Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-81.4K
Closed
$2.17M - $3.3M
0 $0
May 14, 2020 Q1 2020
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-40
Closed
$1.06K - $1.62K
0 $0
May 14, 2020 Q1 2020
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-2.66K
Closed
$70.8K - $108K
0 $0
May 14, 2020 Q1 2020
Goodman Financial Corp

Houston, TX
SELL
 -
-3.04K
Closed
$80.9K - $123K
0 $0
May 13, 2020 Q1 2020
Cornerstone Wealth Management, LLC

SELL
 -
-3.25K
Closed
$86.5K - $132K
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-1.24K
Closed
$33.1K - $50.4K
0 $0
May 13, 2020 Q1 2020
Knuff & CO LLC

Foster City, CA
SELL
 -
-127
Closed
$3.38K - $5.15K
0 $0
May 11, 2020 Q1 2020
Waters Parkerson & Co., LLC

SELL
 -
-3.8K
Closed
$101K - $154K
0 $0
May 08, 2020 Q1 2020
Strategic Financial Services, Inc,

Utica, NY
SELL
 -
-90.8K
Closed
$2.42M - $3.68M
0 $0
May 01, 2020 Q1 2020
Telos Capital Management, Inc.

SELL
 -
-2.79K
Closed
$74.2K - $113K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-1.45K
Closed
$38.6K - $58.8K
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-54.9K
Closed
$1.46M - $2.22M
0 $0
Apr 28, 2020 Q1 2020
Evergreen Advisors, LLC

SELL
 -
-2.61K
Closed
$69.3K - $106K
0 $0
Apr 23, 2020 Q1 2020
Harvest Group Wealth Management, LLC

SELL
 -
-5
Closed
$133 - $203
0 $0
Apr 17, 2020 Q1 2020
Old Port Advisors

SELL
 -
-4.26K
Closed
$113K - $173K
0 $0
Apr 17, 2020 Q1 2020
Donald L. Hagan, LLC

SELL
 -
-5.52K
Closed
$147K - $224K
0 $0
Apr 16, 2020 Q1 2020
Lincoln Capital Corp

SELL
 -
-28.4K
Closed
$755K - $1.15M
0 $0
Apr 16, 2020 Q1 2020
Wooster Corthell Wealth Management, Inc.

SELL
 -
-328K
Closed
$8.73M - $13.3M
0 $0
Apr 09, 2020 Q1 2020
Arlington Financial Advisors, LLC

SELL
 -
-3.67K
Closed
$97.6K - $149K
0 $0
Q4 2019
Sep 04, 2020 Q4 2019
Intelligence Driven Advisers, LLC

SELL
 -
-4.27K
Closed
$147K - $164K
0 $0
Feb 14, 2020 Q4 2019
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-166K
Closed
$5.7M - $6.38M
0 $0
Feb 13, 2020 Q4 2019
Weil Company, Inc.

SELL
 -
-486
Closed
$16.7K - $18.7K
0 $0
Feb 12, 2020 Q4 2019
Shoker Investment Counsel, Inc.

Oxford, OH
SELL
 -
-2.96K
Closed
$102K - $114K
0 $0
Feb 12, 2020 Q4 2019
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-1.12K
Closed
$38.4K - $43K
0 $0
Feb 07, 2020 Q4 2019
Bishop & CO Investment Management, LLC

SELL
 -
-5.86K
Closed
$202K - $226K
0 $0
Feb 07, 2020 Q4 2019
Marietta Wealth Management, LLC

SELL
 -
-5.18K
Closed
$178K - $199K
0 $0
Feb 07, 2020 Q4 2019
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-494
Closed
$17K - $19K
0 $0
Feb 03, 2020 Q4 2019
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-3.72K
Closed
$128K - $143K
0 $0
Jan 31, 2020 Q4 2019
Independence Bank Of Kentucky

SELL
 -
-21
Closed
$723 - $809
0 $0
Jan 29, 2020 Q4 2019
First American Trust, Fsb

SELL
 -
-8.95K
Closed
$308K - $345K
0 $0
Jan 27, 2020 Q4 2019
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-5.14K
Closed
$177K - $198K
0 $0
Jan 23, 2020 Q4 2019
Brightworth

SELL
 -
-4.68K
Closed
$161K - $180K
0 $0
Jan 21, 2020 Q4 2019
Wealthfront Advisers LLC

SELL
 -
-6.92K
Closed
$238K - $267K
0 $0
Q3 2019
Nov 14, 2019 Q3 2019
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-3.09K
Closed
$109K - $111K
0 $0
Nov 14, 2019 Q3 2019
Private Capital Management, LLC

Naples, FL
SELL
 -
-3.68K
Closed
$130K - $133K
0 $0
Nov 06, 2019 Q3 2019
All Square Wealth Management LLC

Albany, NY
SELL
 -
-90
Closed
$3.18K - $3.24K
0 $0
Nov 05, 2019 Q3 2019
Summit Financial Wealth Advisors, LLC

SELL
 -
-3.88K
Closed
$137K - $140K
0 $0
Nov 05, 2019 Q3 2019
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-1.21K
Closed
$42.7K - $43.6K
0 $0
Nov 04, 2019 Q3 2019
Cnb Bank

Clearfield, PA
SELL
 -
-18
Closed
$635 - $648
0 $0
Oct 29, 2019 Q3 2019
Requisite Capital Management, LLC

SELL
 -
-4.35K
Closed
$153K - $157K
0 $0
Oct 29, 2019 Q3 2019
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
123
New
$4.34K - $4.43K
123 $2.88K
Oct 25, 2019 Q3 2019
Fny Investment Advisers, LLC

SELL
 -
-4K
Closed
$141K - $144K
0 $0
Oct 07, 2019 Q3 2019
Spence Asset Management

SELL
 -
-215
Closed
$7.59K - $7.74K
0 $0
Q2 2019
Aug 14, 2019 Q2 2019
Green Square Capital Advisors LLC

SELL
 -
-8.68K
Closed
N/A
0 $0
Aug 14, 2019 Q2 2019
Lvw Advisors, LLC

SELL
 -
-3.54K
Closed
N/A
0 $0
Aug 14, 2019 Q2 2019
Meitav Dash Investments LTD

SELL
 -
-3.4K
Closed
N/A
0 $0
Aug 14, 2019 Q2 2019
Ensemble Capital Ensemble Capital Management, LLC | San Francisco, Ca
SELL
 -
-4.55K
Closed
N/A
0 $0
Aug 13, 2019 Q2 2019
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-200
Closed
N/A
0 $0
Aug 13, 2019 Q2 2019
Virtu Financial LLC

New York, NY
SELL
 -
-14.2K
Closed
N/A
0 $0

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