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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
204New |
$9.14K - $10.1K
|
204
$4.77K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
4.14KNew |
$185K - $205K
|
4.14K
$96.7K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-25- 0.52% |
$1.12K - $1.24K
|
4.78K
$112K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
46New |
$2.06K - $2.27K
|
46
$1.07K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-222- 55.5% |
$9.94K - $11K
|
178
$4.16K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
4.3KNew |
$192K - $212K
|
4.3K
$100K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.3KNew |
$193K - $213K
|
4.3K
$101K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
183+ 2.35% |
$8.19K - $9.04K
|
7.97K
$186K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
6.95KNew |
$311K - $343K
|
6.95K
$162K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.16K- 79.77% |
$51.9K - $57.3K
|
294
$6.87K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
108+ 0.19% |
$4.84K - $5.34K
|
57.4K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-275- 0.66% |
$12.3K - $13.6K
|
41.7K
$973K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.82KNew |
$216K - $238K
|
4.82K
$113K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-9.28K- 50.48% |
$416K - $459K
|
9.11K
$213K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.39KNew |
$376K - $415K
|
8.39K
$196K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-479- 5.49% |
$21.4K - $23.7K
|
8.25K
$193K
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-3.72K- 20.07% |
$167K - $184K
|
14.8K
$346K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-152- 1.19% |
$6.81K - $7.51K
|
12.6K
$295K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-1.24K- 0.4% |
$55.3K - $61K
|
306K
$7.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.29K+ 1.97% |
$57.9K - $63.8K
|
66.8K
$1.56M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.58K- 17.71% |
$116K - $127K
|
12K
$280K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
75+ 0.25% |
$3.36K - $3.71K
|
29.7K
$695K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
15.1KNew |
$678K - $748K
|
15.1K
$354K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-389- 1.88% |
$17.4K - $19.2K
|
20.3K
$474K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11.8K- 1.87% |
$530K - $585K
|
623K
$14.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
140+ 2.98% |
$6.27K - $6.92K
|
4.85K
$113K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2025
Q4 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-5.98KClosed |
$253K - $288K
|
0
$0
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.5K+ 20.93% |
$570K - $649K
|
77.9K
$1.82M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.62KNew |
$322K - $367K
|
7.62K
$178K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-446Closed |
$18.8K - $21.5K
|
0
$0
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.67% |
$84.5 - $96.3
|
301
$7.03K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.53KNew |
$191K - $218K
|
4.53K
$106K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
218New |
$9.21K - $10.5K
|
218
$5.09K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.19K+ 169.13% |
$50.2K - $57.3K
|
1.89K
$44.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-608- 2.75% |
$25.7K - $29.3K
|
21.5K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
76.7KNew |
$3.24M - $3.69M
|
76.7K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.59KNew |
$236K - $269K
|
5.59K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-247- 0.63% |
$10.4K - $11.9K
|
38.7K
$904K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
988New |
$41.7K - $47.6K
|
988
$23.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
437+ 1.23% |
$18.5K - $21K
|
35.9K
$838K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
278New |
$11.7K - $13.4K
|
278
$6.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.19K+ 64.98% |
$177K - $202K
|
10.6K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-626- 0.72% |
$26.4K - $30.1K
|
86.4K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.78K- 99.94% |
$75K - $85.5K
|
1
$23.4
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-316- 5.41% |
$13.4K - $15.2K
|
5.52K
$129K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
454New |
$19.2K - $21.9K
|
454
$10.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
50+ 0.89% |
$2.11K - $2.41K
|
5.65K
$132K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.59KNew |
$194K - $221K
|
4.59K
$107K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
25.4KNew |
$1.07M - $1.22M
|
25.4K
$592K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
21.6KNew |
$912K - $1.04M
|
21.6K
$504K
|
|