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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-558Closed |
$28.7K - $30.7K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
26.8KNew |
$1.38M - $1.47M
|
26.8K
$626K
|
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-10Closed |
$515 - $549
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-484Closed |
$24.9K - $26.6K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-484Closed |
$24.9K - $26.6K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-3.03KClosed |
$156K - $166K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-50Closed |
$2.43K - $2.6K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.7KClosed |
$180K - $192K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.05KClosed |
$50.8K - $54.4K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-3.19KClosed |
$155K - $166K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.8KClosed |
$87.4K - $93.5K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-2.08KClosed |
$101K - $108K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.74KClosed |
$377K - $403K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-3.79KClosed |
$184K - $197K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-17.1KClosed |
$830K - $888K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-980Closed |
$47.6K - $51K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-35KClosed |
$1.7M - $1.82M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.36KClosed |
$196K - $211K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-48Closed |
$2.16K - $2.32K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.26KClosed |
$101K - $109K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-926Closed |
$41.6K - $44.8K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-139KClosed |
$6.23M - $6.71M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16.3KClosed |
$730K - $786K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-41Closed |
$1.84K - $1.98K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-70Closed |
$3.14K - $3.38K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.53KClosed |
$113K - $122K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
SELL
|
- |
-479Closed |
$21.5K - $23.2K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 12, 2024
Q4 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-9.5KClosed |
$374K - $432K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-372Closed |
$14.6K - $16.9K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-275Closed |
$10.8K - $12.5K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.6KClosed |
$102K - $118K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-6.65KClosed |
$262K - $302K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
251KNew |
$9.88M - $11.4M
|
251K
$5.86M
|
|
|
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
19KNew |
$746K - $862K
|
19K
$443K
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-18.2KClosed |
$717K - $829K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-450Closed |
$17.7K - $20.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200Closed |
$7.87K - $9.1K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-5.78KClosed |
$227K - $263K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-250Closed |
$9.84K - $11.4K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.1KClosed |
$122K - $141K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
13.5KNew |
$532K - $615K
|
13.5K
$316K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-267Closed |
$9.95K - $11.5K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-83.8KClosed |
$3.12M - $3.61M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-2.83KClosed |
$105K - $122K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Iron Financial, LLC
|
SELL
|
- |
-8.36KClosed |
$311K - $360K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.45KClosed |
$54K - $62.3K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-3.89KClosed |
$145K - $167K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-152Closed |
$5.66K - $6.54K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-330Closed |
$12.3K - $14.2K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
20.4KNew |
$759K - $877K
|
20.4K
$476K
|
|