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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-73- 0.24% |
$4.46K - $4.95K
|
30K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6.28K+ 1.88% |
$384K - $426K
|
341K
$7.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-203K- 3.29% |
$12.4M - $13.8M
|
5.97M
$140M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-380- 0.31% |
$23.2K - $25.8K
|
123K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
62+ 1.41% |
$3.79K - $4.21K
|
4.45K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-40- 0.19% |
$2.44K - $2.71K
|
20.9K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.11K+ 26.13% |
$373K - $414K
|
29.5K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-66- 0.83% |
$4.03K - $4.48K
|
7.93K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
628KNew |
$38.4M - $42.6M
|
628K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
32+ 0.56% |
$1.96K - $2.17K
|
5.77K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.19K- 5.17% |
$195K - $217K
|
58.6K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.7K- 15.98% |
$3.77M - $4.18M
|
324K
$7.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
976+ 20.46% |
$59.6K - $66.2K
|
5.75K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.78K- 36.46% |
$414K - $460K
|
11.8K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41.8K+ 1160.32% |
$2.55M - $2.83M
|
45.4K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.41K- 7.21% |
$209K - $232K
|
43.9K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
616+ 8.78% |
$37.6K - $41.8K
|
7.63K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
115K+ 81.01% |
$7.03M - $7.81M
|
257K
$6.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17K+ 1.69% |
$1.04M - $1.15M
|
1.02M
$23.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.1K+ 0.8% |
$1.78M - $1.97M
|
3.67M
$85.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5K+ 11.09% |
$948K - $1.05M
|
155K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-57.4K- 2.86% |
$3.51M - $3.89M
|
1.95M
$45.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
995K+ 100.18% |
$60.8M - $67.5M
|
1.99M
$46.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-379- 0.32% |
$23.2K - $25.7K
|
118K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.18KNew |
$133K - $148K
|
2.18K
$50.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.16K- 2.81% |
$70.8K - $78.6K
|
40.1K
$938K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.49KNew |
$213K - $236K
|
3.49K
$81.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 14.97% |
$687K - $762K
|
63.8K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.03K- 0.89% |
$63.2K - $70.2K
|
115K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.45K- 5.69% |
$88.9K - $98.7K
|
24.1K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
172+ 2.28% |
$10.5K - $11.7K
|
7.7K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.89K- 0.69% |
$482K - $535K
|
1.13M
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15.8K+ 116.7% |
$964K - $1.07M
|
29.3K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.7K+ 9.47% |
$2.06M - $2.29M
|
389K
$9.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
30.8K+ 0.93% |
$1.88M - $2.09M
|
3.35M
$78.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3+ 0.01% |
$183 - $204
|
21.1K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
223K+ 713.93% |
$13.7M - $15.2M
|
255K
$5.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3- 0.01% |
$183 - $204
|
32.5K
$760K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-151- 3.91% |
$9.23K - $10.2K
|
3.71K
$86.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 0.22% |
$1.47K - $1.63K
|
11K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.97MNew |
$242M - $269M
|
3.97M
$92.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.7K+ 2.97% |
$3.52M - $3.91M
|
2M
$46.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.6K+ 1.07% |
$1.2M - $1.33M
|
1.85M
$43.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.51K+ 23.28% |
$92.3K - $102K
|
8K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-979- 11.5% |
$59.8K - $66.4K
|
7.54K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
199K+ 285.87% |
$12.1M - $13.5M
|
268K
$6.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-163- 9.8% |
$9.96K - $11.1K
|
1.5K
$35.1K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-522- 0.32% |
$31.9K - $35.4K
|
162K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-463- 1.99% |
$28.3K - $31.4K
|
22.9K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$122 - $136
|
4.08K
$95.4K
|