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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.88K+ 210.92% |
$177K - $538K
|
11.6K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
10.7K+ 206.35% |
$240K - $730K
|
15.9K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
14.2K+ 200.0% |
$317K - $967K
|
21.2K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
27.9K+ 85.94% |
$625K - $1.91M
|
60.4K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.52M+ 200.0% |
$56.3M - $172M
|
3.77M
$88.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
11.5K+ 199.81% |
$258K - $787K
|
17.3K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
566K+ 199.98% |
$12.7M - $38.6M
|
848K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.1KNew |
$337K - $1.03M
|
15.1K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
212+ 179.66% |
$4.75K - $14.5K
|
330
$7.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
270K+ 200.27% |
$6.05M - $18.4M
|
405K
$9.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
52.5K+ 207.01% |
$1.18M - $3.59M
|
77.9K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
48.7K+ 195.76% |
$1.09M - $3.33M
|
73.6K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.63K+ 200.0% |
$36.5K - $111K
|
2.44K
$57.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$269K - $819K
|
12K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
156KNew |
$3.5M - $10.7M
|
156K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.9KNew |
$289K - $882K
|
12.9K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
623KNew |
$14M - $42.6M
|
623K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
630New |
$14.1K - $43K
|
630
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
21KNew |
$469K - $1.43M
|
21K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
38.8KNew |
$868K - $2.65M
|
38.8K
$911K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.32M+ 233.89% |
$96.8M - $295M
|
6.17M
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.6M+ 200.1% |
$35.8M - $109M
|
2.4M
$56.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61.7K+ 188.64% |
$1.38M - $4.22M
|
94.5K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
8.88K+ 200.0% |
$199K - $606K
|
13.3K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
30.1K+ 200.32% |
$674K - $2.06M
|
45.1K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
84.6K+ 200.0% |
$1.9M - $5.78M
|
127K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.02M- 14.51% |
$45.2M - $138M
|
11.9M
$280M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
13.3K+ 200.0% |
$299K - $911K
|
20K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
27.6K+ 200.04% |
$618K - $1.88M
|
41.4K
$973K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
15.4K+ 200.0% |
$345K - $1.05M
|
23.1K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
539K+ 281.86% |
$12.1M - $36.8M
|
731K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
563K+ 193.43% |
$12.6M - $38.5M
|
855K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.87K+ 55.08% |
$131K - $401K
|
16.5K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3K+ 300.0% |
$67.2K - $205K
|
4K
$94K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
20.9KNew |
$468K - $1.43M
|
20.9K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.6KNew |
$327K - $998K
|
14.6K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.7K+ 88.25% |
$463K - $1.41M
|
44.1K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
57K+ 193.78% |
$1.28M - $3.89M
|
86.3K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Raine Group LLC
New York, NY |
BUY
|
- |
243K+ 201.78% |
$5.43M - $16.6M
|
363K
$8.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
37+ 0.33% |
$829 - $2.53K
|
11.1K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
937+ 199.79% |
$21K - $64K
|
1.41K
$33.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 200.0% |
$744K - $2.27M
|
49.8K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
115K+ 200.0% |
$2.57M - $7.84M
|
172K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
692+ 200.0% |
$15.5K - $47.2K
|
1.04K
$24.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.03KNew |
$45.5K - $139K
|
2.03K
$47.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
69.6KNew |
$1.56M - $4.75M
|
69.6K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
10.1KNew |
$226K - $689K
|
10.1K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.63K+ 200.0% |
$36.6K - $111K
|
2.45K
$57.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
23.1K+ 219.37% |
$516K - $1.57M
|
33.6K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.1M+ 174.56% |
$24.6M - $74.8M
|
1.72M
$40.5M
|