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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29.7K+ 200.0% |
$666K - $2.03M
|
44.6K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15.2K+ 197.31% |
$342K - $1.04M
|
23K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
60.5K+ 206.2% |
$1.35M - $4.13M
|
89.8K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.01K+ 200.0% |
$67.5K - $206K
|
4.52K
$113K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
6.17K+ 192.24% |
$138K - $421K
|
9.38K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.07K+ 193.7% |
$68.9K - $210K
|
4.66K
$116K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
78+ 200.0% |
$1.75K - $5.33K
|
117
$2.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
13K+ 244.78% |
$290K - $885K
|
18.3K
$455K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
160+ 200.0% |
$3.58K - $10.9K
|
240
$5.98K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
527New |
$11.8K - $36K
|
527
$13.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.96K+ 200.0% |
$88.7K - $271K
|
5.94K
$148K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
6.54K+ 200.0% |
$147K - $447K
|
9.82K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
8.63K+ 200.0% |
$193K - $589K
|
12.9K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
20.7K+ 187.31% |
$463K - $1.41M
|
31.7K
$789K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.24K+ 199.98% |
$207K - $631K
|
13.9K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
9.2K+ 200.0% |
$206K - $628K
|
13.8K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.76K+ 193.84% |
$129K - $393K
|
8.72K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.28K+ 168.77% |
$163K - $497K
|
11.6K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
14.2KNew |
$318K - $970K
|
14.2K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.44K+ 200.0% |
$144K - $440K
|
9.67K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.51K+ 65.26% |
$78.5K - $239K
|
8.88K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
38.7K+ 329.87% |
$866K - $2.64M
|
50.4K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
16.2K+ 200.0% |
$362K - $1.1M
|
24.3K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
452+ 200.0% |
$10.1K - $30.9K
|
678
$16.9K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.16K+ 179.51% |
$160K - $489K
|
11.1K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
621+ 142.11% |
$13.9K - $42.4K
|
1.06K
$26.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
8.41K+ 200.0% |
$188K - $574K
|
12.6K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.3K+ 199.98% |
$254K - $775K
|
17K
$424K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
14.6K+ 203.09% |
$327K - $997K
|
21.8K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
6.27K+ 200.99% |
$140K - $428K
|
9.39K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
75+ 0.81% |
$1.68K - $5.12K
|
9.38K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.54K+ 170.73% |
$34.5K - $105K
|
2.44K
$60.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
12.8K+ 286.87% |
$287K - $876K
|
17.3K
$431K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.27K+ 200.0% |
$73.2K - $223K
|
4.91K
$122K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47+ 204.35% |
$1.05K - $3.21K
|
70
$1.74K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
21.5K+ 200.15% |
$481K - $1.46M
|
32.2K
$801K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
14.2KNew |
$317K - $968K
|
14.2K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6.64K+ 180.08% |
$149K - $454K
|
10.3K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.8K+ 200.0% |
$108K - $328K
|
7.2K
$179K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
21K+ 198.02% |
$471K - $1.44M
|
31.7K
$788K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
6.16K+ 200.0% |
$138K - $420K
|
9.23K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
5.8K+ 194.73% |
$130K - $396K
|
8.78K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
158+ 200.0% |
$3.54K - $10.8K
|
237
$5.9K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 200.0% |
$444K - $1.35M
|
29.8K
$741K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.2K+ 200.0% |
$71.7K - $218K
|
4.8K
$120K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
9.29K+ 190.31% |
$208K - $634K
|
14.2K
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
19.1K+ 200.0% |
$427K - $1.3M
|
28.6K
$712K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
101K+ 192.66% |
$2.27M - $6.9M
|
154K
$3.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16K+ 199.99% |
$358K - $1.09M
|
24K
$598K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.87K+ 200.0% |
$154K - $469K
|
10.3K
$257K
|