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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-950- 3.19% |
$55.8K - $61.5K
|
28.8K
$674K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$294 - $324
|
5.89K
$138K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.56KNew |
$209K - $231K
|
3.56K
$83.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-24- 0.73% |
$1.41K - $1.55K
|
3.26K
$76.2K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
178New |
$10.4K - $11.5K
|
178
$4.17K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
34.5KNew |
$2.02M - $2.23M
|
34.5K
$807K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
10.1K+ 59.45% |
$592K - $653K
|
27K
$633K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-786- 1.52% |
$46.1K - $50.9K
|
51K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.65KNew |
$97.1K - $107K
|
1.65K
$38.7K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 36.32% |
$155K - $171K
|
9.92K
$232K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-2.36K- 18.86% |
$138K - $153K
|
10.1K
$237K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.49K+ 44.74% |
$205K - $226K
|
11.3K
$264K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1KNew |
$58.7K - $64.8K
|
1K
$23.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.54KNew |
$266K - $294K
|
4.54K
$106K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
148New |
$8.69K - $9.59K
|
148
$3.46K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.21K- 36.52% |
$130K - $143K
|
3.84K
$89.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.78KNew |
$104K - $115K
|
1.78K
$41.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4New |
$235 - $259
|
4
$93.6
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
508New |
$29.8K - $32.9K
|
508
$11.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4- 0.15% |
$235 - $259
|
2.73K
$63.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-438- 7.17% |
$25.7K - $28.4K
|
5.67K
$133K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.4K- 3.38% |
$200K - $220K
|
97.2K
$2.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.17K- 38.58% |
$245K - $270K
|
6.64K
$155K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-552- 6.67% |
$32.4K - $35.8K
|
7.73K
$181K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.4KNew |
$199K - $220K
|
3.4K
$79.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
442New |
$25.9K - $28.6K
|
442
$10.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
179KNew |
$10.5M - $11.6M
|
179K
$4.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-15- 0.32% |
$881 - $972
|
4.64K
$108K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-963- 68.01% |
$56.5K - $62.4K
|
453
$10.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
26.2KNew |
$1.54M - $1.7M
|
26.2K
$614K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-925- 17.61% |
$54.3K - $59.9K
|
4.33K
$101K
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-16- 0.47% |
$939 - $1.04K
|
3.4K
$79.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
3.21KNew |
$188K - $208K
|
3.21K
$75.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
52+ 5.3% |
$3.05K - $3.37K
|
1.03K
$24.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
9.53KNew |
$559K - $617K
|
9.53K
$223K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.22KNew |
$189K - $209K
|
3.22K
$75.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.8K- 20.46% |
$105K - $116K
|
6.99K
$164K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
BUY
|
- |
2.34K+ 33.24% |
$138K - $152K
|
9.4K
$220K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-430- 47.67% |
$25.2K - $27.9K
|
472
$11K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.47KNew |
$204K - $225K
|
3.47K
$81.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-225- 0.87% |
$13.2K - $14.6K
|
25.7K
$602K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-170- 1.2% |
$9.98K - $11K
|
13.9K
$326K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-276- 80.94% |
$16.2K - $17.9K
|
65
$1.52K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-642- 8.76% |
$37.7K - $41.6K
|
6.69K
$157K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.49K+ 6.18% |
$146K - $161K
|
42.8K
$1M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 36.36% |
$60.2K - $66.5K
|
1.8K
$42K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.64KNew |
$96K - $106K
|
1.64K
$38.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-340- 48.57% |
$20K - $22K
|
360
$8.42K
|
|
| Q1 2024 | |||||||
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1+ 0.02% |
$55.4 - $62.1
|
4.88K
$114K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
82+ 0.28% |
$4.54K - $5.09K
|
29.1K
$681K
|
|