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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13New |
$794 - $882
|
13
$324
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14.8K+ 12.95% |
$905K - $1M
|
129K
$3.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.49K+ 17.97% |
$152K - $169K
|
16.3K
$407K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-20- 0.15% |
$1.22K - $1.36K
|
13.4K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$76.2K - $84.6K
|
1.25K
$31.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.12KNew |
$191K - $212K
|
3.12K
$77.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
24.1K+ 200.0% |
$1.48M - $1.64M
|
36.2K
$902K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-161- 0.49% |
$9.84K - $10.9K
|
33K
$822K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
910+ 22.67% |
$55.6K - $61.7K
|
4.93K
$123K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-307- 0.2% |
$18.8K - $20.8K
|
150K
$3.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.17K- 1.97% |
$71.6K - $79.5K
|
58.3K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.6K+ 13.54% |
$6.02M - $6.69M
|
827K
$20.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
82+ 141.38% |
$5.01K - $5.56K
|
140
$3.49K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.55K- 20.21% |
$94.6K - $105K
|
6.11K
$152K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.2K- 22.49% |
$73.2K - $81.3K
|
4.13K
$103K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-101- 98.06% |
$6.17K - $6.85K
|
2
$49.8
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
18.3K+ 440.17% |
$1.12M - $1.24M
|
22.5K
$560K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
23+ 0.56% |
$1.41K - $1.56K
|
4.16K
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-3.83K- 9.28% |
$234K - $260K
|
37.4K
$932K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-184- 3.91% |
$11.2K - $12.5K
|
4.52K
$113K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.98KNew |
$305K - $338K
|
4.98K
$124K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
636New |
$38.9K - $43.2K
|
636
$15.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.56KNew |
$95K - $106K
|
1.56K
$38.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-40- 1.23% |
$2.44K - $2.71K
|
3.22K
$80.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.49KNew |
$274K - $304K
|
4.49K
$112K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 0.66% |
$183 - $204
|
457
$11.4K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
3.06KNew |
$187K - $208K
|
3.06K
$76.2K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-8.4K- 4.49% |
$493K - $544K
|
179K
$4.45M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-6.53K- 5.19% |
$383K - $423K
|
119K
$2.97M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
53New |
$3.11K - $3.43K
|
53
$1.32K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.31K+ 50.2% |
$194K - $214K
|
9.9K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.15KNew |
$302K - $334K
|
5.15K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
101New |
$5.93K - $6.54K
|
101
$2.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.71KNew |
$335K - $370K
|
5.71K
$142K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26Closed |
$1.53K - $1.68K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
7.82KNew |
$459K - $507K
|
7.82K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
7.2KNew |
$423K - $466K
|
7.2K
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
4.49KNew |
$263K - $291K
|
4.49K
$112K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
45.8KNew |
$2.69M - $2.97M
|
45.8K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-443- 10.0% |
$26K - $28.7K
|
3.99K
$99.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
10.8KNew |
$633K - $698K
|
10.8K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.59K+ 39.76% |
$93.4K - $103K
|
5.59K
$139K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.54K- 2.17% |
$325K - $359K
|
250K
$6.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
98.7M+ 195.73% |
$5.79B - $6.39B
|
149M
$3.71B
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-242- 16.79% |
$14.2K - $15.7K
|
1.2K
$29.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.4KNew |
$1.08M - $1.19M
|
18.4K
$457K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.17K- 16.22% |
$68.8K - $75.9K
|
6.05K
$151K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.25KNew |
$191K - $211K
|
3.25K
$81K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.72K- 3.81% |
$101K - $111K
|
43.4K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 100.0% |
$117 - $130
|
4
$99.6
|
|