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 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
12.8K+ 286.87% |
$287K - $876K
|
17.3K
$459K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
12.6K+ 206.32% |
$283K - $863K
|
18.8K
$498K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
11.9K+ 200.0% |
$266K - $812K
|
17.8K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 200.51% |
$264K - $806K
|
17.7K
$470K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11.8KNew |
$263K - $803K
|
11.8K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.3K+ 199.98% |
$254K - $775K
|
17K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
11.2K+ 200.0% |
$251K - $765K
|
16.8K
$446K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
11KNew |
$247K - $752K
|
11K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 200.0% |
$245K - $746K
|
16.4K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
10.9KNew |
$243K - $742K
|
10.9K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
10.6K+ 200.0% |
$237K - $722K
|
15.9K
$421K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
10.2KNew |
$228K - $696K
|
10.2K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
10K+ 200.0% |
$224K - $683K
|
15K
$398K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
9.92KNew |
$222K - $678K
|
9.92K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.73KNew |
$218K - $665K
|
9.73K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
9.58KNew |
$215K - $654K
|
9.58K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9.27K+ 199.98% |
$208K - $633K
|
13.9K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.24K+ 199.98% |
$207K - $631K
|
13.9K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
9.2K+ 200.0% |
$206K - $628K
|
13.8K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9.06K+ 200.0% |
$203K - $618K
|
13.6K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.89K+ 200.0% |
$199K - $607K
|
13.3K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
8.63K+ 200.0% |
$193K - $589K
|
12.9K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8.45K+ 200.0% |
$189K - $577K
|
12.7K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
8.4K+ 200.0% |
$188K - $574K
|
12.6K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.37K+ 174.74% |
$188K - $572K
|
13.2K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.25K+ 200.0% |
$185K - $564K
|
12.4K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8.22K+ 200.0% |
$184K - $562K
|
12.3K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.88K+ 210.92% |
$177K - $538K
|
11.6K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.65K+ 200.0% |
$171K - $522K
|
11.5K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
7.32K+ 200.0% |
$164K - $500K
|
11K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.28K+ 168.77% |
$163K - $497K
|
11.6K
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
7.12K+ 182.31% |
$160K - $486K
|
11K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
7K+ 200.0% |
$157K - $478K
|
10.5K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6.9K+ 199.97% |
$154K - $471K
|
10.3K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.88K+ 229.03% |
$154K - $470K
|
9.88K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.77K+ 200.0% |
$152K - $462K
|
10.1K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
6.59K+ 199.97% |
$148K - $450K
|
9.88K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
6.54K+ 200.0% |
$147K - $447K
|
9.82K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.49K+ 187.04% |
$145K - $443K
|
9.96K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.49K+ 200.0% |
$145K - $443K
|
9.74K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.44K+ 200.0% |
$144K - $440K
|
9.67K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
6.27K+ 200.99% |
$140K - $428K
|
9.39K
$249K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.25K+ 200.87% |
$140K - $427K
|
9.36K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
6.16K+ 200.0% |
$138K - $420K
|
9.23K
$245K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.87K+ 200.0% |
$132K - $401K
|
8.81K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
5.8K+ 194.73% |
$130K - $396K
|
8.78K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.76K+ 193.84% |
$129K - $393K
|
8.72K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.71K+ 105.43% |
$128K - $390K
|
11.1K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
5K+ 200.0% |
$112K - $341K
|
7.5K
$199K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.8K+ 200.0% |
$108K - $328K
|
7.2K
$191K
|
|