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
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-263
Closed
$9.8K - $11.3K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-655
- 25.44%
$19.2K - $25.4K
1.92K $44.9K
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-375
Closed
$11K - $14.5K
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-150
Closed
$4.39K - $5.81K
0 $0
Aug 14, 2020 Q2 2020
Little House Capital LLC

Braintree, MA
BUY
 -
48.6K
New
$1.42M - $1.89M
48.6K $1.14M
Aug 13, 2020 Q2 2020
Baker Ellis Asset Management LLC

SELL
 -
-1.8K
Closed
$52.7K - $69.8K
0 $0
Aug 13, 2020 Q2 2020
Permanens Capital L.P.

New York, NY
SELL
 -
-920
Closed
$26.9K - $35.7K
0 $0
Aug 12, 2020 Q2 2020
Indie Asset Partners, LLC

Carmel, IN
SELL
 -
-3.65K
Closed
$107K - $142K
0 $0
Aug 07, 2020 Q2 2020
Fiera Capital Corp

Montreal, A8
SELL
 -
-4.69K
Closed
$137K - $182K
0 $0
Aug 07, 2020 Q2 2020
Nova Point Capital, LLC

SELL
 -
-4.4K
Closed
$129K - $171K
0 $0
Jul 28, 2020 Q2 2020
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-50.9K
Closed
$1.49M - $1.97M
0 $0
Jul 15, 2020 Q2 2020
Foresight Wealth Management, LLC

SELL
 -
-4.67K
Closed
$136K - $181K
0 $0
Q1 2020
Aug 14, 2020 Q1 2020
Ackerman Capital Advisors, LLC

SELL
 -
-10.1K
Closed
$270K - $411K
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-2.51K
Closed
$66.7K - $102K
0 $0
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
Apr 30, 2020 Q1 2020
Tarbox Family Office, Inc.

SELL
 -
-39
Closed
$1.04K - $1.58K
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
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
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

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