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 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
79+ 0.07% |
$1.72K - $1.92K
|
120K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.62K- 1.46% |
$57K - $63.6K
|
177K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-726- 1.65% |
$15.8K - $17.6K
|
43.3K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
896+ 2.05% |
$19.5K - $21.8K
|
44.6K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
117KNew |
$2.55M - $2.85M
|
117K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
428+ 0.36% |
$9.31K - $10.4K
|
119K
$2.78M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-3.12KClosed |
$67.9K - $75.8K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-113- 0.2% |
$2.46K - $2.74K
|
55.9K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
29+ 0.12% |
$631 - $704
|
25.1K
$585K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-14.7K- 3.42% |
$320K - $357K
|
416K
$9.71M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
225New |
$4.89K - $5.46K
|
225
$5.26K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-56- 0.31% |
$1.22K - $1.36K
|
17.7K
$415K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
108+ 0.52% |
$2.35K - $2.62K
|
20.9K
$489K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
81K+ 5.85% |
$1.76M - $1.97M
|
1.47M
$34.3M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-22.8K- 58.07% |
$497K - $554K
|
16.5K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-3.24K- 2.89% |
$70.5K - $78.7K
|
109K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
31+ 0.07% |
$674 - $753
|
43.1K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.67K- 0.3% |
$58.1K - $64.9K
|
873K
$20.4M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12+ 0.04% |
$261 - $291
|
29.2K
$682K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
96.7K+ 2.08% |
$2.1M - $2.35M
|
4.74M
$111M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14.4K+ 8.29% |
$313K - $350K
|
188K
$4.39M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-603- 1.02% |
$13.1K - $14.6K
|
58.4K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-637- 2.12% |
$13.9K - $15.5K
|
29.5K
$689K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
45+ 0.18% |
$979 - $1.09K
|
25.7K
$601K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-36.5K- 99.99% |
$795K - $887K
|
4
$93.4
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-67- 0.55% |
$1.46K - $1.63K
|
12.1K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-154- 0.29% |
$3.35K - $3.74K
|
53.1K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
33+ 0.1% |
$718 - $801
|
32.1K
$751K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
25KNew |
$543K - $606K
|
25K
$583K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.7K+ 24.37% |
$342K - $381K
|
80.1K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-22.8K- 0.9% |
$495K - $553K
|
2.52M
$58.8M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
50.5K+ 4.28% |
$1.1M - $1.23M
|
1.23M
$28.8M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
9.9K+ 2.03% |
$215K - $240K
|
497K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-56.4K- 12.36% |
$1.23M - $1.37M
|
400K
$9.35M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
25New |
$544 - $607
|
25
$584
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
894+ 3.52% |
$19.4K - $21.7K
|
26.3K
$615K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
11.1KNew |
$242K - $271K
|
11.1K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1+ 0.01% |
$21.8 - $24.3
|
8.06K
$188K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30.8K+ 1.97% |
$669K - $747K
|
1.6M
$37.3M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.02% |
$43.5 - $48.6
|
10.6K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
4.7K+ 5.41% |
$102K - $114K
|
91.6K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-33.1K- 2.05% |
$719K - $803K
|
1.58M
$36.8M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
BUY
|
- |
600+ 2.18% |
$13.1K - $14.6K
|
28.2K
$658K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-4.01K- 1.24% |
$87.3K - $97.4K
|
319K
$7.45M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-90.1K- 9.06% |
$1.96M - $2.19M
|
905K
$21.1M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.7K+ 23.88% |
$471K - $526K
|
112K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19.9K- 2.04% |
$433K - $484K
|
956K
$22.3M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.09K+ 10.59% |
$67.3K - $75.1K
|
32.3K
$755K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.13K+ 6.62% |
$68K - $75.9K
|
50.4K
$1.18M
|