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 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.71KNew |
$335K - $370K
|
5.71K
$149K
|
|
|
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
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
7.2KNew |
$423K - $466K
|
7.2K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
4.49KNew |
$263K - $291K
|
4.49K
$117K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-443- 10.0% |
$26K - $28.7K
|
3.99K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.59K+ 39.76% |
$93.4K - $103K
|
5.59K
$146K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.54K- 2.17% |
$325K - $359K
|
250K
$6.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
98.7M+ 195.73% |
$5.79B - $6.39B
|
149M
$3.88B
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-242- 16.79% |
$14.2K - $15.7K
|
1.2K
$31.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.4KNew |
$1.08M - $1.19M
|
18.4K
$478K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.25KNew |
$191K - $211K
|
3.25K
$84.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.72K- 3.81% |
$101K - $111K
|
43.4K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 100.0% |
$117 - $130
|
4
$104
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
17.6K+ 467.79% |
$1.03M - $1.14M
|
21.3K
$555K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.5K- 31.02% |
$88.1K - $97.2K
|
3.34K
$86.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.25KNew |
$191K - $210K
|
3.25K
$84.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.69K+ 1844.5% |
$217K - $239K
|
3.89K
$101K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.4KNew |
$200K - $220K
|
3.4K
$88.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
6.78K+ 91.11% |
$398K - $439K
|
14.2K
$370K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.12KNew |
$183K - $202K
|
3.12K
$81.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2+ 40.0% |
$117 - $130
|
7
$182
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-109- 2.47% |
$6.4K - $7.06K
|
4.3K
$112K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
240New |
$14.1K - $15.5K
|
240
$6.25K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
7.81K+ 287.03% |
$459K - $506K
|
10.5K
$274K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
19New |
$1.12K - $1.23K
|
19
$495
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
98+ 31.61% |
$5.75K - $6.35K
|
408
$10.6K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
178New |
$10.4K - $11.5K
|
178
$4.64K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
34.5KNew |
$2.02M - $2.23M
|
34.5K
$898K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.65KNew |
$97.1K - $107K
|
1.65K
$43.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1KNew |
$58.7K - $64.8K
|
1K
$26.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.54KNew |
$266K - $294K
|
4.54K
$118K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.21K- 36.52% |
$130K - $143K
|
3.84K
$100K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.78KNew |
$104K - $115K
|
1.78K
$46.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4New |
$235 - $259
|
4
$104
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4- 0.15% |
$235 - $259
|
2.73K
$71.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.17K- 38.58% |
$245K - $270K
|
6.64K
$173K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.4KNew |
$199K - $220K
|
3.4K
$88.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
179KNew |
$10.5M - $11.6M
|
179K
$4.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
26.2KNew |
$1.54M - $1.7M
|
26.2K
$684K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-925- 17.61% |
$54.3K - $59.9K
|
4.33K
$113K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-276- 80.94% |
$16.2K - $17.9K
|
65
$1.69K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.49K+ 6.18% |
$146K - $161K
|
42.8K
$1.11M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-340- 48.57% |
$20K - $22K
|
360
$9.38K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.83K- 66.67% |
$101K - $113K
|
913
$23.8K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
109KNew |
$6.03M - $6.75M
|
109K
$2.83M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-178- 3.66% |
$9.86K - $11.1K
|
4.68K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
60New |
$3.32K - $3.72K
|
60
$1.56K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.05KNew |
$57.9K - $64.9K
|
1.05K
$27.2K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
125New |
$6.93K - $7.76K
|
125
$3.26K
|
|