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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
10.1KNew |
$220K - $245K
|
10.1K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.1K+ 0.74% |
$220K - $245K
|
1.38M
$34.3M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10.1KNew |
$220K - $245K
|
10.1K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
10.1KNew |
$219K - $245K
|
10.1K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.95K+ 10.64% |
$216K - $242K
|
103K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.94K+ 0.57% |
$216K - $241K
|
1.76M
$43.8M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
9.9K+ 2.03% |
$215K - $240K
|
497K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9.89KNew |
$215K - $240K
|
9.89K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.89K+ 19.13% |
$215K - $240K
|
61.6K
$1.53M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9.89K+ 0.88% |
$215K - $240K
|
1.13M
$28.2M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.83K+ 4.79% |
$214K - $239K
|
215K
$5.36M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
9.8K+ 2.21% |
$213K - $238K
|
453K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9.76KNew |
$212K - $237K
|
9.76K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.76K+ 12.51% |
$212K - $237K
|
87.7K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
9.64K+ 46.01% |
$210K - $234K
|
30.6K
$762K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9.62K+ 30.25% |
$209K - $233K
|
41.4K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
9.33K+ 10.81% |
$203K - $227K
|
95.7K
$2.38M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
9.23K+ 3.78% |
$201K - $224K
|
253K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
9.16K+ 13.22% |
$199K - $222K
|
78.5K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
9.16KNew |
$199K - $222K
|
9.16K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.15K+ 29.3% |
$199K - $222K
|
40.4K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.14K+ 100.0% |
$199K - $222K
|
18.3K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.93K+ 16.44% |
$194K - $217K
|
63.3K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8.83K+ 45.53% |
$192K - $214K
|
28.2K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.78K+ 21.64% |
$191K - $213K
|
49.4K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
8.44K+ 18.36% |
$184K - $205K
|
54.4K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8.32K+ 2.07% |
$181K - $202K
|
410K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
7.91K+ 22.87% |
$172K - $192K
|
42.5K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.79K+ 3.69% |
$169K - $189K
|
219K
$5.46M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.6K+ 7.69% |
$165K - $184K
|
106K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.38K+ 0.19% |
$160K - $179K
|
3.84M
$95.6M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
7.16K+ 6.94% |
$156K - $174K
|
110K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.1K+ 51.83% |
$154K - $172K
|
20.8K
$518K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7.07K+ 53.76% |
$154K - $172K
|
20.2K
$504K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.04K+ 3.22% |
$153K - $171K
|
226K
$5.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.99K+ 64.26% |
$152K - $170K
|
17.9K
$445K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.95K+ 5.74% |
$151K - $169K
|
128K
$3.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.55KNew |
$142K - $159K
|
6.55K
$163K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6.06K+ 1.3% |
$132K - $147K
|
471K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5.98K+ 2682.96% |
$130K - $145K
|
6.21K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
5.7K+ 21.18% |
$124K - $138K
|
32.6K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.65K+ 0.09% |
$123K - $137K
|
6.18M
$154M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.6K+ 13.74% |
$122K - $136K
|
46.3K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.49K+ 0.54% |
$119K - $133K
|
1.03M
$25.6M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.49KNew |
$119K - $133K
|
5.49K
$137K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5.47KNew |
$119K - $133K
|
5.47K
$136K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.27K+ 25.45% |
$115K - $128K
|
26K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.02K+ 6.67% |
$109K - $122K
|
80.3K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.99K+ 41.9% |
$108K - $121K
|
16.9K
$421K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4.97K+ 20.18% |
$108K - $121K
|
29.6K
$737K
|