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 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
917+ 2.53% |
$19.9K - $22.3K
|
37.1K
$910K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.42K+ 2.09% |
$52.7K - $58.9K
|
118K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
575+ 4.33% |
$12.5K - $14K
|
13.9K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.11% |
$43.5 - $48.6
|
1.82K
$44.7K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
11.6KNew |
$252K - $281K
|
11.6K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.7K- 9.22% |
$449K - $502K
|
203K
$4.98M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-4.96K- 2.06% |
$108K - $121K
|
235K
$5.77M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-131K- 15.8% |
$2.85M - $3.18M
|
698K
$17.1M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-98.3K- 45.69% |
$2.14M - $2.39M
|
117K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
836+ 7.3% |
$18.2K - $20.3K
|
12.3K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-589- 39.72% |
$12.8K - $14.3K
|
894
$21.9K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.12K+ 0.45% |
$46K - $51.4K
|
469K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
26.3KNew |
$572K - $639K
|
26.3K
$645K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.9K+ 5.58% |
$433K - $484K
|
377K
$9.23M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
343K+ 55.83% |
$7.47M - $8.34M
|
958K
$23.5M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.05K- 1.04% |
$44.7K - $49.8K
|
194K
$4.77M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
31+ 0.23% |
$674 - $753
|
13.8K
$338K
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-32.2K- 3.8% |
$700K - $782K
|
816K
$20M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
440K+ 7.42% |
$9.56M - $10.7M
|
6.36M
$156M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.71K- 2.26% |
$58.9K - $65.7K
|
117K
$2.87M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
780+ 0.93% |
$17K - $18.9K
|
84.3K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
18+ 0.31% |
$392 - $437
|
5.89K
$144K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-156K- 1.88% |
$3.4M - $3.79M
|
8.14M
$199M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.86K- 8.41% |
$40.4K - $45.1K
|
20.2K
$496K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-780- 0.62% |
$17K - $18.9K
|
125K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-73.4K- 14.81% |
$1.6M - $1.78M
|
422K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
178K+ 23.12% |
$3.87M - $4.32M
|
948K
$23.2M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-14.6K- 1.37% |
$317K - $354K
|
1.05M
$25.8M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
59+ 0.09% |
$1.28K - $1.43K
|
67.5K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-83K- 9.72% |
$1.81M - $2.02M
|
771K
$18.9M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-452- 0.32% |
$9.83K - $11K
|
143K
$3.5M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-415- 0.44% |
$9.03K - $10.1K
|
94.1K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-855- 4.71% |
$18.6K - $20.8K
|
17.3K
$424K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.22K- 3.07% |
$26.5K - $29.6K
|
38.4K
$941K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.09K- 2.75% |
$67.2K - $75K
|
109K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-16.7K- 29.34% |
$364K - $407K
|
40.3K
$988K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-96- 16.38% |
$2.09K - $2.33K
|
490
$12K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-43.3K- 62.81% |
$942K - $1.05M
|
25.6K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.22K- 0.74% |
$91.9K - $103K
|
566K
$13.9M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
15.5KNew |
$337K - $377K
|
15.5K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
745+ 0.09% |
$16.2K - $18.1K
|
837K
$20.5M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 2.55% |
$55K - $61.5K
|
102K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-20- 0.11% |
$435 - $486
|
18K
$441K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.5K+ 4.49% |
$228K - $254K
|
244K
$5.98M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-26.9K- 12.11% |
$584K - $652K
|
195K
$4.78M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-6.41K- 4.63% |
$139K - $156K
|
132K
$3.23M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.5K- 1.05% |
$76.1K - $84.9K
|
329K
$8.06M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
26+ 0.03% |
$566 - $631
|
88.1K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.48K- 1.02% |
$53.8K - $60.1K
|
241K
$5.91M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.81K- 0.5% |
$126K - $141K
|
1.16M
$28.3M
|