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 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
58.5K+ 213.67% |
$1.31M - $3.99M
|
85.8K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
28.5K+ 163.3% |
$639K - $1.95M
|
46K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
563K+ 227.33% |
$12.6M - $38.4M
|
810K
$19.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
28.5K+ 196.51% |
$638K - $1.94M
|
43K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.41M+ 200.43% |
$31.5M - $96M
|
2.11M
$49.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
5.37K+ 200.07% |
$120K - $367K
|
8.06K
$189K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
72.5K+ 190.0% |
$1.62M - $4.95M
|
111K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
318K+ 215.33% |
$7.12M - $21.7M
|
465K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
82.3K+ 272.65% |
$1.84M - $5.62M
|
113K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.44K+ 200.0% |
$144K - $440K
|
9.67K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
185K+ 200.17% |
$4.15M - $12.7M
|
278K
$6.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
228K+ 188.4% |
$5.11M - $15.6M
|
349K
$8.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
36.4K+ 206.29% |
$814K - $2.48M
|
54K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
9.87K+ 200.41% |
$221K - $674K
|
14.8K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.4K+ 200.63% |
$277K - $843K
|
18.5K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
7.49K+ 181.39% |
$168K - $511K
|
11.6K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
13K+ 196.61% |
$291K - $887K
|
19.6K
$461K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.51K+ 65.26% |
$78.5K - $239K
|
8.88K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
26.9KNew |
$602K - $1.84M
|
26.9K
$632K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
10.9K+ 185.38% |
$243K - $741K
|
16.7K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
129K+ 191.22% |
$2.89M - $8.81M
|
196K
$4.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
21.7K+ 202.75% |
$485K - $1.48M
|
32.3K
$761K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
6.31K+ 200.06% |
$141K - $431K
|
9.46K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
33K+ 200.97% |
$740K - $2.26M
|
49.5K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
564K+ 321.66% |
$12.6M - $38.5M
|
739K
$17.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.7KNew |
$240K - $733K
|
10.7K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
30K+ 185.6% |
$672K - $2.05M
|
46.2K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
94.9K+ 30.95% |
$2.13M - $6.48M
|
401K
$9.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
875K+ 182.24% |
$19.6M - $59.7M
|
1.36M
$31.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
46.3K+ 198.78% |
$1.04M - $3.16M
|
69.5K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
20.3K+ 202.97% |
$454K - $1.39M
|
30.3K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
38.7K+ 329.87% |
$866K - $2.64M
|
50.4K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
16.2K+ 200.0% |
$362K - $1.1M
|
24.3K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
452+ 200.0% |
$10.1K - $30.9K
|
678
$15.9K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.16K+ 179.51% |
$160K - $489K
|
11.1K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
9.66K+ 104.28% |
$216K - $659K
|
18.9K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
14.1K+ 200.0% |
$317K - $965K
|
21.2K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
16.6KNew |
$372K - $1.13M
|
16.6K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
37.9K+ 323.51% |
$849K - $2.59M
|
49.6K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.45K+ 893.05% |
$167K - $509K
|
8.28K
$195K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
249K+ 206.66% |
$5.58M - $17M
|
370K
$8.7M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
709K+ 206.46% |
$15.9M - $48.4M
|
1.05M
$24.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
621+ 142.11% |
$13.9K - $42.4K
|
1.06K
$24.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
177K+ 187.12% |
$3.97M - $12.1M
|
272K
$6.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
15.7K+ 240.89% |
$352K - $1.07M
|
22.3K
$523K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
8.41K+ 200.0% |
$188K - $574K
|
12.6K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
28.9K+ 200.0% |
$647K - $1.97M
|
43.3K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
661K+ 216.53% |
$14.8M - $45.2M
|
967K
$22.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
69.7K+ 153.53% |
$1.56M - $4.76M
|
115K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.46M+ 188.45% |
$32.8M - $100M
|
2.24M
$52.7M
|