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 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.56K+ 200.0% |
$102K - $312K
|
6.85K
$182K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
4.44K+ 91.97% |
$99.5K - $303K
|
9.27K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.33KNew |
$96.9K - $296K
|
4.33K
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.2KNew |
$94.1K - $287K
|
4.2K
$111K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$93.1K - $284K
|
4.16K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.04KNew |
$90.5K - $276K
|
4.04K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.96K+ 200.0% |
$88.7K - $271K
|
5.94K
$158K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.51K+ 65.26% |
$78.5K - $239K
|
8.88K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
3.35K+ 200.0% |
$75K - $229K
|
5.03K
$133K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.31KNew |
$74.2K - $226K
|
3.31K
$87.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.2K+ 200.0% |
$71.7K - $218K
|
4.8K
$127K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.63KNew |
$59K - $180K
|
2.63K
$69.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2K+ 200.0% |
$44.8K - $137K
|
3K
$79.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.94K+ 227.88% |
$43.4K - $132K
|
2.79K
$74K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.82K+ 200.0% |
$40.8K - $124K
|
2.73K
$72.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.79K+ 200.0% |
$40.1K - $122K
|
2.69K
$71.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.75K+ 200.0% |
$39.2K - $120K
|
2.63K
$69.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.65K+ 200.0% |
$36.9K - $113K
|
2.47K
$65.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 200.0% |
$35.1K - $107K
|
2.35K
$62.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.42K+ 200.0% |
$31.9K - $97.2K
|
2.14K
$56.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.42KNew |
$31.9K - $97.1K
|
1.42K
$37.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.42K+ 199.86% |
$31.7K - $96.6K
|
2.12K
$56.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.41K+ 200.0% |
$31.5K - $96.1K
|
2.11K
$56.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.35K+ 200.0% |
$30.2K - $92.2K
|
2.03K
$53.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.26K+ 38.89% |
$28.2K - $86K
|
4.5K
$119K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.25K+ 200.0% |
$28K - $85.5K
|
1.88K
$49.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.15K+ 200.0% |
$25.7K - $78.4K
|
1.72K
$45.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.13KNew |
$25.2K - $77K
|
1.13K
$29.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.1KNew |
$24.7K - $75.3K
|
1.1K
$29.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.02K+ 200.0% |
$22.8K - $69.4K
|
1.52K
$40.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
944+ 200.0% |
$21.1K - $64.5K
|
1.42K
$37.6K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
937+ 199.79% |
$21K - $64K
|
1.41K
$37.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
900+ 200.0% |
$20.2K - $61.5K
|
1.35K
$35.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
858New |
$19.2K - $58.6K
|
858
$22.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
852New |
$19.1K - $58.2K
|
852
$22.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
700+ 200.0% |
$15.7K - $47.8K
|
1.05K
$27.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
692+ 200.0% |
$15.5K - $47.2K
|
1.04K
$27.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
675New |
$15.1K - $46.1K
|
675
$17.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
660New |
$14.8K - $45.1K
|
660
$17.5K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
652+ 200.0% |
$14.6K - $44.5K
|
978
$26K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
630New |
$14.1K - $43K
|
630
$16.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
621+ 142.11% |
$13.9K - $42.4K
|
1.06K
$28.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
602+ 200.0% |
$13.5K - $41.1K
|
903
$24K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
583+ 235.08% |
$13.1K - $39.8K
|
831
$22.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
540+ 200.0% |
$12.1K - $36.9K
|
810
$21.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
527New |
$11.8K - $36K
|
527
$14K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
508+ 200.0% |
$11.4K - $34.7K
|
762
$20.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
507New |
$11.4K - $34.6K
|
507
$13.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
441New |
$9.88K - $30.1K
|
441
$11.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
404+ 200.0% |
$9.05K - $27.6K
|
606
$16.1K
|
|