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 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.62KNew |
$221K - $246K
|
3.62K
$84.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
530+ 1.16% |
$32.4K - $36K
|
46.1K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
834New |
$51K - $56.6K
|
834
$19.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
74.4KNew |
$4.55M - $5.05M
|
74.4K
$1.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-143K- 22.08% |
$8.73M - $9.7M
|
504K
$11.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-923- 15.62% |
$56.4K - $62.6K
|
4.99K
$117K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
33+ 0.62% |
$2.02K - $2.24K
|
5.38K
$126K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
14+ 0.41% |
$856 - $950
|
3.39K
$79.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-8.36K- 3.64% |
$511K - $567K
|
221K
$5.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
258+ 224.35% |
$15.8K - $17.5K
|
373
$8.73K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
626New |
$38.3K - $42.5K
|
626
$14.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-19.4K- 12.56% |
$1.18M - $1.31M
|
135K
$3.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-575- 5.08% |
$35.1K - $39K
|
10.7K
$251K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
6.56K+ 34.69% |
$401K - $445K
|
25.5K
$596K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-282- 6.09% |
$17.2K - $19.1K
|
4.35K
$102K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.36K- 0.51% |
$82.9K - $92K
|
265K
$6.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-48- 1.11% |
$2.93K - $3.26K
|
4.29K
$100K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
102+ 3.06% |
$6.23K - $6.92K
|
3.43K
$80.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
500+ 15.68% |
$30.6K - $33.9K
|
3.69K
$86.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
21.9K+ 20.68% |
$1.34M - $1.48M
|
128K
$2.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
159+ 1.16% |
$9.72K - $10.8K
|
13.9K
$326K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.91K- 6.15% |
$117K - $130K
|
29.2K
$684K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-445- 1.51% |
$27.2K - $30.2K
|
29.1K
$680K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.98KNew |
$305K - $338K
|
4.98K
$117K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30+ 2.35% |
$1.83K - $2.04K
|
1.31K
$30.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
46+ 0.24% |
$2.81K - $3.12K
|
19.1K
$446K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
81.9K+ 7.32% |
$5.01M - $5.56M
|
1.2M
$28.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
644+ 2.57% |
$39.4K - $43.7K
|
25.7K
$601K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
91+ 0.39% |
$5.56K - $6.17K
|
23.7K
$554K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9+ 0.27% |
$550 - $611
|
3.31K
$77.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-501- 1.31% |
$30.6K - $34K
|
37.9K
$886K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-22- 0.41% |
$1.34K - $1.49K
|
5.33K
$125K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-302- 1.1% |
$18.5K - $20.5K
|
27.1K
$635K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-241- 0.61% |
$14.7K - $16.4K
|
39.3K
$920K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-37.4K- 78.44% |
$2.28M - $2.53M
|
10.3K
$240K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-41K- 3.1% |
$2.51M - $2.78M
|
1.28M
$30M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
636New |
$38.9K - $43.2K
|
636
$14.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.39K- 1.25% |
$85.1K - $94.5K
|
110K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.73K- 15.04% |
$472K - $525K
|
43.7K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
4.67K+ 1.79% |
$285K - $317K
|
265K
$6.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.01K- 6.69% |
$61.6K - $68.4K
|
14.1K
$329K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.83K+ 1.65% |
$295K - $328K
|
297K
$6.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-539- 11.77% |
$32.9K - $36.6K
|
4.04K
$94.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
2.96KNew |
$181K - $201K
|
2.96K
$69.3K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
2.74K+ 1.2% |
$167K - $186K
|
232K
$5.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
802+ 4.31% |
$49K - $54.4K
|
19.4K
$454K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5- 0.15% |
$306 - $339
|
3.24K
$75.8K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$183 - $204
|
9.66K
$226K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-953- 12.83% |
$58.2K - $64.7K
|
6.48K
$152K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.56KNew |
$95K - $106K
|
1.56K
$36.4K
|