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 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
440K+ 7.42% |
$9.56M - $10.7M
|
6.36M
$159M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
407K+ 115024.29% |
$8.86M - $9.89M
|
408K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
343K+ 55.83% |
$7.47M - $8.34M
|
958K
$23.9M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
304K+ 5.17% |
$6.61M - $7.38M
|
6.18M
$154M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
271K+ 214.14% |
$5.9M - $6.59M
|
398K
$9.91M
|
|
|
May 15, 2025
Q1 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
267K+ 7.08% |
$5.81M - $6.48M
|
4.04M
$101M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
254KNew |
$5.53M - $6.18M
|
254K
$6.34M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
251K+ 4.28% |
$5.47M - $6.1M
|
6.13M
$153M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
251KNew |
$5.46M - $6.1M
|
251K
$6.26M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
232K+ 99.92% |
$5.04M - $5.63M
|
464K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
222K+ 1.2% |
$4.82M - $5.38M
|
18.7M
$465M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
211K+ 9.47% |
$4.6M - $5.13M
|
2.44M
$60.9M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
204K+ 1794.09% |
$4.44M - $4.96M
|
215K
$5.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
203K+ 8.38% |
$4.42M - $4.93M
|
2.63M
$65.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
194K+ 0.24% |
$4.22M - $4.71M
|
82.7M
$2.06B
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
193K+ 5.57% |
$4.2M - $4.69M
|
3.66M
$91.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
191K+ 14.84% |
$4.16M - $4.64M
|
1.48M
$36.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
185K+ 60.37% |
$4.03M - $4.5M
|
492K
$12.3M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
178K+ 23.12% |
$3.87M - $4.32M
|
948K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
175K+ 48.07% |
$3.8M - $4.25M
|
539K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
159K+ 39.32% |
$3.46M - $3.87M
|
564K
$14.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
158K+ 19.55% |
$3.45M - $3.85M
|
969K
$24.1M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
151K+ 56.16% |
$3.29M - $3.68M
|
421K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150K+ 95.63% |
$3.26M - $3.64M
|
307K
$7.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
142K+ 37.77% |
$3.08M - $3.44M
|
516K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
138K+ 46.98% |
$3M - $3.34M
|
431K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
138KNew |
$2.99M - $3.34M
|
138K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
128K+ 2.72% |
$2.79M - $3.11M
|
4.84M
$121M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
128K+ 10.13% |
$2.79M - $3.11M
|
1.39M
$34.7M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
124KNew |
$2.7M - $3.01M
|
124K
$3.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
123K+ 86.39% |
$2.68M - $2.99M
|
266K
$6.63M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
120K+ 5.48% |
$2.62M - $2.92M
|
2.32M
$57.7M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
97.9K+ 53.58% |
$2.13M - $2.38M
|
281K
$6.99M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
96.7K+ 2.08% |
$2.1M - $2.35M
|
4.74M
$118M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
88.4K+ 51.32% |
$1.92M - $2.15M
|
261K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
88K+ 12.05% |
$1.92M - $2.14M
|
819K
$20.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
85.1KNew |
$1.85M - $2.07M
|
85.1K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.8K+ 5.39% |
$1.8M - $2.01M
|
1.62M
$40.4M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
82.6K+ 12.9% |
$1.8M - $2.01M
|
723K
$18M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
81K+ 5.85% |
$1.76M - $1.97M
|
1.47M
$36.5M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
81K+ 195.28% |
$1.76M - $1.97M
|
122K
$3.05M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
78.8K+ 88.84% |
$1.71M - $1.91M
|
168K
$4.17M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
77.5KNew |
$1.69M - $1.88M
|
77.5K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73.6K+ 3.34% |
$1.6M - $1.79M
|
2.28M
$56.7M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
69.5K+ 70.26% |
$1.51M - $1.69M
|
168K
$4.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
67.6K+ 101.46% |
$1.47M - $1.64M
|
134K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
65.7KNew |
$1.43M - $1.59M
|
65.7K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
61.9K+ 2.68% |
$1.35M - $1.5M
|
2.37M
$59.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60.9K+ 2.54% |
$1.32M - $1.48M
|
2.46M
$61.2M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
60.4K+ 0.55% |
$1.31M - $1.47M
|
11M
$274M
|