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 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
410+ 0.35% |
$8.92K - $9.95K
|
116K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
191New |
$4.15K - $4.64K
|
191
$4.68K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.67K- 3.46% |
$79.9K - $89.2K
|
103K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
35+ 0.27% |
$761 - $850
|
13.2K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
592+ 200.0% |
$12.9K - $14.4K
|
888
$21.8K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.17K- 7.56% |
$69K - $77K
|
38.8K
$950K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
627New |
$13.6K - $15.2K
|
627
$15.4K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
77.2K+ 2.57% |
$1.68M - $1.88M
|
3.08M
$75.5M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
10+ 0.09% |
$218 - $243
|
10.8K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-452- 1.5% |
$9.83K - $11K
|
29.8K
$729K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-54- 0.12% |
$1.17K - $1.31K
|
44.7K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
158K+ 19.55% |
$3.45M - $3.85M
|
969K
$23.7M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
2.34K+ 0.18% |
$50.9K - $56.8K
|
1.32M
$32.4M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8.83K+ 45.53% |
$192K - $214K
|
28.2K
$691K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.04K+ 4.08% |
$44.4K - $49.6K
|
52.1K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-187K- 2.67% |
$4.07M - $4.55M
|
6.83M
$167M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.58K- 12.89% |
$56.1K - $62.6K
|
17.4K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.19K- 3.9% |
$47.6K - $53.2K
|
53.9K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-92.1K- 14.77% |
$2M - $2.24M
|
531K
$13M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.05K- 1.78% |
$44.7K - $49.8K
|
113K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
59.2KNew |
$1.29M - $1.44M
|
59.2K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$87 - $97.1
|
1.39K
$34K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
17.6K+ 3.1% |
$383K - $428K
|
587K
$14.4M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
11.8KNew |
$256K - $286K
|
11.8K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4.97K+ 20.18% |
$108K - $121K
|
29.6K
$725K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-5.18K- 4.24% |
$113K - $126K
|
117K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.9KNew |
$236K - $264K
|
10.9K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.71K+ 10.24% |
$37.3K - $41.6K
|
18.4K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-75.3K- 1.48% |
$1.64M - $1.83M
|
5.01M
$123M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-151K- 45.5% |
$3.29M - $3.67M
|
181K
$4.44M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
4K+ 200.0% |
$87K - $97.1K
|
6K
$147K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-37- 0.01% |
$805 - $898
|
290K
$7.11M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7.07K+ 53.76% |
$154K - $172K
|
20.2K
$496K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
254KNew |
$5.53M - $6.18M
|
254K
$6.23M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12+ 0.08% |
$261 - $291
|
15.7K
$384K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-14K- 7.03% |
$304K - $340K
|
185K
$4.53M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.0% |
$21.8 - $24.3
|
47.4K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-546- 0.34% |
$11.9K - $13.3K
|
162K
$3.96M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
7.16K+ 6.94% |
$156K - $174K
|
110K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.23M- 24.24% |
$48.6M - $54.2M
|
6.98M
$171M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-190K- 8.0% |
$4.14M - $4.62M
|
2.19M
$53.6M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-4.34K- 3.28% |
$94.4K - $105K
|
128K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.1K+ 0.76% |
$45.6K - $50.9K
|
279K
$6.83M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
7+ 0.07% |
$152 - $170
|
10.5K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-28.6K- 19.26% |
$623K - $695K
|
120K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.93K- 2.27% |
$63.7K - $71.1K
|
126K
$3.09M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.49KNew |
$119K - $133K
|
5.49K
$134K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
232K+ 99.92% |
$5.04M - $5.63M
|
464K
$11.4M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11.3K- 1.66% |
$245K - $274K
|
667K
$16.3M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-33.5K- 1.82% |
$730K - $814K
|
1.81M
$44.3M
|