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
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.68K+ 1.82% |
$36.5K - $40.8K
|
94.1K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
23.4K+ 1688.52% |
$509K - $568K
|
24.8K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
580+ 1.75% |
$12.6K - $14.1K
|
33.6K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-222K- 7.45% |
$4.82M - $5.38M
|
2.75M
$64.3M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.49K+ 0.54% |
$119K - $133K
|
1.03M
$24M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
28.8K+ 14.72% |
$626K - $699K
|
224K
$5.24M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.3K- 0.98% |
$28.4K - $31.7K
|
132K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
191K+ 14.84% |
$4.16M - $4.64M
|
1.48M
$34.5M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-45.5K- 17.7% |
$989K - $1.1M
|
211K
$4.94M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-78.3K- 25.38% |
$1.7M - $1.9M
|
230K
$5.38M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.32K+ 4.39% |
$72.2K - $80.6K
|
79K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
30.5K+ 29.6% |
$664K - $741K
|
134K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.69K+ 1.86% |
$80.3K - $89.6K
|
202K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-13.4K- 1.05% |
$292K - $326K
|
1.26M
$29.5M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-9.42K- 11.06% |
$205K - $229K
|
75.8K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
9.33K+ 10.81% |
$203K - $227K
|
95.7K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.5K- 0.38% |
$32.7K - $36.5K
|
394K
$9.21M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5- 0.03% |
$109 - $121
|
17.4K
$407K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-299- 0.19% |
$6.5K - $7.26K
|
159K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-8.77K- 3.29% |
$191K - $213K
|
258K
$6.02M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
74+ 0.25% |
$1.61K - $1.8K
|
29.6K
$691K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
998+ 1.46% |
$21.7K - $24.2K
|
69.4K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
562+ 0.3% |
$12.2K - $13.6K
|
187K
$4.36M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-260- 0.81% |
$5.66K - $6.31K
|
31.8K
$742K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
120K+ 5.48% |
$2.62M - $2.92M
|
2.32M
$54.1M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.44K- 1.43% |
$53.2K - $59.3K
|
168K
$3.94M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
26.8KNew |
$584K - $652K
|
26.8K
$627K
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4.34K- 31.72% |
$94.5K - $105K
|
9.35K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.0% |
$87 - $97.1
|
315K
$7.36M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
149New |
$3.24K - $3.62K
|
149
$3.48K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.27K+ 3.65% |
$27.6K - $30.8K
|
36.1K
$843K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-255- 1.39% |
$5.55K - $6.19K
|
18.1K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
40.5K+ 0.41% |
$881K - $984K
|
9.87M
$231M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-567- 0.42% |
$12.3K - $13.8K
|
135K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9.89KNew |
$215K - $240K
|
9.89K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.68K+ 5.2% |
$36.4K - $40.7K
|
33.9K
$792K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
301KNew |
$6.55M - $7.31M
|
301K
$7.03M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-469K- 17.19% |
$10.2M - $11.4M
|
2.26M
$52.7M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-38.8K- 49.33% |
$844K - $942K
|
39.9K
$931K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
243+ 0.19% |
$5.29K - $5.9K
|
129K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-815- 11.55% |
$17.7K - $19.8K
|
6.24K
$146K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-5.82K- 38.83% |
$127K - $141K
|
9.17K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
33.2KNew |
$722K - $806K
|
33.2K
$775K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
10.9KNew |
$236K - $264K
|
10.9K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
7.91K+ 22.87% |
$172K - $192K
|
42.5K
$993K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
278New |
$6.05K - $6.75K
|
278
$6.49K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
734K+ 131.44% |
$16M - $17.8M
|
1.29M
$30.2M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
37+ 105.71% |
$805 - $898
|
72
$1.68K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
20.4K+ 4.37% |
$445K - $496K
|
488K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.7K+ 10.64% |
$407K - $455K
|
195K
$4.55M
|