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 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
263+ 59.64% |
$16.1K - $17.8K
|
704
$16.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3.71KNew |
$227K - $252K
|
3.71K
$86.8K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.33K- 5.84% |
$81K - $90K
|
21.4K
$500K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.96KNew |
$181K - $201K
|
2.96K
$69.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-380- 2.32% |
$23.2K - $25.8K
|
16K
$374K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3+ 0.07% |
$183 - $204
|
4.15K
$97.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-582- 11.5% |
$35.6K - $39.5K
|
4.48K
$105K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.42K- 2.49% |
$148K - $164K
|
94.8K
$2.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.68KNew |
$102K - $114K
|
1.68K
$39.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
19+ 0.53% |
$1.16K - $1.29K
|
3.63K
$85K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-20.6K- 2.58% |
$1.26M - $1.39M
|
777K
$18.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.49% |
$244 - $271
|
826
$19.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
89+ 0.32% |
$5.44K - $6.04K
|
28.1K
$658K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.53K- 31.23% |
$338K - $375K
|
12.2K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-63- 0.05% |
$3.85K - $4.27K
|
125K
$2.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.03K- 3.09% |
$124K - $138K
|
63.6K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
910+ 22.67% |
$55.6K - $61.7K
|
4.93K
$115K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
90.9K+ 250.3% |
$5.56M - $6.17M
|
127K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
21.3K+ 191.67% |
$1.3M - $1.45M
|
32.4K
$758K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
15+ 0.09% |
$917 - $1.02K
|
16.5K
$385K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
853+ 2.29% |
$52.1K - $57.9K
|
38.2K
$893K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.93K- 6.24% |
$240K - $266K
|
59K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-200- 3.16% |
$12.2K - $13.6K
|
6.13K
$143K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.05K- 7.25% |
$64.3K - $71.4K
|
13.5K
$315K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.75K+ 1.99% |
$535K - $594K
|
449K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-360- 2.61% |
$22K - $24.4K
|
13.5K
$315K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-13K- 3.66% |
$797K - $885K
|
343K
$8.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4.54K- 3.66% |
$277K - $308K
|
119K
$2.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.4K+ 136.48% |
$821K - $912K
|
23.3K
$545K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
34+ 0.13% |
$2.08K - $2.31K
|
26.4K
$619K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.11KNew |
$190K - $211K
|
3.11K
$72.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-12.3K- 62.29% |
$752K - $835K
|
7.45K
$174K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-163K- 31.77% |
$9.99M - $11.1M
|
351K
$8.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
20.4KNew |
$1.25M - $1.38M
|
20.4K
$477K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-8.99K- 10.14% |
$550K - $610K
|
79.7K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
155+ 2.83% |
$9.47K - $10.5K
|
5.63K
$132K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
140+ 0.1% |
$8.56K - $9.5K
|
138K
$3.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
314+ 45.11% |
$19.2K - $21.3K
|
1.01K
$23.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
22+ 0.28% |
$1.34K - $1.49K
|
8.01K
$187K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-6.79K- 52.17% |
$415K - $461K
|
6.23K
$146K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-300- 5.37% |
$18.3K - $20.4K
|
5.29K
$124K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.34% |
$1.65K - $1.83K
|
8.05K
$188K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
152+ 0.22% |
$9.29K - $10.3K
|
69K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
24.9KNew |
$1.52M - $1.69M
|
24.9K
$583K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.08M- 16.14% |
$66.2M - $73.5M
|
5.63M
$132M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3KNew |
$183K - $203K
|
3K
$70.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.93K+ 2.3% |
$118K - $131K
|
85.6K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
80+ 1.83% |
$4.89K - $5.43K
|
4.46K
$104K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-690- 2.53% |
$42.2K - $46.8K
|
26.5K
$621K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.36K- 3.35% |
$328K - $364K
|
155K
$3.62M
|