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 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.61% |
$489 - $543
|
1.32K
$30.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-752- 0.76% |
$46K - $51K
|
98.1K
$2.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
105+ 2.61% |
$6.42K - $7.12K
|
4.13K
$96.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
491+ 0.67% |
$30K - $33.3K
|
74.1K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
919+ 9.09% |
$56.2K - $62.4K
|
11K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.56KNew |
$279K - $309K
|
4.56K
$107K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
165K+ 183.71% |
$10.1M - $11.2M
|
255K
$5.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
179+ 0.63% |
$10.9K - $12.1K
|
28.8K
$673K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.62K- 5.48% |
$99K - $110K
|
28K
$654K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13New |
$794 - $882
|
13
$304
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-24.5K- 0.29% |
$1.5M - $1.66M
|
8.35M
$195M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$61.1 - $67.9
|
2.83K
$66.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-296- 0.34% |
$18.1K - $20.1K
|
85.6K
$2M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
249+ 0.3% |
$15.2K - $16.9K
|
83.3K
$1.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
986+ 4.25% |
$60.3K - $66.9K
|
24.2K
$565K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-744- 45.37% |
$45.5K - $50.5K
|
896
$21K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
106+ 2.04% |
$6.48K - $7.19K
|
5.3K
$124K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 10.37% |
$3.06K - $3.39K
|
432
$10.1K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.14K+ 18.85% |
$375K - $416K
|
38.7K
$905K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.01K- 14.71% |
$61.7K - $68.5K
|
5.86K
$137K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
201+ 0.51% |
$12.3K - $13.6K
|
39.4K
$922K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 27.98% |
$88.2K - $97.9K
|
3.71K
$86.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14.8K+ 12.95% |
$905K - $1M
|
129K
$3.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.49K+ 17.97% |
$152K - $169K
|
16.3K
$382K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.34% |
$61.1 - $67.9
|
294
$6.88K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-8.75K- 4.26% |
$535K - $594K
|
197K
$4.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-20- 0.15% |
$1.22K - $1.36K
|
13.4K
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
6.08K+ 1.29% |
$372K - $413K
|
478K
$11.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.04K+ 10.83% |
$63.4K - $70.4K
|
10.6K
$248K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.28M+ 43.83% |
$383M - $426M
|
20.6M
$482M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-256- 1.22% |
$15.6K - $17.4K
|
20.7K
$485K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
832+ 11.67% |
$50.8K - $56.5K
|
7.96K
$186K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
53+ 0.23% |
$3.24K - $3.6K
|
22.9K
$536K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.6K+ 4.37% |
$2.66M - $2.95M
|
1.04M
$24.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 1.99% |
$139K - $154K
|
116K
$2.72M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.43K+ 14.48% |
$393K - $436K
|
50.8K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.18K+ 3.69% |
$72.4K - $80.3K
|
33.3K
$779K
|
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-755- 0.13% |
$46.1K - $51.2K
|
571K
$13.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.78K+ 1.77% |
$109K - $121K
|
103K
$2.4M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
291+ 7.24% |
$17.8K - $19.7K
|
4.31K
$101K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
10.8K+ 1.14% |
$663K - $736K
|
959K
$22.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.69K+ 2.31% |
$409K - $454K
|
296K
$6.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
5.11MNew |
$312M - $347M
|
5.11M
$120M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
10.8K+ 1.14% |
$663K - $736K
|
959K
$22.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-3.55K- 15.08% |
$217K - $241K
|
20K
$467K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-7.97K- 4.34% |
$487K - $541K
|
176K
$4.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
101K+ 69.14% |
$6.15M - $6.83M
|
246K
$5.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
286+ 0.66% |
$17.5K - $19.4K
|
43.7K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
23+ 0.64% |
$1.41K - $1.56K
|
3.59K
$84.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
10+ 0.17% |
$611 - $679
|
5.93K
$139K
|