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 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-85- 0.21% |
$1.85K - $2.06K
|
40.3K
$942K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.29K- 8.47% |
$28.1K - $31.3K
|
13.9K
$326K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
9.8K+ 2.21% |
$213K - $238K
|
453K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.62K- 8.17% |
$101K - $112K
|
51.9K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.25K+ 2.09% |
$49K - $54.7K
|
110K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.78K+ 3.08% |
$60.5K - $67.5K
|
93.1K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
69.5K+ 70.26% |
$1.51M - $1.69M
|
168K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-150K- 14.69% |
$3.26M - $3.64M
|
871K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
6+ 0.03% |
$131 - $146
|
21.4K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.47K- 1.28% |
$53.7K - $59.9K
|
191K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.8M+ 43.09% |
$104M - $117M
|
15.9M
$372M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-108- 0.28% |
$2.35K - $2.62K
|
38K
$887K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-164- 0.33% |
$3.57K - $3.98K
|
49.8K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.23K- 7.65% |
$48.6K - $54.2K
|
27K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
32.3K+ 11.46% |
$702K - $784K
|
314K
$7.33M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-9.54K- 0.77% |
$207K - $232K
|
1.23M
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9.01K- 23.58% |
$196K - $219K
|
29.2K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-194K- 3.14% |
$4.22M - $4.72M
|
5.99M
$140M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-51.8K- 1.73% |
$1.13M - $1.26M
|
2.94M
$68.7M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-390K- 1.11% |
$8.47M - $9.46M
|
34.8M
$812M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.7K+ 0.93% |
$385K - $430K
|
1.92M
$44.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-788- 0.1% |
$17.1K - $19.1K
|
778K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-12.2K- 14.47% |
$264K - $295K
|
71.9K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.34K+ 28.46% |
$72.5K - $81K
|
15.1K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
408+ 23.13% |
$8.87K - $9.91K
|
2.17K
$50.7K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26.4K+ 59.86% |
$575K - $642K
|
70.6K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
138K+ 46.98% |
$3M - $3.34M
|
431K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.08K- 23.49% |
$88.7K - $99K
|
13.3K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
46+ 0.27% |
$1K - $1.12K
|
17.3K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.92K+ 0.87% |
$107K - $119K
|
569K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.15K- 10.66% |
$25.1K - $28K
|
9.66K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11.5K+ 0.77% |
$249K - $278K
|
1.51M
$35.2M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-23.6K- 14.25% |
$513K - $573K
|
142K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-226K- 7.73% |
$4.92M - $5.5M
|
2.7M
$63.1M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.74K+ 19.6% |
$103K - $115K
|
28.9K
$676K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-2K- 2.25% |
$43.4K - $48.5K
|
86.8K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
24.3K+ 42.68% |
$529K - $591K
|
81.4K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.34K+ 18.86% |
$94.5K - $105K
|
27.4K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.98K- 1.43% |
$108K - $121K
|
344K
$8.04M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
35.4K+ 21.25% |
$769K - $859K
|
202K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-60.3K- 2.86% |
$1.31M - $1.47M
|
2.05M
$47.9M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
2.45K+ 16.02% |
$53.3K - $59.5K
|
17.7K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-762K- 19.64% |
$16.6M - $18.5M
|
3.12M
$72.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73.6K+ 3.34% |
$1.6M - $1.79M
|
2.28M
$53.2M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
100+ 0.3% |
$2.18K - $2.43K
|
33.4K
$779K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-4.74K- 18.63% |
$103K - $115K
|
20.7K
$483K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60.9K+ 2.54% |
$1.32M - $1.48M
|
2.46M
$57.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.02M+ 12.06% |
$43.9M - $49.1M
|
18.8M
$439M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.7K- 13.91% |
$298K - $333K
|
84.8K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42.1K+ 6.92% |
$916K - $1.02M
|
650K
$15.2M
|