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 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.22K- 23.2% |
$201K - $224K
|
30.5K
$748K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
462+ 4.31% |
$10K - $11.2K
|
11.2K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.89K+ 19.13% |
$215K - $240K
|
61.6K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.04K- 22.24% |
$131K - $147K
|
21.1K
$518K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
87+ 26.36% |
$1.89K - $2.11K
|
417
$10.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
17.5KNew |
$382K - $426K
|
17.5K
$430K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-23.2K- 9.08% |
$504K - $562K
|
232K
$5.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
128K+ 2.72% |
$2.79M - $3.11M
|
4.84M
$119M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.59K- 16.51% |
$56.4K - $62.9K
|
13.1K
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
4New |
$87 - $97.1
|
4
$98
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.83K+ 4.79% |
$214K - $239K
|
215K
$5.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.84K- 16.63% |
$83.5K - $93.2K
|
19.2K
$471K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.14K- 1.8% |
$24.8K - $27.7K
|
62.4K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-1.01K- 0.43% |
$22K - $24.6K
|
236K
$5.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
27+ 0.3% |
$587 - $656
|
9.15K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.7KNew |
$364K - $406K
|
16.7K
$410K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-11.3K- 9.99% |
$246K - $275K
|
102K
$2.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
56.3K+ 7.49% |
$1.22M - $1.37M
|
808K
$19.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
135+ 0.28% |
$2.94K - $3.28K
|
47.6K
$1.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.62K- 13.63% |
$56.9K - $63.5K
|
16.6K
$406K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
41.1K+ 113.06% |
$894K - $998K
|
77.5K
$1.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-540- 5.58% |
$11.7K - $13.1K
|
9.13K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
123K+ 86.39% |
$2.68M - $2.99M
|
266K
$6.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
18.8K+ 114.28% |
$408K - $456K
|
35.2K
$862K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-26.8K- 18.85% |
$583K - $651K
|
115K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.79K+ 3.69% |
$169K - $189K
|
219K
$5.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-387- 1.92% |
$8.42K - $9.4K
|
19.7K
$483K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-834- 7.75% |
$18.1K - $20.2K
|
9.93K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
338+ 0.31% |
$7.35K - $8.21K
|
110K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.02K- 0.98% |
$43.9K - $49K
|
203K
$4.98M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.4K- 1.04% |
$30.5K - $34K
|
133K
$3.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-161- 0.72% |
$3.5K - $3.91K
|
22.1K
$541K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9.76KNew |
$212K - $237K
|
9.76K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-87- 0.13% |
$1.89K - $2.11K
|
66.3K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.63K+ 8.19% |
$57.1K - $63.8K
|
34.7K
$850K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
173+ 0.32% |
$3.76K - $4.2K
|
54.1K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-106K- 19.88% |
$2.31M - $2.58M
|
428K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.56K- 0.74% |
$55.8K - $62.3K
|
346K
$8.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
1.09MNew |
$23.7M - $26.4M
|
1.09M
$26.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.3K- 6.36% |
$28.3K - $31.6K
|
19.1K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 3.19% |
$31.7K - $35.4K
|
47.2K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.82K+ 17.17% |
$39.5K - $44.1K
|
12.4K
$304K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
317+ 0.69% |
$6.89K - $7.7K
|
46.1K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
865+ 0.14% |
$18.8K - $21K
|
620K
$15.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
44.6K+ 1.18% |
$971K - $1.08M
|
3.83M
$93.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4.91K- 1.05% |
$107K - $119K
|
463K
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
41.2K+ 77.93% |
$896K - $1M
|
94.1K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
238+ 0.27% |
$5.18K - $5.78K
|
88.3K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-17.2K- 22.32% |
$374K - $417K
|
59.8K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
38.9K+ 105.08% |
$846K - $944K
|
75.9K
$1.86M
|