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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
262K+ 323.37% |
$5.87M - $17.9M
|
343K
$8.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
260K+ 188.73% |
$5.83M - $17.8M
|
398K
$9.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
257K+ 205.46% |
$5.75M - $17.5M
|
381K
$8.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
252K+ 173.31% |
$5.64M - $17.2M
|
397K
$9.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
249K+ 206.66% |
$5.58M - $17M
|
370K
$8.7M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
246K+ 198.07% |
$5.5M - $16.8M
|
370K
$8.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
243K+ 206.4% |
$5.45M - $16.6M
|
361K
$8.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Raine Group LLC
New York, NY |
BUY
|
- |
243K+ 201.78% |
$5.43M - $16.6M
|
363K
$8.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
241K+ 206.92% |
$5.39M - $16.4M
|
357K
$8.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
240K+ 194.89% |
$5.39M - $16.4M
|
364K
$8.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
240K+ 198.85% |
$5.37M - $16.4M
|
360K
$8.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
237KNew |
$5.31M - $16.2M
|
237K
$5.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
235K+ 197.28% |
$5.27M - $16.1M
|
354K
$8.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
235K+ 189.56% |
$5.26M - $16M
|
359K
$8.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
231K+ 197.79% |
$5.18M - $15.8M
|
348K
$8.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
231K+ 195.42% |
$5.18M - $15.8M
|
349K
$8.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
230K+ 197.32% |
$5.15M - $15.7M
|
346K
$8.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
229K+ 230.17% |
$5.14M - $15.7M
|
329K
$7.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
229K+ 191.06% |
$5.12M - $15.6M
|
348K
$8.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
228K+ 188.4% |
$5.11M - $15.6M
|
349K
$8.22M
|
|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
226KNew |
$5.06M - $15.4M
|
226K
$5.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
224K+ 198.49% |
$5.02M - $15.3M
|
337K
$7.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
220K+ 195.8% |
$4.93M - $15M
|
333K
$7.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
218K+ 1574.57% |
$4.89M - $14.9M
|
232K
$5.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
215K+ 642.55% |
$4.81M - $14.7M
|
248K
$5.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
212K+ 168.73% |
$4.76M - $14.5M
|
338K
$7.95M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
211K+ 1251.18% |
$4.73M - $14.4M
|
228K
$5.36M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
210K+ 202.96% |
$4.71M - $14.4M
|
314K
$7.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
210K+ 200.11% |
$4.71M - $14.3M
|
315K
$7.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
210K+ 164.15% |
$4.7M - $14.3M
|
337K
$7.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
209K+ 1659.96% |
$4.69M - $14.3M
|
222K
$5.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
209K+ 269.18% |
$4.68M - $14.3M
|
287K
$6.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
207K+ 331.47% |
$4.64M - $14.1M
|
270K
$6.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
207K+ 140.16% |
$4.63M - $14.1M
|
354K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
206K+ 203.06% |
$4.61M - $14M
|
307K
$7.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
206K+ 227.43% |
$4.61M - $14M
|
296K
$6.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
205K+ 196.03% |
$4.59M - $14M
|
310K
$7.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
203K+ 190.8% |
$4.55M - $13.9M
|
309K
$7.27M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
202K+ 79.04% |
$4.51M - $13.8M
|
457K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
201K+ 176.95% |
$4.51M - $13.7M
|
315K
$7.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
201K+ 195.54% |
$4.49M - $13.7M
|
303K
$7.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
198K+ 147.52% |
$4.44M - $13.5M
|
332K
$7.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
198KNew |
$4.43M - $13.5M
|
198K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
197K+ 209.65% |
$4.41M - $13.5M
|
291K
$6.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
196K+ 198.17% |
$4.38M - $13.4M
|
294K
$6.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
193K+ 197.45% |
$4.31M - $13.1M
|
290K
$6.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
192K+ 198.98% |
$4.31M - $13.1M
|
289K
$6.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
191K+ 200.74% |
$4.29M - $13.1M
|
287K
$6.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
190K+ 197.94% |
$4.26M - $13M
|
286K
$6.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
189K+ 212.43% |
$4.24M - $12.9M
|
278K
$6.54M
|