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 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.13K+ 0.85% |
$68.1K - $76K
|
372K
$9.11M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-830- 0.96% |
$18.1K - $20.2K
|
85.3K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
669New |
$14.6K - $16.2K
|
669
$16.4K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-3.22K- 7.14% |
$70.1K - $78.2K
|
41.9K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-9.82K- 49.72% |
$214K - $238K
|
9.93K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
97.9K+ 53.58% |
$2.13M - $2.38M
|
281K
$6.88M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-351- 1.79% |
$7.63K - $8.52K
|
19.2K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-165K- 9.57% |
$3.59M - $4.01M
|
1.56M
$38.2M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.49K- 3.62% |
$97.6K - $109K
|
120K
$2.93M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
78.8K+ 88.84% |
$1.71M - $1.91M
|
168K
$4.11M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.55K+ 0.99% |
$77.2K - $86.2K
|
364K
$8.91M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
20.8K+ 50824.39% |
$453K - $506K
|
20.9K
$512K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-269- 8.98% |
$5.85K - $6.53K
|
2.73K
$66.8K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-7.74K- 1.53% |
$168K - $188K
|
500K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.07K+ 6.41% |
$44.9K - $50.2K
|
34.3K
$840K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
39.7K+ 27.32% |
$864K - $964K
|
185K
$4.53M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.54K- 3.01% |
$55.3K - $61.7K
|
81.9K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
12+ 0.07% |
$261 - $291
|
16.9K
$414K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-5.87K- 2.58% |
$128K - $143K
|
222K
$5.43M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-7.35K- 12.8% |
$160K - $178K
|
50.1K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-101K- 44.11% |
$2.19M - $2.45M
|
128K
$3.13M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-74.7K- 18.8% |
$1.63M - $1.81M
|
323K
$7.91M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
4.79K+ 34.22% |
$104K - $116K
|
18.8K
$461K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.43K- 16.71% |
$205K - $229K
|
47K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.18K- 0.98% |
$47.3K - $52.8K
|
219K
$5.37M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
17.5KNew |
$380K - $424K
|
17.5K
$428K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
2.96K+ 19.89% |
$64.3K - $71.7K
|
17.8K
$436K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-749- 7.2% |
$16.3K - $18.2K
|
9.66K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6.86K- 2.42% |
$149K - $167K
|
277K
$6.78M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 0.0% |
$109 - $121
|
168K
$4.12M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-2.19K- 1.11% |
$47.6K - $53.1K
|
196K
$4.79M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-75.3K- 98.17% |
$1.64M - $1.83M
|
1.4K
$34.3K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.33K- 7.37% |
$138K - $154K
|
79.7K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8.32K+ 2.07% |
$181K - $202K
|
410K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-28.8K- 14.57% |
$625K - $698K
|
169K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.46K+ 864.5% |
$31.8K - $35.5K
|
1.63K
$39.9K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.11K- 2.11% |
$111K - $124K
|
237K
$5.8M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
521KNew |
$11.3M - $12.7M
|
521K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
31.2K+ 3.95% |
$679K - $758K
|
821K
$20.1M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
103+ 0.08% |
$2.24K - $2.5K
|
124K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
16K+ 14.0% |
$349K - $389K
|
131K
$3.2M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-390- 1.27% |
$8.48K - $9.47K
|
30.4K
$746K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.12K+ 238.72% |
$24.4K - $27.2K
|
1.59K
$39K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.96KNew |
$42.7K - $47.6K
|
1.96K
$48.1K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-43.2K- 6.05% |
$940K - $1.05M
|
671K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
18+ 0.13% |
$392 - $437
|
13.8K
$338K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
60+ 0.2% |
$1.31K - $1.46K
|
30.3K
$743K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
9.16KNew |
$199K - $222K
|
9.16K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.95K+ 5.74% |
$151K - $169K
|
128K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-42K- 4.76% |
$913K - $1.02M
|
841K
$20.6M
|