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 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
86.9KNew |
$1.95M - $5.93M
|
86.9K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.2K+ 159.15% |
$117K - $355K
|
8.47K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.8K+ 197.14% |
$309K - $943K
|
20.8K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
370K+ 225.56% |
$8.28M - $25.2M
|
534K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.07K+ 200.0% |
$46.3K - $141K
|
3.1K
$72.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
27.6K+ 252.65% |
$618K - $1.88M
|
38.5K
$905K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
45.1KNew |
$1.01M - $3.08M
|
45.1K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8.73KNew |
$195K - $596K
|
8.73K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.3K+ 199.98% |
$254K - $775K
|
17K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
282K+ 211.9% |
$6.32M - $19.2M
|
415K
$9.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
31.1K+ 194.73% |
$697K - $2.13M
|
47.1K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13.7KNew |
$307K - $935K
|
13.7K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.19M+ 204.57% |
$26.7M - $81.3M
|
1.77M
$41.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
52.2K+ 198.74% |
$1.17M - $3.56M
|
78.5K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8.69KNew |
$195K - $593K
|
8.69K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
816K+ 170.71% |
$18.3M - $55.7M
|
1.29M
$30.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
14.6K+ 203.09% |
$327K - $997K
|
21.8K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10.1K+ 200.0% |
$226K - $688K
|
15.1K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
6.27K+ 200.99% |
$140K - $428K
|
9.39K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
135K+ 191.96% |
$3.01M - $9.18M
|
205K
$4.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
6.48K+ 188.64% |
$145K - $442K
|
9.91K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
455K+ 197.04% |
$10.2M - $31.1M
|
686K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
60.1K+ 189.83% |
$1.35M - $4.1M
|
91.8K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
538K+ 199.7% |
$12M - $36.7M
|
807K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
57.3K+ 194.5% |
$1.28M - $3.91M
|
86.8K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
73.5K+ 200.99% |
$1.65M - $5.02M
|
110K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
423K+ 199.95% |
$9.47M - $28.9M
|
634K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
91.6K+ 179.59% |
$2.05M - $6.25M
|
143K
$3.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
22.8K+ 200.37% |
$511K - $1.56M
|
34.2K
$805K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
75+ 0.81% |
$1.68K - $5.12K
|
9.38K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.54K+ 170.73% |
$34.5K - $105K
|
2.44K
$57.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
121K+ 204.98% |
$2.71M - $8.26M
|
180K
$4.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
119K+ 186.66% |
$2.67M - $8.14M
|
183K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
663+ 414.38% |
$14.9K - $45.3K
|
823
$19.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77.7K+ 197.4% |
$1.74M - $5.31M
|
117K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
191K+ 200.74% |
$4.29M - $13.1M
|
287K
$6.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
10.2K+ 200.0% |
$228K - $696K
|
15.3K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
124K+ 201.27% |
$2.77M - $8.44M
|
185K
$4.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.98K+ 135.0% |
$134K - $408K
|
10.4K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
12.8K+ 286.87% |
$287K - $876K
|
17.3K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.27K+ 200.0% |
$73.2K - $223K
|
4.91K
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
117K+ 203.77% |
$2.63M - $8.02M
|
175K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
746K+ 199.05% |
$16.7M - $50.9M
|
1.12M
$26.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.11K- 0.47% |
$24.8K - $75.7K
|
235K
$5.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47+ 204.35% |
$1.05K - $3.21K
|
70
$1.65K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
855K+ 208.6% |
$19.2M - $58.4M
|
1.26M
$29.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
53.2K+ 195.72% |
$1.19M - $3.63M
|
80.4K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13.7K+ 194.95% |
$307K - $935K
|
20.7K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
177K+ 180.6% |
$3.97M - $12.1M
|
275K
$6.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
18.9K+ 328.03% |
$422K - $1.29M
|
24.6K
$578K
|