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 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
23+ 0.56% |
$1.41K - $1.56K
|
4.16K
$97.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
17.3K+ 18.08% |
$1.06M - $1.17M
|
113K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-305- 0.6% |
$18.6K - $20.7K
|
50.6K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4.17K+ 13.81% |
$255K - $283K
|
34.3K
$803K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.55K- 0.49% |
$94.5K - $105K
|
311K
$7.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.05K- 0.38% |
$248K - $275K
|
1.05M
$24.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-980- 7.57% |
$59.9K - $66.5K
|
12K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
850+ 10.21% |
$51.9K - $57.7K
|
9.18K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-3.64K- 2.44% |
$222K - $247K
|
145K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-2.16K- 6.25% |
$132K - $147K
|
32.4K
$758K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-3.83K- 9.28% |
$234K - $260K
|
37.4K
$876K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.78K+ 22.53% |
$414K - $460K
|
36.9K
$863K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.4K+ 0.49% |
$85.6K - $95.1K
|
289K
$6.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.57K+ 7.74% |
$96.1K - $107K
|
21.9K
$512K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
382+ 0.92% |
$23.3K - $25.9K
|
41.7K
$977K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-6.95K- 6.21% |
$425K - $471K
|
105K
$2.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-312- 1.05% |
$19.1K - $21.2K
|
29.5K
$689K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
5.33K+ 1.17% |
$325K - $361K
|
460K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
47+ 0.53% |
$2.87K - $3.19K
|
8.92K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-619- 1.8% |
$37.8K - $42K
|
33.7K
$789K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
30+ 0.44% |
$1.83K - $2.04K
|
6.85K
$160K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.11K+ 1.76% |
$68K - $75.4K
|
64.3K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-20.9K- 4.18% |
$1.28M - $1.42M
|
480K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-10- 0.01% |
$611 - $679
|
70.1K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.47K- 6.06% |
$151K - $167K
|
38.2K
$895K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
9.3KNew |
$568K - $631K
|
9.3K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.69K- 3.84% |
$164K - $183K
|
67.4K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
31+ 0.27% |
$1.89K - $2.1K
|
11.6K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.17K+ 7.83% |
$71.7K - $79.7K
|
16.2K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.01K- 7.61% |
$61.4K - $68.2K
|
12.2K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
2.36K+ 1.16% |
$144K - $160K
|
205K
$4.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
182+ 0.17% |
$11.1K - $12.3K
|
108K
$2.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.3K- 1.87% |
$141K - $156K
|
121K
$2.82M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$61.1 - $67.9
|
252
$5.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 5.28% |
$616K - $684K
|
201K
$4.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.18K+ 78.13% |
$195K - $216K
|
7.26K
$170K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4- 0.02% |
$244 - $271
|
16.2K
$380K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
7.31K+ 0.37% |
$447K - $496K
|
1.98M
$46.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-184- 3.91% |
$11.2K - $12.5K
|
4.52K
$106K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.67K- 5.3% |
$102K - $113K
|
29.8K
$697K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-291K- 1.03% |
$17.8M - $19.8M
|
27.9M
$653M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
169+ 12.64% |
$10.3K - $11.5K
|
1.51K
$35.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
12.2K+ 28.23% |
$746K - $829K
|
55.5K
$1.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-35- 0.59% |
$2.14K - $2.37K
|
5.86K
$137K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
35+ 0.13% |
$2.14K - $2.37K
|
26.3K
$615K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-905- 7.15% |
$55.3K - $61.4K
|
11.8K
$275K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 1.08% |
$77.9K - $86.4K
|
120K
$2.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.32K+ 2.28% |
$80.7K - $89.6K
|
59.3K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-345- 0.86% |
$21.1K - $23.4K
|
39.7K
$930K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.48K- 1.72% |
$152K - $168K
|
142K
$3.31M
|