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 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1- -0.0% |
$21.8 - $24.3
|
32.3K
$793K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
4+ 0.31% |
$87 - $97.1
|
1.31K
$32.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
193K+ 5.57% |
$4.2M - $4.69M
|
3.66M
$89.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
400+ 4.22% |
$8.7K - $9.71K
|
9.88K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-11.2K- 19.74% |
$243K - $272K
|
45.5K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
892+ 2.49% |
$19.4K - $21.7K
|
36.7K
$899K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
63+ 0.19% |
$1.37K - $1.53K
|
32.7K
$802K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.73K- 1.69% |
$125K - $139K
|
332K
$8.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-537- 2.36% |
$11.7K - $13K
|
22.2K
$544K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
55+ 0.31% |
$1.2K - $1.34K
|
18K
$441K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.13KNew |
$24.5K - $27.4K
|
1.13K
$27.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
328K+ 315.14% |
$7.13M - $7.96M
|
432K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.05KNew |
$66.4K - $74.1K
|
3.05K
$74.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.5K- 49.29% |
$532K - $594K
|
25.2K
$617K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-21K- 87.66% |
$456K - $509K
|
2.95K
$72.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$21.8 - $24.3
|
12.8K
$313K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.37K- 1.24% |
$51.6K - $57.6K
|
189K
$4.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5.57K- 30.62% |
$121K - $135K
|
12.6K
$309K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-505- 3.45% |
$11K - $12.3K
|
14.1K
$346K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.2K- 7.84% |
$26.1K - $29.1K
|
14.1K
$345K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
1.24K+ 3.24% |
$26.9K - $30K
|
39.4K
$965K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-105K- 2.83% |
$2.29M - $2.56M
|
3.62M
$88.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.04K- 52.78% |
$66.1K - $73.8K
|
2.72K
$66.7K
|
|
| Q4 2024 | |||||||
|
Jul 15, 2025
Q4 2024
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
278+ 1.6% |
$6.23K - $19K
|
17.6K
$431K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
168+ 200.0% |
$3.76K - $11.5K
|
252
$6.17K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
77.6K+ 200.37% |
$1.74M - $5.3M
|
116K
$2.85M
|
|
|
Jun 11, 2025
Q4 2024
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
43.4KNew |
$973K - $2.97M
|
43.4K
$1.06M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-272K- 23.66% |
$6.09M - $18.6M
|
878K
$21.5M
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.45K+ 199.98% |
$212K - $645K
|
14.2K
$347K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-2.44K- 7.22% |
$54.5K - $166K
|
31.3K
$767K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
573KNew |
$12.8M - $39.2M
|
573K
$14.1M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.31KNew |
$74.2K - $226K
|
3.31K
$81.1K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.19KClosed |
$71.5K - $218K
|
0
$0
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
258New |
$5.78K - $17.6K
|
258
$6.32K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
11KNew |
$247K - $752K
|
11K
$270K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
54New |
$1.21K - $3.69K
|
54
$1.32K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-354Closed |
$7.93K - $24.2K
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.55K+ 199.89% |
$79.4K - $242K
|
5.32K
$130K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
133K+ 120.11% |
$2.99M - $9.1M
|
244K
$5.98M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
660New |
$14.8K - $45.1K
|
660
$16.2K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-267- 30.8% |
$5.98K - $18.2K
|
600
$14.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
206K+ 227.43% |
$4.61M - $14M
|
296K
$7.26M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.48M+ 158.12% |
$33.1M - $101M
|
2.41M
$59.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
10.2KNew |
$228K - $696K
|
10.2K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.8KNew |
$376K - $1.14M
|
16.8K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
209K+ 1659.96% |
$4.69M - $14.3M
|
222K
$5.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
53+ 203.85% |
$1.19K - $3.62K
|
79
$1.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
31.4KNew |
$703K - $2.14M
|
31.4K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.59K+ 288.81% |
$192K - $587K
|
11.6K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
215K+ 642.55% |
$4.81M - $14.7M
|
248K
$6.08M
|
|