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 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-468- 0.03% |
$28.6K - $31.8K
|
1.51M
$35.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-777- 9.88% |
$47.5K - $52.7K
|
7.09K
$166K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27.5K- 36.34% |
$1.68M - $1.87M
|
48.2K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
886+ 1.05% |
$54.1K - $60.1K
|
85.7K
$2M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-2.1K- 11.31% |
$128K - $143K
|
16.5K
$385K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
56+ 0.63% |
$3.42K - $3.8K
|
9K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
500+ 10.07% |
$30.6K - $33.9K
|
5.46K
$128K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3.12KNew |
$191K - $212K
|
3.12K
$73K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.29K- 1.63% |
$78.7K - $87.4K
|
77.6K
$1.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.32K- 5.6% |
$80.5K - $89.4K
|
22.2K
$520K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-59- 0.22% |
$3.61K - $4K
|
26.7K
$625K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
86+ 0.27% |
$5.26K - $5.84K
|
31.7K
$741K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
18.3K+ 440.17% |
$1.12M - $1.24M
|
22.5K
$526K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
13.8K+ 4.32% |
$844K - $937K
|
334K
$7.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.15K- 17.7% |
$131K - $146K
|
10K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
906+ 0.22% |
$55.4K - $61.5K
|
410K
$9.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-163- 1.84% |
$9.96K - $11.1K
|
8.69K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
22+ 0.6% |
$1.34K - $1.49K
|
3.66K
$85.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-423K- 87.25% |
$25.8M - $28.7M
|
61.8K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-2.04K- 16.4% |
$125K - $138K
|
10.4K
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-44- 1.16% |
$2.69K - $2.99K
|
3.77K
$88.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.75K- 4.68% |
$290K - $322K
|
96.8K
$2.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-410- 2.6% |
$25.1K - $27.8K
|
15.4K
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
324K+ 58.78% |
$19.8M - $22M
|
875K
$20.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
8.46K+ 1.22% |
$517K - $574K
|
702K
$16.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.23K- 2.86% |
$74.9K - $83.1K
|
41.5K
$972K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-19.7K- 3.11% |
$1.2M - $1.33M
|
613K
$14.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.12K- 8.74% |
$313K - $348K
|
53.5K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 3.61% |
$62.5K - $69.4K
|
27.4K
$640K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.08K- 1.38% |
$250K - $277K
|
292K
$6.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-326- 1.59% |
$19.9K - $22.1K
|
20.2K
$473K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-35.4K- 20.85% |
$2.16M - $2.4M
|
134K
$3.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
83.6K+ 91.29% |
$5.11M - $5.68M
|
175K
$4.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-119- 0.16% |
$7.27K - $8.07K
|
73.2K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.04KNew |
$308K - $342K
|
5.04K
$118K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.08KNew |
$188K - $209K
|
3.08K
$72K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-891- 7.07% |
$54.4K - $60.5K
|
11.7K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7.36K+ 11.94% |
$450K - $500K
|
69K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-39.6K- 11.43% |
$2.42M - $2.68M
|
307K
$7.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
2.42K+ 7.28% |
$148K - $164K
|
35.7K
$835K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.23K- 4.89% |
$381K - $423K
|
121K
$2.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16+ 0.95% |
$978 - $1.09K
|
1.69K
$39.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-409- 8.45% |
$25K - $27.8K
|
4.43K
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.32K- 83.15% |
$141K - $157K
|
469
$11K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.95K- 4.35% |
$119K - $132K
|
42.8K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-760- 1.7% |
$46.4K - $51.6K
|
44K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
38+ 0.32% |
$2.32K - $2.58K
|
11.8K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-952- 5.05% |
$58.2K - $64.6K
|
17.9K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.33K+ 28.98% |
$265K - $294K
|
19.3K
$451K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 5.3% |
$64.6K - $71.7K
|
18.9K
$442K
|