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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.6M+ 687.06% |
$338M - $378M
|
17.8M
$416M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.8M+ 5.22% |
$235M - $262M
|
217M
$5.07B
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.2M+ 119.57% |
$157M - $175M
|
13.2M
$309M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5M+ 19.05% |
$109M - $121M
|
31.2M
$730M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.8M+ 43.09% |
$104M - $117M
|
15.9M
$372M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.76M+ 89.4% |
$81.7M - $91.2M
|
7.96M
$186M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.7M+ 17.81% |
$80.5M - $89.9M
|
24.5M
$572M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.97M+ 95.66% |
$64.7M - $72.2M
|
6.08M
$142M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.97M+ 26.95% |
$64.7M - $72.2M
|
14M
$327M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.02M+ 12.06% |
$43.9M - $49.1M
|
18.8M
$439M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2M+ 17679.34% |
$43.4M - $48.5M
|
2.01M
$46.9M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.37M+ 10083.67% |
$29.8M - $33.3M
|
1.38M
$32.3M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.35MNew |
$29.3M - $32.7M
|
1.35M
$31.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.31M+ 159.07% |
$28.4M - $31.7M
|
2.13M
$49.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.25MNew |
$27.1M - $30.2M
|
1.25M
$29.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.18M+ 45.35% |
$25.7M - $28.6M
|
3.78M
$88.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
1.09MNew |
$23.7M - $26.4M
|
1.09M
$25.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
933K+ 43.1% |
$20.3M - $22.6M
|
3.1M
$72.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
891K+ 2.77% |
$19.4M - $21.6M
|
33M
$772M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
787K+ 12.11% |
$17.1M - $19.1M
|
7.28M
$170M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
734K+ 131.44% |
$16M - $17.8M
|
1.29M
$30.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
639K+ 88.1% |
$13.9M - $15.5M
|
1.37M
$31.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
563K+ 95.8% |
$12.2M - $13.7M
|
1.15M
$26.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
527KNew |
$11.5M - $12.8M
|
527K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
521KNew |
$11.3M - $12.7M
|
521K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
512K+ 3.44% |
$11.1M - $12.4M
|
15.4M
$359M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
480K+ 1.93% |
$10.4M - $11.7M
|
25.3M
$592M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
465KNew |
$10.1M - $11.3M
|
465K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
440K+ 7.42% |
$9.56M - $10.7M
|
6.36M
$149M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
407K+ 115024.29% |
$8.86M - $9.89M
|
408K
$9.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
382K+ 10.74% |
$8.32M - $9.29M
|
3.94M
$92.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
360K+ 9.59% |
$7.84M - $8.75M
|
4.12M
$96.2M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
343K+ 55.83% |
$7.47M - $8.34M
|
958K
$22.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
328K+ 315.14% |
$7.13M - $7.96M
|
432K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
326K+ 44.1% |
$7.09M - $7.91M
|
1.06M
$24.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
314K+ 18.09% |
$6.83M - $7.63M
|
2.05M
$47.9M
|
|
|
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
|
True North Advisors, LLC
|
BUY
|
- |
301KNew |
$6.55M - $7.31M
|
301K
$7.03M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
271K+ 214.14% |
$5.9M - $6.59M
|
398K
$9.3M
|
|
|
May 15, 2025
Q1 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
267K+ 7.08% |
$5.81M - $6.48M
|
4.04M
$94.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
266K+ 96.71% |
$5.79M - $6.46M
|
541K
$12.6M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
254KNew |
$5.53M - $6.18M
|
254K
$5.94M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
251K+ 4.28% |
$5.47M - $6.1M
|
6.13M
$143M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
251KNew |
$5.46M - $6.1M
|
251K
$5.87M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
232K+ 99.92% |
$5.04M - $5.63M
|
464K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
222K+ 1.2% |
$4.82M - $5.38M
|
18.7M
$436M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
211K+ 9.47% |
$4.6M - $5.13M
|
2.44M
$57.1M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
204K+ 1794.09% |
$4.44M - $4.96M
|
215K
$5.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
203K+ 8.38% |
$4.42M - $4.93M
|
2.63M
$61.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
202K+ 3.36% |
$4.38M - $4.89M
|
6.19M
$145M
|