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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
17.6K+ 467.79% |
$1.03M - $1.14M
|
21.3K
$499K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 20.6% |
$8.81K - $9.72K
|
578
$13.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.75K+ 7.64% |
$103K - $113K
|
24.6K
$576K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.5K- 31.02% |
$88.1K - $97.2K
|
3.34K
$78K
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.22K+ 146.09% |
$306K - $338K
|
8.79K
$206K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-936- 54.45% |
$54.9K - $60.6K
|
783
$18.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.25KNew |
$191K - $210K
|
3.25K
$76K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.69K+ 1844.5% |
$217K - $239K
|
3.89K
$91K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.69K- 22.98% |
$99.3K - $110K
|
5.67K
$133K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
56.3KNew |
$3.31M - $3.65M
|
56.3K
$1.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
307+ 0.15% |
$18K - $19.9K
|
202K
$4.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
814New |
$47.8K - $52.7K
|
814
$19K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.4KNew |
$200K - $220K
|
3.4K
$79.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.36KNew |
$139K - $153K
|
2.36K
$55.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-400- 3.27% |
$23.5K - $25.9K
|
11.8K
$277K
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
6.78K+ 91.11% |
$398K - $439K
|
14.2K
$333K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
81+ 1.79% |
$4.75K - $5.25K
|
4.6K
$108K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
13New |
$763 - $842
|
13
$304
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.12KNew |
$183K - $202K
|
3.12K
$73K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.59KNew |
$504K - $557K
|
8.59K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-490- 0.51% |
$28.8K - $31.7K
|
96K
$2.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
10.6KNew |
$622K - $686K
|
10.6K
$248K
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.2K- 2.82% |
$70.6K - $77.9K
|
41.4K
$968K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2+ 40.0% |
$117 - $130
|
7
$164
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.05K- 8.6% |
$61.5K - $67.9K
|
11.1K
$261K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-109- 2.47% |
$6.4K - $7.06K
|
4.3K
$101K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-88- 0.64% |
$5.17K - $5.7K
|
13.6K
$319K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
160+ 3.88% |
$9.39K - $10.4K
|
4.29K
$100K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.72K- 18.12% |
$101K - $112K
|
7.78K
$182K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8- 16.67% |
$470 - $518
|
40
$936
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-640- 14.89% |
$37.6K - $41.5K
|
3.66K
$85.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.62K+ 2.06% |
$213K - $235K
|
180K
$4.21M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
240New |
$14.1K - $15.5K
|
240
$5.62K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2K- 28.17% |
$117K - $130K
|
5.1K
$119K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
7.81K+ 287.03% |
$459K - $506K
|
10.5K
$247K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-521- 5.26% |
$30.6K - $33.8K
|
9.39K
$220K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-370- 7.69% |
$21.7K - $24K
|
4.44K
$104K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
226New |
$13.3K - $14.6K
|
226
$5.29K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-526- 24.89% |
$30.9K - $34.1K
|
1.59K
$37.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-77- 0.28% |
$4.52K - $4.99K
|
27.2K
$636K
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-268- 6.59% |
$15.7K - $17.4K
|
3.8K
$88.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
19New |
$1.12K - $1.23K
|
19
$445
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.95K+ 296.22% |
$349K - $386K
|
7.96K
$186K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.06K- 30.68% |
$62.3K - $68.8K
|
2.4K
$56.2K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
98+ 31.61% |
$5.75K - $6.35K
|
408
$9.55K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.29% |
$58.7 - $64.8
|
350
$8.19K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.7K- 89.3% |
$99.9K - $110K
|
204
$4.77K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.8K- 8.57% |
$106K - $117K
|
19.2K
$450K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-62- 6.39% |
$3.64K - $4.02K
|
909
$21.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-301- 82.47% |
$17.7K - $19.5K
|
64
$1.5K
|