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 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.71K+ 10.24% |
$37.3K - $41.6K
|
18.4K
$431K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-75.3K- 1.48% |
$1.64M - $1.83M
|
5.01M
$117M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-151K- 45.5% |
$3.29M - $3.67M
|
181K
$4.23M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
4K+ 200.0% |
$87K - $97.1K
|
6K
$140K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-37- 0.01% |
$805 - $898
|
290K
$6.78M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7.07K+ 53.76% |
$154K - $172K
|
20.2K
$473K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
254KNew |
$5.53M - $6.18M
|
254K
$5.94M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12+ 0.08% |
$261 - $291
|
15.7K
$366K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-14K- 7.03% |
$304K - $340K
|
185K
$4.32M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.0% |
$21.8 - $24.3
|
47.4K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-546- 0.34% |
$11.9K - $13.3K
|
162K
$3.78M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
7.16K+ 6.94% |
$156K - $174K
|
110K
$2.58M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.23M- 24.24% |
$48.6M - $54.2M
|
6.98M
$163M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-190K- 8.0% |
$4.14M - $4.62M
|
2.19M
$51.1M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17.4K- 2.75% |
$379K - $423K
|
617K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-4.34K- 3.28% |
$94.4K - $105K
|
128K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.73K+ 7.04% |
$37.6K - $42K
|
26.3K
$615K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.1K+ 0.76% |
$45.6K - $50.9K
|
279K
$6.52M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
7+ 0.07% |
$152 - $170
|
10.5K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-28.6K- 19.26% |
$623K - $695K
|
120K
$2.8M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.93K- 2.27% |
$63.7K - $71.1K
|
126K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.49KNew |
$119K - $133K
|
5.49K
$128K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
232K+ 99.92% |
$5.04M - $5.63M
|
464K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11.3K- 1.66% |
$245K - $274K
|
667K
$15.6M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-33.5K- 1.82% |
$730K - $814K
|
1.81M
$42.3M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
917+ 2.53% |
$19.9K - $22.3K
|
37.1K
$868K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.42K+ 2.09% |
$52.7K - $58.9K
|
118K
$2.76M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
575+ 4.33% |
$12.5K - $14K
|
13.9K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.11% |
$43.5 - $48.6
|
1.82K
$42.6K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
11.6KNew |
$252K - $281K
|
11.6K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.7K- 9.22% |
$449K - $502K
|
203K
$4.75M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-4.96K- 2.06% |
$108K - $121K
|
235K
$5.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-131K- 15.8% |
$2.85M - $3.18M
|
698K
$16.3M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-98.3K- 45.69% |
$2.14M - $2.39M
|
117K
$2.73M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
836+ 7.3% |
$18.2K - $20.3K
|
12.3K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-589- 39.72% |
$12.8K - $14.3K
|
894
$20.9K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.12K+ 0.45% |
$46K - $51.4K
|
469K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
26.3KNew |
$572K - $639K
|
26.3K
$615K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.9K+ 5.58% |
$433K - $484K
|
377K
$8.8M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
343K+ 55.83% |
$7.47M - $8.34M
|
958K
$22.4M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.05K- 1.04% |
$44.7K - $49.8K
|
194K
$4.54M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
31+ 0.23% |
$674 - $753
|
13.8K
$322K
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-32.2K- 3.8% |
$700K - $782K
|
816K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
440K+ 7.42% |
$9.56M - $10.7M
|
6.36M
$149M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.71K- 2.26% |
$58.9K - $65.7K
|
117K
$2.73M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
780+ 0.93% |
$17K - $18.9K
|
84.3K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
18+ 0.31% |
$392 - $437
|
5.89K
$138K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-156K- 1.88% |
$3.4M - $3.79M
|
8.14M
$190M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.86K- 8.41% |
$40.4K - $45.1K
|
20.2K
$473K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-780- 0.62% |
$17K - $18.9K
|
125K
$2.92M
|