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 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
852New |
$19.1K - $58.2K
|
852
$20K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
800K+ 184.91% |
$17.9M - $54.6M
|
1.23M
$29M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
296+ 200.0% |
$6.63K - $20.2K
|
444
$10.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
28.3K+ 207.1% |
$633K - $1.93M
|
41.9K
$986K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
110K+ 197.07% |
$2.47M - $7.54M
|
166K
$3.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
14.1K+ 200.0% |
$315K - $962K
|
21.1K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.2KNew |
$94.1K - $287K
|
4.2K
$98.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
76.3K+ 201.06% |
$1.71M - $5.21M
|
114K
$2.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
277K+ 864.74% |
$6.2M - $18.9M
|
309K
$7.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
629K+ 2.46% |
$14.1M - $42.9M
|
26.2M
$617M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.06M+ 325.83% |
$23.7M - $72.1M
|
1.38M
$32.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
157K+ 181.35% |
$3.51M - $10.7M
|
243K
$5.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
404+ 200.0% |
$9.05K - $27.6K
|
606
$14.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
49.5K+ 173.8% |
$1.11M - $3.38M
|
78K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.3M+ 220.82% |
$320M - $976M
|
20.8M
$488M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.76M+ 211.68% |
$107M - $325M
|
7.01M
$165M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
910K+ 201.02% |
$20.4M - $62.1M
|
1.36M
$32M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
24New |
$538 - $1.64K
|
24
$564
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29.8K+ 215.62% |
$668K - $2.04M
|
43.7K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
45.8K+ 203.19% |
$1.03M - $3.13M
|
68.4K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
4.44K+ 91.97% |
$99.5K - $303K
|
9.27K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2M+ 201.19% |
$44.8M - $136M
|
2.99M
$70.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
23.1K+ 197.15% |
$517K - $1.58M
|
34.8K
$818K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
153K+ 203.99% |
$3.43M - $10.5M
|
228K
$5.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
54.3K+ 182.53% |
$1.22M - $3.71M
|
84K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.51M+ 200.56% |
$33.9M - $103M
|
2.27M
$53.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
31.7K+ 192.26% |
$711K - $2.17M
|
48.2K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
18.6KNew |
$418K - $1.27M
|
18.6K
$438K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
90.4K+ 352.61% |
$2.02M - $6.17M
|
116K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
6.09K+ 200.99% |
$136K - $416K
|
9.12K
$214K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
88.9K+ 198.86% |
$1.99M - $6.07M
|
134K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.32K+ 184.46% |
$74.5K - $227K
|
5.13K
$121K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
9.62KNew |
$216K - $657K
|
9.62K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.96K+ 200.0% |
$43.9K - $134K
|
2.94K
$69.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
123K+ 207.78% |
$2.76M - $8.4M
|
182K
$4.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.4K+ 200.0% |
$256K - $780K
|
17.1K
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
118K+ 167.75% |
$2.64M - $8.04M
|
188K
$4.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
57.8K+ 200.98% |
$1.29M - $3.95M
|
86.6K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
28.4K+ 198.62% |
$637K - $1.94M
|
42.7K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
108K+ 198.38% |
$2.43M - $7.4M
|
163K
$3.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
28.3KNew |
$634K - $1.93M
|
28.3K
$665K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
158New |
$3.54K - $10.8K
|
158
$3.71K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
6.76KNew |
$151K - $462K
|
6.76K
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
12.6K+ 206.32% |
$283K - $863K
|
18.8K
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
9.16K+ 120.82% |
$205K - $625K
|
16.7K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10.9K+ 144.71% |
$244K - $743K
|
18.4K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
11.4K+ 163.42% |
$256K - $780K
|
18.4K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
32.4KNew |
$726K - $2.21M
|
32.4K
$762K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21.5M+ 202.16% |
$482M - $1.47B
|
32.1M
$756M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.17M+ 202.47% |
$26.2M - $79.9M
|
1.75M
$41.1M
|