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 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.18K- 0.98% |
$47.3K - $52.8K
|
219K
$5.12M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
17.5KNew |
$380K - $424K
|
17.5K
$408K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-10.2K- 2.29% |
$221K - $247K
|
434K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
2.96K+ 19.89% |
$64.3K - $71.7K
|
17.8K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-749- 7.2% |
$16.3K - $18.2K
|
9.66K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6.86K- 2.42% |
$149K - $167K
|
277K
$6.46M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 0.0% |
$109 - $121
|
168K
$3.93M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-2.19K- 1.11% |
$47.6K - $53.1K
|
196K
$4.57M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-75.3K- 98.17% |
$1.64M - $1.83M
|
1.4K
$32.7K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.33K- 7.37% |
$138K - $154K
|
79.7K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8.32K+ 2.07% |
$181K - $202K
|
410K
$9.57M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-28.8K- 14.57% |
$625K - $698K
|
169K
$3.94M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.46K+ 864.5% |
$31.8K - $35.5K
|
1.63K
$38.1K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.11K- 2.11% |
$111K - $124K
|
237K
$5.53M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-682K- 37.33% |
$14.8M - $16.6M
|
1.15M
$26.8M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
521KNew |
$11.3M - $12.7M
|
521K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
31.2K+ 3.95% |
$679K - $758K
|
821K
$19.2M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.21K- 2.79% |
$48K - $53.6K
|
77.1K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
103+ 0.08% |
$2.24K - $2.5K
|
124K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-827- 1.99% |
$18K - $20.1K
|
40.8K
$953K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
16K+ 14.0% |
$349K - $389K
|
131K
$3.05M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-390- 1.27% |
$8.48K - $9.47K
|
30.4K
$711K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.12K+ 238.72% |
$24.4K - $27.2K
|
1.59K
$37.2K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.96KNew |
$42.7K - $47.6K
|
1.96K
$45.8K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-43.2K- 6.05% |
$940K - $1.05M
|
671K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
18+ 0.13% |
$392 - $437
|
13.8K
$323K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
60+ 0.2% |
$1.31K - $1.46K
|
30.3K
$709K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
9.16KNew |
$199K - $222K
|
9.16K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.95K+ 5.74% |
$151K - $169K
|
128K
$2.99M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
73.9K+ 235.61% |
$1.61M - $1.79M
|
105K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-42K- 4.76% |
$913K - $1.02M
|
841K
$19.6M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.8K+ 6.72% |
$39.2K - $43.7K
|
28.6K
$668K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.4K+ 2.06% |
$30.5K - $34K
|
69.5K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
124KNew |
$2.7M - $3.01M
|
124K
$2.9M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-33.3K- 13.68% |
$723K - $807K
|
210K
$4.9M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-9.22K- 3.38% |
$200K - $224K
|
264K
$6.16M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
271K+ 214.14% |
$5.9M - $6.59M
|
398K
$9.3M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
452+ 83.7% |
$9.83K - $11K
|
992
$23.2K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
240New |
$5.22K - $5.83K
|
240
$5.61K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-459- 4.88% |
$9.98K - $11.1K
|
8.94K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-13.1K- 30.39% |
$284K - $317K
|
29.9K
$698K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-11.6K- 6.46% |
$253K - $282K
|
168K
$3.93M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.4K+ 4.78% |
$95.8K - $107K
|
96.5K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-29.2K- 5.09% |
$635K - $709K
|
545K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.89M- 84.87% |
$41M - $45.8M
|
336K
$7.85M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
13.1K+ 48.82% |
$284K - $318K
|
39.9K
$931K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-22.9K- 4.05% |
$498K - $556K
|
543K
$12.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
85.1KNew |
$1.85M - $2.07M
|
85.1K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
11.2K+ 47.68% |
$244K - $273K
|
34.8K
$812K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
713+ 6.26% |
$15.5K - $17.3K
|
12.1K
$283K
|