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 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-843- 2.02% |
$18.3K - $20.5K
|
40.9K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
45.8K+ 3.55% |
$995K - $1.11M
|
1.33M
$32.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-14- 0.11% |
$305 - $340
|
13.1K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12K+ 27.25% |
$260K - $290K
|
55.8K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.55K- 41.03% |
$164K - $183K
|
10.9K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 8.8% |
$267K - $298K
|
127K
$3.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.12K+ 10.28% |
$24.3K - $27.2K
|
12K
$294K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-522- 2.46% |
$11.4K - $12.7K
|
20.7K
$507K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
103+ 0.05% |
$2.24K - $2.5K
|
192K
$4.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.63K- 6.26% |
$35.5K - $39.6K
|
24.4K
$599K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
37.9KNew |
$825K - $921K
|
37.9K
$929K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-4.52K- 0.29% |
$98.3K - $110K
|
1.57M
$38.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.99K- 0.72% |
$43.3K - $48.3K
|
276K
$6.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
199+ 1.44% |
$4.33K - $4.83K
|
14K
$344K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.79K- 8.2% |
$82.3K - $91.9K
|
42.4K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-958- 2.58% |
$20.8K - $23.3K
|
36.2K
$886K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-312- 0.45% |
$6.79K - $7.58K
|
68.6K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30+ 0.15% |
$653 - $728
|
19.6K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-211- 0.22% |
$4.59K - $5.12K
|
96.8K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 3.0% |
$35.1K - $39.2K
|
52.1K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
522+ 0.6% |
$11.4K - $12.7K
|
87.3K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-46- 0.54% |
$1K - $1.12K
|
8.47K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.9K+ 1.04% |
$63.1K - $70.4K
|
281K
$6.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-15K- 15.62% |
$326K - $364K
|
81K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-204- 1.22% |
$4.44K - $4.95K
|
16.5K
$405K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6.06K+ 1.3% |
$132K - $147K
|
471K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15.1K- 58.72% |
$327K - $366K
|
10.6K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.1K+ 51.83% |
$154K - $172K
|
20.8K
$509K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
315+ 0.54% |
$6.85K - $7.65K
|
58.2K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
67.6K+ 101.46% |
$1.47M - $1.64M
|
134K
$3.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.84K- 4.29% |
$61.7K - $68.9K
|
63.4K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-677- 2.26% |
$14.7K - $16.4K
|
29.2K
$717K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
69+ 0.31% |
$1.5K - $1.68K
|
22.4K
$548K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-689- 2.26% |
$15K - $16.7K
|
29.9K
$732K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
61.9K+ 2.68% |
$1.35M - $1.5M
|
2.37M
$58.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$21.8 - $24.3
|
9.47K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
153+ 0.31% |
$3.33K - $3.71K
|
49.6K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8.04K- 2.31% |
$175K - $195K
|
340K
$8.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-896- 1.28% |
$19.5K - $21.8K
|
69.2K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.62K- 1.3% |
$101K - $112K
|
349K
$8.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-31.2K- 95.47% |
$679K - $758K
|
1.48K
$36.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3.83K- 25.35% |
$83.3K - $93K
|
11.3K
$276K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.03K+ 1.26% |
$22.4K - $25K
|
82.7K
$2.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.31% |
$87 - $97.1
|
1.3K
$31.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-234- 0.48% |
$5.09K - $5.68K
|
48.5K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
4.93K+ 4.41% |
$107K - $120K
|
117K
$2.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-231- 0.25% |
$5.02K - $5.61K
|
90.6K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
96+ 0.64% |
$2.09K - $2.33K
|
15.1K
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.1K+ 6.33% |
$24K - $26.8K
|
18.5K
$454K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
12.1KNew |
$264K - $294K
|
12.1K
$297K
|