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
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
137K+ 176.24% |
$3.08M - $9.38M
|
215K
$5.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
137K+ 130.56% |
$3.07M - $9.36M
|
242K
$5.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
137K+ 200.48% |
$3.07M - $9.35M
|
205K
$4.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
136K+ 168.88% |
$3.05M - $9.3M
|
217K
$5.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
135K+ 191.96% |
$3.01M - $9.18M
|
205K
$4.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
134K+ 205.37% |
$3M - $9.14M
|
199K
$4.68M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
133K+ 120.11% |
$2.99M - $9.1M
|
244K
$5.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
131K+ 189.79% |
$2.94M - $8.95M
|
200K
$4.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
131K+ 201.97% |
$2.93M - $8.93M
|
196K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
129K+ 202.04% |
$2.9M - $8.83M
|
193K
$4.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
129K+ 191.0% |
$2.89M - $8.81M
|
197K
$4.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
129K+ 191.22% |
$2.89M - $8.81M
|
196K
$4.62M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
129K+ 202.3% |
$2.88M - $8.78M
|
192K
$4.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
127K+ 169.04% |
$2.84M - $8.67M
|
202K
$4.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
127K+ 197.91% |
$2.84M - $8.66M
|
191K
$4.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
124K+ 200.97% |
$2.78M - $8.48M
|
186K
$4.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
124K+ 210.42% |
$2.77M - $8.46M
|
183K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
124K+ 201.27% |
$2.77M - $8.44M
|
185K
$4.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
123K+ 166.82% |
$2.76M - $8.42M
|
197K
$4.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
123K+ 207.78% |
$2.76M - $8.4M
|
182K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
122KNew |
$2.74M - $8.34M
|
122K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
122K+ 205.74% |
$2.73M - $8.34M
|
181K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
122K+ 200.24% |
$2.73M - $8.32M
|
183K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
121K+ 204.98% |
$2.71M - $8.26M
|
180K
$4.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
119K+ 186.66% |
$2.67M - $8.14M
|
183K
$4.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
118K+ 167.75% |
$2.64M - $8.04M
|
188K
$4.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
117K+ 203.77% |
$2.63M - $8.02M
|
175K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
117K+ 200.38% |
$2.63M - $8.01M
|
176K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
117K+ 202.96% |
$2.62M - $7.98M
|
175K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
116KNew |
$2.6M - $7.93M
|
116K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
116K+ 82.01% |
$2.59M - $7.9M
|
257K
$6.04M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
115K+ 226.75% |
$2.58M - $7.87M
|
166K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
115K+ 200.0% |
$2.57M - $7.84M
|
172K
$4.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
114K+ 175.91% |
$2.56M - $7.82M
|
180K
$4.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
114K+ 105.48% |
$2.56M - $7.8M
|
223K
$5.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
114K+ 192.07% |
$2.55M - $7.77M
|
173K
$4.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
113K+ 195.09% |
$2.53M - $7.72M
|
171K
$4.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
113K+ 180.32% |
$2.53M - $7.71M
|
176K
$4.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
112K+ 199.84% |
$2.51M - $7.65M
|
168K
$3.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
112K+ 191.79% |
$2.51M - $7.65M
|
171K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
112K+ 207.18% |
$2.51M - $7.64M
|
166K
$3.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
112K+ 180.07% |
$2.5M - $7.62M
|
174K
$4.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
111K+ 211.2% |
$2.5M - $7.61M
|
164K
$3.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
110K+ 187.88% |
$2.47M - $7.54M
|
169K
$3.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
110K+ 197.07% |
$2.47M - $7.54M
|
166K
$3.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
110K+ 218.38% |
$2.46M - $7.48M
|
160K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
109K+ 194.13% |
$2.45M - $7.47M
|
166K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
109K+ 213.19% |
$2.45M - $7.46M
|
161K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
109K+ 203.86% |
$2.44M - $7.43M
|
162K
$3.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
108K+ 195.39% |
$2.43M - $7.4M
|
164K
$3.85M
|