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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
87New |
$1.89K - $2.11K
|
87
$2.03K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-829- 7.49% |
$18K - $20.1K
|
10.2K
$239K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
13.5KNew |
$293K - $327K
|
13.5K
$315K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
639K+ 88.1% |
$13.9M - $15.5M
|
1.37M
$31.9M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-5.87K- 1.89% |
$128K - $143K
|
305K
$7.12M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-214- 2.15% |
$4.65K - $5.2K
|
9.72K
$227K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.6K- 2.49% |
$426K - $475K
|
768K
$17.9M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
12K+ 3222.31% |
$261K - $291K
|
12.4K
$289K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.16M- 11.2% |
$25.2M - $28.1M
|
9.18M
$214M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86.4K- 18.25% |
$1.88M - $2.1M
|
387K
$9.04M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-450- 0.16% |
$9.79K - $10.9K
|
285K
$6.67M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-465- 0.67% |
$10.1K - $11.3K
|
69.1K
$1.61M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.8K+ 2.44% |
$39.2K - $43.8K
|
75.8K
$1.77M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
77.5KNew |
$1.69M - $1.88M
|
77.5K
$1.81M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9.89K+ 0.88% |
$215K - $240K
|
1.13M
$26.5M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.35MNew |
$29.3M - $32.7M
|
1.35M
$31.4M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.37M+ 10083.67% |
$29.8M - $33.3M
|
1.38M
$32.3M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-74.5K- 37.85% |
$1.62M - $1.81M
|
122K
$2.86M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 11.08% |
$134K - $149K
|
49.3K
$1.15M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
10.2KNew |
$223K - $249K
|
10.2K
$239K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
274New |
$5.96K - $6.65K
|
274
$6.4K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
21New |
$457 - $510
|
21
$491
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.86K- 10.02% |
$62.1K - $69.3K
|
25.6K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.19K+ 2.66% |
$25.8K - $28.8K
|
45.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.5K- 3.59% |
$380K - $424K
|
469K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
546+ 0.74% |
$11.9K - $13.3K
|
73.9K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-7.6K- 29.88% |
$165K - $184K
|
17.8K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.44K- 16.33% |
$31.3K - $34.9K
|
7.37K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 17.8% |
$242K - $270K
|
51.3K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.27K+ 13.12% |
$71.2K - $79.5K
|
28.2K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
52.3K+ 2.25% |
$1.14M - $1.27M
|
2.38M
$55.6M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
22New |
$479 - $534
|
22
$514
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
65.7KNew |
$1.43M - $1.59M
|
65.7K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.02K+ 6.67% |
$109K - $122K
|
80.3K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.78K+ 21.64% |
$191K - $213K
|
49.4K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
207+ 0.33% |
$4.5K - $5.03K
|
63.5K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.4K- 33.87% |
$335K - $374K
|
30.1K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
267K+ 7.08% |
$5.81M - $6.48M
|
4.04M
$94.4M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
726+ 4.16% |
$15.8K - $17.6K
|
18.2K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
159K+ 39.32% |
$3.46M - $3.87M
|
564K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
88.4K+ 51.32% |
$1.92M - $2.15M
|
261K
$6.09M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.3K- 1.99% |
$420K - $468K
|
951K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-755- 49.25% |
$16.4K - $18.3K
|
778
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
36+ 0.21% |
$783 - $874
|
16.8K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
19.9KNew |
$432K - $482K
|
19.9K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
1.93K+ 3.3% |
$41.9K - $46.8K
|
60.2K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
10.1KNew |
$219K - $245K
|
10.1K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.7K- 13.25% |
$624K - $697K
|
188K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-51K- 1.66% |
$1.11M - $1.24M
|
3.01M
$70.4M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-706K- 20.3% |
$15.4M - $17.1M
|
2.77M
$64.8M
|