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
Jul 26, 2022 Q2 2022
Baron Silver Stevens Financial Advisors, LLC

SELL
 -
-3.85K
Closed
$167K - $210K
0 $0
Jul 25, 2022 Q2 2022
Hc Financial Advisors Inc

SELL
 -
-375
- 12.91%
$16.3K - $20.4K
2.53K $59.1K
Jul 22, 2022 Q2 2022
Altium Wealth Management LLC

BUY
 -
5.59K
+ 19.62%
$242K - $304K
34.1K $795K
Jul 22, 2022 Q2 2022
Bison Wealth, LLC

BUY
 -
5
+ 0.25%
$217 - $273
2.03K $47.4K
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

SELL
 -
-147
Closed
$6.37K - $8.01K
0 $0
Jul 22, 2022 Q2 2022
Loveless Wealth Management LLC

BUY
 -
518
+ 2.58%
$22.5K - $28.2K
20.6K $482K
Jul 22, 2022 Q2 2022
Patton Albertson Miller Group, LLC

SELL
 -
-4.07K
Closed
$176K - $222K
0 $0
Jul 22, 2022 Q2 2022
Teamwork Financial Advisors, LLC

SELL
 -
-5.27K
Closed
$229K - $287K
0 $0
Jul 21, 2022 Q2 2022
Leo H. Evart, Inc.

BUY
 -
30
+ 0.4%
$1.3K - $1.64K
7.46K $174K
Jul 21, 2022 Q2 2022
Round Table Services, LLC

BUY
 -
1.13K
+ 15.93%
$49.2K - $61.8K
8.25K $193K
Jul 19, 2022 Q2 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
196
New
$8.5K - $10.7K
196 $4.58K
Jul 15, 2022 Q2 2022
Bt Wealth Management LLC

BUY
 -
17
+ 0.06%
$737 - $927
30.3K $709K
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
400
+ 90.91%
$17.3K - $21.8K
840 $19.6K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-258
Closed
$11.2K - $14.1K
0 $0
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
731K
New
$31.7M - $39.8M
731K $17.1M
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

SELL
 -
-150
Closed
$6.5K - $8.18K
0 $0
Jul 11, 2022 Q2 2022
Orser Capital Management, LLC

BUY
 -
40
+ 0.42%
$1.73K - $2.18K
9.49K $222K
Jul 08, 2022 Q2 2022
Covington Capital Management

SELL
 -
-88
- 33.59%
$3.81K - $4.8K
174 $4.06K
Q1 2022
May 31, 2022 Q1 2022
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
SELL
 -
-80.9K
Closed
$4.01M - $4.63M
0 $0
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-279
Closed
$13.8K - $16K
0 $0
May 17, 2022 Q1 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-4.66K
Closed
$231K - $267K
0 $0
May 16, 2022 Q1 2022
Angeles Investment Advisors, LLC

SELL
 -
-468
Closed
$23.2K - $26.8K
0 $0
May 13, 2022 Q1 2022
Caerus Investment Advisors, LLC

SELL
 -
-2.38K
Closed
$118K - $136K
0 $0
May 13, 2022 Q1 2022
Journey Advisory Group, LLC

SELL
 -
-1.76K
Closed
$87.3K - $101K
0 $0
May 13, 2022 Q1 2022
Kemper Corp

SELL
 -
-86.7K
Closed
$4.29M - $4.97M
0 $0
May 13, 2022 Q1 2022
Sbk Financial, Inc.

Richmond, VA
SELL
 -
-237
Closed
$11.7K - $13.6K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-361
Closed
$17.9K - $20.7K
0 $0
May 11, 2022 Q1 2022
Red Cedar Capital, LLC

BUY
 -
6.89K
+ 100.0%
$341K - $394K
13.8K $322K
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-49
Closed
$2.43K - $2.81K
0 $0
May 11, 2022 Q1 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-42
- 38.89%
$2.08K - $2.41K
66 $1.54K
May 10, 2022 Q1 2022
Windward Private Wealth Management Inc.

SELL
 -
-2.6K
Closed
$129K - $149K
0 $0
May 10, 2022 Q1 2022
Rather & Kittrell, Inc.

Knoxville, TN
SELL
 -
-190
Closed
$9.41K - $10.9K
0 $0
May 09, 2022 Q1 2022
Dixon Hubard Feinour & Brown Inc

BUY
 -
3.02K
+ 100.0%
$150K - $173K
6.05K $141K
May 09, 2022 Q1 2022
Proffitt & Goodson Inc

BUY
 -
1.6K
+ 100.0%
$79.4K - $91.9K
3.21K $74.9K
May 09, 2022 Q1 2022
Mc Cutchen Group LLC

BUY
 -
2.32K
+ 100.0%
$115K - $133K
4.63K $108K
May 05, 2022 Q1 2022
Jackson Wealth Management, LLC

SELL
 -
-83.5K
Closed
$4.14M - $4.78M
0 $0
May 05, 2022 Q1 2022
Fulcrum Capital LLC

SELL
 -
-7.36K
Closed
$364K - $421K
0 $0
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

SELL
 -
-166
Closed
$8.22K - $9.51K
0 $0
May 04, 2022 Q1 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
SELL
 -
-1.89K
Closed
$93.7K - $108K
0 $0
May 04, 2022 Q1 2022
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
282K
+ 100.0%
$13.9M - $16.1M
563K $13.2M
May 03, 2022 Q1 2022
Bourgeon Capital Management LLC

BUY
 -
90
New
$4.46K - $5.15K
90 $2.1K
May 03, 2022 Q1 2022
Silver Oak Advisory Group, Inc.

Portland, OR
SELL
 -
-2.95K
Closed
$146K - $169K
0 $0
May 03, 2022 Q1 2022
Cullen Capital Management, LLC

New York, NY
SELL
 -
-79.5K
Closed
$3.94M - $4.55M
0 $0
May 02, 2022 Q1 2022
Btr Capital Management Inc

BUY
 -
2.49K
+ 50.88%
$123K - $143K
7.38K $172K
May 02, 2022 Q1 2022
Spinnaker Trust

SELL
 -
-1.86K
Closed
$91.9K - $106K
0 $0
Apr 29, 2022 Q1 2022
Financial Connections Group, Inc.

SELL
 -
-96
Closed
$4.75K - $5.5K
0 $0
Apr 29, 2022 Q1 2022
Whittier Trust CO

BUY
 -
40
New
$1.98K - $2.29K
40 $934
Apr 29, 2022 Q1 2022
Accel Wealth Management

BUY
 -
1.15K
+ 100.0%
$56.9K - $65.9K
2.3K $53.7K
Apr 29, 2022 Q1 2022
Focused Wealth Management, Inc

BUY
 -
29
+ 100.0%
$1.44K - $1.66K
58 $1.35K

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