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
|
Mai Capital Management
|
BUY
|
- |
1.04M+ 373.16% |
$23.2M - $70.8M
|
1.31M
$30.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.03M+ 221.22% |
$23.1M - $70.4M
|
1.5M
$35.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.02M+ 214.58% |
$22.9M - $69.7M
|
1.5M
$35.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1M+ 191.99% |
$22.4M - $68.4M
|
1.52M
$35.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
992K+ 219.99% |
$22.2M - $67.7M
|
1.44M
$33.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
962K+ 204.32% |
$21.5M - $65.7M
|
1.43M
$33.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
953K+ 197.56% |
$21.3M - $65M
|
1.43M
$33.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
949K+ 206.16% |
$21.3M - $64.8M
|
1.41M
$33.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
941K+ 201.1% |
$21.1M - $64.2M
|
1.41M
$33.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
920K+ 203.16% |
$20.6M - $62.8M
|
1.37M
$32.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
920K+ 199.86% |
$20.6M - $62.8M
|
1.38M
$32.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
916K+ 209.63% |
$20.5M - $62.5M
|
1.35M
$31.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
911K+ 199.32% |
$20.4M - $62.2M
|
1.37M
$32.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
910K+ 201.02% |
$20.4M - $62.1M
|
1.36M
$32M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
903K+ 234.22% |
$20.2M - $61.7M
|
1.29M
$30.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
899K+ 230.83% |
$20.1M - $61.4M
|
1.29M
$30.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
889K+ 198.02% |
$19.9M - $60.7M
|
1.34M
$31.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
877K+ 197.99% |
$19.6M - $59.9M
|
1.32M
$31M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
875K+ 182.24% |
$19.6M - $59.7M
|
1.36M
$31.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
855K+ 208.6% |
$19.2M - $58.4M
|
1.26M
$29.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
854K+ 183.67% |
$19.1M - $58.3M
|
1.32M
$31M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
851K+ 201.26% |
$19.1M - $58.1M
|
1.27M
$30M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
848KNew |
$19M - $57.9M
|
848K
$19.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
830K+ 191.51% |
$18.6M - $56.7M
|
1.26M
$29.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
826K+ 199.35% |
$18.5M - $56.4M
|
1.24M
$29.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
816K+ 170.71% |
$18.3M - $55.7M
|
1.29M
$30.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
814K+ 202.23% |
$18.2M - $55.6M
|
1.22M
$28.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
800K+ 184.91% |
$17.9M - $54.6M
|
1.23M
$29M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
800K+ 209.96% |
$17.9M - $54.6M
|
1.18M
$27.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
793K+ 196.86% |
$17.8M - $54.2M
|
1.2M
$28.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
781K+ 205.13% |
$17.5M - $53.3M
|
1.16M
$27.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
778K+ 190.14% |
$17.4M - $53.1M
|
1.19M
$27.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
773K+ 199.44% |
$17.3M - $52.8M
|
1.16M
$27.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
761K+ 193.91% |
$17.1M - $52M
|
1.15M
$27.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
754K+ 178.21% |
$16.9M - $51.5M
|
1.18M
$27.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
747K+ 198.94% |
$16.7M - $51M
|
1.12M
$26.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
746KNew |
$16.7M - $50.9M
|
746K
$17.5M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
746K+ 199.05% |
$16.7M - $50.9M
|
1.12M
$26.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
740K+ 194.74% |
$16.6M - $50.5M
|
1.12M
$26.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
730K+ 218.81% |
$16.4M - $49.9M
|
1.06M
$25M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
729K+ 268.34% |
$16.3M - $49.8M
|
1M
$23.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
726K+ 245.29% |
$16.3M - $49.5M
|
1.02M
$24M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
717K+ 199.51% |
$16.1M - $49M
|
1.08M
$25.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
713K+ 231.74% |
$16M - $48.7M
|
1.02M
$24M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
712K+ 200.18% |
$15.9M - $48.6M
|
1.07M
$25.1M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
709K+ 206.46% |
$15.9M - $48.4M
|
1.05M
$24.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
706K+ 200.98% |
$15.8M - $48.2M
|
1.06M
$24.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
678KNew |
$15.2M - $46.3M
|
678K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
661K+ 216.53% |
$14.8M - $45.2M
|
967K
$22.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
654K+ 191.88% |
$14.7M - $44.7M
|
995K
$23.4M
|