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 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
18.4K+ 201.81% |
$413K - $1.26M
|
27.6K
$649K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
18.4K+ 280.74% |
$412K - $1.26M
|
25K
$587K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
18.2K+ 179.05% |
$409K - $1.25M
|
28.4K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
18.1K+ 201.0% |
$405K - $1.23M
|
27.1K
$637K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
17.9KNew |
$402K - $1.22M
|
17.9K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
17.9K+ 158.67% |
$401K - $1.22M
|
29.2K
$686K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
17.9K+ 200.0% |
$400K - $1.22M
|
26.8K
$630K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
17.8K+ 200.9% |
$399K - $1.22M
|
26.7K
$627K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
17.8K+ 201.43% |
$398K - $1.21M
|
26.6K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7KNew |
$397K - $1.21M
|
17.7K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
17.6K+ 200.0% |
$394K - $1.2M
|
26.4K
$620K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17.5K+ 159.88% |
$393K - $1.2M
|
28.5K
$670K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17.5K+ 199.61% |
$392K - $1.2M
|
26.3K
$618K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
17.4KNew |
$390K - $1.19M
|
17.4K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
17.4K+ 200.0% |
$389K - $1.19M
|
26.1K
$613K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
17.4K+ 200.0% |
$389K - $1.19M
|
26K
$612K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17.3K+ 214.41% |
$388K - $1.18M
|
25.4K
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17.1K+ 201.71% |
$384K - $1.17M
|
25.6K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
17.1K+ 95.0% |
$383K - $1.17M
|
35.1K
$825K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17.1K+ 200.0% |
$383K - $1.17M
|
25.6K
$603K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
17K+ 172.24% |
$381K - $1.16M
|
26.9K
$632K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
16.9K+ 192.71% |
$379K - $1.15M
|
25.7K
$604K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
16.8K+ 195.83% |
$377K - $1.15M
|
25.4K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.8KNew |
$376K - $1.14M
|
16.8K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
16.7KNew |
$375K - $1.14M
|
16.7K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
16.7K+ 200.0% |
$374K - $1.14M
|
25.1K
$589K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
16.6KNew |
$372K - $1.13M
|
16.6K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
16.4KNew |
$368K - $1.12M
|
16.4K
$386K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16.4K+ 169.6% |
$367K - $1.12M
|
26.1K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
16.2K+ 200.0% |
$362K - $1.1M
|
24.3K
$571K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16K+ 199.99% |
$358K - $1.09M
|
24K
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.9KNew |
$356K - $1.08M
|
15.9K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15.9K+ 200.0% |
$355K - $1.08M
|
23.8K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
15.8K+ 202.62% |
$353K - $1.08M
|
23.5K
$554K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
15.7K+ 240.89% |
$352K - $1.07M
|
22.3K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.7KNew |
$352K - $1.07M
|
15.7K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15.6K+ 198.25% |
$350K - $1.07M
|
23.5K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15.6K+ 292.78% |
$350K - $1.07M
|
21K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
15.6K+ 139.72% |
$349K - $1.06M
|
26.7K
$628K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
15.5K+ 170.73% |
$348K - $1.06M
|
24.6K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15.5K+ 110.35% |
$347K - $1.06M
|
29.5K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
15.5KNew |
$347K - $1.06M
|
15.5K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
15.4K+ 200.0% |
$345K - $1.05M
|
23.1K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.4K+ 201.91% |
$345K - $1.05M
|
23K
$541K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.4K+ 199.07% |
$344K - $1.05M
|
23.1K
$543K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
15.3K+ 2.66% |
$344K - $1.05M
|
592K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15.2K+ 197.31% |
$342K - $1.04M
|
23K
$540K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.2K+ 200.29% |
$341K - $1.04M
|
22.8K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
15.2K+ 200.0% |
$340K - $1.04M
|
22.7K
$535K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
15.1K+ 188.51% |
$338K - $1.03M
|
23.1K
$543K
|