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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.68K- 6.25% |
$164K - $182K
|
40.2K
$941K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.38K+ 52.88% |
$145K - $161K
|
6.88K
$161K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-330- 1.09% |
$20.2K - $22.4K
|
29.9K
$699K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
326New |
$19.9K - $22.1K
|
326
$7.63K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
6.38K+ 30.41% |
$390K - $433K
|
27.4K
$640K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.41K- 11.16% |
$147K - $163K
|
19.2K
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.34K- 1.09% |
$571K - $634K
|
849K
$19.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
33.6K+ 229.74% |
$2.05M - $2.28M
|
48.2K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
56+ 0.14% |
$3.42K - $3.8K
|
40.2K
$940K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
67.7K+ 5.12% |
$4.14M - $4.59M
|
1.39M
$32.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-11.3K- 3.84% |
$690K - $766K
|
283K
$6.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-86- 0.48% |
$5.26K - $5.84K
|
17.7K
$415K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.8K+ 1.58% |
$662K - $735K
|
697K
$16.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
560+ 3.51% |
$34.2K - $38K
|
16.5K
$386K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-445- 5.42% |
$27.2K - $30.2K
|
7.77K
$182K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.01KNew |
$184K - $204K
|
3.01K
$70.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.78K- 2.41% |
$170K - $188K
|
112K
$2.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
17+ 0.06% |
$1.04K - $1.15K
|
29.3K
$686K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-18.3K- 4.06% |
$1.12M - $1.24M
|
434K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
32.4K+ 4.11% |
$1.98M - $2.2M
|
820K
$19.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.02K- 6.35% |
$62.1K - $68.9K
|
15K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23K+ 3.19% |
$1.4M - $1.56M
|
742K
$17.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
350+ 1.6% |
$21.4K - $23.7K
|
22.3K
$521K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
48New |
$2.93K - $3.26K
|
48
$1.12K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-14.6K- 16.44% |
$889K - $988K
|
74K
$1.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.04K- 2.5% |
$369K - $410K
|
236K
$5.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
375+ 1.24% |
$22.9K - $25.4K
|
30.6K
$716K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-63.9K- 3.85% |
$3.9M - $4.33M
|
1.59M
$37.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
26+ 0.23% |
$1.59K - $1.76K
|
11.4K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.98K+ 38.93% |
$121K - $135K
|
7.08K
$166K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-44K- 12.58% |
$2.69M - $2.98M
|
305K
$7.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-147- 0.05% |
$8.98K - $9.97K
|
269K
$6.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-491- 7.17% |
$30K - $33.3K
|
6.36K
$149K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
250New |
$15.3K - $17K
|
250
$5.85K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.69K+ 2.37% |
$164K - $183K
|
116K
$2.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
150+ 2.56% |
$9.17K - $10.2K
|
6.01K
$141K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
900+ 10.03% |
$55K - $61.1K
|
9.88K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
22.9K+ 0.74% |
$1.4M - $1.55M
|
3.13M
$73.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-294- 2.95% |
$18K - $19.9K
|
9.67K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
90.8K+ 16.65% |
$5.55M - $6.16M
|
636K
$14.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.59K+ 4.11% |
$464K - $515K
|
192K
$4.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
26KNew |
$1.59M - $1.77M
|
26K
$610K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-45.8K- 91.03% |
$2.8M - $3.11M
|
4.52K
$106K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.57MNew |
$96.1M - $107M
|
1.57M
$36.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-43- 0.13% |
$2.63K - $2.92K
|
33.9K
$794K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-78.1K- 13.02% |
$4.78M - $5.3M
|
522K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.79K- 2.56% |
$110K - $122K
|
68.3K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9+ 0.17% |
$550 - $611
|
5.21K
$122K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
659+ 1.61% |
$40.3K - $44.7K
|
41.5K
$971K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-205- 0.93% |
$12.5K - $13.9K
|
21.8K
$511K
|