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
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.71K- 21.1% |
$226K - $251K
|
13.9K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
13+ 0.12% |
$794 - $882
|
11.3K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
57+ 0.56% |
$3.48K - $3.87K
|
10.2K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.78K- 10.58% |
$109K - $121K
|
15K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.23K- 1.68% |
$197K - $219K
|
189K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
570+ 3166.67% |
$34.8K - $38.7K
|
588
$13.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.2KNew |
$684K - $760K
|
11.2K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
135+ 3.34% |
$8.25K - $9.16K
|
4.18K
$97.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-159K- 6.95% |
$9.74M - $10.8M
|
2.13M
$49.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.96K- 47.75% |
$181K - $201K
|
3.24K
$75.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-695- 6.46% |
$42.5K - $47.2K
|
10.1K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.11K+ 2.06% |
$129K - $143K
|
105K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3+ 0.02% |
$183 - $204
|
13.8K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.5K+ 2.91% |
$822K - $913K
|
476K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 0.01% |
$122 - $136
|
38.6K
$904K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.51K+ 19.91% |
$520K - $577K
|
51.3K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$770K - $855K
|
12.6K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-700- 3.74% |
$42.8K - $47.5K
|
18K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.01K+ 1.21% |
$123K - $136K
|
168K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
11.7K+ 2.67% |
$716K - $794K
|
451K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.3K+ 9.96% |
$1.06M - $1.18M
|
191K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 1.61% |
$291K - $323K
|
291K
$6.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-88.9K- 89.3% |
$5.43M - $6.03M
|
10.7K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
900+ 900.0% |
$55K - $61.1K
|
1K
$23.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-646- 82.93% |
$39.5K - $43.8K
|
133
$3.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
86.4K+ 410.18% |
$5.28M - $5.86M
|
107K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
199+ 2.59% |
$12.2K - $13.5K
|
7.89K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.21K+ 0.67% |
$319K - $354K
|
787K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5.18KNew |
$317K - $352K
|
5.18K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
144K+ 12.88% |
$8.77M - $9.74M
|
1.26M
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-260- 3.26% |
$15.9K - $17.6K
|
7.72K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-374- 5.93% |
$22.9K - $25.4K
|
5.94K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Raine Group LLC
New York, NY |
BUY
|
- |
120KNew |
$7.35M - $8.16M
|
120K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-188- 3.4% |
$11.5K - $12.8K
|
5.34K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.69K+ 3.66% |
$470K - $522K
|
218K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
5.39K+ 4.16% |
$329K - $366K
|
135K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.83K+ 200.0% |
$112K - $124K
|
2.74K
$64.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
134+ 0.53% |
$8.19K - $9.09K
|
25.4K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.29% |
$61.1 - $67.9
|
346
$8.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
814New |
$49.7K - $55.2K
|
814
$19K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.67KNew |
$347K - $385K
|
5.67K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
920+ 1.47% |
$56.2K - $62.4K
|
63.4K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.24K- 2.33% |
$137K - $152K
|
94K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-131- 17.75% |
$8.01K - $8.89K
|
607
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
171K+ 10.72% |
$10.4M - $11.6M
|
1.76M
$41.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.9K- 56.91% |
$1.89M - $2.1M
|
23.4K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.27K+ 3.13% |
$138K - $154K
|
74.7K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
32KNew |
$1.96M - $2.17M
|
32K
$749K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-811- 4.35% |
$49.6K - $55K
|
17.8K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
425+ 10.9% |
$26K - $28.8K
|
4.33K
$101K
|