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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
452+ 83.7% |
$9.83K - $11K
|
992
$25.8K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
240New |
$5.22K - $5.83K
|
240
$6.25K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
36+ 0.28% |
$783 - $874
|
13K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.39K- 9.62% |
$73.7K - $82.3K
|
31.8K
$829K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-176- 1.68% |
$3.83K - $4.27K
|
10.3K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-34.3K- 65.15% |
$747K - $834K
|
18.4K
$479K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.85K+ 227.4% |
$40.3K - $44.9K
|
2.67K
$69.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
10.1KNew |
$220K - $245K
|
10.1K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-252- 2.08% |
$5.48K - $6.12K
|
11.8K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
550+ 462.18% |
$12K - $13.4K
|
669
$17.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
14.4KNew |
$313K - $349K
|
14.4K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.01KNew |
$65.4K - $73K
|
3.01K
$78.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
251KNew |
$5.46M - $6.1M
|
251K
$6.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-72- 2.04% |
$1.57K - $1.75K
|
3.45K
$90K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.63K+ 1.97% |
$57.2K - $63.9K
|
136K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.58K+ 46.74% |
$99.6K - $111K
|
14.4K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
32.2K+ 67.36% |
$701K - $782K
|
80K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-12.1K- 8.3% |
$264K - $294K
|
134K
$3.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 0.27% |
$35.2K - $39.3K
|
608K
$15.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4K+ 200.0% |
$87K - $97.1K
|
6K
$156K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.79K- 0.09% |
$39K - $43.6K
|
2.11M
$54.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-500- 1.9% |
$10.9K - $12.1K
|
25.9K
$674K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.86KNew |
$40.4K - $45.1K
|
1.86K
$48.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.55KNew |
$142K - $159K
|
6.55K
$171K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
10.6KNew |
$231K - $258K
|
10.6K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
54+ 360.0% |
$1.17K - $1.31K
|
69
$1.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
198+ 1.24% |
$4.31K - $4.81K
|
16.1K
$420K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
184+ 206.74% |
$4K - $4.47K
|
273
$7.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.9KNew |
$346K - $387K
|
15.9K
$415K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-575- 2.08% |
$12.5K - $14K
|
27.1K
$705K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
40.7K+ 90.41% |
$886K - $989K
|
85.8K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-30- 0.18% |
$653 - $728
|
17.1K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
SELL
|
- |
-71- 19.4% |
$1.54K - $1.72K
|
295
$7.68K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.69KNew |
$80.2K - $89.5K
|
3.69K
$96.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-4.11K- 3.05% |
$89.4K - $99.8K
|
131K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-9.57K- 35.6% |
$208K - $232K
|
17.3K
$451K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
11.2KNew |
$244K - $272K
|
11.2K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
17.5KNew |
$382K - $426K
|
17.5K
$457K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.59K- 16.51% |
$56.4K - $62.9K
|
13.1K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.7KNew |
$364K - $406K
|
16.7K
$436K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
135+ 0.28% |
$2.94K - $3.28K
|
47.6K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-540- 5.58% |
$11.7K - $13.1K
|
9.13K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
18.8K+ 114.28% |
$408K - $456K
|
35.2K
$917K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9.76KNew |
$212K - $237K
|
9.76K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-87- 0.13% |
$1.89K - $2.11K
|
66.3K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
1.09MNew |
$23.7M - $26.4M
|
1.09M
$28.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-843- 2.02% |
$18.3K - $20.5K
|
40.9K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.55K- 41.03% |
$164K - $183K
|
10.9K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-522- 2.46% |
$11.4K - $12.7K
|
20.7K
$539K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-958- 2.58% |
$20.8K - $23.3K
|
36.2K
$942K
|