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 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19.8K+ 2.02% |
$431K - $481K
|
999K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
18.9K+ 334.54% |
$412K - $460K
|
24.6K
$613K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
18.8K+ 114.28% |
$408K - $456K
|
35.2K
$876K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.7K+ 10.64% |
$407K - $455K
|
195K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18.4K+ 14.23% |
$401K - $447K
|
148K
$3.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 6.34% |
$395K - $440K
|
304K
$7.57M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.7K+ 0.93% |
$385K - $430K
|
1.92M
$47.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
17.7K+ 37.98% |
$384K - $429K
|
64.2K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$384K - $429K
|
17.7K
$440K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
17.6K+ 3.1% |
$383K - $428K
|
587K
$14.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
17.5KNew |
$382K - $426K
|
17.5K
$437K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
17.5KNew |
$380K - $424K
|
17.5K
$435K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
17.4KNew |
$379K - $423K
|
17.4K
$434K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.7KNew |
$364K - $406K
|
16.7K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
16K+ 14.0% |
$349K - $389K
|
131K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.9KNew |
$346K - $387K
|
15.9K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.7K+ 24.37% |
$342K - $381K
|
80.1K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
15.5KNew |
$337K - $377K
|
15.5K
$386K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14.4K+ 8.29% |
$313K - $350K
|
188K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
14.4KNew |
$313K - $349K
|
14.4K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
14.1KNew |
$307K - $343K
|
14.1K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
14.1K+ 2.28% |
$306K - $341K
|
632K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
13.7K+ 36.34% |
$297K - $332K
|
51.2K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.4KNew |
$292K - $326K
|
13.4K
$334K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
13.1K+ 48.82% |
$284K - $318K
|
39.9K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13K+ 43.35% |
$282K - $315K
|
42.9K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
12.8KNew |
$279K - $311K
|
12.8K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.8K+ 31.16% |
$277K - $310K
|
53.7K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
12.4K+ 7.54% |
$269K - $300K
|
176K
$4.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
12.1KNew |
$264K - $294K
|
12.1K
$302K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
12K+ 3222.31% |
$261K - $291K
|
12.4K
$308K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.7K+ 23.37% |
$254K - $284K
|
61.7K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
11.6KNew |
$252K - $281K
|
11.6K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11.5K+ 0.77% |
$249K - $278K
|
1.51M
$37.6M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
11.2K+ 47.68% |
$244K - $273K
|
34.8K
$866K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
11.2KNew |
$244K - $272K
|
11.2K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.2K+ 76.7% |
$244K - $272K
|
25.8K
$643K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
11.1KNew |
$242K - $271K
|
11.1K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.1K+ 8.39% |
$241K - $269K
|
143K
$3.56M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11K+ 66.41% |
$239K - $266K
|
27.5K
$685K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.9KNew |
$237K - $265K
|
10.9K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10.9K+ 4.21% |
$237K - $264K
|
270K
$6.72M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
10.9KNew |
$236K - $264K
|
10.9K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.9KNew |
$236K - $264K
|
10.9K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10.7KNew |
$232K - $259K
|
10.7K
$266K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
10.6KNew |
$231K - $258K
|
10.6K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.5K+ 72.72% |
$228K - $255K
|
24.9K
$620K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.5K+ 4.49% |
$228K - $254K
|
244K
$6.08M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
10.2KNew |
$223K - $249K
|
10.2K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$222K - $248K
|
10.2K
$254K
|