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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
186M+ 902.35% |
$4.16B - $12.7B
|
206M
$4.9B
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54.5M+ 195.38% |
$1.22B - $3.72B
|
82.5M
$1.96B
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.8M+ 184.68% |
$511M - $1.56B
|
35.2M
$835M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21.5M+ 202.16% |
$482M - $1.47B
|
32.1M
$763M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
16.5M+ 197.65% |
$370M - $1.13B
|
24.9M
$591M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.3M+ 220.82% |
$320M - $976M
|
20.8M
$493M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2M+ 196.9% |
$274M - $836M
|
18.5M
$438M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.9M+ 275.01% |
$244M - $745M
|
14.9M
$353M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.8M+ 180.47% |
$242M - $736M
|
16.8M
$398M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
10.7M+ 208.85% |
$239M - $729M
|
15.8M
$375M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.53M+ 184.59% |
$213M - $651M
|
14.7M
$349M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.57M+ 225.78% |
$170M - $517M
|
10.9M
$259M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.37M+ 201.01% |
$165M - $503M
|
11M
$262M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.3M+ 190.06% |
$163M - $498M
|
11.1M
$264M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.01M+ 210.48% |
$157M - $479M
|
10.3M
$246M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.84M+ 205.67% |
$153M - $467M
|
10.2M
$241M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.61M+ 205.43% |
$148M - $452M
|
9.83M
$234M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6.08M+ 193.89% |
$136M - $415M
|
9.21M
$219M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.48M+ 194.45% |
$123M - $374M
|
8.3M
$197M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.76M+ 211.68% |
$107M - $325M
|
7.01M
$167M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.5M+ 224.81% |
$101M - $307M
|
6.5M
$154M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.32M+ 233.89% |
$96.8M - $295M
|
6.17M
$147M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.16M+ 235.65% |
$93.2M - $284M
|
5.92M
$141M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.06M+ 222.96% |
$90.9M - $277M
|
5.88M
$140M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.05M+ 190.02% |
$90.8M - $277M
|
6.18M
$147M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.04M+ 203.01% |
$90.4M - $276M
|
6.02M
$143M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.01M+ 203.16% |
$89.9M - $274M
|
5.99M
$142M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.93M+ 201.89% |
$88M - $268M
|
5.88M
$140M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
3.47MNew |
$77.7M - $237M
|
3.47M
$82.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.37M+ 196.69% |
$75.6M - $230M
|
5.09M
$121M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.32M+ 239.03% |
$74.4M - $227M
|
4.71M
$112M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.19M+ 316.04% |
$71.5M - $218M
|
4.2M
$99.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.14M+ 175.73% |
$70.3M - $214M
|
4.92M
$117M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.12M+ 205.99% |
$69.8M - $213M
|
4.63M
$110M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3.11M+ 204.42% |
$69.8M - $213M
|
4.64M
$110M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.89MNew |
$64.8M - $198M
|
2.89M
$68.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.55M+ 206.47% |
$57.1M - $174M
|
3.79M
$89.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.53M+ 205.3% |
$56.6M - $173M
|
3.76M
$89.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.53M+ 158.41% |
$56.6M - $172M
|
4.12M
$97.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.52M+ 200.0% |
$56.3M - $172M
|
3.77M
$89.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.51M+ 190.59% |
$56.3M - $172M
|
3.83M
$91M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.44M+ 190.55% |
$54.7M - $167M
|
3.72M
$88.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.36M+ 196.46% |
$52.8M - $161M
|
3.56M
$84.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.35M+ 208.39% |
$52.7M - $161M
|
3.48M
$82.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.32M+ 194.3% |
$51.9M - $158M
|
3.51M
$83.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.2MNew |
$49.4M - $150M
|
2.2M
$52.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.16MNew |
$48.5M - $148M
|
2.16M
$51.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.07M+ 199.58% |
$46.4M - $141M
|
3.11M
$73.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.06M+ 113.35% |
$46.2M - $141M
|
3.88M
$92.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.04M+ 200.9% |
$45.8M - $140M
|
3.06M
$72.7M
|