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 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
260K+ 188.73% |
$5.83M - $17.8M
|
398K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
215K+ 642.55% |
$4.81M - $14.7M
|
248K
$6.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
167K+ 200.0% |
$3.73M - $11.4M
|
250K
$6.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
122K+ 200.24% |
$2.73M - $8.32M
|
183K
$4.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
101K+ 192.66% |
$2.27M - $6.9M
|
154K
$4.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
93KNew |
$2.08M - $6.35M
|
93K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
84.6K+ 200.0% |
$1.9M - $5.78M
|
127K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
74.8K+ 1015.86% |
$1.67M - $5.11M
|
82.1K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
66.9KNew |
$1.5M - $4.57M
|
66.9K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
63.2KNew |
$1.42M - $4.32M
|
63.2K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
61.1KNew |
$1.37M - $4.17M
|
61.1K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
60.5K+ 206.2% |
$1.35M - $4.13M
|
89.8K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
57.8K+ 200.98% |
$1.29M - $3.95M
|
86.6K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
57.1K+ 200.0% |
$1.28M - $3.9M
|
85.6K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
49.8K+ 200.0% |
$1.12M - $3.4M
|
74.8K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
45.1K+ 200.0% |
$1.01M - $3.08M
|
67.7K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
44.3KNew |
$992K - $3.02M
|
44.3K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
42.6K+ 196.93% |
$954K - $2.91M
|
64.2K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
40.7K+ 190.67% |
$911K - $2.78M
|
62K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
38.8KNew |
$868K - $2.65M
|
38.8K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
38.7K+ 329.87% |
$866K - $2.64M
|
50.4K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 200.0% |
$744K - $2.27M
|
49.8K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
31.4KNew |
$703K - $2.14M
|
31.4K
$832K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29.7K+ 200.0% |
$666K - $2.03M
|
44.6K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
29.6K+ 209.91% |
$664K - $2.02M
|
43.7K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
28.3KNew |
$634K - $1.93M
|
28.3K
$751K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
25.2K+ 200.0% |
$564K - $1.72M
|
37.8K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
23.9KNew |
$535K - $1.63M
|
23.9K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
23.8KNew |
$534K - $1.63M
|
23.8K
$633K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23.8K+ 200.0% |
$533K - $1.62M
|
35.7K
$946K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
23.7K+ 200.0% |
$530K - $1.61M
|
35.5K
$942K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
23.2K+ 191.33% |
$519K - $1.58M
|
35.3K
$937K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
22.8K+ 200.0% |
$510K - $1.55M
|
34.1K
$906K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
21.5K+ 200.0% |
$481K - $1.47M
|
32.2K
$854K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
21.5K+ 200.15% |
$481K - $1.46M
|
32.2K
$854K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
21.2K+ 200.0% |
$475K - $1.45M
|
31.8K
$843K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
20.9K+ 200.0% |
$469K - $1.43M
|
31.4K
$833K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
18.6K+ 200.0% |
$416K - $1.27M
|
27.8K
$739K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
17.4K+ 200.0% |
$389K - $1.19M
|
26K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.8KNew |
$376K - $1.14M
|
16.8K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
16.2K+ 200.0% |
$362K - $1.1M
|
24.3K
$644K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.9KNew |
$356K - $1.08M
|
15.9K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15.9K+ 200.0% |
$355K - $1.08M
|
23.8K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
14.6K+ 203.09% |
$327K - $997K
|
21.8K
$578K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14.4K+ 200.0% |
$323K - $984K
|
21.6K
$574K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
14.2KNew |
$318K - $970K
|
14.2K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
14.2KNew |
$317K - $968K
|
14.2K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
14.1K+ 200.0% |
$315K - $962K
|
21.1K
$561K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
13.9K+ 198.66% |
$312K - $952K
|
21K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
13K+ 229.17% |
$291K - $888K
|
18.7K
$496K
|
|