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 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-7- 0.19% |
$428 - $475
|
3.63K
$85K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.43K- 27.75% |
$270K - $300K
|
11.5K
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
30+ 0.34% |
$1.83K - $2.04K
|
8.77K
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-102- 0.33% |
$6.23K - $6.92K
|
30.4K
$712K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-150- 2.49% |
$9.17K - $10.2K
|
5.88K
$138K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-5.65K- 24.74% |
$345K - $384K
|
17.2K
$402K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.75K+ 6691.55% |
$290K - $322K
|
4.82K
$113K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.4K+ 7.92% |
$2.59M - $2.88M
|
578K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 0.75% |
$72.2K - $80.1K
|
157K
$3.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-174- 1.19% |
$10.6K - $11.8K
|
14.5K
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.17K- 1.97% |
$71.6K - $79.5K
|
58.3K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-670- 3.7% |
$40.9K - $45.5K
|
17.5K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.6K+ 13.54% |
$6.02M - $6.69M
|
827K
$19.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
82+ 141.38% |
$5.01K - $5.56K
|
140
$3.28K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
4.18K+ 13.49% |
$256K - $284K
|
35.2K
$823K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35.3KNew |
$2.16M - $2.4M
|
35.3K
$827K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-61- 0.1% |
$3.73K - $4.14K
|
61.4K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
36K+ 14.22% |
$2.2M - $2.44M
|
289K
$6.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.55K- 20.21% |
$94.6K - $105K
|
6.11K
$143K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-104- 0.72% |
$6.36K - $7.06K
|
14.3K
$335K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
468KNew |
$28.6M - $31.7M
|
468K
$10.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.2K- 22.49% |
$73.2K - $81.3K
|
4.13K
$96.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-22.3K- 13.12% |
$1.36M - $1.51M
|
148K
$3.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
858+ 0.21% |
$52.4K - $58.2K
|
403K
$9.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$428 - $475
|
6.24K
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-7.27K- 7.85% |
$444K - $493K
|
85.4K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.94K+ 1.46% |
$118K - $131K
|
134K
$3.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12.1K+ 2.13% |
$741K - $822K
|
582K
$13.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-281- 5.18% |
$17.2K - $19.1K
|
5.14K
$120K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
15.5K+ 0.48% |
$946K - $1.05M
|
3.22M
$75.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.8K+ 4.45% |
$232K - $258K
|
89.1K
$2.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3K- 2.36% |
$183K - $203K
|
124K
$2.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
423+ 1.64% |
$25.8K - $28.7K
|
26.2K
$612K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.19K- 6.27% |
$134K - $149K
|
32.7K
$766K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-11.3K- 56.78% |
$690K - $766K
|
8.59K
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.99KNew |
$183K - $203K
|
2.99K
$70K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-101- 98.06% |
$6.17K - $6.85K
|
2
$46.8
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
400New |
$24.4K - $27.1K
|
400
$9.36K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.15K+ 12.51% |
$315K - $350K
|
46.4K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.53% |
$183 - $204
|
571
$13.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
116+ 2.1% |
$7.09K - $7.87K
|
5.65K
$132K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.07K+ 65.42% |
$371K - $412K
|
15.3K
$359K
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
3.91KNew |
$239K - $265K
|
3.91K
$91.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
625+ 0.66% |
$38.2K - $42.4K
|
95.3K
$2.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-192- 2.67% |
$11.7K - $13K
|
6.99K
$164K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
3+ 0.06% |
$183 - $204
|
5.41K
$127K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
302KNew |
$18.4M - $20.5M
|
302K
$7.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.3K+ 149.46% |
$749K - $831K
|
20.5K
$479K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
105K+ 6.11% |
$6.41M - $7.11M
|
1.82M
$42.6M
|