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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-199- 32.52% |
$11.7K - $12.9K
|
413
$9.66K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-6.53K- 5.19% |
$383K - $423K
|
119K
$2.79M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$1.43M - $1.58M
|
24.4K
$572K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
53New |
$3.11K - $3.43K
|
53
$1.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.6K+ 107.28% |
$622K - $687K
|
20.5K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.31K+ 50.2% |
$194K - $214K
|
9.9K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
475+ 13.25% |
$27.9K - $30.8K
|
4.06K
$95K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.99K+ 45.86% |
$234K - $259K
|
12.7K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.1KNew |
$476K - $525K
|
8.1K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.72K+ 49.49% |
$277K - $306K
|
14.3K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.15KNew |
$302K - $334K
|
5.15K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.11KNew |
$183K - $202K
|
3.11K
$72.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
101New |
$5.93K - $6.54K
|
101
$2.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.71KNew |
$335K - $370K
|
5.71K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-531- 4.72% |
$31.2K - $34.4K
|
10.7K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$688K - $759K
|
11.7K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26Closed |
$1.53K - $1.68K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.71K+ 1.97% |
$100K - $111K
|
88.5K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-778- 11.99% |
$45.7K - $50.4K
|
5.71K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1- 0.04% |
$58.7 - $64.8
|
2.35K
$55K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
7.82KNew |
$459K - $507K
|
7.82K
$183K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5New |
$294 - $324
|
5
$117
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.91K+ 8.58% |
$288K - $318K
|
62.1K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.75K- 66.62% |
$103K - $113K
|
876
$20.5K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
73+ 41.71% |
$4.29K - $4.73K
|
248
$5.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
7.2KNew |
$423K - $466K
|
7.2K
$168K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
4.49KNew |
$263K - $291K
|
4.49K
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
45.8KNew |
$2.69M - $2.97M
|
45.8K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.76KNew |
$103K - $114K
|
1.76K
$41.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-128- 0.24% |
$7.51K - $8.29K
|
54K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-443- 10.0% |
$26K - $28.7K
|
3.99K
$93.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
10.8KNew |
$633K - $698K
|
10.8K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.59K+ 39.76% |
$93.4K - $103K
|
5.59K
$131K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.54K- 2.17% |
$325K - $359K
|
250K
$5.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$58.7 - $64.8
|
1.77K
$41.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
98.7M+ 195.73% |
$5.79B - $6.39B
|
149M
$3.49B
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-242- 16.79% |
$14.2K - $15.7K
|
1.2K
$28.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
18+ 0.06% |
$1.06K - $1.17K
|
31K
$725K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.5KNew |
$147K - $162K
|
2.5K
$58.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.82KNew |
$107K - $118K
|
1.82K
$42.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
539+ 9.31% |
$31.6K - $34.9K
|
6.33K
$148K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
22.6KNew |
$1.32M - $1.46M
|
22.6K
$528K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
196New |
$11.5K - $12.7K
|
196
$4.59K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.4KNew |
$1.08M - $1.19M
|
18.4K
$430K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.7KNew |
$922K - $1.02M
|
15.7K
$367K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.17K- 16.22% |
$68.8K - $75.9K
|
6.05K
$142K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.25KNew |
$191K - $211K
|
3.25K
$76.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-714- 20.7% |
$41.9K - $46.3K
|
2.74K
$64K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.72K- 3.81% |
$101K - $111K
|
43.4K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 100.0% |
$117 - $130
|
4
$93.6
|