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 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.6K+ 7.69% |
$165K - $184K
|
106K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
170+ 1.81% |
$3.7K - $4.13K
|
9.55K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-49.1K- 13.51% |
$1.07M - $1.19M
|
314K
$7.7M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.76K- 17.91% |
$103K - $116K
|
21.8K
$534K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
40.2KNew |
$875K - $977K
|
40.2K
$985K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5.98K+ 2682.96% |
$130K - $145K
|
6.21K
$152K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
458+ 0.53% |
$9.96K - $11.1K
|
87.1K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.8K+ 31.16% |
$277K - $310K
|
53.7K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.36K+ 121.11% |
$51.4K - $57.4K
|
4.32K
$106K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
216+ 1.36% |
$4.7K - $5.24K
|
16.1K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-522- 17.55% |
$11.4K - $12.7K
|
2.45K
$60.1K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11K+ 66.41% |
$239K - $266K
|
27.5K
$674K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.33K+ 44.84% |
$94.2K - $105K
|
14K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.45K+ 4.95% |
$96.9K - $108K
|
94.5K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-81.8K- 6.64% |
$1.78M - $1.99M
|
1.15M
$28.2M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.69K- 0.38% |
$36.7K - $41K
|
443K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
12.8KNew |
$279K - $311K
|
12.8K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-169K- 49.33% |
$3.68M - $4.11M
|
174K
$4.26M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.15K- 6.57% |
$134K - $149K
|
87.4K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.1K+ 1.43% |
$23.9K - $26.7K
|
77.8K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-370- 2.87% |
$8.05K - $8.98K
|
12.5K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
14.1K+ 2.28% |
$306K - $341K
|
632K
$15.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-330K- 23.9% |
$7.18M - $8.01M
|
1.05M
$25.7M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-51.5K- 11.74% |
$1.12M - $1.25M
|
387K
$9.49M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
79+ 0.07% |
$1.72K - $1.92K
|
120K
$2.93M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.62K- 1.46% |
$57K - $63.6K
|
177K
$4.33M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-726- 1.65% |
$15.8K - $17.6K
|
43.3K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
896+ 2.05% |
$19.5K - $21.8K
|
44.6K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
428+ 0.36% |
$9.31K - $10.4K
|
119K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-3.12KClosed |
$67.9K - $75.8K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-113- 0.2% |
$2.46K - $2.74K
|
55.9K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
29+ 0.12% |
$631 - $704
|
25.1K
$614K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-14.7K- 3.42% |
$320K - $357K
|
416K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
225New |
$4.89K - $5.46K
|
225
$5.51K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-56- 0.31% |
$1.22K - $1.36K
|
17.7K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
108+ 0.52% |
$2.35K - $2.62K
|
20.9K
$513K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
81K+ 5.85% |
$1.76M - $1.97M
|
1.47M
$35.9M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-22.8K- 58.07% |
$497K - $554K
|
16.5K
$404K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-3.24K- 2.89% |
$70.5K - $78.7K
|
109K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
31+ 0.07% |
$674 - $753
|
43.1K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.67K- 0.3% |
$58.1K - $64.9K
|
873K
$21.4M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12+ 0.04% |
$261 - $291
|
29.2K
$715K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
96.7K+ 2.08% |
$2.1M - $2.35M
|
4.74M
$116M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14.4K+ 8.29% |
$313K - $350K
|
188K
$4.61M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-603- 1.02% |
$13.1K - $14.6K
|
58.4K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-637- 2.12% |
$13.9K - $15.5K
|
29.5K
$722K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
45+ 0.18% |
$979 - $1.09K
|
25.7K
$630K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-36.5K- 99.99% |
$795K - $887K
|
4
$98
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-67- 0.55% |
$1.46K - $1.63K
|
12.1K
$295K
|