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 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-452- 1.5% |
$9.83K - $11K
|
29.8K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-54- 0.12% |
$1.17K - $1.31K
|
44.7K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
158K+ 19.55% |
$3.45M - $3.85M
|
969K
$24.1M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
2.34K+ 0.18% |
$50.9K - $56.8K
|
1.32M
$32.9M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8.83K+ 45.53% |
$192K - $214K
|
28.2K
$703K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.04K+ 4.08% |
$44.4K - $49.6K
|
52.1K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-187K- 2.67% |
$4.07M - $4.55M
|
6.83M
$170M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.58K- 12.89% |
$56.1K - $62.6K
|
17.4K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.19K- 3.9% |
$47.6K - $53.2K
|
53.9K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-92.1K- 14.77% |
$2M - $2.24M
|
531K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.05K- 1.78% |
$44.7K - $49.8K
|
113K
$2.83M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
59.2KNew |
$1.29M - $1.44M
|
59.2K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$87 - $97.1
|
1.39K
$34.6K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
17.6K+ 3.1% |
$383K - $428K
|
587K
$14.6M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4.97K+ 20.18% |
$108K - $121K
|
29.6K
$737K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-5.18K- 4.24% |
$113K - $126K
|
117K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.9KNew |
$236K - $264K
|
10.9K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.71K+ 10.24% |
$37.3K - $41.6K
|
18.4K
$460K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-75.3K- 1.48% |
$1.64M - $1.83M
|
5.01M
$125M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-151K- 45.5% |
$3.29M - $3.67M
|
181K
$4.51M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
4K+ 200.0% |
$87K - $97.1K
|
6K
$149K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7.07K+ 53.76% |
$154K - $172K
|
20.2K
$504K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
254KNew |
$5.53M - $6.18M
|
254K
$6.34M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12+ 0.08% |
$261 - $291
|
15.7K
$390K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-14K- 7.03% |
$304K - $340K
|
185K
$4.61M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.0% |
$21.8 - $24.3
|
47.4K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-546- 0.34% |
$11.9K - $13.3K
|
162K
$4.03M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
7.16K+ 6.94% |
$156K - $174K
|
110K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.23M- 24.24% |
$48.6M - $54.2M
|
6.98M
$174M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-190K- 8.0% |
$4.14M - $4.62M
|
2.19M
$54.5M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-4.34K- 3.28% |
$94.4K - $105K
|
128K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
7+ 0.07% |
$152 - $170
|
10.5K
$263K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-28.6K- 19.26% |
$623K - $695K
|
120K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.49KNew |
$119K - $133K
|
5.49K
$137K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
232K+ 99.92% |
$5.04M - $5.63M
|
464K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11.3K- 1.66% |
$245K - $274K
|
667K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-33.5K- 1.82% |
$730K - $814K
|
1.81M
$45.1M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
917+ 2.53% |
$19.9K - $22.3K
|
37.1K
$925K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.42K+ 2.09% |
$52.7K - $58.9K
|
118K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.11% |
$43.5 - $48.6
|
1.82K
$45.4K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
11.6KNew |
$252K - $281K
|
11.6K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.7K- 9.22% |
$449K - $502K
|
203K
$5.07M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-131K- 15.8% |
$2.85M - $3.18M
|
698K
$17.4M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-98.3K- 45.69% |
$2.14M - $2.39M
|
117K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
836+ 7.3% |
$18.2K - $20.3K
|
12.3K
$306K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-589- 39.72% |
$12.8K - $14.3K
|
894
$22.3K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.12K+ 0.45% |
$46K - $51.4K
|
469K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
26.3KNew |
$572K - $639K
|
26.3K
$656K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.9K+ 5.58% |
$433K - $484K
|
377K
$9.39M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
343K+ 55.83% |
$7.47M - $8.34M
|
958K
$23.9M
|