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 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.03M+ 195.02% |
$45.4M - $138M
|
3.07M
$72.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.01M+ 210.1% |
$45.1M - $138M
|
2.97M
$69.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2M+ 201.19% |
$44.8M - $136M
|
2.99M
$70.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
1.97M+ 205.36% |
$44.1M - $134M
|
2.93M
$68.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.95M+ 185.1% |
$43.7M - $133M
|
3.01M
$70.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.91M+ 121.17% |
$42.7M - $130M
|
3.48M
$81.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.83M+ 205.13% |
$41M - $125M
|
2.73M
$64.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.73M+ 197.35% |
$38.7M - $118M
|
2.6M
$61.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.71M+ 208.48% |
$38.3M - $117M
|
2.53M
$59.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.69M+ 198.98% |
$37.9M - $115M
|
2.54M
$59.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.66M+ 189.71% |
$37.1M - $113M
|
2.53M
$59.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.63M+ 205.24% |
$36.5M - $111M
|
2.43M
$57M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.6M+ 200.1% |
$35.8M - $109M
|
2.4M
$56.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.6M+ 250.94% |
$35.7M - $109M
|
2.23M
$52.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.57M+ 194.75% |
$35.2M - $107M
|
2.38M
$55.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.57MNew |
$35.1M - $107M
|
1.57M
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.55M+ 198.06% |
$34.7M - $106M
|
2.33M
$54.8M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.53M+ 196.69% |
$34.3M - $105M
|
2.31M
$54.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.51M+ 200.56% |
$33.9M - $103M
|
2.27M
$53.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.51M+ 200.56% |
$33.9M - $103M
|
2.27M
$53.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.51M+ 218.83% |
$33.7M - $103M
|
2.19M
$51.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.5M+ 297.4% |
$33.6M - $102M
|
2M
$47.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48M+ 199.41% |
$33.1M - $101M
|
2.22M
$52.2M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.48M+ 158.12% |
$33.1M - $101M
|
2.41M
$56.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.48M+ 187.71% |
$33.1M - $101M
|
2.26M
$53.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.48M+ 2388.53% |
$33.1M - $101M
|
1.54M
$36.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.46M+ 188.45% |
$32.8M - $100M
|
2.24M
$52.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.45MNew |
$32.4M - $98.7M
|
1.45M
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
1.44MNew |
$32.2M - $98.3M
|
1.44M
$33.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.41M+ 200.43% |
$31.5M - $96M
|
2.11M
$49.6M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.38M+ 190.15% |
$31M - $94.4M
|
2.11M
$49.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36M+ 195.5% |
$30.5M - $93M
|
2.06M
$48.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.28M+ 198.22% |
$28.6M - $87.2M
|
1.92M
$45.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.27M+ 198.96% |
$28.4M - $86.4M
|
1.9M
$44.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.21M+ 193.22% |
$27.2M - $82.9M
|
1.84M
$43.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.21M+ 198.1% |
$27.2M - $82.9M
|
1.83M
$43M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.2M+ 197.36% |
$26.9M - $82M
|
1.81M
$42.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.19M+ 204.57% |
$26.7M - $81.3M
|
1.77M
$41.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.19M+ 216.32% |
$26.6M - $81.1M
|
1.74M
$40.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.17M+ 202.47% |
$26.2M - $79.9M
|
1.75M
$41.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.15M+ 196.35% |
$25.8M - $78.7M
|
1.74M
$40.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.15M+ 199.2% |
$25.7M - $78.2M
|
1.72M
$40.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
1.14M+ 199.07% |
$25.5M - $77.7M
|
1.71M
$40.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.14M+ 141.61% |
$25.5M - $77.6M
|
1.94M
$45.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.12MNew |
$25M - $76.2M
|
1.12M
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.1M+ 174.56% |
$24.6M - $74.8M
|
1.72M
$40.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.06M+ 222.99% |
$23.8M - $72.5M
|
1.54M
$36.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.06M+ 325.83% |
$23.7M - $72.1M
|
1.38M
$32.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
1.05M+ 201.04% |
$23.6M - $72M
|
1.58M
$37.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.05M+ 188.53% |
$23.6M - $71.8M
|
1.61M
$37.9M
|