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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
52.2K+ 198.74% |
$1.17M - $3.56M
|
78.5K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51.7KNew |
$1.16M - $3.53M
|
51.7K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
51.6K+ 192.68% |
$1.16M - $3.52M
|
78.4K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
51.5K+ 246.04% |
$1.15M - $3.51M
|
72.4K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
51.2K+ 200.0% |
$1.15M - $3.49M
|
76.7K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
51.1K+ 211.95% |
$1.15M - $3.49M
|
75.2K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
51K+ 198.36% |
$1.14M - $3.48M
|
76.7K
$1.8M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
50.9K+ 187.75% |
$1.14M - $3.47M
|
78K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
50.8K+ 204.12% |
$1.14M - $3.47M
|
75.7K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50.2K+ 215.79% |
$1.13M - $3.43M
|
73.5K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
50.1KNew |
$1.12M - $3.42M
|
50.1K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
50K+ 184.82% |
$1.12M - $3.41M
|
77K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
49.8K+ 200.0% |
$1.12M - $3.4M
|
74.8K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
49.8K+ 205.71% |
$1.12M - $3.4M
|
74K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
49.7KNew |
$1.11M - $3.39M
|
49.7K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
49.5K+ 173.8% |
$1.11M - $3.38M
|
78K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
49.5K+ 833.92% |
$1.11M - $3.38M
|
55.4K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
49.1K+ 184.98% |
$1.1M - $3.35M
|
75.7K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
48.7K+ 180.88% |
$1.09M - $3.33M
|
75.7K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
48.7K+ 195.76% |
$1.09M - $3.33M
|
73.6K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
48.7K+ 240.66% |
$1.09M - $3.32M
|
68.9K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
47.9K+ 218.76% |
$1.07M - $3.27M
|
69.8K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
47.7K+ 508.04% |
$1.07M - $3.26M
|
57.1K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.6K+ 222.42% |
$1.07M - $3.25M
|
68.9K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
46.5K+ 196.44% |
$1.04M - $3.17M
|
70.1K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
46.4K+ 205.95% |
$1.04M - $3.17M
|
68.9K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
46.3K+ 198.78% |
$1.04M - $3.16M
|
69.5K
$1.63M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
46.1KNew |
$1.03M - $3.15M
|
46.1K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
45.8K+ 203.19% |
$1.03M - $3.13M
|
68.4K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
45.8KNew |
$1.03M - $3.13M
|
45.8K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.7KNew |
$1.02M - $3.12M
|
45.7K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
45.5KNew |
$1.02M - $3.11M
|
45.5K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
45.4K+ 173.53% |
$1.02M - $3.1M
|
71.5K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
45.2K+ 197.41% |
$1.01M - $3.09M
|
68.1K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
45.2K+ 206.98% |
$1.01M - $3.09M
|
67.1K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
45.1K+ 200.0% |
$1.01M - $3.08M
|
67.7K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
45.1K+ 200.0% |
$1.01M - $3.08M
|
67.7K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
45.1KNew |
$1.01M - $3.08M
|
45.1K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
45K+ 90.67% |
$1.01M - $3.07M
|
94.6K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
44.7KNew |
$1M - $3.05M
|
44.7K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
44.6K+ 195.41% |
$999K - $3.05M
|
67.4K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
44.5KNew |
$997K - $3.04M
|
44.5K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
44.5K+ 169.14% |
$996K - $3.04M
|
70.7K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
44.4K+ 202.01% |
$994K - $3.03M
|
66.4K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
44.3KNew |
$992K - $3.02M
|
44.3K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.3K+ 186.57% |
$991K - $3.02M
|
68K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
44.2K+ 200.84% |
$990K - $3.02M
|
66.2K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
44K+ 200.0% |
$986K - $3.01M
|
66K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
43.9K+ 164.37% |
$983K - $3M
|
70.6K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
43.8K+ 219.7% |
$981K - $2.99M
|
63.7K
$1.5M
|