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 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
937+ 4.21% |
$57.3K - $63.6K
|
23.2K
$543K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.28K+ 39.39% |
$506K - $562K
|
29.3K
$686K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$76.2K - $84.6K
|
1.25K
$29.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.61K- 2.02% |
$282K - $313K
|
223K
$5.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.15K- 0.41% |
$70.3K - $78K
|
280K
$6.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
899K+ 208.5% |
$55M - $61M
|
1.33M
$31.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-96.6K- 47.14% |
$5.9M - $6.55M
|
108K
$2.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.0% |
$61.1 - $67.9
|
21.4K
$501K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.12KNew |
$191K - $212K
|
3.12K
$73.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.84K+ 6.95% |
$112K - $125K
|
28.3K
$662K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
161K+ 215.5% |
$9.87M - $11M
|
236K
$5.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.63K+ 6.51% |
$527K - $585K
|
141K
$3.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
206+ 0.54% |
$12.6K - $14K
|
38.7K
$906K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.15K+ 2.53% |
$254K - $282K
|
168K
$3.94M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3.13K+ 13.41% |
$191K - $212K
|
26.4K
$618K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.73K+ 6.13% |
$228K - $253K
|
64.6K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-219- 1.56% |
$13.4K - $14.9K
|
13.8K
$324K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.96K+ 89.23% |
$303K - $336K
|
10.5K
$246K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.36K- 7.28% |
$205K - $228K
|
42.7K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-302- 0.07% |
$18.5K - $20.5K
|
460K
$10.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.04% |
$122 - $136
|
5.5K
$129K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-29K- 1.66% |
$1.77M - $1.96M
|
1.71M
$40.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-2.26K- 3.98% |
$138K - $154K
|
54.6K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.58K- 18.41% |
$96.6K - $107K
|
7K
$164K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9+ 0.1% |
$550 - $611
|
9.09K
$213K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-688- 2.55% |
$42K - $46.7K
|
26.3K
$615K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.23K+ 5.24% |
$75K - $83.3K
|
24.6K
$577K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-123- 1.22% |
$7.52K - $8.35K
|
9.98K
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.31KNew |
$202K - $224K
|
3.31K
$77.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
10+ 0.21% |
$611 - $679
|
4.83K
$113K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
24.1K+ 200.0% |
$1.48M - $1.64M
|
36.2K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.18K+ 33.04% |
$72K - $79.9K
|
4.74K
$111K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.7K+ 5.04% |
$165K - $183K
|
56.3K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.37K- 0.79% |
$206K - $228K
|
423K
$9.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-24.7K- 4.25% |
$1.51M - $1.68M
|
558K
$13.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
6.39K+ 64.61% |
$391K - $434K
|
16.3K
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-158- 1.77% |
$9.66K - $10.7K
|
8.78K
$205K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.08K- 1.89% |
$249K - $277K
|
211K
$4.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
396K+ 14141.22% |
$24.2M - $26.8M
|
398K
$9.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-200K- 25.84% |
$12.2M - $13.6M
|
575K
$13.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
238+ 1.37% |
$14.5K - $16.1K
|
17.6K
$412K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-6.98K- 1.66% |
$426K - $473K
|
414K
$9.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20+ 0.29% |
$1.22K - $1.36K
|
7.03K
$164K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.86K+ 2.31% |
$602K - $669K
|
437K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.65K+ 24.39% |
$101K - $112K
|
8.41K
$197K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-161- 0.49% |
$9.84K - $10.9K
|
33K
$772K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.01K- 15.76% |
$61.4K - $68.2K
|
5.37K
$126K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.03% |
$61.1 - $67.9
|
3.57K
$83.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-194- 3.79% |
$11.9K - $13.2K
|
4.92K
$115K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-5.71K- 9.64% |
$349K - $387K
|
53.5K
$1.25M
|