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 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
651K+ 198.5% |
$14.6M - $44.5M
|
980K
$23M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
642K+ 192.24% |
$14.4M - $43.8M
|
976K
$22.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
629K+ 2.46% |
$14.1M - $42.9M
|
26.2M
$617M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
627K+ 200.0% |
$14.1M - $42.8M
|
941K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
623KNew |
$14M - $42.6M
|
623K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
620K+ 214.68% |
$13.9M - $42.4M
|
909K
$21.4M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
619KNew |
$13.9M - $42.3M
|
619K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
615KNew |
$13.8M - $42M
|
615K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
610K+ 218.83% |
$13.7M - $41.7M
|
889K
$20.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
603K+ 199.78% |
$13.5M - $41.2M
|
905K
$21.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
601K+ 193.11% |
$13.5M - $41M
|
912K
$21.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
593K+ 157.03% |
$13.3M - $40.5M
|
970K
$22.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
587K+ 202.88% |
$13.1M - $40.1M
|
876K
$20.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
586K+ 197.21% |
$13.1M - $40M
|
883K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
566K+ 199.98% |
$12.7M - $38.6M
|
848K
$19.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
564KNew |
$12.6M - $38.5M
|
564K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
564K+ 321.66% |
$12.6M - $38.5M
|
739K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
563K+ 193.43% |
$12.6M - $38.5M
|
855K
$20.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
563K+ 227.33% |
$12.6M - $38.4M
|
810K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
561K+ 192.1% |
$12.6M - $38.3M
|
854K
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
556K+ 198.48% |
$12.5M - $38M
|
836K
$19.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
553K+ 210.87% |
$12.4M - $37.8M
|
815K
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
550K+ 300.83% |
$12.3M - $37.5M
|
733K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
550K+ 185.41% |
$12.3M - $37.5M
|
846K
$19.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
543K+ 197.59% |
$12.2M - $37.1M
|
818K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
539K+ 281.86% |
$12.1M - $36.8M
|
731K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
538K+ 199.7% |
$12M - $36.7M
|
807K
$19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
537K+ 169.13% |
$12M - $36.7M
|
854K
$20.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
536KNew |
$12M - $36.6M
|
536K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
534K+ 245.19% |
$12M - $36.5M
|
752K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
534K+ 180.7% |
$12M - $36.4M
|
829K
$19.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
531K+ 206.45% |
$11.9M - $36.2M
|
788K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
527KNew |
$11.8M - $36M
|
527K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
525K+ 198.37% |
$11.8M - $35.9M
|
790K
$18.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
515K+ 209.21% |
$11.5M - $35.2M
|
762K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
504K+ 198.09% |
$11.3M - $34.4M
|
758K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
488K+ 167.76% |
$10.9M - $33.3M
|
779K
$18.3M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
487K+ 210.06% |
$10.9M - $33.3M
|
719K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
467K+ 197.89% |
$10.5M - $31.9M
|
702K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
455K+ 197.04% |
$10.2M - $31.1M
|
686K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
450K+ 223.79% |
$10.1M - $30.7M
|
651K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
450K+ 169.58% |
$10.1M - $30.7M
|
715K
$16.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
437K+ 403.43% |
$9.79M - $29.8M
|
545K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
433K+ 194.05% |
$9.71M - $29.6M
|
657K
$15.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
423K+ 106.23% |
$9.48M - $28.9M
|
821K
$19.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
423K+ 199.95% |
$9.47M - $28.9M
|
634K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
420K+ 191.37% |
$9.42M - $28.7M
|
640K
$15.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
414K+ 186.98% |
$9.27M - $28.3M
|
635K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
412K+ 201.11% |
$9.24M - $28.2M
|
618K
$14.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
407K+ 215.38% |
$9.12M - $27.8M
|
596K
$14M
|