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 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12.5K+ 187.01% |
$280K - $854K
|
19.2K
$451K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 200.16% |
$280K - $853K
|
18.7K
$441K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12.5K+ 172.03% |
$280K - $852K
|
19.7K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
12.5KNew |
$280K - $852K
|
12.5K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 104.75% |
$277K - $845K
|
24.2K
$569K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.4K+ 200.63% |
$277K - $843K
|
18.5K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.3K+ 223.26% |
$275K - $839K
|
17.8K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.2K+ 318.59% |
$274K - $834K
|
16.1K
$377K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12K+ 200.0% |
$269K - $821K
|
18K
$424K
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
12K+ 200.0% |
$269K - $819K
|
18K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$269K - $819K
|
12K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
12K+ 185.42% |
$268K - $816K
|
18.4K
$433K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
11.9K+ 191.92% |
$268K - $816K
|
18.2K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
11.9K+ 200.0% |
$266K - $812K
|
17.8K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.9K+ 212.66% |
$266K - $811K
|
17.5K
$411K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
11.9K+ 200.27% |
$266K - $811K
|
17.8K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 200.51% |
$264K - $806K
|
17.7K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11.8KNew |
$263K - $803K
|
11.8K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
11.7K+ 234.68% |
$262K - $799K
|
16.7K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
11.6K+ 200.0% |
$260K - $793K
|
17.4K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
11.6K+ 157.05% |
$259K - $790K
|
18.9K
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.6K+ 197.27% |
$259K - $789K
|
17.4K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
11.5K+ 199.81% |
$258K - $787K
|
17.3K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
11.5K+ 194.85% |
$257K - $783K
|
17.3K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.4K+ 200.0% |
$256K - $780K
|
17.1K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
11.4K+ 163.42% |
$256K - $780K
|
18.4K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.4K+ 199.96% |
$255K - $776K
|
17K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.3K+ 199.98% |
$254K - $775K
|
17K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.3K+ 38.5% |
$253K - $770K
|
40.6K
$954K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$253K - $770K
|
11.3K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
11.3K+ 200.21% |
$252K - $769K
|
16.9K
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
11.2K+ 200.0% |
$251K - $765K
|
16.8K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2K+ 201.48% |
$251K - $765K
|
16.8K
$394K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11K+ 200.0% |
$247K - $752K
|
16.5K
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 200.0% |
$245K - $746K
|
16.4K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10.9K+ 144.71% |
$244K - $743K
|
18.4K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.9KNew |
$244K - $743K
|
10.9K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
10.9KNew |
$243K - $742K
|
10.9K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
10.9K+ 185.38% |
$243K - $741K
|
16.7K
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.8K+ 136.06% |
$243K - $740K
|
18.8K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
10.8K+ 201.0% |
$242K - $738K
|
16.2K
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$241K - $735K
|
10.8K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.7KNew |
$240K - $733K
|
10.7K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
10.7K+ 143.62% |
$240K - $730K
|
18.1K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
10.7K+ 206.35% |
$240K - $730K
|
15.9K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
10.7KNew |
$239K - $730K
|
10.7K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
10.7K+ 201.61% |
$239K - $728K
|
15.9K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10.6K+ 200.0% |
$239K - $727K
|
16K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.6KNew |
$237K - $722K
|
10.6K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
10.6K+ 200.0% |
$237K - $722K
|
15.9K
$373K
|