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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-73.4K- 14.81% |
$1.6M - $1.78M
|
422K
$9.86M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
178K+ 23.12% |
$3.87M - $4.32M
|
948K
$22.1M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-14.6K- 1.37% |
$317K - $354K
|
1.05M
$24.6M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
59+ 0.09% |
$1.28K - $1.43K
|
67.5K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-83K- 9.72% |
$1.81M - $2.02M
|
771K
$18M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-452- 0.32% |
$9.83K - $11K
|
143K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-415- 0.44% |
$9.03K - $10.1K
|
94.1K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-855- 4.71% |
$18.6K - $20.8K
|
17.3K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.22K- 3.07% |
$26.5K - $29.6K
|
38.4K
$897K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.09K- 2.75% |
$67.2K - $75K
|
109K
$2.55M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-16.7K- 29.34% |
$364K - $407K
|
40.3K
$942K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-96- 16.38% |
$2.09K - $2.33K
|
490
$11.4K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-43.3K- 62.81% |
$942K - $1.05M
|
25.6K
$599K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.22K- 0.74% |
$91.9K - $103K
|
566K
$13.2M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
15.5KNew |
$337K - $377K
|
15.5K
$362K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
745+ 0.09% |
$16.2K - $18.1K
|
837K
$19.6M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 2.55% |
$55K - $61.5K
|
102K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-20- 0.11% |
$435 - $486
|
18K
$421K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.5K+ 4.49% |
$228K - $254K
|
244K
$5.7M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-26.9K- 12.11% |
$584K - $652K
|
195K
$4.55M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-6.41K- 4.63% |
$139K - $156K
|
132K
$3.08M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.5K- 1.05% |
$76.1K - $84.9K
|
329K
$7.69M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
26+ 0.03% |
$566 - $631
|
88.1K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.48K- 1.02% |
$53.8K - $60.1K
|
241K
$5.63M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.81K- 0.5% |
$126K - $141K
|
1.16M
$27M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.13K+ 0.85% |
$68.1K - $76K
|
372K
$8.68M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-830- 0.96% |
$18.1K - $20.2K
|
85.3K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.37K- 0.54% |
$29.8K - $33.3K
|
254K
$5.93M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
669New |
$14.6K - $16.2K
|
669
$15.6K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-3.22K- 7.14% |
$70.1K - $78.2K
|
41.9K
$979K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-9.82K- 49.72% |
$214K - $238K
|
9.93K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
97.9K+ 53.58% |
$2.13M - $2.38M
|
281K
$6.56M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-351- 1.79% |
$7.63K - $8.52K
|
19.2K
$450K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-165K- 9.57% |
$3.59M - $4.01M
|
1.56M
$36.4M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.49K- 3.62% |
$97.6K - $109K
|
120K
$2.79M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
78.8K+ 88.84% |
$1.71M - $1.91M
|
168K
$3.91M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.55K+ 0.99% |
$77.2K - $86.2K
|
364K
$8.5M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
20.8K+ 50824.39% |
$453K - $506K
|
20.9K
$488K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-269- 8.98% |
$5.85K - $6.53K
|
2.73K
$63.7K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-7.74K- 1.53% |
$168K - $188K
|
500K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.07K+ 6.41% |
$44.9K - $50.2K
|
34.3K
$801K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
39.7K+ 27.32% |
$864K - $964K
|
185K
$4.32M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.54K- 3.01% |
$55.3K - $61.7K
|
81.9K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
12+ 0.07% |
$261 - $291
|
16.9K
$395K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-5.87K- 2.58% |
$128K - $143K
|
222K
$5.18M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-7.35K- 12.8% |
$160K - $178K
|
50.1K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-101K- 44.11% |
$2.19M - $2.45M
|
128K
$2.98M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-74.7K- 18.8% |
$1.63M - $1.81M
|
323K
$7.54M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
4.79K+ 34.22% |
$104K - $116K
|
18.8K
$439K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.43K- 16.71% |
$205K - $229K
|
47K
$1.1M
|