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
|
Stone X Group Inc.
|
BUY
|
- |
35.1KNew |
$786K - $2.4M
|
35.1K
$825K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
34.9K+ 184.55% |
$781K - $2.38M
|
53.7K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
34.6K+ 251.63% |
$776K - $2.37M
|
48.4K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
34.5K+ 221.85% |
$772K - $2.35M
|
50K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34K+ 151.69% |
$761K - $2.32M
|
56.4K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
33.9K+ 189.68% |
$760K - $2.32M
|
51.8K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
33.5K+ 138.85% |
$751K - $2.29M
|
57.7K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
33.5K+ 203.69% |
$751K - $2.29M
|
50K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
33.3KNew |
$745K - $2.27M
|
33.3K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 200.0% |
$744K - $2.27M
|
49.8K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
33K+ 200.97% |
$740K - $2.26M
|
49.5K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.9K+ 111.63% |
$737K - $2.25M
|
62.4K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
32.6K+ 194.42% |
$730K - $2.23M
|
49.4K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
32.4KNew |
$726K - $2.21M
|
32.4K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
32.2K+ 195.8% |
$722K - $2.2M
|
48.7K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
32K+ 184.23% |
$717K - $2.19M
|
49.4K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
32KNew |
$717K - $2.19M
|
32K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
31.7K+ 204.87% |
$711K - $2.17M
|
47.2K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
31.7K+ 192.26% |
$711K - $2.17M
|
48.2K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
31.6K+ 200.0% |
$708K - $2.16M
|
47.4K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
31.4KNew |
$703K - $2.14M
|
31.4K
$737K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
31.2K+ 122.42% |
$699K - $2.13M
|
56.7K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
31.2K+ 200.21% |
$698K - $2.13M
|
46.7K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
31.1K+ 181.13% |
$698K - $2.13M
|
48.3K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
31.1K+ 194.73% |
$697K - $2.13M
|
47.1K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
31K+ 202.0% |
$695K - $2.12M
|
46.4K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
30.6K+ 200.2% |
$685K - $2.09M
|
45.8K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
30.5KNew |
$684K - $2.09M
|
30.5K
$718K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
30.3K+ 199.41% |
$680K - $2.07M
|
45.5K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
30.3K+ 192.62% |
$678K - $2.07M
|
46K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
30.1K+ 200.32% |
$674K - $2.06M
|
45.1K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.1K+ 195.93% |
$673K - $2.05M
|
45.4K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30K+ 574.31% |
$672K - $2.05M
|
35.2K
$828K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
30K+ 185.6% |
$672K - $2.05M
|
46.2K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.9K+ 209.69% |
$670K - $2.04M
|
44.2K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29.8K+ 283.61% |
$668K - $2.04M
|
40.4K
$949K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29.8K+ 215.62% |
$668K - $2.04M
|
43.7K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29.7K+ 200.0% |
$666K - $2.03M
|
44.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.7K+ 450.65% |
$665K - $2.03M
|
36.3K
$852K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
29.6K+ 209.91% |
$664K - $2.02M
|
43.7K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29.4K+ 244.35% |
$659K - $2.01M
|
41.5K
$975K
|
|
|
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 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 200.1% |
$657K - $2M
|
44K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
29.2K+ 198.83% |
$654K - $1.99M
|
43.9K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
28.9K+ 200.0% |
$647K - $1.97M
|
43.3K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
28.9K+ 192.52% |
$647K - $1.97M
|
43.9K
$1.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
28.8K+ 306.0% |
$644K - $1.96M
|
38.1K
$897K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
28.5K+ 163.3% |
$639K - $1.95M
|
46K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
28.5K+ 196.51% |
$638K - $1.94M
|
43K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
28.4K+ 198.62% |
$637K - $1.94M
|
42.7K
$1M
|