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 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
7.67K+ 206.85% |
$172K - $524K
|
11.4K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83.8K+ 190.22% |
$1.88M - $5.72M
|
128K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
21.5K+ 200.15% |
$481K - $1.46M
|
32.2K
$756K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
37KNew |
$829K - $2.53M
|
37K
$870K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
561K+ 192.1% |
$12.6M - $38.3M
|
854K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
30.3K+ 199.41% |
$680K - $2.07M
|
45.5K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
141K+ 198.53% |
$3.15M - $9.6M
|
211K
$4.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.5M+ 297.4% |
$33.6M - $102M
|
2M
$47.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
14.2KNew |
$317K - $968K
|
14.2K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
54.3K+ 200.01% |
$1.22M - $3.7M
|
81.4K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6.64K+ 180.08% |
$149K - $454K
|
10.3K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
190K+ 197.94% |
$4.26M - $13M
|
286K
$6.72M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.42K+ 92.98% |
$121K - $370K
|
11.2K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
26.9K+ 200.0% |
$603K - $1.84M
|
40.4K
$949K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
43.8K+ 200.19% |
$980K - $2.99M
|
65.6K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
56K+ 217.66% |
$1.25M - $3.82M
|
81.7K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
122K+ 205.74% |
$2.73M - $8.34M
|
181K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
78K+ 177.22% |
$1.75M - $5.33M
|
122K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1M+ 191.99% |
$22.4M - $68.4M
|
1.52M
$35.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
45.2K+ 197.41% |
$1.01M - $3.09M
|
68.1K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
48.7K+ 240.66% |
$1.09M - $3.32M
|
68.9K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
149+ 0.46% |
$3.34K - $10.2K
|
32.2K
$757K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
212K+ 168.73% |
$4.76M - $14.5M
|
338K
$7.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.6K- 1.25% |
$35.7K - $109K
|
126K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
13.8K+ 200.0% |
$308K - $940K
|
20.6K
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.8K+ 200.0% |
$108K - $328K
|
7.2K
$169K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.01M+ 203.16% |
$89.9M - $274M
|
5.99M
$141M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.86K+ 535.28% |
$109K - $331K
|
5.76K
$135K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
64.6K+ 199.36% |
$1.45M - $4.41M
|
97K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
54.4K+ 221.04% |
$1.22M - $3.72M
|
79.1K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
28.4K+ 149.11% |
$636K - $1.94M
|
47.5K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
34.9K+ 184.55% |
$781K - $2.38M
|
53.7K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.58K+ 204.12% |
$170K - $518K
|
11.3K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.74K+ 195.31% |
$218K - $665K
|
14.7K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
12.8K+ 178.93% |
$288K - $877K
|
20K
$471K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
21K+ 198.02% |
$471K - $1.44M
|
31.7K
$744K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.36M+ 196.46% |
$52.8M - $161M
|
3.56M
$83.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
169K+ 197.58% |
$3.79M - $11.6M
|
255K
$5.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
23.7K+ 200.47% |
$530K - $1.62M
|
35.5K
$834K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
24.9K+ 204.26% |
$558K - $1.7M
|
37.1K
$873K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.2M+ 197.36% |
$26.9M - $82M
|
1.81M
$42.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
6.16K+ 200.0% |
$138K - $420K
|
9.23K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.41K+ 200.56% |
$144K - $438K
|
9.61K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
5.8K+ 194.73% |
$130K - $396K
|
8.78K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
26.2K+ 491.89% |
$587K - $1.79M
|
31.5K
$741K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
20.2K+ 165.94% |
$453K - $1.38M
|
32.4K
$762K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
299+ 0.07% |
$6.7K - $20.4K
|
422K
$9.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
343K+ 200.99% |
$7.68M - $23.4M
|
514K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
137K+ 130.56% |
$3.07M - $9.36M
|
242K
$5.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.6K+ 197.27% |
$259K - $789K
|
17.4K
$410K
|