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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2018
Q2 2018
|
Moller Financial Services
|
SELL
|
- |
-3.26KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Simplex Trading, LLC
|
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Pacific Sun Financial Corp
|
SELL
|
- |
-5.96KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.35KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Sol Capital Management CO
|
SELL
|
- |
-4.72KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.88KNew |
N/A
|
1.88K
$43.9K
|
|
|
Apr 10, 2018
Q1 2018
|
Norway Savings Bank
|
SELL
|
- |
-13KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
May 07, 2020
Q4 2017
|
Royal Fund Management, LLC
|
SELL
|
- |
-249Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-18.4KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2018
Q4 2017
|
Middleton & CO Inc
|
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$23.4
|
|
|
Nov 08, 2017
Q3 2017
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-60KClosed |
N/A
|
0
$0
|
|
|
Oct 27, 2017
Q3 2017
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|