Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHX)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
82K+ 172.49% |
$1.84M - $5.6M
|
129K
$3.04M
|
|
|
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 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
81.8K+ 3059.2% |
$1.83M - $5.59M
|
84.5K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
80.6K+ 188.14% |
$1.81M - $5.5M
|
123K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
80.2K+ 183.72% |
$1.8M - $5.48M
|
124K
$2.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
79.6K+ 198.52% |
$1.78M - $5.43M
|
120K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
79.5K+ 197.61% |
$1.78M - $5.43M
|
120K
$2.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
78.8K+ 220.76% |
$1.77M - $5.38M
|
114K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
78.6KNew |
$1.76M - $5.37M
|
78.6K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78.3K+ 194.92% |
$1.75M - $5.34M
|
118K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
78K+ 208.16% |
$1.75M - $5.33M
|
116K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
78K+ 177.22% |
$1.75M - $5.33M
|
122K
$2.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
77.9K+ 198.11% |
$1.75M - $5.32M
|
117K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77.7K+ 197.4% |
$1.74M - $5.31M
|
117K
$2.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
77.6K+ 200.37% |
$1.74M - $5.3M
|
116K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76.7KNew |
$1.72M - $5.23M
|
76.7K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
76.5K+ 217.35% |
$1.71M - $5.22M
|
112K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
76.3K+ 201.06% |
$1.71M - $5.21M
|
114K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
75.5K+ 273.27% |
$1.69M - $5.16M
|
103K
$2.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
75.2K+ 196.8% |
$1.69M - $5.14M
|
113K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
74.8K+ 1015.86% |
$1.67M - $5.11M
|
82.1K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
74.6K+ 197.03% |
$1.67M - $5.09M
|
112K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
74.1K+ 1625.31% |
$1.66M - $5.06M
|
78.7K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
73.5K+ 200.99% |
$1.65M - $5.02M
|
110K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
72.5K+ 190.0% |
$1.62M - $4.95M
|
111K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
72K+ 202.36% |
$1.61M - $4.92M
|
108K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
71.9K+ 186.07% |
$1.61M - $4.91M
|
111K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
71.9K+ 179.19% |
$1.61M - $4.91M
|
112K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
70.8K+ 200.0% |
$1.59M - $4.84M
|
106K
$2.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
70.2K+ 190.33% |
$1.57M - $4.79M
|
107K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
70.2K+ 209.46% |
$1.57M - $4.79M
|
104K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
69.9K+ 239.25% |
$1.57M - $4.77M
|
99.1K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
69.7K+ 153.53% |
$1.56M - $4.76M
|
115K
$2.71M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
69.6K+ 238.32% |
$1.56M - $4.75M
|
98.8K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
69.6KNew |
$1.56M - $4.75M
|
69.6K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
69.3K+ 195.93% |
$1.55M - $4.73M
|
105K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
69.3K+ 196.26% |
$1.55M - $4.73M
|
105K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
68.2K+ 30.31% |
$1.53M - $4.66M
|
293K
$6.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
67.8K+ 199.75% |
$1.52M - $4.63M
|
102K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
67.4K+ 202.44% |
$1.51M - $4.6M
|
101K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
67.4K+ 200.01% |
$1.51M - $4.6M
|
101K
$2.38M
|
|
|
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 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
66.9KNew |
$1.5M - $4.57M
|
66.9K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
66.7K+ 194.38% |
$1.49M - $4.56M
|
101K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
66.7K+ 203.75% |
$1.49M - $4.55M
|
99.4K
$2.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
66.6KNew |
$1.49M - $4.55M
|
66.6K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
66.5K+ 205.64% |
$1.49M - $4.54M
|
98.8K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65.6K+ 223.94% |
$1.47M - $4.48M
|
94.9K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
64.7K+ 223.98% |
$1.45M - $4.41M
|
93.5K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
64.6K+ 199.36% |
$1.45M - $4.41M
|
97K
$2.28M
|