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 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
215K+ 642.55% |
$4.81M - $14.7M
|
248K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.9K+ 212.66% |
$266K - $811K
|
17.5K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
146KNew |
$3.27M - $9.96M
|
146K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
45.1K+ 200.0% |
$1.01M - $3.08M
|
67.7K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.5M+ 224.81% |
$101M - $307M
|
6.5M
$153M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.04M+ 373.16% |
$23.2M - $70.8M
|
1.31M
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
5.71K+ 186.29% |
$128K - $390K
|
8.77K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
20.7K+ 80.42% |
$464K - $1.42M
|
46.5K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
35.5K+ 55.95% |
$795K - $2.42M
|
98.9K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
91.1K+ 369.6% |
$2.04M - $6.22M
|
116K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.6M+ 250.94% |
$35.7M - $109M
|
2.23M
$52.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19.5K+ 166.92% |
$437K - $1.33M
|
31.2K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
34.5K+ 221.85% |
$772K - $2.35M
|
50K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
202K+ 79.04% |
$4.51M - $13.8M
|
457K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.38KNew |
$31K - $94.4K
|
1.38K
$32.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
49.8K+ 200.0% |
$1.12M - $3.4M
|
74.8K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.04M+ 200.9% |
$45.8M - $140M
|
3.06M
$72M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
488K+ 167.76% |
$10.9M - $33.3M
|
779K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.8M+ 180.47% |
$242M - $736M
|
16.8M
$394M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8.52K+ 191.72% |
$191K - $582K
|
13K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.83M+ 205.13% |
$41M - $125M
|
2.73M
$64.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
141K+ 913.47% |
$3.16M - $9.64M
|
157K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.04M+ 203.01% |
$90.4M - $276M
|
6.02M
$142M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
42.6K+ 196.93% |
$954K - $2.91M
|
64.2K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20K+ 218.23% |
$449K - $1.37M
|
29.2K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
405K+ 199.04% |
$9.07M - $27.6M
|
608K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.35K+ 200.0% |
$187K - $570K
|
12.5K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.05M+ 190.02% |
$90.8M - $277M
|
6.18M
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
205K+ 196.03% |
$4.59M - $14M
|
310K
$7.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.97K+ 200.0% |
$156K - $476K
|
10.5K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
319K+ 499.09% |
$7.14M - $21.8M
|
382K
$8.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
399KNew |
$8.95M - $27.3M
|
399K
$9.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
41.8K+ 200.05% |
$937K - $2.86M
|
62.7K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.06M+ 222.99% |
$23.8M - $72.5M
|
1.54M
$36.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
51.1K+ 211.95% |
$1.15M - $3.49M
|
75.2K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
54.3KNew |
$1.22M - $3.71M
|
54.3K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.35M+ 208.39% |
$52.7M - $161M
|
3.48M
$81.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
375K+ 223.19% |
$8.41M - $25.6M
|
543K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.57M+ 225.78% |
$170M - $517M
|
10.9M
$257M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
23.8KNew |
$534K - $1.63M
|
23.8K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$127K - $387K
|
5.66K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54.5M+ 195.38% |
$1.22B - $3.72B
|
82.5M
$1.94B
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
269+ 202.26% |
$6.03K - $18.4K
|
402
$9.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.22K+ 200.16% |
$27.2K - $83K
|
1.82K
$42.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9.66K+ 1038.71% |
$216K - $660K
|
10.6K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
74.8K+ 1015.86% |
$1.67M - $5.11M
|
82.1K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
304K+ 119.32% |
$6.81M - $20.8M
|
559K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.8K- 2.61% |
$62.8K - $191K
|
105K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.48M+ 187.71% |
$33.1M - $101M
|
2.26M
$53.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.21M+ 193.22% |
$27.2M - $82.9M
|
1.84M
$43.3M
|