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 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.2K+ 30.0% |
$26.1K - $29.1K
|
5.2K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-137- 1.16% |
$2.98K - $3.33K
|
11.6K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
194K+ 0.24% |
$4.22M - $4.71M
|
82.7M
$1.93B
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.25% |
$21.8 - $24.3
|
403
$9.41K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.05K+ 5.0% |
$22.7K - $25.4K
|
21.9K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.2K+ 76.7% |
$244K - $272K
|
25.8K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-44.1K- 42.13% |
$959K - $1.07M
|
60.6K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.44K+ 18.85% |
$96.5K - $108K
|
28K
$653K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-600- 2.66% |
$13.1K - $14.6K
|
22K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
54.8K+ 8.91% |
$1.19M - $1.33M
|
669K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$19.6K - $21.9K
|
900
$21K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.07K- 16.22% |
$66.8K - $74.5K
|
15.8K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10.7KNew |
$232K - $259K
|
10.7K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
243New |
$5.29K - $5.9K
|
243
$5.68K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-301- 0.65% |
$6.55K - $7.31K
|
45.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.5K- 1.85% |
$97.9K - $109K
|
239K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
470+ 1.65% |
$10.2K - $11.4K
|
28.9K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.12K- 1.6% |
$24.3K - $27.1K
|
68.5K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19.8K+ 2.02% |
$431K - $481K
|
999K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
53.6K+ 255.81% |
$1.17M - $1.3M
|
74.6K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.8K- 0.88% |
$278K - $310K
|
1.43M
$33.5M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-47.9K- 72.56% |
$1.04M - $1.16M
|
18.1K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18.4K+ 14.23% |
$401K - $447K
|
148K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-962- 0.07% |
$20.9K - $23.4K
|
1.36M
$31.8M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10.9K+ 4.21% |
$237K - $264K
|
270K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-798- 6.13% |
$17.4K - $19.4K
|
12.2K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.0% |
$21.8 - $24.3
|
25.1K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-8.98K- 28.74% |
$195K - $218K
|
22.3K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
641+ 1.85% |
$13.9K - $15.6K
|
35.3K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.83K- 9.23% |
$83.3K - $92.9K
|
37.6K
$879K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-932- 1.27% |
$20.3K - $22.6K
|
72.7K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.65K- 3.3% |
$79.4K - $88.6K
|
107K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-456- 0.96% |
$9.92K - $11.1K
|
47K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
452+ 0.26% |
$9.83K - $11K
|
175K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.27K- 7.62% |
$27.5K - $30.7K
|
15.3K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
34+ 0.3% |
$740 - $826
|
11.3K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
38.2K+ 17.71% |
$832K - $929K
|
254K
$5.94M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
47+ 0.3% |
$1.02K - $1.14K
|
15.5K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.5K+ 72.72% |
$228K - $255K
|
24.9K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-250- 1.95% |
$5.44K - $6.07K
|
12.6K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
40KNew |
$870K - $971K
|
40K
$934K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-121K- 41.4% |
$2.64M - $2.95M
|
172K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
140+ 1.17% |
$3.05K - $3.4K
|
12.1K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
8.44K+ 18.36% |
$184K - $205K
|
54.4K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
151K+ 56.16% |
$3.29M - $3.68M
|
421K
$9.83M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.02% |
$218 - $243
|
45.8K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10.1KNew |
$220K - $245K
|
10.1K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
60.5K+ 4.04% |
$1.32M - $1.47M
|
1.56M
$36.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-119K- 3.42% |
$2.59M - $2.89M
|
3.36M
$78.6M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
34.6K+ 3.09% |
$753K - $841K
|
1.15M
$27M
|