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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
10.1KNew |
$219K - $245K
|
10.1K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9.76KNew |
$212K - $237K
|
9.76K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.93K+ 16.44% |
$194K - $217K
|
63.3K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.1K+ 51.83% |
$154K - $172K
|
20.8K
$552K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.55KNew |
$142K - $159K
|
6.55K
$174K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
5.7K+ 21.18% |
$124K - $138K
|
32.6K
$865K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5.47KNew |
$119K - $133K
|
5.47K
$145K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.32KNew |
$116K - $129K
|
5.32K
$141K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
4.79K+ 34.22% |
$104K - $116K
|
18.8K
$499K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.58K+ 46.74% |
$99.6K - $111K
|
14.4K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
4.5KNew |
$97.9K - $109K
|
4.5K
$119K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.69KNew |
$80.2K - $89.5K
|
3.69K
$97.9K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.05KNew |
$66.4K - $74.1K
|
3.05K
$81K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.63K+ 1.97% |
$57.2K - $63.9K
|
136K
$3.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.85K+ 227.4% |
$40.3K - $44.9K
|
2.67K
$70.7K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.8K+ 6.72% |
$39.2K - $43.7K
|
28.6K
$759K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 0.27% |
$35.2K - $39.3K
|
608K
$16.1M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.46K+ 864.5% |
$31.8K - $35.5K
|
1.63K
$43.3K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.21KNew |
$26.4K - $29.5K
|
1.21K
$32.2K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$19.6K - $21.9K
|
900
$23.9K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
730+ 0.24% |
$15.9K - $17.7K
|
310K
$8.24M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
669New |
$14.6K - $16.2K
|
669
$17.8K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
627New |
$13.6K - $15.2K
|
627
$16.6K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
592+ 200.0% |
$12.9K - $14.4K
|
888
$23.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
550+ 462.18% |
$12K - $13.4K
|
669
$17.8K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
505+ 0.79% |
$11K - $12.3K
|
64.6K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
452+ 83.7% |
$9.83K - $11K
|
992
$26.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
400+ 4.22% |
$8.7K - $9.71K
|
9.88K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
240New |
$5.22K - $5.83K
|
240
$6.37K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
225New |
$4.89K - $5.46K
|
225
$5.97K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
198+ 1.24% |
$4.31K - $4.81K
|
16.1K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
149New |
$3.24K - $3.62K
|
149
$3.95K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
140+ 1.17% |
$3.05K - $3.4K
|
12.1K
$321K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
87New |
$1.89K - $2.11K
|
87
$2.31K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
63+ 0.19% |
$1.37K - $1.53K
|
32.7K
$868K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
60+ 0.2% |
$1.31K - $1.46K
|
30.3K
$805K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
37+ 105.71% |
$805 - $898
|
72
$1.91K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
36+ 0.28% |
$783 - $874
|
13K
$346K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
35+ 0.27% |
$761 - $850
|
13.2K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
34+ 0.3% |
$740 - $826
|
11.3K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
22New |
$479 - $534
|
22
$584
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
21New |
$457 - $510
|
21
$557
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
4+ 0.31% |
$87 - $97.1
|
1.31K
$34.8K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.11% |
$43.5 - $48.6
|
1.82K
$48.4K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.0% |
$21.8 - $24.3
|
25.1K
$665K
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
10.7M+ 208.85% |
$239M - $729M
|
15.8M
$419M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.89MNew |
$64.8M - $198M
|
2.89M
$76.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
992K+ 219.99% |
$22.2M - $67.7M
|
1.44M
$38.3M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
573KNew |
$12.8M - $39.2M
|
573K
$15.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
414K+ 186.98% |
$9.27M - $28.3M
|
635K
$16.9M
|
|