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 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-563- 0.54% |
$12.2K - $13.7K
|
103K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-179K- 3.64% |
$3.89M - $4.34M
|
4.74M
$111M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.73K+ 8.65% |
$59.3K - $66.2K
|
34.2K
$800K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-5.08K- 7.37% |
$110K - $123K
|
63.8K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-596- 0.45% |
$13K - $14.5K
|
132K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
730+ 0.24% |
$15.9K - $17.7K
|
310K
$7.25M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
175K+ 48.07% |
$3.8M - $4.25M
|
539K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.63% |
$21.8 - $24.3
|
159
$3.71K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.7M+ 17.81% |
$80.5M - $89.9M
|
24.5M
$572M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
531+ 2.07% |
$11.5K - $12.9K
|
26.2K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.3K+ 22.04% |
$50.1K - $55.9K
|
12.8K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-2.1K- 5.98% |
$45.7K - $51K
|
33K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
465KNew |
$10.1M - $11.3M
|
465K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
492+ 3.05% |
$10.7K - $11.9K
|
16.6K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13K+ 43.35% |
$282K - $315K
|
42.9K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
10.1K+ 1.7% |
$219K - $244K
|
602K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
749+ 7.43% |
$16.3K - $18.2K
|
10.8K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
51.7K+ 29.47% |
$1.13M - $1.26M
|
227K
$5.31M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.08% |
$1.39K - $1.55K
|
78K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
639+ 1.08% |
$13.9K - $15.5K
|
59.9K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
82.6K+ 12.9% |
$1.8M - $2.01M
|
723K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.15K+ 29.3% |
$199K - $222K
|
40.4K
$943K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.91K- 15.88% |
$63.2K - $70.6K
|
15.4K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
49.2K+ 395.01% |
$1.07M - $1.19M
|
61.7K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.08K+ 4.04% |
$23.4K - $26.1K
|
27.7K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.1K+ 8.39% |
$241K - $269K
|
143K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-405- 3.23% |
$8.81K - $9.83K
|
12.1K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.4KNew |
$292K - $326K
|
13.4K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.18K- 1.57% |
$134K - $150K
|
388K
$9.06M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.17K- 3.85% |
$134K - $150K
|
154K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.34K+ 9.58% |
$29.2K - $32.6K
|
15.4K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
24.1K+ 2.96% |
$524K - $585K
|
839K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.31K+ 5.61% |
$93.7K - $105K
|
81.1K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-560- 2.15% |
$12.2K - $13.6K
|
25.5K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5.12K- 22.48% |
$111K - $124K
|
17.7K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.21KNew |
$26.4K - $29.5K
|
1.21K
$28.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-972Closed |
$21.1K - $23.6K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.22K+ 14.7% |
$70.1K - $78.2K
|
25.1K
$587K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
549+ 3.6% |
$11.9K - $13.3K
|
15.8K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-30.4K- 7.66% |
$662K - $739K
|
367K
$8.57M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.83K- 2.18% |
$61.4K - $68.6K
|
127K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
305+ 0.74% |
$6.63K - $7.41K
|
41.7K
$974K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.69K- 0.68% |
$80.3K - $89.7K
|
540K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
138KNew |
$2.99M - $3.34M
|
138K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.6M+ 687.06% |
$338M - $378M
|
17.8M
$416M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.4K+ 28.73% |
$95.8K - $107K
|
19.7K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
43+ 0.27% |
$935 - $1.04K
|
15.8K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-8.27K- 15.07% |
$180K - $201K
|
46.6K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
50+ 0.31% |
$1.09K - $1.21K
|
16.2K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-13.3K- 4.22% |
$289K - $323K
|
302K
$7.05M
|