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 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
43.8K+ 200.19% |
$980K - $2.99M
|
65.6K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
43.8K+ 196.37% |
$980K - $2.99M
|
66.1K
$1.55M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43.5K+ 208.44% |
$975K - $2.97M
|
64.4K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43.5K+ 153.71% |
$974K - $2.97M
|
71.8K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
43.3K+ 186.77% |
$970K - $2.96M
|
66.5K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
43.1KNew |
$965K - $2.94M
|
43.1K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
43K+ 155.79% |
$964K - $2.94M
|
70.6K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
42.6K+ 199.07% |
$955K - $2.91M
|
64.1K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
42.6K+ 196.93% |
$954K - $2.91M
|
64.2K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
42.3K+ 200.0% |
$948K - $2.89M
|
63.5K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
42.3K+ 198.99% |
$948K - $2.89M
|
63.6K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
42.2K+ 200.01% |
$946K - $2.88M
|
63.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
41.8K+ 200.05% |
$937K - $2.86M
|
62.7K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41K+ 337.01% |
$919K - $2.8M
|
53.2K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
40.7K+ 198.07% |
$912K - $2.78M
|
61.3K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
40.7K+ 190.67% |
$911K - $2.78M
|
62K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
40.5K+ 992.94% |
$908K - $2.77M
|
44.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.1K+ 747.9% |
$899K - $2.74M
|
45.5K
$1.07M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
40.1KNew |
$898K - $2.74M
|
40.1K
$943K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
39.7K+ 223.75% |
$889K - $2.71M
|
57.4K
$1.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
39.6K+ 46.36% |
$886K - $2.7M
|
125K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
38.8KNew |
$870K - $2.65M
|
38.8K
$913K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
38.8KNew |
$868K - $2.65M
|
38.8K
$911K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
38.7K+ 329.87% |
$866K - $2.64M
|
50.4K
$1.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
38.5K+ 198.51% |
$863K - $2.63M
|
57.9K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
38.5K+ 199.58% |
$862K - $2.63M
|
57.8K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
38.3K+ 192.09% |
$859K - $2.62M
|
58.3K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
38.3K+ 200.0% |
$858K - $2.61M
|
57.4K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
38.2K+ 96.99% |
$856K - $2.61M
|
77.6K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
38.1K+ 139.31% |
$854K - $2.6M
|
65.5K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
38K+ 200.0% |
$852K - $2.6M
|
57K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
37.9K+ 183.48% |
$849K - $2.59M
|
58.6K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
37.9K+ 323.51% |
$849K - $2.59M
|
49.6K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
37.5K+ 196.12% |
$840K - $2.56M
|
56.6K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
37.4K+ 199.99% |
$838K - $2.55M
|
56.1K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
37.4K+ 194.97% |
$837K - $2.55M
|
56.5K
$1.33M
|
|
|
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
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
37.3K+ 167.8% |
$835K - $2.55M
|
59.5K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37K+ 207.54% |
$829K - $2.53M
|
54.9K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
37KNew |
$829K - $2.53M
|
37K
$870K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
37K+ 200.0% |
$828K - $2.52M
|
55.4K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
36.7K+ 191.03% |
$823K - $2.51M
|
56K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
36.5KNew |
$818K - $2.49M
|
36.5K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
36.4K+ 159.1% |
$814K - $2.48M
|
59.2K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
36.4K+ 206.29% |
$814K - $2.48M
|
54K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
36.3K+ 816.49% |
$813K - $2.48M
|
40.7K
$958K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
35.5K+ 200.72% |
$796K - $2.43M
|
53.2K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
35.5K+ 55.95% |
$795K - $2.42M
|
98.9K
$2.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
35.5K+ 301.63% |
$795K - $2.42M
|
47.2K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
35.1K+ 197.95% |
$787K - $2.4M
|
52.9K
$1.24M
|