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 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.69KNew |
$409K - $454K
|
6.69K
$156K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$244 - $271
|
3.2K
$74.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.43KNew |
$210K - $233K
|
3.43K
$80.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-443- 0.55% |
$27.1K - $30.1K
|
80K
$1.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
28.9KNew |
$1.76M - $1.96M
|
28.9K
$675K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.58K+ 47.4% |
$96.7K - $107K
|
4.92K
$115K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
195+ 4.07% |
$11.9K - $13.2K
|
4.99K
$117K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.17K- 1.18% |
$71.2K - $79K
|
97.5K
$2.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.36K+ 2.73% |
$266K - $296K
|
164K
$3.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.28K+ 182.6% |
$78.2K - $86.8K
|
1.98K
$46.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.11K- 28.78% |
$129K - $143K
|
5.22K
$122K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
3.81K+ 7.08% |
$233K - $259K
|
57.7K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3+ 0.07% |
$183 - $204
|
4.42K
$103K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-726- 12.11% |
$44.4K - $49.3K
|
5.27K
$123K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-29.3K- 1.03% |
$1.79M - $1.99M
|
2.82M
$65.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5KNew |
$306K - $339K
|
5K
$117K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.03% |
$61.1 - $67.9
|
3.15K
$73.8K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.54K+ 2.09% |
$155K - $172K
|
124K
$2.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.48K+ 5.14% |
$90.1K - $100K
|
30.2K
$707K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
23.9K+ 50.97% |
$1.46M - $1.62M
|
70.8K
$1.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-108- 0.03% |
$6.6K - $7.33K
|
359K
$8.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
111K+ 3.46% |
$6.81M - $7.56M
|
3.33M
$77.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
91+ 4.13% |
$5.56K - $6.17K
|
2.29K
$53.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-108- 1.54% |
$6.6K - $7.33K
|
6.9K
$161K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
49+ 0.8% |
$2.99K - $3.32K
|
6.16K
$144K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.75K- 7.51% |
$290K - $322K
|
58.4K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
326+ 293.69% |
$19.9K - $22.1K
|
437
$10.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-9.82K- 11.56% |
$600K - $666K
|
75.1K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
9.38KNew |
$573K - $637K
|
9.38K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.37K+ 22.93% |
$83.9K - $93.2K
|
7.36K
$172K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.3KNew |
$324K - $359K
|
5.3K
$124K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-559- 12.72% |
$34.2K - $37.9K
|
3.84K
$89.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.29K- 0.57% |
$140K - $155K
|
402K
$9.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
10.9KNew |
$667K - $741K
|
10.9K
$255K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-341- 5.53% |
$20.8K - $23.1K
|
5.82K
$136K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-21.6K- 3.43% |
$1.32M - $1.47M
|
609K
$14.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
4.53KNew |
$277K - $307K
|
4.53K
$106K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-34- 0.79% |
$2.08K - $2.31K
|
4.28K
$100K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-105- 1.56% |
$6.42K - $7.12K
|
6.63K
$155K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
395+ 1.27% |
$24.1K - $26.8K
|
31.6K
$739K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.97KNew |
$181K - $201K
|
2.97K
$69.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 3.57% |
$182K - $202K
|
80.6K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 2.08% |
$1.13M - $1.26M
|
874K
$20.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-307- 0.2% |
$18.8K - $20.8K
|
150K
$3.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
231+ 0.64% |
$14.1K - $15.7K
|
36.6K
$855K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-44.3K- 8.71% |
$2.71M - $3.01M
|
465K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51K+ 25.92% |
$3.11M - $3.46M
|
248K
$5.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
66.3K+ 5.69% |
$4.05M - $4.5M
|
1.23M
$28.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-74- 0.21% |
$4.52K - $5.02K
|
35.4K
$828K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-28- 54.9% |
$1.71K - $1.9K
|
23
$538
|