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 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
108K+ 198.38% |
$2.43M - $7.4M
|
163K
$3.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
107K+ 155.09% |
$2.4M - $7.3M
|
176K
$4.14M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
107K+ 275.66% |
$2.39M - $7.28M
|
145K
$3.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
106K+ 355.17% |
$2.38M - $7.24M
|
136K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
106K+ 192.09% |
$2.37M - $7.23M
|
161K
$3.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
105K+ 196.99% |
$2.36M - $7.2M
|
159K
$3.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
105K+ 2333.05% |
$2.36M - $7.2M
|
110K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
104K+ 184.87% |
$2.33M - $7.11M
|
160K
$3.77M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
103KNew |
$2.31M - $7.04M
|
103K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
102K+ 200.0% |
$2.3M - $7M
|
154K
$3.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
101K+ 192.66% |
$2.27M - $6.9M
|
154K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
99.9K+ 204.53% |
$2.24M - $6.82M
|
149K
$3.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
99.7K+ 250.98% |
$2.23M - $6.81M
|
139K
$3.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
98.4K+ 1741.77% |
$2.2M - $6.72M
|
104K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
97.9K+ 236.03% |
$2.19M - $6.69M
|
139K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
97.1K+ 96.41% |
$2.18M - $6.63M
|
198K
$4.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
94.9K+ 30.95% |
$2.13M - $6.48M
|
401K
$9.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
93KNew |
$2.08M - $6.35M
|
93K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
92.6K+ 172.99% |
$2.07M - $6.32M
|
146K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
92.5K+ 182.43% |
$2.07M - $6.32M
|
143K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
91.7K+ 196.86% |
$2.05M - $6.26M
|
138K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
91.6K+ 179.59% |
$2.05M - $6.25M
|
143K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
91.1K+ 369.6% |
$2.04M - $6.22M
|
116K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
91.1K+ 13.42% |
$2.04M - $6.22M
|
770K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
91.1K+ 176.1% |
$2.04M - $6.22M
|
143K
$3.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
90.8KNew |
$2.03M - $6.2M
|
90.8K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
90.7K+ 200.0% |
$2.03M - $6.19M
|
136K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
90.4K+ 217.69% |
$2.03M - $6.18M
|
132K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
90.4K+ 205.75% |
$2.03M - $6.17M
|
134K
$3.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
90.4K+ 352.61% |
$2.02M - $6.17M
|
116K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
90.2K+ 198.55% |
$2.02M - $6.16M
|
136K
$3.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
89.8K+ 200.0% |
$2.01M - $6.13M
|
135K
$3.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
89.1K+ 192.13% |
$1.99M - $6.08M
|
135K
$3.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
88.9K+ 198.86% |
$1.99M - $6.07M
|
134K
$3.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
88.9K+ 192.9% |
$1.99M - $6.07M
|
135K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
87.6K+ 160.2% |
$1.96M - $5.98M
|
142K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
87.4K+ 189.06% |
$1.96M - $5.97M
|
134K
$3.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
87K+ 210.34% |
$1.95M - $5.94M
|
128K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
86.9KNew |
$1.95M - $5.93M
|
86.9K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
86.9K+ 189.51% |
$1.95M - $5.93M
|
133K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
86.1K+ 197.04% |
$1.93M - $5.88M
|
130K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
86.1K+ 200.81% |
$1.93M - $5.88M
|
129K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
85.2K+ 204.97% |
$1.91M - $5.81M
|
127K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
85KNew |
$1.9M - $5.81M
|
85K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
84.9K+ 189.56% |
$1.9M - $5.8M
|
130K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
84.6K+ 200.0% |
$1.9M - $5.78M
|
127K
$2.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83.8K+ 190.22% |
$1.88M - $5.72M
|
128K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
83.5K+ 250.78% |
$1.87M - $5.7M
|
117K
$2.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
82.6K+ 215.08% |
$1.85M - $5.64M
|
121K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
82.3K+ 272.65% |
$1.84M - $5.62M
|
113K
$2.65M
|