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 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-63.1K- 2.78% |
$1.37M - $1.53M
|
2.21M
$51.5M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-782- 4.19% |
$17K - $19K
|
17.9K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8.8K- 21.8% |
$191K - $214K
|
31.6K
$737K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
24.6KNew |
$536K - $598K
|
24.6K
$576K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
26.4K+ 3.85% |
$574K - $641K
|
713K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-63.1K- 2.78% |
$1.37M - $1.53M
|
2.21M
$51.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.73K- 0.13% |
$59.3K - $66.2K
|
2.06M
$48M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-7.13K- 10.52% |
$155K - $173K
|
60.6K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34.2K+ 4.04% |
$744K - $830K
|
881K
$20.6M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.7K+ 23.37% |
$254K - $284K
|
61.7K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
3+ 0.03% |
$65.3 - $72.8
|
9.62K
$225K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-313- 0.59% |
$6.81K - $7.6K
|
52.9K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-543- 3.19% |
$11.8K - $13.2K
|
16.5K
$386K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
155+ 0.04% |
$3.37K - $3.76K
|
434K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.8M+ 5.22% |
$235M - $262M
|
217M
$5.07B
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
21K+ 26.84% |
$458K - $511K
|
99.5K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.26K+ 0.63% |
$27.4K - $30.6K
|
201K
$4.7M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
211K+ 9.47% |
$4.6M - $5.13M
|
2.44M
$57.1M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-150- 2.93% |
$3.26K - $3.64K
|
4.98K
$116K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.03K- 0.75% |
$22.3K - $24.9K
|
135K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
410+ 0.35% |
$8.92K - $9.95K
|
116K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
191New |
$4.15K - $4.64K
|
191
$4.46K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.67K- 3.46% |
$79.9K - $89.2K
|
103K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
35+ 0.27% |
$761 - $850
|
13.2K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
592+ 200.0% |
$12.9K - $14.4K
|
888
$20.7K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.17K- 7.56% |
$69K - $77K
|
38.8K
$905K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
627New |
$13.6K - $15.2K
|
627
$14.6K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
77.2K+ 2.57% |
$1.68M - $1.88M
|
3.08M
$72M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
10+ 0.09% |
$218 - $243
|
10.8K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-452- 1.5% |
$9.83K - $11K
|
29.8K
$695K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-54- 0.12% |
$1.17K - $1.31K
|
44.7K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
158K+ 19.55% |
$3.45M - $3.85M
|
969K
$22.6M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
2.34K+ 0.18% |
$50.9K - $56.8K
|
1.32M
$30.9M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8.83K+ 45.53% |
$192K - $214K
|
28.2K
$659K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.04K+ 4.08% |
$44.4K - $49.6K
|
52.1K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-187K- 2.67% |
$4.07M - $4.55M
|
6.83M
$159M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.58K- 12.89% |
$56.1K - $62.6K
|
17.4K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
12.4KNew |
$269K - $300K
|
12.4K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.19K- 3.9% |
$47.6K - $53.2K
|
53.9K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-92.1K- 14.77% |
$2M - $2.24M
|
531K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.05K- 1.78% |
$44.7K - $49.8K
|
113K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
59.2KNew |
$1.29M - $1.44M
|
59.2K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$87 - $97.1
|
1.39K
$32.4K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
17.6K+ 3.1% |
$383K - $428K
|
587K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
11.8KNew |
$256K - $286K
|
11.8K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4.97K+ 20.18% |
$108K - $121K
|
29.6K
$691K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-5.18K- 4.24% |
$113K - $126K
|
117K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.92K+ 8.69% |
$41.8K - $46.7K
|
24K
$562K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.9KNew |
$236K - $264K
|
10.9K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.71K+ 10.24% |
$37.3K - $41.6K
|
18.4K
$431K
|