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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
19.1K+ 200.0% |
$427K - $1.3M
|
28.6K
$712K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
101K+ 192.66% |
$2.27M - $6.9M
|
154K
$3.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16K+ 199.99% |
$358K - $1.09M
|
24K
$598K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.87K+ 200.0% |
$154K - $469K
|
10.3K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
508+ 200.0% |
$11.4K - $34.7K
|
762
$19K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
10.6K+ 200.0% |
$237K - $722K
|
15.9K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
8.92KNew |
$200K - $609K
|
8.92K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.25K+ 200.0% |
$28K - $85.5K
|
1.88K
$46.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.26K+ 38.89% |
$28.2K - $86K
|
4.5K
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.35K+ 200.0% |
$30.2K - $92.2K
|
2.03K
$50.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
38.8KNew |
$870K - $2.65M
|
38.8K
$968K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.15K+ 200.0% |
$25.7K - $78.4K
|
1.72K
$42.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
300+ 200.0% |
$6.72K - $20.5K
|
450
$11.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.49K+ 200.0% |
$145K - $443K
|
9.74K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
44+ 200.0% |
$986 - $3K
|
66
$1.64K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
414K+ 186.98% |
$9.27M - $28.3M
|
635K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
128+ 200.0% |
$2.87K - $8.74K
|
192
$4.78K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.87K+ 200.0% |
$132K - $401K
|
8.81K
$219K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.82K+ 200.0% |
$40.8K - $124K
|
2.73K
$68K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
40.1KNew |
$898K - $2.74M
|
40.1K
$999K
|
|
| Q3 2024 | |||||||
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-2.64K- 15.04% |
$161K - $179K
|
14.9K
$371K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$172K - $191K
|
2.81K
$70.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
8.84K+ 200.0% |
$540K - $600K
|
13.3K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.18KNew |
$133K - $148K
|
2.18K
$54.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.2KNew |
$684K - $760K
|
11.2K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 0.62% |
$244 - $271
|
652
$16.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
62.2K+ 1.59% |
$3.8M - $4.22M
|
3.97M
$98.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-185- 3.6% |
$11.3K - $12.6K
|
4.96K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.11KNew |
$190K - $211K
|
3.11K
$77.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
31.5KNew |
$1.93M - $2.14M
|
31.5K
$785K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.7K- 39.86% |
$957K - $1.06M
|
23.6K
$589K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.96K+ 11.72% |
$364K - $404K
|
56.8K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.59KNew |
$220K - $244K
|
3.59K
$89.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
145+ 2.9% |
$8.86K - $9.84K
|
5.15K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.49K- 36.38% |
$152K - $169K
|
4.35K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.84KNew |
$479K - $532K
|
7.84K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
747New |
$45.6K - $50.7K
|
747
$18.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.25K- 37.59% |
$443K - $492K
|
12K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
243New |
$14.8K - $16.5K
|
243
$6.05K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.26KNew |
$138K - $153K
|
2.26K
$56.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-845- 18.9% |
$51.6K - $57.3K
|
3.63K
$90.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-8.96K- 9.82% |
$547K - $608K
|
82.2K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.05K+ 155.77% |
$125K - $139K
|
3.37K
$84K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
49.5KNew |
$3.02M - $3.36M
|
49.5K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-219- 3.94% |
$13.4K - $14.9K
|
5.34K
$133K
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-163K- 93.9% |
$9.95M - $11M
|
10.6K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
350+ 1.6% |
$21.4K - $23.7K
|
22.3K
$555K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
250New |
$15.3K - $17K
|
250
$6.23K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
26KNew |
$1.59M - $1.77M
|
26K
$649K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
22+ 0.61% |
$1.34K - $1.49K
|
3.65K
$90.9K
|
|