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
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.38K+ 0.19% |
$160K - $179K
|
3.84M
$94M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
81K+ 195.28% |
$1.76M - $1.97M
|
122K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
18.5K+ 16.2% |
$403K - $450K
|
133K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
245+ 0.13% |
$5.33K - $5.95K
|
182K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26.3K+ 6.91% |
$572K - $639K
|
407K
$9.98M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.08K+ 0.37% |
$23.4K - $26.2K
|
292K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.2M+ 119.57% |
$157M - $175M
|
13.2M
$324M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-182K- 1.53% |
$3.97M - $4.43M
|
11.7M
$287M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.76K+ 12.51% |
$212K - $237K
|
87.7K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.99K+ 41.9% |
$108K - $121K
|
16.9K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.42K- 4.0% |
$30.9K - $34.5K
|
34.1K
$835K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$222K - $248K
|
10.2K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-368K- 92.25% |
$8.01M - $8.94M
|
30.9K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.08K- 1.72% |
$23.4K - $26.2K
|
61.7K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
18.9K+ 334.54% |
$412K - $460K
|
24.6K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
88K+ 12.05% |
$1.92M - $2.14M
|
819K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.21K- 0.38% |
$69.8K - $77.9K
|
852K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.2K+ 30.0% |
$26.1K - $29.1K
|
5.2K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-137- 1.16% |
$2.98K - $3.33K
|
11.6K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
194K+ 0.24% |
$4.22M - $4.71M
|
82.7M
$2.03B
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.25% |
$21.8 - $24.3
|
403
$9.87K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.05K+ 5.0% |
$22.7K - $25.4K
|
21.9K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.2K+ 76.7% |
$244K - $272K
|
25.8K
$633K
|
|
|
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
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.44K+ 18.85% |
$96.5K - $108K
|
28K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-600- 2.66% |
$13.1K - $14.6K
|
22K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
54.8K+ 8.91% |
$1.19M - $1.33M
|
669K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$19.6K - $21.9K
|
900
$22.1K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.07K- 16.22% |
$66.8K - $74.5K
|
15.8K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10.7KNew |
$232K - $259K
|
10.7K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
243New |
$5.29K - $5.9K
|
243
$5.95K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-301- 0.65% |
$6.55K - $7.31K
|
45.8K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.5K- 1.85% |
$97.9K - $109K
|
239K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
470+ 1.65% |
$10.2K - $11.4K
|
28.9K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.12K- 1.6% |
$24.3K - $27.1K
|
68.5K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19.8K+ 2.02% |
$431K - $481K
|
999K
$24.5M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
53.6K+ 255.81% |
$1.17M - $1.3M
|
74.6K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.8K- 0.88% |
$278K - $310K
|
1.43M
$35.1M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-47.9K- 72.56% |
$1.04M - $1.16M
|
18.1K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18.4K+ 14.23% |
$401K - $447K
|
148K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-962- 0.07% |
$20.9K - $23.4K
|
1.36M
$33.4M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10.9K+ 4.21% |
$237K - $264K
|
270K
$6.6M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-798- 6.13% |
$17.4K - $19.4K
|
12.2K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.0% |
$21.8 - $24.3
|
25.1K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-8.98K- 28.74% |
$195K - $218K
|
22.3K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.83K- 9.23% |
$83.3K - $92.9K
|
37.6K
$922K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.65K- 3.3% |
$79.4K - $88.6K
|
107K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-456- 0.96% |
$9.92K - $11.1K
|
47K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
452+ 0.26% |
$9.83K - $11K
|
175K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.27K- 7.62% |
$27.5K - $30.7K
|
15.3K
$376K
|