Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHX)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
27.3K+ 199.99% |
$611K - $1.86M
|
40.9K
$977K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
8.58K+ 200.0% |
$192K - $586K
|
12.9K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23.9KNew |
$535K - $1.63M
|
23.9K
$570K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8.95K+ 200.52% |
$200K - $611K
|
13.4K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
77.6K+ 200.37% |
$1.74M - $5.3M
|
116K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
9.02K+ 200.62% |
$202K - $616K
|
13.5K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
15.6K+ 139.72% |
$349K - $1.06M
|
26.7K
$637K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-60.6K- 9.67% |
$1.36M - $4.14M
|
567K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
35.5K+ 200.72% |
$796K - $2.43M
|
53.2K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
38.3K+ 192.09% |
$859K - $2.62M
|
58.3K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
45.2K+ 206.98% |
$1.01M - $3.09M
|
67.1K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
82.6K+ 215.08% |
$1.85M - $5.64M
|
121K
$2.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
610K+ 218.83% |
$13.7M - $41.7M
|
889K
$21.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
168K+ 194.22% |
$3.77M - $11.5M
|
255K
$6.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
61.9K+ 195.37% |
$1.39M - $4.23M
|
93.6K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2K+ 201.48% |
$251K - $765K
|
16.8K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
262K+ 323.37% |
$5.87M - $17.9M
|
343K
$8.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.65K+ 200.0% |
$36.9K - $113K
|
2.47K
$59K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8.22K+ 200.0% |
$184K - $562K
|
12.3K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.55M+ 206.47% |
$57.1M - $174M
|
3.79M
$90.4M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.15K+ 201.05% |
$25.7K - $78.4K
|
1.72K
$41K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
360+ 200.0% |
$8.06K - $24.6K
|
540
$12.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
57.1K+ 200.0% |
$1.28M - $3.9M
|
85.6K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
31K+ 202.0% |
$695K - $2.12M
|
46.4K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
13.9K+ 198.66% |
$312K - $952K
|
21K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
17K+ 172.24% |
$381K - $1.16M
|
26.9K
$642K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
141K+ 164.67% |
$3.15M - $9.6M
|
226K
$5.39M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
18.9K+ 200.0% |
$424K - $1.29M
|
28.4K
$678K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.63M+ 205.24% |
$36.5M - $111M
|
2.43M
$57.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
38.1K+ 139.31% |
$854K - $2.6M
|
65.5K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
10.7M+ 208.85% |
$239M - $729M
|
15.8M
$377M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
88.9K+ 192.9% |
$1.99M - $6.07M
|
135K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
627K+ 200.0% |
$14.1M - $42.8M
|
941K
$22.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.4K+ 199.07% |
$344K - $1.05M
|
23.1K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
168K+ 195.99% |
$3.76M - $11.5M
|
253K
$6.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
12.9K+ 187.99% |
$290K - $883K
|
19.8K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.91M+ 121.17% |
$42.7M - $130M
|
3.48M
$83.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.58K+ 123.33% |
$215K - $654K
|
17.4K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
59KNew |
$1.32M - $4.03M
|
59K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
62.6K+ 210.5% |
$1.4M - $4.28M
|
92.4K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
944+ 200.0% |
$21.1K - $64.5K
|
1.42K
$33.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
358+ 1.2% |
$8.02K - $24.4K
|
30.1K
$719K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
9.34K+ 200.0% |
$209K - $638K
|
14K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.71K+ 105.43% |
$128K - $390K
|
11.1K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.32K+ 200.91% |
$119K - $363K
|
7.97K
$190K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9.06K+ 200.0% |
$203K - $618K
|
13.6K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
35.1K+ 197.95% |
$787K - $2.4M
|
52.9K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
67.8K+ 199.75% |
$1.52M - $4.63M
|
102K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
52.8K+ 199.98% |
$1.18M - $3.61M
|
79.3K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.07K- 0.14% |
$46.3K - $141K
|
1.5M
$35.7M
|