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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23.4K+ 7.69% |
$1.43M - $1.59M
|
328K
$7.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6K+ 7.51% |
$1.26M - $1.4M
|
295K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.3K+ 159.93% |
$750K - $832K
|
19.9K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.15K+ 17.97% |
$70K - $77.8K
|
7.52K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.53K+ 10.41% |
$521K - $579K
|
90.4K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
35.9K+ 15.88% |
$2.2M - $2.44M
|
262K
$6.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
32+ 0.05% |
$1.96K - $2.17K
|
61.8K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.41KNew |
$269K - $299K
|
4.41K
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.7K- 39.86% |
$957K - $1.06M
|
23.6K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-32K- 74.64% |
$1.96M - $2.17M
|
10.9K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.71K- 6.01% |
$226K - $251K
|
57.9K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.06K- 4.4% |
$126K - $140K
|
44.7K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-23.6K- 13.23% |
$1.44M - $1.6M
|
155K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.72K+ 35.28% |
$105K - $116K
|
6.58K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.18M+ 193.78% |
$561M - $623M
|
13.9M
$326M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-353- 0.66% |
$21.6K - $24K
|
53.4K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.96K+ 11.72% |
$364K - $404K
|
56.8K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
7.08K+ 6.16% |
$432K - $480K
|
122K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.62% |
$2.14K - $2.37K
|
5.67K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.98K+ 27.45% |
$182K - $202K
|
13.8K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-150- 2.97% |
$9.17K - $10.2K
|
4.9K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.59KNew |
$220K - $244K
|
3.59K
$84.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
38.2K+ 80.93% |
$2.33M - $2.59M
|
85.4K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-970- 4.44% |
$59.3K - $65.8K
|
20.9K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-4.54K- 2.91% |
$277K - $308K
|
151K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
12.5K+ 7.05% |
$761K - $845K
|
189K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
5.64K+ 92.46% |
$345K - $383K
|
11.7K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.58K- 0.91% |
$96.2K - $107K
|
172K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-346- 0.74% |
$21.1K - $23.5K
|
46.6K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
30+ 0.33% |
$1.83K - $2.04K
|
9.14K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.59K- 6.06% |
$158K - $175K
|
40.1K
$938K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
15+ 0.33% |
$917 - $1.02K
|
4.61K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.03K+ 7.91% |
$124K - $138K
|
27.6K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
779+ 1.22% |
$47.6K - $52.9K
|
64.8K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
13.3K+ 13.74% |
$813K - $902K
|
110K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.54K- 8.51% |
$155K - $172K
|
27.3K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-342- 1.05% |
$20.9K - $23.2K
|
32.3K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.84KNew |
$479K - $532K
|
7.84K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.7K+ 19.95% |
$713K - $792K
|
70.2K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.47K+ 7.76% |
$273K - $303K
|
62K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
197+ 0.34% |
$12K - $13.4K
|
57.6K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-176K- 1.41% |
$10.8M - $12M
|
12.4M
$289M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
503+ 2.39% |
$30.7K - $34.1K
|
21.5K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.23K- 13.29% |
$74.9K - $83.2K
|
8K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-92- 2.26% |
$5.62K - $6.24K
|
3.99K
$93.3K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.79KNew |
$293K - $325K
|
4.79K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
145+ 2.9% |
$8.86K - $9.84K
|
5.15K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.66K- 1.08% |
$101K - $112K
|
151K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
2.41KNew |
$147K - $163K
|
2.41K
$56.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
257+ 0.42% |
$15.7K - $17.4K
|
60.9K
$1.42M
|