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 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
64.6KNew |
$1.45M - $4.41M
|
64.6K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
64K+ 200.0% |
$1.43M - $4.37M
|
96K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
63.9K+ 194.26% |
$1.43M - $4.36M
|
96.8K
$2.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
63.7K+ 199.99% |
$1.43M - $4.35M
|
95.5K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
63.7K+ 295.76% |
$1.43M - $4.35M
|
85.2K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
63.2KNew |
$1.42M - $4.32M
|
63.2K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
62.6K+ 210.5% |
$1.4M - $4.28M
|
92.4K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
61.9K+ 199.83% |
$1.39M - $4.23M
|
92.9K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
61.9K+ 195.37% |
$1.39M - $4.23M
|
93.6K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61.7K+ 188.64% |
$1.38M - $4.22M
|
94.5K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
61.6K+ 201.34% |
$1.38M - $4.21M
|
92.3K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
61.6K+ 214.85% |
$1.38M - $4.21M
|
90.3K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
61.1KNew |
$1.37M - $4.17M
|
61.1K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
61.1K+ 220.74% |
$1.37M - $4.17M
|
88.7K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60.5K+ 191.77% |
$1.36M - $4.13M
|
92.1K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
60.5K+ 206.2% |
$1.35M - $4.13M
|
89.8K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
60.1K+ 189.83% |
$1.35M - $4.1M
|
91.8K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
59.9K+ 198.54% |
$1.34M - $4.09M
|
90K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
59KNew |
$1.32M - $4.03M
|
59K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
58.8K+ 200.88% |
$1.32M - $4.02M
|
88.1K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
58.7K+ 200.1% |
$1.31M - $4.01M
|
88K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
58.5K+ 199.25% |
$1.31M - $3.99M
|
87.8K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
58.5K+ 213.67% |
$1.31M - $3.99M
|
85.8K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
57.8K+ 200.98% |
$1.29M - $3.95M
|
86.6K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
57.6K+ 189.32% |
$1.29M - $3.93M
|
88K
$2.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
57.4K+ 199.18% |
$1.28M - $3.92M
|
86.1K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
57.3K+ 194.5% |
$1.28M - $3.91M
|
86.8K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
57.2K+ 215.39% |
$1.28M - $3.9M
|
83.7K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
57.1K+ 200.0% |
$1.28M - $3.9M
|
85.6K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
57K+ 193.78% |
$1.28M - $3.89M
|
86.3K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
56.3K+ 193.45% |
$1.26M - $3.84M
|
85.3K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
56.2K+ 188.56% |
$1.26M - $3.84M
|
86K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
56K+ 217.66% |
$1.25M - $3.82M
|
81.7K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
55.8K+ 180.37% |
$1.25M - $3.81M
|
86.7K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
55.6K+ 129.25% |
$1.24M - $3.79M
|
98.6K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
55.6K+ 198.66% |
$1.24M - $3.79M
|
83.5K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
55.1K+ 194.01% |
$1.23M - $3.76M
|
83.5K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
55K+ 4.13% |
$1.23M - $3.75M
|
1.39M
$32.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54.9K+ 297.8% |
$1.23M - $3.75M
|
73.3K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
54.6K+ 200.0% |
$1.22M - $3.73M
|
82K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
54.4K+ 221.04% |
$1.22M - $3.72M
|
79.1K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
54.3KNew |
$1.22M - $3.71M
|
54.3K
$1.28M
|
|
|
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
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
54.3K+ 200.01% |
$1.22M - $3.7M
|
81.4K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
53.2K+ 195.72% |
$1.19M - $3.63M
|
80.4K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
52.9K+ 200.19% |
$1.19M - $3.62M
|
79.4K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
52.8K+ 199.98% |
$1.18M - $3.61M
|
79.3K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
52.7KNew |
$1.18M - $3.6M
|
52.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
52.5K+ 207.01% |
$1.18M - $3.59M
|
77.9K
$1.83M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
52.5K+ 200.88% |
$1.18M - $3.58M
|
78.6K
$1.85M
|