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 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-931- 0.93% |
$56.9K - $63.2K
|
98.7K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-40- 1.23% |
$2.44K - $2.71K
|
3.22K
$75.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-73.1K- 13.16% |
$4.47M - $4.96M
|
482K
$11.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-50- 0.7% |
$3.06K - $3.39K
|
7.06K
$165K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
699+ 8.96% |
$42.7K - $47.4K
|
8.5K
$199K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.21K- 8.92% |
$196K - $217K
|
32.7K
$766K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-493- 8.4% |
$30.1K - $33.5K
|
5.38K
$126K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.29K- 4.86% |
$323K - $359K
|
104K
$2.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.68K- 7.13% |
$103K - $114K
|
21.9K
$512K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-8.99K- 9.84% |
$549K - $610K
|
82.4K
$1.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
170+ 0.3% |
$10.4K - $11.5K
|
56.4K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.71K+ 0.42% |
$105K - $116K
|
408K
$9.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-42K- 3.4% |
$2.56M - $2.85M
|
1.19M
$27.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-91- 1.11% |
$5.56K - $6.17K
|
8.09K
$189K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.48K+ 2.64% |
$152K - $168K
|
96.6K
$2.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-277- 39.8% |
$16.9K - $18.8K
|
419
$9.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
473+ 11.83% |
$28.9K - $32.1K
|
4.47K
$105K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-408- 3.55% |
$24.9K - $27.7K
|
11.1K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
17+ 0.15% |
$1.04K - $1.15K
|
11.4K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.92K- 7.61% |
$117K - $130K
|
23.3K
$545K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.19K- 29.57% |
$195K - $217K
|
7.61K
$178K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-922- 19.46% |
$56.3K - $62.6K
|
3.82K
$89.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-159- 0.59% |
$9.72K - $10.8K
|
26.8K
$627K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-157- 0.97% |
$9.59K - $10.7K
|
16K
$374K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-219- 3.36% |
$13.4K - $14.9K
|
6.3K
$147K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.87K- 1.56% |
$114K - $127K
|
118K
$2.76M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.75K- 25.04% |
$107K - $119K
|
5.24K
$123K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-175- 1.14% |
$10.7K - $11.9K
|
15.2K
$356K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.52K- 10.46% |
$92.8K - $103K
|
13K
$304K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.98KNew |
$182K - $202K
|
2.98K
$69.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-36- 0.06% |
$2.2K - $2.44K
|
59.3K
$1.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
868+ 0.06% |
$53K - $58.9K
|
1.52M
$35.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.84K+ 5.04% |
$173K - $193K
|
59.2K
$1.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.72K- 2.87% |
$227K - $252K
|
126K
$2.94M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.28K+ 3.67% |
$200K - $223K
|
92.6K
$2.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.49KNew |
$274K - $304K
|
4.49K
$105K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-342- 9.06% |
$20.9K - $23.2K
|
3.43K
$80.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-289- 1.01% |
$17.7K - $19.6K
|
28.4K
$665K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.48K+ 8.03% |
$90.5K - $100K
|
19.9K
$466K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-439- 3.47% |
$26.8K - $29.8K
|
12.2K
$285K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 0.66% |
$183 - $204
|
457
$10.7K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-634- 2.8% |
$38.7K - $43K
|
22K
$515K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
907New |
$55.4K - $61.5K
|
907
$21.2K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-81- 8.24% |
$4.95K - $5.5K
|
902
$21.1K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-7.4K- 1.14% |
$452K - $502K
|
644K
$15.1M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
3.06KNew |
$187K - $208K
|
3.06K
$71.6K
|
|
| Q2 2024 | |||||||
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-20K- 9.73% |
$1.17M - $1.3M
|
186K
$4.34M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
504+ 1.28% |
$29.6K - $32.6K
|
39.9K
$934K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3.34K+ 18.82% |
$196K - $216K
|
21.1K
$493K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
537+ 5.97% |
$31.5K - $34.8K
|
9.53K
$223K
|
|