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 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.51M+ 200.56% |
$33.9M - $103M
|
2.27M
$53.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
86.1K+ 200.81% |
$1.93M - $5.88M
|
129K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
12.7K+ 200.0% |
$284K - $864K
|
19K
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
43New |
$963 - $2.94K
|
43
$1.01K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
84.9K+ 189.56% |
$1.9M - $5.8M
|
130K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
207K+ 331.47% |
$4.64M - $14.1M
|
270K
$6.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.13KNew |
$25.2K - $77K
|
1.13K
$26.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
35.1KNew |
$786K - $2.4M
|
35.1K
$825K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
66.9KNew |
$1.5M - $4.57M
|
66.9K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
210K+ 200.11% |
$4.71M - $14.3M
|
315K
$7.41M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
13.5K+ 306.27% |
$302K - $921K
|
17.9K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-52- 0.48% |
$1.16K - $3.55K
|
10.8K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.2K+ 201.2% |
$519K - $1.58M
|
34.7K
$816K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
59.9K+ 198.54% |
$1.34M - $4.09M
|
90K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
198K+ 147.52% |
$4.44M - $13.5M
|
332K
$7.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
71.9K+ 186.07% |
$1.61M - $4.91M
|
111K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
124K+ 200.97% |
$2.78M - $8.48M
|
186K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
13KNew |
$291K - $888K
|
13K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
32KNew |
$717K - $2.19M
|
32K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
29.6K+ 209.91% |
$664K - $2.02M
|
43.7K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.39K+ 139.03% |
$188K - $573K
|
14.4K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
110K+ 218.38% |
$2.46M - $7.48M
|
160K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
42.2K+ 200.01% |
$946K - $2.88M
|
63.3K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
740K+ 194.74% |
$16.6M - $50.5M
|
1.12M
$26.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.27M+ 198.96% |
$28.4M - $86.4M
|
1.9M
$44.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
51.6K+ 192.68% |
$1.16M - $3.52M
|
78.4K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.53M+ 184.59% |
$213M - $651M
|
14.7M
$345M
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
12K+ 200.0% |
$269K - $819K
|
18K
$423K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
216+ 200.0% |
$4.84K - $14.7K
|
324
$7.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
17.8K+ 201.43% |
$398K - $1.21M
|
26.6K
$625K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
18.6K+ 200.0% |
$416K - $1.27M
|
27.8K
$655K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
30.6K+ 200.2% |
$685K - $2.09M
|
45.8K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
122KNew |
$2.74M - $8.34M
|
122K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
99.9K+ 204.53% |
$2.24M - $6.82M
|
149K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
42.6K+ 199.07% |
$955K - $2.91M
|
64.1K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
18.4K+ 201.81% |
$413K - $1.26M
|
27.6K
$649K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
90.2K+ 198.55% |
$2.02M - $6.16M
|
136K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
877K+ 197.99% |
$19.6M - $59.9M
|
1.32M
$31M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
726K+ 245.29% |
$16.3M - $49.5M
|
1.02M
$24M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
57.4K+ 199.18% |
$1.28M - $3.92M
|
86.1K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
79.6K+ 198.52% |
$1.78M - $5.43M
|
120K
$2.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
550K+ 300.83% |
$12.3M - $37.5M
|
733K
$17.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
36.3K+ 816.49% |
$813K - $2.48M
|
40.7K
$958K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
61.6K+ 214.85% |
$1.38M - $4.21M
|
90.3K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
8.89KNew |
$199K - $607K
|
8.89K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
171K+ 179.28% |
$3.83M - $11.7M
|
267K
$6.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23.8K+ 200.0% |
$533K - $1.62M
|
35.7K
$838K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
111K+ 211.2% |
$2.5M - $7.61M
|
164K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
268K+ 280.53% |
$6M - $18.3M
|
363K
$8.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.8M+ 184.68% |
$511M - $1.56B
|
35.2M
$827M
|