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 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-348K- 17.95% |
$7.57M - $8.46M
|
1.59M
$39M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-500- 1.9% |
$10.9K - $12.1K
|
25.9K
$634K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-928- 0.71% |
$20.2K - $22.5K
|
129K
$3.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$36K - $40.1K
|
1.65K
$40.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.54K- 2.31% |
$98.8K - $110K
|
192K
$4.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
80+ 1.13% |
$1.74K - $1.94K
|
7.15K
$175K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.63K- 2.34% |
$209K - $234K
|
401K
$9.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
268+ 0.65% |
$5.83K - $6.51K
|
41.5K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-828- 1.22% |
$18K - $20.1K
|
67.1K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
171+ 20.78% |
$3.72K - $4.15K
|
994
$24.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-490K- 31.84% |
$10.6M - $11.9M
|
1.05M
$25.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
83.1K+ 4.83% |
$1.81M - $2.02M
|
1.8M
$44.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-218K- 23.15% |
$4.74M - $5.29M
|
723K
$17.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
17.3K+ 1.37% |
$376K - $420K
|
1.28M
$31.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
59.9K+ 6.59% |
$1.3M - $1.45M
|
969K
$23.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-33.6K- 11.4% |
$730K - $815K
|
261K
$6.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.86KNew |
$40.4K - $45.1K
|
1.86K
$45.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.02K- 27.31% |
$87.5K - $97.6K
|
10.7K
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-9.76K- 2.82% |
$212K - $237K
|
336K
$8.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
314K+ 18.09% |
$6.83M - $7.63M
|
2.05M
$50.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.55KNew |
$142K - $159K
|
6.55K
$160K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20K+ 4.03% |
$434K - $485K
|
515K
$12.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-10.5K- 6.45% |
$229K - $255K
|
152K
$3.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
10.6KNew |
$231K - $258K
|
10.6K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.15K+ 1.24% |
$25K - $27.9K
|
93.4K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-232- 0.4% |
$5.05K - $5.63K
|
57.5K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.2% |
$109 - $121
|
2.49K
$61K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
50.9K+ 17.77% |
$1.11M - $1.24M
|
338K
$8.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
54+ 360.0% |
$1.17K - $1.31K
|
69
$1.69K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-96.4K- 87.76% |
$2.1M - $2.34M
|
13.5K
$330K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 3.61% |
$40.7K - $45.5K
|
49.9K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-230K- 13.49% |
$5.01M - $5.6M
|
1.48M
$36.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21K+ 0.83% |
$456K - $509K
|
2.55M
$62.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-6.82K- 3.14% |
$148K - $166K
|
210K
$5.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
182+ 1.09% |
$3.96K - $4.42K
|
16.9K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
933K+ 43.1% |
$20.3M - $22.6M
|
3.1M
$75.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.07K+ 34.68% |
$23.2K - $25.9K
|
4.14K
$101K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
198+ 1.24% |
$4.31K - $4.81K
|
16.1K
$395K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-73- 0.37% |
$1.59K - $1.77K
|
19.7K
$484K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
184+ 206.74% |
$4K - $4.47K
|
273
$6.69K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
6+ 0.03% |
$131 - $146
|
20.6K
$505K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.26K- 50.0% |
$201K - $225K
|
9.26K
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
203K+ 8.38% |
$4.42M - $4.93M
|
2.63M
$64.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
451+ 2.86% |
$9.81K - $11K
|
16.2K
$397K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-16.2K- 1.4% |
$352K - $393K
|
1.14M
$27.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.08K+ 10.14% |
$67K - $74.8K
|
33.4K
$819K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-288- 0.34% |
$6.26K - $6.99K
|
84.7K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
20+ 0.2% |
$435 - $486
|
10.2K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.46K- 5.57% |
$31.8K - $35.5K
|
24.8K
$608K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-21.4K- 2.04% |
$466K - $520K
|
1.03M
$25.2M
|