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
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
128K+ 10.13% |
$2.79M - $3.11M
|
1.39M
$34.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.54K+ 8.21% |
$33.5K - $37.4K
|
20.3K
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
550+ 462.18% |
$12K - $13.4K
|
669
$16.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
142K+ 37.77% |
$3.08M - $3.44M
|
516K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-189- 1.41% |
$4.11K - $4.59K
|
13.2K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.9K- 9.64% |
$260K - $290K
|
112K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
477+ 0.47% |
$10.4K - $11.6K
|
102K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
14.4KNew |
$313K - $349K
|
14.4K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.44K+ 20.02% |
$53K - $59.2K
|
14.6K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-44.3K- 4.98% |
$964K - $1.08M
|
845K
$20.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.1K+ 0.74% |
$220K - $245K
|
1.38M
$33.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
222+ 0.16% |
$4.83K - $5.39K
|
135K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-7.69K- 2.17% |
$167K - $187K
|
347K
$8.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-36.4K- 22.8% |
$792K - $885K
|
123K
$3.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.04K- 1.33% |
$22.7K - $25.3K
|
77.4K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-16.6K- 53.09% |
$360K - $402K
|
14.6K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
2.2K+ 24.95% |
$47.8K - $53.4K
|
11K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.01KNew |
$65.4K - $73K
|
3.01K
$73.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
251KNew |
$5.46M - $6.1M
|
251K
$6.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
8+ 0.08% |
$174 - $194
|
9.84K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-72- 2.04% |
$1.57K - $1.75K
|
3.45K
$84.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.14K+ 0.58% |
$177K - $198K
|
1.42M
$34.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.27K+ 18.01% |
$49.4K - $55.1K
|
14.9K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.46M- 9.97% |
$31.9M - $35.6M
|
13.2M
$324M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.76M+ 89.4% |
$81.7M - $91.2M
|
7.96M
$195M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.33K- 3.47% |
$50.6K - $56.5K
|
64.7K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
9.64K+ 46.01% |
$210K - $234K
|
30.6K
$749K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.63K+ 1.97% |
$57.2K - $63.9K
|
136K
$3.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.58K+ 46.74% |
$99.6K - $111K
|
14.4K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-5K- 1.0% |
$109K - $121K
|
494K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.37K+ 2.88% |
$73.3K - $81.8K
|
120K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
32.2K+ 67.36% |
$701K - $782K
|
80K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-12.1K- 8.3% |
$264K - $294K
|
134K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-85.8K- 40.96% |
$1.87M - $2.08M
|
124K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.9KNew |
$237K - $265K
|
10.9K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5- 0.01% |
$109 - $121
|
33.8K
$829K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
17.7K+ 37.98% |
$384K - $429K
|
64.2K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
75.9K+ 100.26% |
$1.65M - $1.84M
|
152K
$3.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 6.34% |
$395K - $440K
|
304K
$7.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
679+ 1.22% |
$14.8K - $16.5K
|
56.1K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.16K+ 36.7% |
$112K - $125K
|
19.2K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.29KNew |
$93.2K - $104K
|
4.29K
$105K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-584- 0.9% |
$12.7K - $14.2K
|
64K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.97K+ 1.17% |
$64.5K - $72K
|
256K
$6.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-922- 1.9% |
$20.1K - $22.4K
|
47.5K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-9.21K- 28.39% |
$200K - $224K
|
23.2K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
177+ 0.25% |
$3.85K - $4.3K
|
71.9K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.29% |
$174 - $194
|
2.73K
$66.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.08K- 0.21% |
$23.5K - $26.2K
|
507K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.38K- 2.43% |
$29.9K - $33.4K
|
55.2K
$1.35M
|