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 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.69K+ 1844.5% |
$217K - $239K
|
3.89K
$96.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.4KNew |
$200K - $220K
|
3.4K
$84.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
6.78K+ 91.11% |
$398K - $439K
|
14.2K
$354K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.12KNew |
$183K - $202K
|
3.12K
$77.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2+ 40.0% |
$117 - $130
|
7
$174
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-109- 2.47% |
$6.4K - $7.06K
|
4.3K
$107K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
240New |
$14.1K - $15.5K
|
240
$5.98K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
7.81K+ 287.03% |
$459K - $506K
|
10.5K
$262K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
19New |
$1.12K - $1.23K
|
19
$473
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
98+ 31.61% |
$5.75K - $6.35K
|
408
$10.2K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
178New |
$10.4K - $11.5K
|
178
$4.43K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
34.5KNew |
$2.02M - $2.23M
|
34.5K
$859K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.65KNew |
$97.1K - $107K
|
1.65K
$41.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1KNew |
$58.7K - $64.8K
|
1K
$24.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.54KNew |
$266K - $294K
|
4.54K
$113K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.21K- 36.52% |
$130K - $143K
|
3.84K
$95.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.78KNew |
$104K - $115K
|
1.78K
$44.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4New |
$235 - $259
|
4
$99.6
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4- 0.15% |
$235 - $259
|
2.73K
$68.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.17K- 38.58% |
$245K - $270K
|
6.64K
$165K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.4KNew |
$199K - $220K
|
3.4K
$84.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
179KNew |
$10.5M - $11.6M
|
179K
$4.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
26.2KNew |
$1.54M - $1.7M
|
26.2K
$654K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-925- 17.61% |
$54.3K - $59.9K
|
4.33K
$108K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-276- 80.94% |
$16.2K - $17.9K
|
65
$1.62K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.49K+ 6.18% |
$146K - $161K
|
42.8K
$1.07M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-340- 48.57% |
$20K - $22K
|
360
$8.97K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.83K- 66.67% |
$101K - $113K
|
913
$22.7K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
109KNew |
$6.03M - $6.75M
|
109K
$2.71M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-178- 3.66% |
$9.86K - $11.1K
|
4.68K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
60New |
$3.32K - $3.72K
|
60
$1.49K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.05KNew |
$57.9K - $64.9K
|
1.05K
$26K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
125New |
$6.93K - $7.76K
|
125
$3.11K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
12.7KNew |
$704K - $789K
|
12.7K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 3.46% |
$27.7K - $31K
|
13.9K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.04KNew |
$335K - $375K
|
6.04K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.3KNew |
$183K - $205K
|
3.3K
$82.3K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
25+ 0.19% |
$1.39K - $1.55K
|
13.4K
$333K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.86K- 3.65% |
$159K - $178K
|
75.5K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
4KNew |
$222K - $248K
|
4K
$99.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.46K+ 2.94% |
$247K - $277K
|
156K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.8K- 15.52% |
$984K - $1.1M
|
96.6K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.98K- 32.31% |
$110K - $123K
|
4.16K
$104K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.86K- 11.52% |
$491K - $550K
|
68K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
37.7KNew |
$2.09M - $2.34M
|
37.7K
$939K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-4.42K- 2.39% |
$245K - $274K
|
180K
$4.49M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
188New |
$10.4K - $11.7K
|
188
$4.68K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
776KNew |
$43M - $48.2M
|
776K
$19.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
985K+ 1.02% |
$54.6M - $61.1M
|
97.7M
$2.43B
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-183- 0.88% |
$10.1K - $11.4K
|
20.6K
$512K
|
|