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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.05K+ 200.0% |
$90.7K - $276K
|
6.07K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
7K+ 200.0% |
$157K - $478K
|
10.5K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
12.5KNew |
$280K - $852K
|
12.5K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.56K+ 200.0% |
$169K - $516K
|
11.3K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
40.7K+ 190.67% |
$911K - $2.78M
|
62K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
21.4K+ 200.0% |
$480K - $1.46M
|
32.1K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.42KNew |
$99K - $302K
|
4.42K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.16K+ 200.0% |
$25.9K - $78.9K
|
1.73K
$43.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7KNew |
$397K - $1.21M
|
17.7K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15.9K+ 200.0% |
$355K - $1.08M
|
23.8K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.89K+ 200.0% |
$199K - $607K
|
13.3K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
5.41KNew |
$121K - $369K
|
5.41K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
304+ 200.0% |
$6.81K - $20.8K
|
456
$11.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
11.2K+ 200.0% |
$251K - $765K
|
16.8K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
900+ 200.0% |
$20.2K - $61.5K
|
1.35K
$33.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
675New |
$15.1K - $46.1K
|
675
$16.8K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-70Closed |
$1.57K - $4.78K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
5K+ 200.0% |
$112K - $341K
|
7.5K
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
371+ 9.04% |
$8.31K - $25.3K
|
4.47K
$111K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
12.7K+ 200.0% |
$284K - $864K
|
19K
$473K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.13KNew |
$25.2K - $77K
|
1.13K
$28.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
66.9KNew |
$1.5M - $4.57M
|
66.9K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
29.6K+ 209.91% |
$664K - $2.02M
|
43.7K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
12K+ 200.0% |
$269K - $819K
|
18K
$448K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
216+ 200.0% |
$4.84K - $14.7K
|
324
$8.07K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
18.6K+ 200.0% |
$416K - $1.27M
|
27.8K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
8.89KNew |
$199K - $607K
|
8.89K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23.8K+ 200.0% |
$533K - $1.62M
|
35.7K
$888K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
852New |
$19.1K - $58.2K
|
852
$21.2K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
296+ 200.0% |
$6.63K - $20.2K
|
444
$11.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
14.1K+ 200.0% |
$315K - $962K
|
21.1K
$526K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.2KNew |
$94.1K - $287K
|
4.2K
$105K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
404+ 200.0% |
$9.05K - $27.6K
|
606
$15.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
24New |
$538 - $1.64K
|
24
$598
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
4.44K+ 91.97% |
$99.5K - $303K
|
9.27K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
57.8K+ 200.98% |
$1.29M - $3.95M
|
86.6K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
28.3KNew |
$634K - $1.93M
|
28.3K
$705K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
6.76KNew |
$151K - $462K
|
6.76K
$168K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
12.6K+ 206.32% |
$283K - $863K
|
18.8K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
8.4K+ 200.0% |
$188K - $574K
|
12.6K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.49K+ 187.04% |
$145K - $443K
|
9.96K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
222New |
$4.97K - $15.2K
|
222
$5.53K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8.45K+ 200.0% |
$189K - $577K
|
12.7K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
17.4K+ 200.0% |
$389K - $1.19M
|
26K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
30New |
$672 - $2.05K
|
30
$747
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
20.9K+ 200.0% |
$469K - $1.43M
|
31.4K
$782K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.1K+ 145.28% |
$517K - $1.58M
|
38.9K
$970K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
26K+ 199.98% |
$583K - $1.78M
|
39K
$972K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37+ 246.67% |
$829 - $2.53K
|
52
$1.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
26+ 200.0% |
$582 - $1.78K
|
39
$971
|