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 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
44.3KNew |
$992K - $3.02M
|
44.3K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
21.9KNew |
$490K - $1.49M
|
21.9K
$545K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.75K+ 200.0% |
$39.2K - $120K
|
2.63K
$65.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
214+ 200.0% |
$4.79K - $14.6K
|
321
$8K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
441New |
$9.88K - $30.1K
|
441
$11K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
99New |
$2.22K - $6.76K
|
99
$2.47K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
16+ 200.0% |
$358 - $1.09K
|
24
$598
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-440- 49.44% |
$9.86K - $30K
|
450
$11.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
167K+ 200.0% |
$3.73M - $11.4M
|
250K
$6.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
96+ 200.0% |
$2.15K - $6.55K
|
144
$3.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
10.7KNew |
$239K - $730K
|
10.7K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
314K+ 198.27% |
$7.04M - $21.5M
|
473K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
602+ 200.0% |
$13.5K - $41.1K
|
903
$22.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
3.35K+ 200.0% |
$75K - $229K
|
5.03K
$125K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
116KNew |
$2.6M - $7.93M
|
116K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
45.1K+ 200.0% |
$1.01M - $3.08M
|
67.7K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
198+ 200.0% |
$4.44K - $13.5K
|
297
$7.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.9KNew |
$356K - $1.08M
|
15.9K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
507New |
$11.4K - $34.6K
|
507
$12.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 200.0% |
$245K - $746K
|
16.4K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.86KNew |
$198K - $605K
|
8.86K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
858New |
$19.2K - $58.6K
|
858
$21.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11.8KNew |
$263K - $803K
|
11.8K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.65K+ 200.0% |
$171K - $522K
|
11.5K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
9.58KNew |
$215K - $654K
|
9.58K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$93.1K - $284K
|
4.16K
$104K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.56K+ 200.0% |
$102K - $312K
|
6.85K
$171K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
42.3K+ 200.0% |
$948K - $2.89M
|
63.5K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.14K+ 200.0% |
$160K - $488K
|
10.7K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
93KNew |
$2.08M - $6.35M
|
93K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
9.92KNew |
$222K - $678K
|
9.92K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.42K+ 200.0% |
$31.9K - $97.2K
|
2.14K
$53.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
8.6K+ 200.0% |
$193K - $587K
|
12.9K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
54.6K+ 200.0% |
$1.22M - $3.73M
|
82K
$2.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.73KNew |
$218K - $665K
|
9.73K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
80+ 200.0% |
$1.79K - $5.46K
|
120
$2.99K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.25K+ 200.87% |
$140K - $427K
|
9.36K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
2.47K+ 200.0% |
$55.3K - $169K
|
3.7K
$92.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.33KNew |
$96.9K - $296K
|
4.33K
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
23.7K+ 200.0% |
$530K - $1.61M
|
35.5K
$884K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
23.9KNew |
$535K - $1.63M
|
23.9K
$595K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
44K+ 200.0% |
$986K - $3.01M
|
66K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.88K+ 229.03% |
$154K - $470K
|
9.88K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-37.3K- 80.41% |
$835K - $2.55M
|
9.09K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.41K+ 200.0% |
$31.5K - $96.1K
|
2.11K
$52.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
260K+ 188.73% |
$5.83M - $17.8M
|
398K
$9.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.51K+ 200.28% |
$191K - $581K
|
12.8K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.79K+ 200.0% |
$40.1K - $122K
|
2.69K
$67K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14.4K+ 200.0% |
$323K - $984K
|
21.6K
$538K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
50.1KNew |
$1.12M - $3.42M
|
50.1K
$1.25M
|