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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-788- 0.1% |
$17.1K - $19.1K
|
778K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-12.2K- 14.47% |
$264K - $295K
|
71.9K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.34K+ 28.46% |
$72.5K - $81K
|
15.1K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
408+ 23.13% |
$8.87K - $9.91K
|
2.17K
$54.1K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26.4K+ 59.86% |
$575K - $642K
|
70.6K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
138K+ 46.98% |
$3M - $3.34M
|
431K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.08K- 23.49% |
$88.7K - $99K
|
13.3K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
46+ 0.27% |
$1K - $1.12K
|
17.3K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.92K+ 0.87% |
$107K - $119K
|
569K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.15K- 10.66% |
$25.1K - $28K
|
9.66K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11.5K+ 0.77% |
$249K - $278K
|
1.51M
$37.6M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-23.6K- 14.25% |
$513K - $573K
|
142K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-226K- 7.73% |
$4.92M - $5.5M
|
2.7M
$67.3M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.74K+ 19.6% |
$103K - $115K
|
28.9K
$721K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-2K- 2.25% |
$43.4K - $48.5K
|
86.8K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
24.3K+ 42.68% |
$529K - $591K
|
81.4K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.34K+ 18.86% |
$94.5K - $105K
|
27.4K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
35.4K+ 21.25% |
$769K - $859K
|
202K
$5.03M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-60.3K- 2.86% |
$1.31M - $1.47M
|
2.05M
$51.1M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
2.45K+ 16.02% |
$53.3K - $59.5K
|
17.7K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-762K- 19.64% |
$16.6M - $18.5M
|
3.12M
$77.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73.6K+ 3.34% |
$1.6M - $1.79M
|
2.28M
$56.7M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
100+ 0.3% |
$2.18K - $2.43K
|
33.4K
$831K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-4.74K- 18.63% |
$103K - $115K
|
20.7K
$515K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60.9K+ 2.54% |
$1.32M - $1.48M
|
2.46M
$61.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.02M+ 12.06% |
$43.9M - $49.1M
|
18.8M
$468M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.7K- 13.91% |
$298K - $333K
|
84.8K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42.1K+ 6.92% |
$916K - $1.02M
|
650K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
23.4K+ 1688.52% |
$509K - $568K
|
24.8K
$617K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
580+ 1.75% |
$12.6K - $14.1K
|
33.6K
$838K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-222K- 7.45% |
$4.82M - $5.38M
|
2.75M
$68.6M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.49K+ 0.54% |
$119K - $133K
|
1.03M
$25.6M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.3K- 0.98% |
$28.4K - $31.7K
|
132K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
191K+ 14.84% |
$4.16M - $4.64M
|
1.48M
$36.8M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-78.3K- 25.38% |
$1.7M - $1.9M
|
230K
$5.74M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
30.5K+ 29.6% |
$664K - $741K
|
134K
$3.33M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.69K+ 1.86% |
$80.3K - $89.6K
|
202K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-13.4K- 1.05% |
$292K - $326K
|
1.26M
$31.4M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-9.42K- 11.06% |
$205K - $229K
|
75.8K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
9.33K+ 10.81% |
$203K - $227K
|
95.7K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.5K- 0.38% |
$32.7K - $36.5K
|
394K
$9.82M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5- 0.03% |
$109 - $121
|
17.4K
$434K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-8.77K- 3.29% |
$191K - $213K
|
258K
$6.42M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
74+ 0.25% |
$1.61K - $1.8K
|
29.6K
$737K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
998+ 1.46% |
$21.7K - $24.2K
|
69.4K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
562+ 0.3% |
$12.2K - $13.6K
|
187K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-260- 0.81% |
$5.66K - $6.31K
|
31.8K
$791K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
120K+ 5.48% |
$2.62M - $2.92M
|
2.32M
$57.7M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.44K- 1.43% |
$53.2K - $59.3K
|
168K
$4.2M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
26.8KNew |
$584K - $652K
|
26.8K
$669K
|