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 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-23.1K- 1.67% |
$502K - $560K
|
1.36M
$33.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
BUY
|
- |
1.28K+ 0.73% |
$27.7K - $31K
|
176K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-2.5K- 5.18% |
$54.5K - $60.8K
|
45.8K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.9KNew |
$346K - $387K
|
15.9K
$390K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
29.4K+ 3.47% |
$640K - $715K
|
878K
$21.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.92K- 0.21% |
$41.8K - $46.7K
|
903K
$22.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
527KNew |
$11.5M - $12.8M
|
527K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.95K+ 10.64% |
$216K - $242K
|
103K
$2.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.19K+ 2.59% |
$25.9K - $29K
|
47.2K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
13.7K+ 36.34% |
$297K - $332K
|
51.2K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-575- 2.08% |
$12.5K - $14K
|
27.1K
$663K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
40.7K+ 90.41% |
$886K - $989K
|
85.8K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
891K+ 2.77% |
$19.4M - $21.6M
|
33M
$809M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.84K- 4.27% |
$61.7K - $68.9K
|
63.7K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.32K+ 0.13% |
$72.1K - $80.5K
|
2.53M
$62.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-660- 6.65% |
$14.4K - $16K
|
9.26K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.78K- 3.01% |
$82.2K - $91.8K
|
122K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-30- 0.18% |
$653 - $728
|
17.1K
$419K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.27K+ 25.45% |
$115K - $128K
|
26K
$637K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
23.1KNew |
$502K - $561K
|
23.1K
$566K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.29% |
$109 - $121
|
1.72K
$42.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.4K- 4.38% |
$73.9K - $82.5K
|
74.2K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1.59K+ 2.89% |
$34.5K - $38.5K
|
56.5K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-250- 1.8% |
$5.44K - $6.07K
|
13.6K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-22.6K- 1.18% |
$491K - $548K
|
1.9M
$46.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-4.47K- 8.92% |
$97.3K - $109K
|
45.7K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.9K- 1.88% |
$41.4K - $46.2K
|
99.2K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
132New |
$2.87K - $3.2K
|
132
$3.23K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
9.2KNew |
$200K - $223K
|
9.2K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-764- 0.96% |
$16.6K - $18.5K
|
78.6K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
480K+ 1.93% |
$10.4M - $11.7M
|
25.3M
$621M
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
SELL
|
- |
-71- 19.4% |
$1.54K - $1.72K
|
295
$7.23K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.69KNew |
$80.2K - $89.5K
|
3.69K
$90.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-4.11K- 3.05% |
$89.4K - $99.8K
|
131K
$3.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-281K- 9.17% |
$6.12M - $6.83M
|
2.79M
$68.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-41- 0.42% |
$892 - $995
|
9.82K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-9.57K- 35.6% |
$208K - $232K
|
17.3K
$424K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
11.2KNew |
$244K - $272K
|
11.2K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.0% |
$87 - $97.1
|
95.5K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
431+ 0.61% |
$9.37K - $10.5K
|
71.2K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.37K+ 14.72% |
$29.8K - $33.3K
|
10.7K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-46.8K- 3.97% |
$1.02M - $1.14M
|
1.13M
$27.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
31.3K+ 9.53% |
$682K - $761K
|
360K
$8.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.14K+ 100.0% |
$199K - $222K
|
18.3K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
2.82K+ 28.42% |
$61.2K - $68.4K
|
12.7K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 2.03% |
$92.3K - $103K
|
204K
$5.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.9K+ 4.07% |
$41.4K - $46.2K
|
48.6K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.2K+ 1.36% |
$91.2K - $102K
|
313K
$7.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10.4K- 4.95% |
$227K - $254K
|
200K
$4.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.92K- 7.86% |
$172K - $192K
|
92.8K
$2.27M
|