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 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-36.5K- 99.99% |
$795K - $887K
|
4
$99.6
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-67- 0.55% |
$1.46K - $1.63K
|
12.1K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-154- 0.29% |
$3.35K - $3.74K
|
53.1K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
33+ 0.1% |
$718 - $801
|
32.1K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
25KNew |
$543K - $606K
|
25K
$622K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.7K+ 24.37% |
$342K - $381K
|
80.1K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-22.8K- 0.9% |
$495K - $553K
|
2.52M
$62.7M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
50.5K+ 4.28% |
$1.1M - $1.23M
|
1.23M
$30.7M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
9.9K+ 2.03% |
$215K - $240K
|
497K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-56.4K- 12.36% |
$1.23M - $1.37M
|
400K
$9.97M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
25New |
$544 - $607
|
25
$623
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
894+ 3.52% |
$19.4K - $21.7K
|
26.3K
$656K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
11.1KNew |
$242K - $271K
|
11.1K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1+ 0.01% |
$21.8 - $24.3
|
8.06K
$201K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30.8K+ 1.97% |
$669K - $747K
|
1.6M
$39.8M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.02% |
$43.5 - $48.6
|
10.6K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
4.7K+ 5.41% |
$102K - $114K
|
91.6K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-33.1K- 2.05% |
$719K - $803K
|
1.58M
$39.3M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
BUY
|
- |
600+ 2.18% |
$13.1K - $14.6K
|
28.2K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-4.01K- 1.24% |
$87.3K - $97.4K
|
319K
$7.94M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-90.1K- 9.06% |
$1.96M - $2.19M
|
905K
$22.5M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.7K+ 23.88% |
$471K - $526K
|
112K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19.9K- 2.04% |
$433K - $484K
|
956K
$23.8M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.09K+ 10.59% |
$67.3K - $75.1K
|
32.3K
$805K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.13K+ 6.62% |
$68K - $75.9K
|
50.4K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-63.1K- 2.78% |
$1.37M - $1.53M
|
2.21M
$55M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-782- 4.19% |
$17K - $19K
|
17.9K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8.8K- 21.8% |
$191K - $214K
|
31.6K
$786K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
24.6KNew |
$536K - $598K
|
24.6K
$614K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-63.1K- 2.78% |
$1.37M - $1.53M
|
2.21M
$55M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.73K- 0.13% |
$59.3K - $66.2K
|
2.06M
$51.2M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-7.13K- 10.52% |
$155K - $173K
|
60.6K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34.2K+ 4.04% |
$744K - $830K
|
881K
$21.9M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.7K+ 23.37% |
$254K - $284K
|
61.7K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
3+ 0.03% |
$65.3 - $72.8
|
9.62K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-313- 0.59% |
$6.81K - $7.6K
|
52.9K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-543- 3.19% |
$11.8K - $13.2K
|
16.5K
$411K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
155+ 0.04% |
$3.37K - $3.76K
|
434K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.26K+ 0.63% |
$27.4K - $30.6K
|
201K
$5.02M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
211K+ 9.47% |
$4.6M - $5.13M
|
2.44M
$60.9M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-150- 2.93% |
$3.26K - $3.64K
|
4.98K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.03K- 0.75% |
$22.3K - $24.9K
|
135K
$3.36M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
410+ 0.35% |
$8.92K - $9.95K
|
116K
$2.9M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
191New |
$4.15K - $4.64K
|
191
$4.76K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.67K- 3.46% |
$79.9K - $89.2K
|
103K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
35+ 0.27% |
$761 - $850
|
13.2K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
592+ 200.0% |
$12.9K - $14.4K
|
888
$22.1K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.17K- 7.56% |
$69K - $77K
|
38.8K
$965K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
627New |
$13.6K - $15.2K
|
627
$15.6K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
10+ 0.09% |
$218 - $243
|
10.8K
$269K
|