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 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.55K+ 198.25% |
$147K - $447K
|
9.86K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
172K+ 200.05% |
$3.85M - $11.7M
|
258K
$6.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
209K+ 269.18% |
$4.68M - $14.3M
|
287K
$6.74M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.65K+ 200.91% |
$59.4K - $181K
|
3.98K
$93.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
8.4K+ 200.0% |
$188K - $574K
|
12.6K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
37.3K+ 212.34% |
$837K - $2.55M
|
54.9K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
619KNew |
$13.9M - $42.3M
|
619K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
68.2K+ 30.31% |
$1.53M - $4.66M
|
293K
$6.9M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
92.5K+ 182.43% |
$2.07M - $6.32M
|
143K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
17.9K+ 158.67% |
$401K - $1.22M
|
29.2K
$686K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11K+ 200.0% |
$247K - $752K
|
16.5K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
263K+ 194.91% |
$5.88M - $17.9M
|
397K
$9.34M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
13.7K+ 200.09% |
$308K - $937K
|
20.6K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17.1K+ 200.0% |
$383K - $1.17M
|
25.6K
$603K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.65K+ 200.0% |
$81.7K - $249K
|
5.47K
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
17.8K+ 200.9% |
$399K - $1.22M
|
26.7K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
72K+ 202.36% |
$1.61M - $4.92M
|
108K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.49K+ 187.04% |
$145K - $443K
|
9.96K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
222New |
$4.97K - $15.2K
|
222
$5.22K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8.45K+ 200.0% |
$189K - $577K
|
12.7K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
166K+ 214.73% |
$3.72M - $11.3M
|
244K
$5.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
66.9K+ 281.84% |
$1.5M - $4.57M
|
90.7K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
17.4K+ 200.0% |
$389K - $1.19M
|
26K
$612K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.9M+ 275.01% |
$244M - $745M
|
14.9M
$350M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
131K+ 201.97% |
$2.93M - $8.93M
|
196K
$4.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.87K+ 3.88% |
$41.9K - $128K
|
50.1K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
30New |
$672 - $2.05K
|
30
$705
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36M+ 195.5% |
$30.5M - $93M
|
2.06M
$48.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.14M+ 175.73% |
$70.3M - $214M
|
4.92M
$116M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.7KNew |
$352K - $1.07M
|
15.7K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
43.3K+ 186.77% |
$970K - $2.96M
|
66.5K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
20.9K+ 200.0% |
$469K - $1.43M
|
31.4K
$738K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
38K+ 200.0% |
$852K - $2.6M
|
57K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.1K+ 145.28% |
$517K - $1.58M
|
38.9K
$916K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
26K+ 199.98% |
$583K - $1.78M
|
39K
$918K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
236+ 200.0% |
$5.29K - $16.1K
|
354
$8.32K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
550K+ 185.41% |
$12.3M - $37.5M
|
846K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.9K+ 6.94% |
$42.5K - $129K
|
29.2K
$687K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
179K+ 230.3% |
$4.02M - $12.2M
|
257K
$6.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
31.6K+ 200.0% |
$708K - $2.16M
|
47.4K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
107K+ 155.09% |
$2.4M - $7.3M
|
176K
$4.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37+ 246.67% |
$829 - $2.53K
|
52
$1.22K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
26+ 200.0% |
$582 - $1.78K
|
39
$917
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
36.5KNew |
$818K - $2.49M
|
36.5K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60.5K+ 191.77% |
$1.36M - $4.13M
|
92.1K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
8.05K+ 236.41% |
$180K - $550K
|
11.5K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
29.4K+ 141.86% |
$659K - $2.01M
|
50.1K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.61M+ 205.43% |
$148M - $452M
|
9.83M
$231M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
9.56K+ 397.3% |
$214K - $652K
|
12K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
37.3K+ 167.8% |
$835K - $2.55M
|
59.5K
$1.4M
|