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 15, 2022 Q2 2022
Bt Wealth Management LLC

BUY
 -
17
+ 0.06%
$737 - $927
30.3K $790K
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
400
+ 90.91%
$17.3K - $21.8K
840 $21.9K
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 $19M
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 $247K
Jul 08, 2022 Q2 2022
Covington Capital Management

SELL
 -
-88
- 33.59%
$3.81K - $4.8K
174 $4.53K
Q1 2022
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
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 $359K
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 $1.72K
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 $157K
May 09, 2022 Q1 2022
Proffitt & Goodson Inc

BUY
 -
1.6K
+ 100.0%
$79.4K - $91.9K
3.21K $83.6K
May 09, 2022 Q1 2022
Mc Cutchen Group LLC

BUY
 -
2.32K
+ 100.0%
$115K - $133K
4.63K $121K
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 $14.7M
May 03, 2022 Q1 2022
Bourgeon Capital Management LLC

BUY
 -
90
New
$4.46K - $5.15K
90 $2.34K
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 $192K
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 $1.04K
Apr 29, 2022 Q1 2022
Focused Wealth Management, Inc

BUY
 -
29
+ 100.0%
$1.44K - $1.66K
58 $1.51K
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 $22.9K
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 $15.8K
Apr 21, 2022 Q1 2022
Stillwater Capital Advisors, LLC

BUY
 -
4.37K
+ 100.0%
$216K - $250K
8.74K $228K
Apr 21, 2022 Q1 2022
Bck Partners, Inc.

SELL
 -
-1.88K
Closed
$92.8K - $107K
0 $0
Apr 21, 2022 Q1 2022
Topel & Distasi Wealth Management, LLC

BUY
 -
23.3K
+ 100.0%
$1.15M - $1.33M
46.5K $1.21M
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

BUY
 -
13
+ 100.0%
$644 - $745
26 $677

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