Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHX)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.04K+ 4.75% |
$308K - $342K
|
111K
$2.6M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
44.8KNew |
$2.74M - $3.04M
|
44.8K
$1.05M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-2.64K- 15.04% |
$161K - $179K
|
14.9K
$349K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-338- 0.5% |
$20.7K - $22.9K
|
67.5K
$1.58M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-8.17K- 23.81% |
$499K - $554K
|
26.1K
$611K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
50+ 0.57% |
$3.06K - $3.39K
|
8.86K
$207K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.51K- 10.27% |
$276K - $306K
|
39.4K
$922K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-332K- 26.19% |
$20.3M - $22.5M
|
935K
$21.9M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.13K+ 3.58% |
$313K - $348K
|
148K
$3.47M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
627KNew |
$38.3M - $42.6M
|
627K
$14.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
366+ 0.38% |
$22.4K - $24.8K
|
95.5K
$2.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-710- 1.53% |
$43.4K - $48.2K
|
45.8K
$1.07M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-13.6K- 2.83% |
$829K - $921K
|
466K
$10.9M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
28.3K+ 8.14% |
$1.73M - $1.92M
|
376K
$8.79M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
118+ 8.46% |
$7.21K - $8.01K
|
1.51K
$35.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
84.2K+ 450.34% |
$5.15M - $5.71M
|
103K
$2.41M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.16K- 4.09% |
$70.6K - $78.4K
|
27.1K
$634K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.01K+ 17.9% |
$490K - $544K
|
52.8K
$1.23M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
97+ 2.48% |
$5.93K - $6.58K
|
4K
$93.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.8K- 21.1% |
$2M - $2.23M
|
123K
$2.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
569+ 39.11% |
$34.8K - $38.6K
|
2.02K
$47.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
46.4K+ 198.61% |
$2.83M - $3.15M
|
69.7K
$1.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
11.1KNew |
$679K - $754K
|
11.1K
$260K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.34K- 5.85% |
$82.1K - $91.2K
|
21.6K
$506K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24.2K+ 183.3% |
$1.48M - $1.64M
|
37.5K
$877K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.4K- 7.45% |
$1.86M - $2.06M
|
377K
$8.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-82- 41.0% |
$5.01K - $5.56K
|
118
$2.76K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
152New |
$9.29K - $10.3K
|
152
$3.56K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$172K - $191K
|
2.81K
$65.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
33.8K+ 13.17% |
$2.07M - $2.3M
|
291K
$6.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-3.41K- 39.41% |
$208K - $231K
|
5.24K
$123K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
8.84K+ 200.0% |
$540K - $600K
|
13.3K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-12.4K- 75.24% |
$758K - $841K
|
4.08K
$95.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.58K+ 12.49% |
$341K - $378K
|
50.2K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.86K+ 74.37% |
$481K - $534K
|
18.4K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
17.9K+ 191.51% |
$1.1M - $1.22M
|
27.3K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.34K- 63.5% |
$571K - $633K
|
5.37K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-100- 3.29% |
$6.11K - $6.78K
|
2.94K
$68.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-987- 2.25% |
$60.3K - $67K
|
42.9K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50.8K+ 38.49% |
$3.1M - $3.45M
|
183K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-63.9K- 3.39% |
$3.91M - $4.34M
|
1.82M
$42.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
870+ 0.87% |
$53.2K - $59K
|
101K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
103+ 2.73% |
$6.29K - $6.99K
|
3.88K
$90.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20.2K+ 2.65% |
$1.23M - $1.37M
|
782K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
33.4KNew |
$2.04M - $2.27M
|
33.4K
$782K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
217+ 0.97% |
$13.3K - $14.7K
|
22.6K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
4.88K+ 30.44% |
$298K - $331K
|
20.9K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.14K- 2.48% |
$131K - $145K
|
84.3K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.5K+ 16.32% |
$91.9K - $102K
|
10.7K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-380- 0.6% |
$23.2K - $25.8K
|
62.6K
$1.47M
|