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
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
405K+ 199.04% |
$9.07M - $27.6M
|
608K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
404K+ 200.0% |
$9.05M - $27.6M
|
606K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
399KNew |
$8.95M - $27.3M
|
399K
$9.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
382K+ 202.72% |
$8.56M - $26.1M
|
570K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
382K+ 198.38% |
$8.55M - $26M
|
574K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
376K+ 198.9% |
$8.43M - $25.7M
|
565K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
375K+ 223.19% |
$8.41M - $25.6M
|
543K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
375KNew |
$8.4M - $25.6M
|
375K
$8.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
373K+ 189.56% |
$8.34M - $25.4M
|
569K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
370K+ 225.56% |
$8.28M - $25.2M
|
534K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
369K+ 194.91% |
$8.26M - $25.2M
|
558K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
369KNew |
$8.26M - $25.2M
|
369K
$8.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
349K+ 6.2% |
$7.82M - $23.8M
|
5.98M
$141M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
346KNew |
$7.74M - $23.6M
|
346K
$8.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
345KNew |
$7.73M - $23.6M
|
345K
$8.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
343K+ 200.99% |
$7.68M - $23.4M
|
514K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
341K+ 220.01% |
$7.63M - $23.3M
|
495K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
336K+ 195.31% |
$7.52M - $22.9M
|
508K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
332K+ 189.32% |
$7.45M - $22.7M
|
508K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
331K+ 213.26% |
$7.42M - $22.6M
|
487K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
327K+ 194.3% |
$7.32M - $22.3M
|
495K
$11.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
326K+ 230.54% |
$7.31M - $22.3M
|
468K
$11M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
325K+ 200.19% |
$7.28M - $22.2M
|
487K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
320K+ 215.53% |
$7.16M - $21.8M
|
468K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
319K+ 499.09% |
$7.14M - $21.8M
|
382K
$8.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
318K+ 215.33% |
$7.12M - $21.7M
|
465K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
314K+ 198.27% |
$7.04M - $21.5M
|
473K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
310K+ 197.04% |
$6.94M - $21.2M
|
467K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
304K+ 119.32% |
$6.81M - $20.8M
|
559K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
302K+ 105.75% |
$6.76M - $20.6M
|
587K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
298K+ 204.07% |
$6.67M - $20.3M
|
444K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
293K+ 194.27% |
$6.57M - $20M
|
444K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
291K+ 277.93% |
$6.52M - $19.9M
|
396K
$9.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
290K+ 195.8% |
$6.5M - $19.8M
|
439K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
288K+ 196.76% |
$6.44M - $19.6M
|
434K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
287K+ 189.75% |
$6.44M - $19.6M
|
439K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
286K+ 197.32% |
$6.4M - $19.5M
|
431K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
285K+ 177.91% |
$6.38M - $19.4M
|
445K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
283K+ 200.14% |
$6.34M - $19.3M
|
424K
$9.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
282K+ 211.9% |
$6.32M - $19.2M
|
415K
$9.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
281K+ 181.62% |
$6.31M - $19.2M
|
436K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
277K+ 864.74% |
$6.2M - $18.9M
|
309K
$7.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
274K+ 203.94% |
$6.13M - $18.7M
|
408K
$9.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
273K+ 197.88% |
$6.11M - $18.6M
|
411K
$9.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
271K+ 221.07% |
$6.08M - $18.5M
|
394K
$9.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
270K+ 200.27% |
$6.05M - $18.4M
|
405K
$9.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
268K+ 280.53% |
$6M - $18.3M
|
363K
$8.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
266K+ 208.29% |
$5.96M - $18.2M
|
394K
$9.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
264K+ 225.13% |
$5.91M - $18M
|
381K
$8.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
263K+ 194.91% |
$5.88M - $17.9M
|
397K
$9.34M
|