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 |
---|---|---|---|---|---|---|---|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-3.67K- 18.44% |
$215K - $237K
|
16.2K
$1.1M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
39.8K+ 12.92% |
$2.33M - $2.58M
|
347K
$23.5M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.93K- 44.59% |
$231K - $255K
|
4.88K
$330K
|
|
Sep 12, 2024
Q2 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-116- 0.02% |
$6.81K - $7.51K
|
472K
$31.9M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-199- 32.52% |
$11.7K - $12.9K
|
413
$27.9K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.14M+ 897.65% |
$66.9M - $73.9M
|
1.27M
$85.7M
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-6.53K- 5.19% |
$383K - $423K
|
119K
$8.06M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
69.3KNew |
$4.07M - $4.49M
|
69.3K
$4.68M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-273- 28.17% |
$16K - $17.7K
|
696
$47.1K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.44K- 2.64% |
$437K - $482K
|
275K
$18.6M
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$1.43M - $1.58M
|
24.4K
$1.65M
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-694- 1.38% |
$40.7K - $45K
|
49.7K
$3.36M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.57K- 2.2% |
$386K - $426K
|
292K
$19.7M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16K+ 17.73% |
$936K - $1.03M
|
106K
$7.16M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
53New |
$3.11K - $3.43K
|
53
$3.58K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.67K+ 11.18% |
$568K - $627K
|
96.2K
$6.5M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-501- 1.44% |
$29.4K - $32.5K
|
34.3K
$2.32M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
886+ 3.95% |
$52K - $57.4K
|
23.3K
$1.58M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.3KNew |
$194K - $214K
|
3.3K
$223K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-126K- 0.45% |
$7.42M - $8.19M
|
28.2M
$1.91B
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.54K- 31.54% |
$149K - $165K
|
5.52K
$373K
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-312- 3.27% |
$18.3K - $20.2K
|
9.23K
$624K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
710K+ 13.68% |
$41.7M - $46M
|
5.9M
$399M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.8K+ 37.02% |
$2.22M - $2.45M
|
140K
$9.46M
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-502- 1.28% |
$29.5K - $32.5K
|
38.6K
$2.61M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-140- 9.13% |
$8.22K - $9.07K
|
1.39K
$94.2K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.6K+ 107.28% |
$622K - $687K
|
20.5K
$1.39M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
21.1KNew |
$1.24M - $1.36M
|
21.1K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.31K+ 50.2% |
$194K - $214K
|
9.9K
$669K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.92K- 5.96% |
$230K - $254K
|
61.8K
$4.18M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-65- 0.48% |
$3.82K - $4.21K
|
13.5K
$914K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
756K+ 318.93% |
$44.4M - $49M
|
993K
$67.1M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.3K+ 7.04% |
$779K - $860K
|
202K
$13.6M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
24K+ 3.25% |
$1.41M - $1.55M
|
761K
$51.5M
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-32- 0.15% |
$1.88K - $2.07K
|
21K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.76K+ 8.38% |
$456K - $503K
|
100K
$6.79M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29K+ 281.41% |
$1.7M - $1.88M
|
39.3K
$2.66M
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
813+ 95.65% |
$47.7K - $52.7K
|
1.66K
$112K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-79.9K- 8.43% |
$4.69M - $5.18M
|
868K
$58.7M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
44+ 0.08% |
$2.58K - $2.85K
|
58.5K
$3.96M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.04K+ 191.78% |
$296K - $327K
|
7.67K
$519K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 8.46% |
$107K - $118K
|
23.4K
$1.58M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-137K- 6.78% |
$8.04M - $8.87M
|
1.88M
$127M
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
475+ 13.25% |
$27.9K - $30.8K
|
4.06K
$275K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.99K+ 45.86% |
$234K - $259K
|
12.7K
$858K
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
571+ 13.6% |
$33.5K - $37K
|
4.77K
$323K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-513- 11.12% |
$30.1K - $33.2K
|
4.1K
$277K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-186- 0.61% |
$10.9K - $12K
|
30.1K
$2.03M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.1KNew |
$476K - $525K
|
8.1K
$548K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.6K+ 12.44% |
$1.44M - $1.59M
|
222K
$15M
|