9.14K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.32K+ 196.52% |
$209K - $636K
|
14.1K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
5.47K+ 200.0% |
$123K - $374K
|
8.21K
$193K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
33.5K+ 203.69% |
$751K - $2.29M
|
50K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
25.6K+ 213.95% |
$574K - $1.75M
|
37.6K
$884K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
52.9K+ 200.19% |
$1.19M - $3.62M
|
79.4K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
52.7KNew |
$1.18M - $3.6M
|
52.7K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
27.4K+ 198.09% |
$614K - $1.87M
|
41.2K
$969K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
246K+ 198.07% |
$5.5M - $16.8M
|
370K
$8.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30K+ 574.31% |
$672K - $2.05M
|
35.2K
$828K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.15M+ 199.2% |
$25.7M - $78.2M
|
1.72M
$40.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.5K+ 200.0% |
$236K - $719K
|
15.8K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2K+ 200.0% |
$44.8K - $137K
|
3K
$70.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.01M+ 210.48% |
$157M - $479M
|
10.3M
$243M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.73M+ 197.35% |
$38.7M - $118M
|
2.6M
$61.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
20K+ 199.98% |
$447K - $1.36M
|
29.9K
$704K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
230K+ 197.32% |
$5.15M - $15.7M
|
346K
$8.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
67.4K+ 200.01% |
$1.51M - $4.6M
|
101K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.69K+ 201.2% |
$127K - $388K
|
8.52K
$200K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
22.6K+ 199.96% |
$505K - $1.54M
|
33.9K
$796K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-874- 2.05% |
$19.6K - $59.7K
|
41.9K
$984K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29.7K+ 200.0% |
$666K - $2.03M
|
44.6K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
34.6K+ 251.63% |
$776K - $2.37M
|
48.4K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
8.31K+ 200.12% |
$186K - $567K
|
12.5K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15.2K+ 197.31% |
$342K - $1.04M
|
23K
$540K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
867+ 200.69% |
$19.4K - $59.2K
|
1.3K
$30.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.25K+ 205.06% |
$207K - $631K
|
13.8K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.31K+ 58.86% |
$29.3K - $89.2K
|
3.53K
$82.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
27.9K+ 207.21% |
$625K - $1.9M
|
41.4K
$972K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
376K+ 198.9% |
$8.43M - $25.7M
|
565K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
149+ 201.35% |
$3.34K - $10.2K
|
223
$5.24K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
412K+ 201.11% |
$9.24M - $28.2M
|
618K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
229K+ 191.06% |
$5.12M - $15.6M
|
348K
$8.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13.1K+ 253.36% |
$294K - $896K
|
18.3K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.12MNew |
$25M - $76.2M
|
1.12M
$26.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
60.5K+ 206.2% |
$1.35M - $4.13M
|
89.8K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
160K+ 200.65% |
$3.59M - $11M
|
240K
$5.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
830K+ 191.51% |
$18.6M - $56.7M
|
1.26M
$29.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.01K+ 200.0% |
$67.5K - $206K
|
4.52K
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
47.9K+ 218.76% |
$1.07M - $3.27M
|
69.8K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
6.17K+ 192.24% |
$138K - $421K
|
9.38K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
6.3K+ 167.28% |
$141K - $430K
|
10.1K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.2K+ 200.29% |
$341K - $1.04M
|
22.8K
$537K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
40.7K+ 198.07% |
$912K - $2.78M
|
61.3K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.07K+ 193.7% |
$68.9K - $210K
|
4.66K
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
78+ 200.0% |
$1.75K - $5.33K
|
117
$2.75K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
13K+ 244.78% |
$290K - $885K
|
18.3K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
113K+ 195.09% |
$2.53M - $7.72M
|
171K
$4.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
889K+ 198.02% |
$19.9M - $60.7M
|
1.34M
$31.4M
|