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 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.5K- 4.01% |
$664K - $741K
|
731K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
60.4K+ 0.55% |
$1.31M - $1.47M
|
11M
$257M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
185K+ 60.37% |
$4.03M - $4.5M
|
492K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-36K- 59.62% |
$783K - $874K
|
24.4K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.01K- 2.58% |
$43.6K - $48.7K
|
75.9K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
11.9KNew |
$259K - $289K
|
11.9K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
55KNew |
$1.2M - $1.34M
|
55K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
512K+ 3.44% |
$11.1M - $12.4M
|
15.4M
$359M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
787K+ 12.11% |
$17.1M - $19.1M
|
7.28M
$170M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.65K+ 0.09% |
$123K - $137K
|
6.18M
$144M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
204K+ 1794.09% |
$4.44M - $4.96M
|
215K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$384K - $429K
|
17.7K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-550- 3.79% |
$12K - $13.4K
|
14K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.71K- 0.36% |
$102K - $114K
|
1.31M
$30.6M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.58K+ 1.08% |
$99.7K - $111K
|
429K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.77K+ 5.05% |
$38.5K - $43K
|
36.9K
$861K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-758- 53.76% |
$16.5K - $18.4K
|
652
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-363K- 24.26% |
$7.9M - $8.82M
|
1.13M
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
14.1KNew |
$307K - $343K
|
14.1K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-27- 0.21% |
$587 - $656
|
12.9K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.22K- 22.68% |
$179K - $200K
|
28K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
74+ 0.28% |
$1.61K - $1.8K
|
26.7K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.6K+ 13.74% |
$122K - $136K
|
46.3K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-190K- 49.69% |
$4.13M - $4.61M
|
192K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.8K+ 5.39% |
$1.8M - $2.01M
|
1.62M
$37.9M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.93K+ 16.44% |
$194K - $217K
|
63.3K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.24K- 2.93% |
$70.4K - $78.6K
|
107K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-294K- 2.89% |
$6.39M - $7.13M
|
9.87M
$231M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5M+ 19.05% |
$109M - $121M
|
31.2M
$730M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.15K+ 23.19% |
$90.3K - $101K
|
22K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
9.16K+ 13.22% |
$199K - $222K
|
78.5K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.9K- 20.08% |
$84.8K - $94.6K
|
15.5K
$363K
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-4.27K- 1.89% |
$92.9K - $104K
|
222K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.38K+ 0.19% |
$160K - $179K
|
3.84M
$89.7M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
81K+ 195.28% |
$1.76M - $1.97M
|
122K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
18.5K+ 16.2% |
$403K - $450K
|
133K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
245+ 0.13% |
$5.33K - $5.95K
|
182K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26.3K+ 6.91% |
$572K - $639K
|
407K
$9.51M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.08K+ 0.37% |
$23.4K - $26.2K
|
292K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.2M+ 119.57% |
$157M - $175M
|
13.2M
$309M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-182K- 1.53% |
$3.97M - $4.43M
|
11.7M
$274M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.76K+ 12.51% |
$212K - $237K
|
87.7K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.99K+ 41.9% |
$108K - $121K
|
16.9K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.42K- 4.0% |
$30.9K - $34.5K
|
34.1K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$222K - $248K
|
10.2K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-368K- 92.25% |
$8.01M - $8.94M
|
30.9K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.08K- 1.72% |
$23.4K - $26.2K
|
61.7K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
18.9K+ 334.54% |
$412K - $460K
|
24.6K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
88K+ 12.05% |
$1.92M - $2.14M
|
819K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.21K- 0.38% |
$69.8K - $77.9K
|
852K
$19.9M
|