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 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
304K+ 5.17% |
$6.61M - $7.38M
|
6.18M
$144M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
505+ 0.79% |
$11K - $12.3K
|
64.6K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.97K- 12.95% |
$86.4K - $96.4K
|
26.7K
$624K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.1K- 10.69% |
$394K - $439K
|
151K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-23K- 9.62% |
$500K - $558K
|
216K
$5.05M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-840- 28.57% |
$18.3K - $20.4K
|
2.1K
$49.1K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
563K+ 95.8% |
$12.2M - $13.7M
|
1.15M
$26.9M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.07K- 1.63% |
$66.8K - $74.6K
|
185K
$4.32M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-21.8K- 13.59% |
$475K - $530K
|
139K
$3.24M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
11.6K+ 16.05% |
$253K - $282K
|
84K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-51.4K- 3.74% |
$1.12M - $1.25M
|
1.32M
$30.9M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
407K+ 115024.29% |
$8.86M - $9.89M
|
408K
$9.52M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44.3K- 7.94% |
$963K - $1.07M
|
513K
$12M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-5.61K- 0.32% |
$122K - $136K
|
1.73M
$40.5M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
5.7K+ 21.18% |
$124K - $138K
|
32.6K
$761K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
4.5KNew |
$97.9K - $109K
|
4.5K
$105K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.8K- 1.86% |
$82.6K - $92.2K
|
201K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.97M+ 26.95% |
$64.7M - $72.2M
|
14M
$327M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-5.95K- 28.02% |
$129K - $145K
|
15.3K
$357K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.62K+ 0.23% |
$56.9K - $63.5K
|
1.16M
$27.2M
|
|
|
May 12, 2025
Q1 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
20.8K+ 1.45% |
$453K - $506K
|
1.46M
$34.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.97M+ 95.66% |
$64.7M - $72.2M
|
6.08M
$142M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.77K- 8.6% |
$82.1K - $91.6K
|
40.1K
$936K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150K+ 95.63% |
$3.26M - $3.64M
|
307K
$7.16M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-43.9K- 10.0% |
$954K - $1.06M
|
395K
$9.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.94K+ 0.57% |
$216K - $241K
|
1.76M
$41.1M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.6K+ 7.69% |
$165K - $184K
|
106K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
170+ 1.81% |
$3.7K - $4.13K
|
9.55K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-49.1K- 13.51% |
$1.07M - $1.19M
|
314K
$7.34M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.76K- 17.91% |
$103K - $116K
|
21.8K
$509K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
40.2KNew |
$875K - $977K
|
40.2K
$940K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5.98K+ 2682.96% |
$130K - $145K
|
6.21K
$145K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
458+ 0.53% |
$9.96K - $11.1K
|
87.1K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.8K+ 31.16% |
$277K - $310K
|
53.7K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.36K+ 121.11% |
$51.4K - $57.4K
|
4.32K
$101K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
216+ 1.36% |
$4.7K - $5.24K
|
16.1K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-522- 17.55% |
$11.4K - $12.7K
|
2.45K
$57.3K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11K+ 66.41% |
$239K - $266K
|
27.5K
$642K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.33K+ 44.84% |
$94.2K - $105K
|
14K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.45K+ 4.95% |
$96.9K - $108K
|
94.5K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-81.8K- 6.64% |
$1.78M - $1.99M
|
1.15M
$26.9M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.69K- 0.38% |
$36.7K - $41K
|
443K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
12.8KNew |
$279K - $311K
|
12.8K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-169K- 49.33% |
$3.68M - $4.11M
|
174K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.15K- 6.57% |
$134K - $149K
|
87.4K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.1K+ 1.43% |
$23.9K - $26.7K
|
77.8K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-370- 2.87% |
$8.05K - $8.98K
|
12.5K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
14.1K+ 2.28% |
$306K - $341K
|
632K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-330K- 23.9% |
$7.18M - $8.01M
|
1.05M
$24.5M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-51.5K- 11.74% |
$1.12M - $1.25M
|
387K
$9.05M
|