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 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.01M+ 210.1% |
$45.1M - $138M
|
2.97M
$69.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76.7KNew |
$1.72M - $5.23M
|
76.7K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
169New |
$3.79K - $11.5K
|
169
$3.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
470New |
$10.5K - $32.1K
|
470
$11K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
5.41KNew |
$121K - $369K
|
5.41K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
26.3K+ 187.3% |
$590K - $1.8M
|
40.4K
$950K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3.11M+ 204.42% |
$69.8M - $213M
|
4.64M
$109M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
252K+ 173.31% |
$5.64M - $17.2M
|
397K
$9.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.18K+ 200.0% |
$26.3K - $80.3K
|
1.76K
$41.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
197K+ 209.65% |
$4.41M - $13.5M
|
291K
$6.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
534K+ 180.7% |
$12M - $36.4M
|
829K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
304+ 200.0% |
$6.81K - $20.8K
|
456
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
11.2K+ 200.0% |
$251K - $765K
|
16.8K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
40.5K+ 992.94% |
$908K - $2.77M
|
44.6K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
7.06K+ 190.25% |
$158K - $482K
|
10.8K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
15.5KNew |
$347K - $1.06M
|
15.5K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.51M+ 218.83% |
$33.7M - $103M
|
2.19M
$51.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
66.5K+ 205.64% |
$1.49M - $4.54M
|
98.8K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16.4K+ 169.6% |
$367K - $1.12M
|
26.1K
$613K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
24.9K+ 364.22% |
$559K - $1.7M
|
31.8K
$747K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.3K+ 200.77% |
$29.2K - $89K
|
1.95K
$45.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51.7KNew |
$1.16M - $3.53M
|
51.7K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
593K+ 157.03% |
$13.3M - $40.5M
|
970K
$22.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
900+ 200.0% |
$20.2K - $61.5K
|
1.35K
$31.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
21K+ 203.66% |
$470K - $1.43M
|
31.3K
$736K
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
10.3K+ 204.99% |
$230K - $702K
|
15.3K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
16.7K+ 200.0% |
$374K - $1.14M
|
25.1K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
675New |
$15.1K - $46.1K
|
675
$15.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29.4K+ 244.35% |
$659K - $2.01M
|
41.5K
$975K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-70Closed |
$1.57K - $4.78K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
15.1K+ 348.39% |
$338K - $1.03M
|
19.4K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
654K+ 191.88% |
$14.7M - $44.7M
|
995K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.3M+ 190.06% |
$163M - $498M
|
11.1M
$262M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
553K+ 210.87% |
$12.4M - $37.8M
|
815K
$19.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
5K+ 200.0% |
$112K - $341K
|
7.5K
$176K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
109K+ 194.13% |
$2.45M - $7.47M
|
166K
$3.89M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
298K+ 204.07% |
$6.67M - $20.3M
|
444K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
75.5K+ 273.27% |
$1.69M - $5.16M
|
103K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
178K+ 153.95% |
$3.98M - $12.1M
|
293K
$6.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
371+ 9.04% |
$8.31K - $25.3K
|
4.47K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
773K+ 199.44% |
$17.3M - $52.8M
|
1.16M
$27.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
82K+ 172.49% |
$1.84M - $5.6M
|
129K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.4K+ 200.0% |
$569K - $1.73M
|
38.1K
$895K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
5.94K+ 152.53% |
$133K - $405K
|
9.83K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
20.5K+ 200.0% |
$460K - $1.4M
|
30.8K
$725K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
369+ 170.05% |
$8.27K - $25.2K
|
586
$13.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.19M+ 316.04% |
$71.5M - $218M
|
4.2M
$98.8M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.9K+ 209.69% |
$670K - $2.04M
|
44.2K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.7KNew |
$442K - $1.35M
|
19.7K
$464K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
43.8K+ 196.37% |
$980K - $2.99M
|
66.1K
$1.55M
|