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
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
34+ 0.3% |
$740 - $826
|
11.3K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
38.2K+ 17.71% |
$832K - $929K
|
254K
$6.23M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
47+ 0.3% |
$1.02K - $1.14K
|
15.5K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.5K+ 72.72% |
$228K - $255K
|
24.9K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-250- 1.95% |
$5.44K - $6.07K
|
12.6K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
40KNew |
$870K - $971K
|
40K
$980K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-121K- 41.4% |
$2.64M - $2.95M
|
172K
$4.21M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
140+ 1.17% |
$3.05K - $3.4K
|
12.1K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
8.44K+ 18.36% |
$184K - $205K
|
54.4K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
151K+ 56.16% |
$3.29M - $3.68M
|
421K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.02% |
$218 - $243
|
45.8K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10.1KNew |
$220K - $245K
|
10.1K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
60.5K+ 4.04% |
$1.32M - $1.47M
|
1.56M
$38.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-119K- 3.42% |
$2.59M - $2.89M
|
3.36M
$82.4M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
34.6K+ 3.09% |
$753K - $841K
|
1.15M
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-563- 0.54% |
$12.2K - $13.7K
|
103K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-179K- 3.64% |
$3.89M - $4.34M
|
4.74M
$116M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.73K+ 8.65% |
$59.3K - $66.2K
|
34.2K
$839K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-5.08K- 7.37% |
$110K - $123K
|
63.8K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-596- 0.45% |
$13K - $14.5K
|
132K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
730+ 0.24% |
$15.9K - $17.7K
|
310K
$7.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
175K+ 48.07% |
$3.8M - $4.25M
|
539K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.63% |
$21.8 - $24.3
|
159
$3.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.7M+ 17.81% |
$80.5M - $89.9M
|
24.5M
$600M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
531+ 2.07% |
$11.5K - $12.9K
|
26.2K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.3K+ 22.04% |
$50.1K - $55.9K
|
12.8K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-2.1K- 5.98% |
$45.7K - $51K
|
33K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
465KNew |
$10.1M - $11.3M
|
465K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
492+ 3.05% |
$10.7K - $11.9K
|
16.6K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13K+ 43.35% |
$282K - $315K
|
42.9K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
10.1K+ 1.7% |
$219K - $244K
|
602K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
749+ 7.43% |
$16.3K - $18.2K
|
10.8K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
51.7K+ 29.47% |
$1.13M - $1.26M
|
227K
$5.57M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.08% |
$1.39K - $1.55K
|
78K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
639+ 1.08% |
$13.9K - $15.5K
|
59.9K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
82.6K+ 12.9% |
$1.8M - $2.01M
|
723K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.15K+ 29.3% |
$199K - $222K
|
40.4K
$989K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.91K- 15.88% |
$63.2K - $70.6K
|
15.4K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
49.2K+ 395.01% |
$1.07M - $1.19M
|
61.7K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.08K+ 4.04% |
$23.4K - $26.1K
|
27.7K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.1K+ 8.39% |
$241K - $269K
|
143K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-405- 3.23% |
$8.81K - $9.83K
|
12.1K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.4KNew |
$292K - $326K
|
13.4K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.18K- 1.57% |
$134K - $150K
|
388K
$9.5M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.17K- 3.85% |
$134K - $150K
|
154K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.34K+ 9.58% |
$29.2K - $32.6K
|
15.4K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
24.1K+ 2.96% |
$524K - $585K
|
839K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.31K+ 5.61% |
$93.7K - $105K
|
81.1K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-560- 2.15% |
$12.2K - $13.6K
|
25.5K
$625K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5.12K- 22.48% |
$111K - $124K
|
17.7K
$433K
|