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 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
158+ 200.0% |
$3.54K - $10.8K
|
237
$5.57K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
114K+ 192.07% |
$2.55M - $7.77M
|
173K
$4.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
32.6K+ 194.42% |
$730K - $2.23M
|
49.4K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
207K+ 140.16% |
$4.63M - $14.1M
|
354K
$8.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
11.6K+ 200.0% |
$260K - $793K
|
17.4K
$410K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
78.8K+ 220.76% |
$1.77M - $5.38M
|
114K
$2.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
58.8K+ 200.88% |
$1.32M - $4.02M
|
88.1K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
235K+ 189.56% |
$5.26M - $16M
|
359K
$8.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
98.4K+ 1741.77% |
$2.2M - $6.72M
|
104K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.47K+ 316.34% |
$212K - $646K
|
12.5K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
266K+ 208.29% |
$5.96M - $18.2M
|
394K
$9.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.39KNew |
$31K - $94.6K
|
1.39K
$32.6K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
525K+ 198.37% |
$11.8M - $35.9M
|
790K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 200.0% |
$444K - $1.35M
|
29.8K
$700K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.2K+ 200.0% |
$71.7K - $218K
|
4.8K
$113K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
9.29K+ 190.31% |
$208K - $634K
|
14.2K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
19.1K+ 200.0% |
$427K - $1.3M
|
28.6K
$672K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
45.4K+ 173.53% |
$1.02M - $3.1M
|
71.5K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
127K+ 169.04% |
$2.84M - $8.67M
|
202K
$4.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
20.1K+ 310.22% |
$450K - $1.37M
|
26.6K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.95M+ 185.1% |
$43.7M - $133M
|
3.01M
$70.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15New |
$336 - $1.02K
|
15
$353
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.3K+ 186.57% |
$991K - $3.02M
|
68K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
172K+ 204.4% |
$3.86M - $11.8M
|
256K
$6.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
423K+ 106.23% |
$9.48M - $28.9M
|
821K
$19.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
101K+ 192.66% |
$2.27M - $6.9M
|
154K
$3.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.12M+ 205.99% |
$69.8M - $213M
|
4.63M
$109M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-81.4K- 50.91% |
$1.82M - $5.56M
|
78.5K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
18.1K+ 201.0% |
$405K - $1.23M
|
27.1K
$637K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
24.7K+ 151.84% |
$553K - $1.68M
|
40.9K
$962K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.21M+ 198.1% |
$27.2M - $82.9M
|
1.83M
$43M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
8.79K+ 214.05% |
$197K - $600K
|
12.9K
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
154K+ 210.88% |
$3.46M - $10.5M
|
228K
$5.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
32.2K+ 195.8% |
$722K - $2.2M
|
48.7K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
27.7K+ 199.16% |
$621K - $1.89M
|
41.6K
$979K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10K+ 200.0% |
$224K - $683K
|
15K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
23.7K+ 266.09% |
$532K - $1.62M
|
32.7K
$768K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.14K- 5.56% |
$25.5K - $77.7K
|
19.3K
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
43.9K+ 164.37% |
$983K - $3M
|
70.6K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
64K+ 200.0% |
$1.43M - $4.37M
|
96K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
17.4KNew |
$390K - $1.19M
|
17.4K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16K+ 199.99% |
$358K - $1.09M
|
24K
$564K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
43.8K+ 219.7% |
$981K - $2.99M
|
63.7K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
80.6K+ 188.14% |
$1.81M - $5.5M
|
123K
$2.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
17.4K+ 200.0% |
$389K - $1.19M
|
26.1K
$613K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
66.7K+ 194.38% |
$1.49M - $4.56M
|
101K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
66.7K+ 203.75% |
$1.49M - $4.55M
|
99.4K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 204.12% |
$294K - $897K
|
19.6K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.87K+ 200.0% |
$154K - $469K
|
10.3K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
99.7K+ 250.98% |
$2.23M - $6.81M
|
139K
$3.28M
|