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 29, 2019
Q3 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-4.35KClosed |
$153K - $157K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
123New |
$4.34K - $4.43K
|
123
$2.87K
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4KClosed |
$141K - $144K
|
0
$0
|
|
|
Oct 07, 2019
Q3 2019
|
Spence Asset Management
|
SELL
|
- |
-215Closed |
$7.59K - $7.74K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.68KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.54KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.4KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-4.55KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.2KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-662Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.34KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-7.15KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-535Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-312Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-3.15KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
605New |
N/A
|
605
$14.1K
|
|
|
May 15, 2019
Q1 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-237Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Newfound Research LLC
|
SELL
|
- |
-243Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-8.55KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Empirical Finance, LLC
|
SELL
|
- |
-66KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-7.57KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-16.4KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-32Closed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-109Closed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Ami Asset Management Corp
|
SELL
|
- |
-147KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-196KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
294KNew |
N/A
|
294K
$6.87M
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-43.5KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.03KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-902Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.18KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17KClosed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.78KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-175Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-56.6KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.09KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
May 26, 2023
Q3 2018
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-16.9KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-601Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Davidson Investment Advisors
|
SELL
|
- |
-3.61KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-120KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-722Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-641Closed |
N/A
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Marshall & Sullivan Inc
|
SELL
|
- |
-18Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-18.4KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|