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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.13% |
$566 - $631
|
19.8K
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.58K- 1.57% |
$77.8K - $86.8K
|
225K
$5.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-10.3K- 1.26% |
$224K - $250K
|
808K
$18.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-238K- 82.94% |
$5.18M - $5.78M
|
49K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.99K+ 64.26% |
$152K - $170K
|
17.9K
$417K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
36+ 0.28% |
$783 - $874
|
13K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-725- 0.54% |
$15.8K - $17.6K
|
134K
$3.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-2.17K- 1.34% |
$47.1K - $52.6K
|
159K
$3.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
63+ 0.07% |
$1.37K - $1.53K
|
95K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.39K- 9.62% |
$73.7K - $82.3K
|
31.8K
$744K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-4.97K- 2.07% |
$108K - $121K
|
235K
$5.49M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
10.4K+ 6.27% |
$227K - $253K
|
177K
$4.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.56K+ 1.46% |
$55.7K - $62.2K
|
178K
$4.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
276+ 34.8% |
$6K - $6.7K
|
1.07K
$25K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.83K- 25.93% |
$83.3K - $93K
|
10.9K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.77K+ 0.39% |
$60.3K - $67.3K
|
705K
$16.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-176- 1.68% |
$3.83K - $4.27K
|
10.3K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.47K- 0.12% |
$32K - $35.7K
|
1.19M
$27.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.45K- 24.21% |
$96.9K - $108K
|
13.9K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
204+ 38.13% |
$4.44K - $4.95K
|
739
$17.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.58K- 3.31% |
$208K - $233K
|
279K
$6.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-17.5K- 1.65% |
$380K - $425K
|
1.04M
$24.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-34.3K- 65.15% |
$747K - $834K
|
18.4K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.85K+ 227.4% |
$40.3K - $44.9K
|
2.67K
$62.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
10.1KNew |
$220K - $245K
|
10.1K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-7.1K- 9.38% |
$154K - $172K
|
68.6K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.04K+ 3.22% |
$153K - $171K
|
226K
$5.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.15K- 0.45% |
$25K - $27.9K
|
257K
$6M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-10.2K- 5.99% |
$222K - $248K
|
160K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
222K+ 1.2% |
$4.82M - $5.38M
|
18.7M
$436M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
146+ 0.25% |
$3.18K - $3.54K
|
59.7K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-252- 2.08% |
$5.48K - $6.12K
|
11.8K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
45.1K+ 3.48% |
$980K - $1.09M
|
1.34M
$31.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.74KNew |
$212K - $236K
|
9.74K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
128K+ 10.13% |
$2.79M - $3.11M
|
1.39M
$32.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.54K+ 8.21% |
$33.5K - $37.4K
|
20.3K
$475K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
550+ 462.18% |
$12K - $13.4K
|
669
$15.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
142K+ 37.77% |
$3.08M - $3.44M
|
516K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-189- 1.41% |
$4.11K - $4.59K
|
13.2K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.9K- 9.64% |
$260K - $290K
|
112K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
477+ 0.47% |
$10.4K - $11.6K
|
102K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
14.4KNew |
$313K - $349K
|
14.4K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.44K+ 20.02% |
$53K - $59.2K
|
14.6K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-44.3K- 4.98% |
$964K - $1.08M
|
845K
$19.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.1K+ 0.74% |
$220K - $245K
|
1.38M
$32.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
222+ 0.16% |
$4.83K - $5.39K
|
135K
$3.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-7.69K- 2.17% |
$167K - $187K
|
347K
$8.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-36.4K- 22.8% |
$792K - $885K
|
123K
$2.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.04K- 1.33% |
$22.7K - $25.3K
|
77.4K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-16.6K- 53.09% |
$360K - $402K
|
14.6K
$342K
|