Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHX)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.01M+ 203.16% |
$89.9M - $274M
|
5.99M
$142M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.12M+ 205.99% |
$69.8M - $213M
|
4.63M
$110M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.44M+ 190.55% |
$54.7M - $167M
|
3.72M
$88.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.36M+ 196.46% |
$52.8M - $161M
|
3.56M
$84.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.32M+ 194.3% |
$51.9M - $158M
|
3.51M
$83.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.95M+ 185.1% |
$43.7M - $133M
|
3.01M
$71.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.21M+ 198.1% |
$27.2M - $82.9M
|
1.83M
$43.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.2M+ 197.36% |
$26.9M - $82M
|
1.81M
$42.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1M+ 191.99% |
$22.4M - $68.4M
|
1.52M
$36.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
953K+ 197.56% |
$21.3M - $65M
|
1.43M
$34M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
949K+ 206.16% |
$21.3M - $64.8M
|
1.41M
$33.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
855K+ 208.6% |
$19.2M - $58.4M
|
1.26M
$30M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
814K+ 202.23% |
$18.2M - $55.6M
|
1.22M
$28.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
746KNew |
$16.7M - $50.9M
|
746K
$17.7M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
746K+ 199.05% |
$16.7M - $50.9M
|
1.12M
$26.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
601K+ 193.11% |
$13.5M - $41M
|
912K
$21.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
538K+ 199.7% |
$12M - $36.7M
|
807K
$19.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
536KNew |
$12M - $36.6M
|
536K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
527KNew |
$11.8M - $36M
|
527K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
525K+ 198.37% |
$11.8M - $35.9M
|
790K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
504K+ 198.09% |
$11.3M - $34.4M
|
758K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
450K+ 223.79% |
$10.1M - $30.7M
|
651K
$15.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
423K+ 106.23% |
$9.48M - $28.9M
|
821K
$19.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
423K+ 199.95% |
$9.47M - $28.9M
|
634K
$15M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
414K+ 186.98% |
$9.27M - $28.3M
|
635K
$15.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
349K+ 6.2% |
$7.82M - $23.8M
|
5.98M
$142M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
343K+ 200.99% |
$7.68M - $23.4M
|
514K
$12.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
326K+ 230.54% |
$7.31M - $22.3M
|
468K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
266K+ 208.29% |
$5.96M - $18.2M
|
394K
$9.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
235K+ 189.56% |
$5.26M - $16M
|
359K
$8.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
229K+ 230.17% |
$5.14M - $15.7M
|
329K
$7.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
212K+ 168.73% |
$4.76M - $14.5M
|
338K
$8.02M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
211K+ 1251.18% |
$4.73M - $14.4M
|
228K
$5.41M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
210K+ 202.96% |
$4.71M - $14.4M
|
314K
$7.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
207K+ 140.16% |
$4.63M - $14.1M
|
354K
$8.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
201K+ 195.54% |
$4.49M - $13.7M
|
303K
$7.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
196K+ 198.17% |
$4.38M - $13.4M
|
294K
$6.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
191K+ 200.74% |
$4.29M - $13.1M
|
287K
$6.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
190K+ 197.94% |
$4.26M - $13M
|
286K
$6.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
177K+ 180.6% |
$3.97M - $12.1M
|
275K
$6.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
172K+ 204.4% |
$3.86M - $11.8M
|
256K
$6.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
169K+ 197.58% |
$3.79M - $11.6M
|
255K
$6.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
165K+ 293.49% |
$3.71M - $11.3M
|
222K
$5.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
159K+ 193.25% |
$3.57M - $10.9M
|
242K
$5.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
154K+ 210.88% |
$3.46M - $10.5M
|
228K
$5.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
144K+ 193.91% |
$3.23M - $9.85M
|
219K
$5.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
141K+ 1507.88% |
$3.17M - $9.66M
|
151K
$3.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
137K+ 130.56% |
$3.07M - $9.36M
|
242K
$5.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
136K+ 168.88% |
$3.05M - $9.3M
|
217K
$5.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
127K+ 169.04% |
$2.84M - $8.67M
|
202K
$4.79M
|