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
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
102K+ 200.0% |
$2.3M - $7M
|
154K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25.4K+ 252.98% |
$570K - $1.74M
|
35.5K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.28K+ 6.09% |
$51.1K - $156K
|
39.8K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
992K+ 219.99% |
$22.2M - $67.7M
|
1.44M
$33.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10.5K+ 200.8% |
$236K - $718K
|
15.8K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
14.8K+ 192.23% |
$332K - $1.01M
|
22.6K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
81.9K+ 194.08% |
$1.83M - $5.59M
|
124K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.24K- 0.81% |
$50.2K - $153K
|
273K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.37K+ 174.74% |
$188K - $572K
|
13.2K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
1.44MNew |
$32.2M - $98.3M
|
1.44M
$33.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
90.4K+ 217.69% |
$2.03M - $6.18M
|
132K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-239- 1.73% |
$5.35K - $16.3K
|
13.6K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
44.5KNew |
$997K - $3.04M
|
44.5K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37K+ 207.54% |
$829K - $2.53M
|
54.9K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
129K+ 202.04% |
$2.9M - $8.83M
|
193K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
320K+ 215.53% |
$7.16M - $21.8M
|
468K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
117K+ 200.38% |
$2.63M - $8.01M
|
176K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9.27K+ 199.98% |
$208K - $633K
|
13.9K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.4KNew |
$435K - $1.33M
|
19.4K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 200.1% |
$657K - $2M
|
44K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26.8K+ 3355.38% |
$601K - $1.83M
|
27.6K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2M+ 196.9% |
$274M - $836M
|
18.5M
$434M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.94K+ 227.88% |
$43.4K - $132K
|
2.79K
$65.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.9KNew |
$244K - $743K
|
10.9K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
9.35K+ 200.0% |
$209K - $638K
|
14K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
63.7K+ 295.76% |
$1.43M - $4.35M
|
85.2K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
9.77K+ 186.71% |
$219K - $667K
|
15K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
293K+ 194.27% |
$6.57M - $20M
|
444K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
154K+ 248.58% |
$3.46M - $10.5M
|
217K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
218K+ 1574.57% |
$4.89M - $14.9M
|
232K
$5.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
71.9K+ 179.19% |
$1.61M - $4.91M
|
112K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
112K+ 207.18% |
$2.51M - $7.64M
|
166K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.12K+ 200.0% |
$182K - $555K
|
12.2K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
226KNew |
$5.06M - $15.4M
|
226K
$5.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
7.03K+ 200.17% |
$157K - $480K
|
10.5K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
9.3K+ 200.0% |
$208K - $635K
|
14K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.95K+ 219.63% |
$201K - $611K
|
13K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
153K+ 177.08% |
$3.42M - $10.4M
|
239K
$5.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
37.4K+ 199.99% |
$838K - $2.55M
|
56.1K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
109K+ 203.86% |
$2.44M - $7.43M
|
162K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 200.0% |
$4.48K - $13.7K
|
300
$7.05K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
583+ 235.08% |
$13.1K - $39.8K
|
831
$19.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
10New |
$224 - $683
|
10
$235
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
21.5K+ 200.0% |
$481K - $1.47M
|
32.2K
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
13K+ 229.17% |
$291K - $888K
|
18.7K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
16.8K+ 195.83% |
$377K - $1.15M
|
25.4K
$597K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
13.6K+ 5.09% |
$306K - $932K
|
282K
$6.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.04KNew |
$90.5K - $276K
|
4.04K
$95K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
122K+ 200.24% |
$2.73M - $8.32M
|
183K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
45K+ 90.67% |
$1.01M - $3.07M
|
94.6K
$2.22M
|