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 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
9.97K+ 189.82% |
$223K - $681K
|
15.2K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
336K+ 195.31% |
$7.52M - $22.9M
|
508K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
160+ 200.0% |
$3.58K - $10.9K
|
240
$5.64K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
165K+ 326.61% |
$3.7M - $11.3M
|
216K
$5.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
10.7K+ 201.61% |
$239K - $728K
|
15.9K
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
13.7K+ 150.27% |
$307K - $936K
|
22.8K
$537K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
7.37K+ 201.04% |
$165K - $503K
|
11K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
74.6K+ 197.03% |
$1.67M - $5.09M
|
112K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
527New |
$11.8K - $36K
|
527
$12.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.99K+ 191.22% |
$179K - $546K
|
12.2K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
16.5M+ 197.65% |
$370M - $1.13B
|
24.9M
$585M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
603K+ 199.78% |
$13.5M - $41.2M
|
905K
$21.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.96K+ 200.0% |
$88.7K - $271K
|
5.94K
$140K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.15M+ 196.35% |
$25.8M - $78.7M
|
1.74M
$40.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
56.2K+ 188.56% |
$1.26M - $3.84M
|
86K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
11.9K+ 191.92% |
$268K - $816K
|
18.2K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
6.54K+ 200.0% |
$147K - $447K
|
9.82K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
24K+ 328.35% |
$537K - $1.64M
|
31.3K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
16.9K+ 192.71% |
$379K - $1.15M
|
25.7K
$604K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
8.63K+ 200.0% |
$193K - $589K
|
12.9K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
38.5K+ 199.58% |
$862K - $2.63M
|
57.8K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
274K+ 203.94% |
$6.13M - $18.7M
|
408K
$9.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.64K+ 170.54% |
$171K - $522K
|
12.1K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
3.47MNew |
$77.7M - $237M
|
3.47M
$81.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
793K+ 196.86% |
$17.8M - $54.2M
|
1.2M
$28.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 397.65% |
$26.5K - $80.9K
|
1.48K
$34.9K
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
848KNew |
$19M - $57.9M
|
848K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.66K+ 67.32% |
$127K - $386K
|
14.1K
$331K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
283K+ 200.14% |
$6.34M - $19.3M
|
424K
$9.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
20.7K+ 187.31% |
$463K - $1.41M
|
31.7K
$745K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
64.7K+ 223.98% |
$1.45M - $4.41M
|
93.5K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
87.6K+ 160.2% |
$1.96M - $5.98M
|
142K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
55.1K+ 194.01% |
$1.23M - $3.76M
|
83.5K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.24K+ 199.98% |
$207K - $631K
|
13.9K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
33.5K+ 138.85% |
$751K - $2.29M
|
57.7K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
9.2K+ 200.0% |
$206K - $628K
|
13.8K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.4K+ 200.21% |
$234K - $713K
|
15.7K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
55K+ 4.13% |
$1.23M - $3.75M
|
1.39M
$32.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.37M+ 196.69% |
$75.6M - $230M
|
5.09M
$120M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
29.2K+ 198.83% |
$654K - $1.99M
|
43.9K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.76K+ 193.84% |
$129K - $393K
|
8.72K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.97K+ 199.3% |
$134K - $408K
|
8.96K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.69K+ 218.07% |
$82.7K - $252K
|
5.39K
$127K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
920K+ 199.86% |
$20.6M - $62.8M
|
1.38M
$32.5M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.28K+ 168.77% |
$163K - $497K
|
11.6K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.8K+ 268.98% |
$444K - $1.35M
|
27.2K
$639K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
170KNew |
$3.8M - $11.6M
|
170K
$3.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
916K+ 209.63% |
$20.5M - $62.5M
|
1.35M
$31.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
14.2KNew |
$318K - $970K
|
14.2K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
105K+ 196.99% |
$2.36M - $7.2M
|
159K
$3.74M
|