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
Apr 29, 2022 Q1 2022
Schaper Benz & Wise Investment Counsel Inc

SELL
 -
-1.95K
Closed
$96.6K - $112K
0 $0
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
440
+ 100.0%
$21.8K - $25.2K
880 $20.6K
Apr 28, 2022 Q1 2022
Carderock Capital Management Inc

SELL
 -
-4.53K
Closed
$224K - $259K
0 $0
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-12
Closed
$594 - $687
0 $0
Apr 28, 2022 Q1 2022
Barnett & Company, Inc.

SELL
 -
-1.6K
Closed
$79.2K - $91.6K
0 $0
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

SELL
 -
-5
Closed
$248 - $286
0 $0
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-548
Closed
$27.1K - $31.4K
0 $0
Apr 26, 2022 Q1 2022
North Point Portfolio Managers Corp

SELL
 -
-2K
Closed
$99K - $115K
0 $0
Apr 25, 2022 Q1 2022
Investment Research & Advisory Group, Inc.

SELL
 -
-277
Closed
$13.7K - $15.9K
0 $0
Apr 22, 2022 Q1 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
304
+ 100.0%
$15.1K - $17.4K
608 $14.2K
Apr 21, 2022 Q1 2022
Bck Partners, Inc.

SELL
 -
-1.88K
Closed
$92.8K - $107K
0 $0
Apr 21, 2022 Q1 2022
Cwa Asset Management Group, LLC

SELL
 -
-5.37K
Closed
$266K - $307K
0 $0
Apr 21, 2022 Q1 2022
Topel & Distasi Wealth Management, LLC

BUY
 -
23.3K
+ 100.0%
$1.15M - $1.33M
46.5K $1.09M
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

BUY
 -
13
+ 100.0%
$644 - $745
26 $607
Apr 19, 2022 Q1 2022
South Shore Capital Advisors

BUY
 -
2.43K
+ 100.0%
$120K - $139K
4.85K $113K
Apr 18, 2022 Q1 2022
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-1.76K
Closed
$86.9K - $101K
0 $0
Apr 14, 2022 Q1 2022
First Command Bank

SELL
 -
-57
Closed
$2.82K - $3.26K
0 $0
Apr 14, 2022 Q1 2022
Edge Wealth Management LLC

SELL
 -
-1
Closed
$49.5 - $57.3
0 $0
Apr 12, 2022 Q1 2022
Ht Partners LLC

BUY
 -
8.03K
+ 100.0%
$397K - $460K
16.1K $375K
Apr 11, 2022 Q1 2022
Swarthmore Group Inc

SELL
 -
-2.28K
Closed
$113K - $131K
0 $0
Apr 07, 2022 Q1 2022
Soa Wealth Advisors, Llc.

BUY
 -
116
New
$5.74K - $6.64K
116 $2.71K
Apr 06, 2022 Q1 2022
Murphy Capital Management Inc

BUY
 -
2.85K
+ 79.34%
$141K - $163K
6.44K $150K
Q4 2021
Dec 30, 2022 Q4 2021
Warther Private Wealth, LLC

Akron, OH
SELL
 -
-11
- 0.24%
$571 - $630
4.59K $107K
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
0
Closed
$0 - $0
0 $0
Feb 17, 2022 Q4 2021
Iron Bridge Private Wealth, LLC

SELL
 -
-43
Closed
$2.23K - $2.46K
0 $0
Feb 14, 2022 Q4 2021
Ade, LLC

SELL
 -
-1.04K
Closed
$53.8K - $59.4K
0 $0
Feb 14, 2022 Q4 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-3.07K
Closed
$159K - $176K
0 $0
Feb 14, 2022 Q4 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-271
Closed
$14.1K - $15.5K
0 $0
Feb 14, 2022 Q4 2021
Cassia Capital Partners, LLC

Winston Salem, NC
SELL
 -
-3.61K
Closed
$187K - $207K
0 $0
Feb 10, 2022 Q4 2021
Running Point Capital Advisors, LLC

SELL
 -
-9.05K
Closed
$470K - $518K
0 $0
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
796
New
$41.3K - $45.6K
796 $18.6K
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-661
Closed
$34.3K - $37.9K
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-9.7K
Closed
$504K - $556K
0 $0
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-766
Closed
$39.8K - $43.9K
0 $0
Jan 25, 2022 Q4 2021
First Command Financial Services, Inc.

SELL
 -
-57
Closed
$2.96K - $3.27K
0 $0
Jan 24, 2022 Q4 2021
National Mutual Insurance Federation Of Agricultural Cooperatives

SELL
 -
-116K
Closed
$6.02M - $6.65M
0 $0
Jan 14, 2022 Q4 2021
Fundamentun, LLC

Beachwood, OH
SELL
 -
-9.11K
Closed
$473K - $522K
0 $0
Q3 2021
Nov 19, 2021 Q3 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-248K
Closed
$12.8M - $13.6M
0 $0
Nov 15, 2021 Q3 2021
Claybrook Capital, LLC

SELL
 -
-10K
Closed
$515K - $549K
0 $0
Nov 15, 2021 Q3 2021
Maple Capital Management, Inc.

SELL
 -
-2.23K
Closed
$115K - $122K
0 $0
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-685
Closed
$35.3K - $37.6K
0 $0
Nov 12, 2021 Q3 2021
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-311
Closed
$16K - $17.1K
0 $0
Nov 12, 2021 Q3 2021
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-2.4K
Closed
$124K - $132K
0 $0
Nov 09, 2021 Q3 2021
Signet Investment Advisory Group, Inc.

SELL
 -
-2.05K
Closed
$106K - $113K
0 $0
Nov 09, 2021 Q3 2021
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
SELL
 -
-184K
Closed
$9.5M - $10.1M
0 $0
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

SELL
 -
-38
Closed
$1.96K - $2.09K
0 $0
Nov 08, 2021 Q3 2021
Arjuna Capital

SELL
 -
-1.52K
Closed
$78.3K - $83.5K
0 $0
Nov 05, 2021 Q3 2021
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
SELL
 -
-4
Closed
$206 - $220
0 $0
Nov 04, 2021 Q3 2021
Cypress Capital Management LLC (Wy)

SELL
 -
-25
Closed
$1.29K - $1.37K
0 $0

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