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 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
187K+ 192.97% |
$4.18M - $12.7M
|
283K
$6.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
187K+ 218.06% |
$4.18M - $12.7M
|
272K
$6.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
185K+ 200.17% |
$4.15M - $12.7M
|
278K
$6.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
185K+ 167.88% |
$4.14M - $12.6M
|
295K
$6.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
184K+ 197.52% |
$4.12M - $12.5M
|
277K
$6.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
180K+ 373.8% |
$4.04M - $12.3M
|
228K
$5.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
179K+ 230.3% |
$4.02M - $12.2M
|
257K
$6.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
178K+ 153.95% |
$3.98M - $12.1M
|
293K
$6.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
177K+ 187.12% |
$3.97M - $12.1M
|
272K
$6.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
177K+ 180.6% |
$3.97M - $12.1M
|
275K
$6.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
177K+ 160.86% |
$3.97M - $12.1M
|
287K
$6.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
172K+ 204.4% |
$3.86M - $11.8M
|
256K
$6.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
172K+ 200.05% |
$3.85M - $11.7M
|
258K
$6.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
171K+ 179.28% |
$3.83M - $11.7M
|
267K
$6.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
170K+ 192.25% |
$3.81M - $11.6M
|
259K
$6.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
170KNew |
$3.8M - $11.6M
|
170K
$3.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
169K+ 263.59% |
$3.79M - $11.6M
|
234K
$5.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
169K+ 197.58% |
$3.79M - $11.6M
|
255K
$5.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
168K+ 194.22% |
$3.77M - $11.5M
|
255K
$6M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
168K+ 195.99% |
$3.76M - $11.5M
|
253K
$5.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
167K+ 200.0% |
$3.73M - $11.4M
|
250K
$5.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
166K+ 214.73% |
$3.72M - $11.3M
|
244K
$5.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
165K+ 293.49% |
$3.71M - $11.3M
|
222K
$5.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
165K+ 326.61% |
$3.7M - $11.3M
|
216K
$5.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
165K+ 113.71% |
$3.7M - $11.3M
|
311K
$7.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
161K+ 203.52% |
$3.6M - $11M
|
240K
$5.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
160K+ 200.65% |
$3.59M - $11M
|
240K
$5.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
159K+ 193.25% |
$3.57M - $10.9M
|
242K
$5.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
158K+ 96.41% |
$3.55M - $10.8M
|
323K
$7.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
157K+ 196.78% |
$3.51M - $10.7M
|
236K
$5.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
157K+ 181.35% |
$3.51M - $10.7M
|
243K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
156KNew |
$3.5M - $10.7M
|
156K
$3.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
155K+ 371.55% |
$3.47M - $10.6M
|
197K
$4.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
154K+ 248.58% |
$3.46M - $10.5M
|
217K
$5.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
154K+ 210.88% |
$3.46M - $10.5M
|
228K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
153K+ 203.99% |
$3.43M - $10.5M
|
228K
$5.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
153K+ 177.08% |
$3.42M - $10.4M
|
239K
$5.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
149K+ 199.96% |
$3.35M - $10.2M
|
224K
$5.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
147KNew |
$3.3M - $10.1M
|
147K
$3.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
147K+ 198.6% |
$3.3M - $10.1M
|
221K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
146KNew |
$3.27M - $9.96M
|
146K
$3.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
144K+ 193.91% |
$3.23M - $9.85M
|
219K
$5.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
144K+ 222.73% |
$3.22M - $9.83M
|
209K
$4.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
142K+ 205.59% |
$3.18M - $9.69M
|
211K
$4.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
141K+ 1507.88% |
$3.17M - $9.66M
|
151K
$3.55M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
141K+ 221.43% |
$3.17M - $9.66M
|
205K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
141K+ 913.47% |
$3.16M - $9.64M
|
157K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
141K+ 164.67% |
$3.15M - $9.6M
|
226K
$5.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
141K+ 198.53% |
$3.15M - $9.6M
|
211K
$4.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
140K+ 203.63% |
$3.15M - $9.59M
|
209K
$4.92M
|