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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
81+ 0.44% |
$4.95K - $5.5K
|
18.5K
$433K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 0.08% |
$3.06K - $3.39K
|
65.1K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.8K- 2.68% |
$660K - $733K
|
393K
$9.19M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.44K+ 1.2% |
$271K - $301K
|
375K
$8.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-3.34K- 2.04% |
$204K - $226K
|
160K
$3.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.16K+ 34.79% |
$71.1K - $79K
|
4.51K
$106K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-260- 1.47% |
$15.9K - $17.6K
|
17.4K
$407K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-915- 1.41% |
$55.9K - $62.1K
|
64.1K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.01K- 24.75% |
$61.6K - $68.4K
|
3.06K
$71.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2.98K- 5.36% |
$182K - $202K
|
52.5K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.41K- 3.11% |
$208K - $231K
|
106K
$2.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
19.9K+ 163.89% |
$1.22M - $1.35M
|
32.1K
$750K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
10.2K+ 2.76% |
$624K - $693K
|
381K
$8.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
390K+ 208.61% |
$23.8M - $26.5M
|
577K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.22K- 2.46% |
$197K - $218K
|
128K
$2.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.01K- 1.16% |
$62K - $68.8K
|
86.7K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-724- 4.38% |
$44.2K - $49.1K
|
15.8K
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.13K+ 6.56% |
$375K - $416K
|
99.6K
$2.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.62K- 6.21% |
$221K - $246K
|
54.7K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4+ 0.01% |
$244 - $271
|
56.1K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-128K- 28.78% |
$7.84M - $8.7M
|
317K
$7.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
4.12K+ 0.88% |
$252K - $279K
|
471K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.1K+ 0.48% |
$67K - $74.4K
|
231K
$5.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.29K- 7.56% |
$78.5K - $87.2K
|
15.7K
$368K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.46K- 1.66% |
$150K - $167K
|
146K
$3.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7+ 0.1% |
$428 - $475
|
6.83K
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 2.66% |
$148K - $164K
|
93.1K
$2.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.07% |
$550 - $611
|
13.8K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-220- 50.34% |
$13.4K - $14.9K
|
217
$5.08K
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-14.6K- 4.46% |
$894K - $993K
|
314K
$7.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8.63K- 1.85% |
$527K - $585K
|
457K
$10.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-187- 1.19% |
$11.4K - $12.7K
|
15.5K
$364K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 1.95% |
$4.89K - $5.43K
|
4.18K
$97.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
291+ 0.76% |
$17.8K - $19.7K
|
38.4K
$899K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
22+ 0.61% |
$1.34K - $1.49K
|
3.65K
$85.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-61- 0.26% |
$3.73K - $4.14K
|
23.7K
$555K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.61KNew |
$404K - $448K
|
6.61K
$155K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-177- 0.85% |
$10.8K - $12K
|
20.5K
$481K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
418+ 0.36% |
$25.5K - $28.4K
|
117K
$2.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
4.32KNew |
$264K - $293K
|
4.32K
$101K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-15.9K- 3.75% |
$974K - $1.08M
|
409K
$9.58M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-37.5K- 36.99% |
$2.29M - $2.55M
|
63.9K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10+ 1.12% |
$611 - $679
|
905
$21.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-14.1K- 3.09% |
$864K - $959K
|
443K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.89K- 1.4% |
$116K - $128K
|
133K
$3.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.64K+ 52.97% |
$223K - $247K
|
10.5K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
100K+ 114.62% |
$6.12M - $6.79M
|
187K
$4.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-28.3K- 6.93% |
$1.73M - $1.92M
|
380K
$8.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-297- 0.21% |
$18.1K - $20.2K
|
138K
$3.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-112- 2.78% |
$6.84K - $7.6K
|
3.92K
$91.6K
|