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 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
578K+ 9.81% |
$35.3M - $39.2M
|
6.48M
$152M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
21.1K+ 6.73% |
$1.29M - $1.43M
|
334K
$7.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
76+ 1.36% |
$4.64K - $5.16K
|
5.68K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-14.5K- 1.42% |
$888K - $986K
|
1.01M
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.49K- 36.38% |
$152K - $169K
|
4.35K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.5K- 4.15% |
$1.93M - $2.14M
|
727K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
276K+ 188.3% |
$16.8M - $18.7M
|
422K
$9.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.84KNew |
$479K - $532K
|
7.84K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.29K+ 20.61% |
$78.5K - $87.2K
|
7.52K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.03KNew |
$185K - $206K
|
3.03K
$70.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.06K+ 16.72% |
$64.5K - $71.6K
|
7.36K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.01M+ 205.61% |
$61.6M - $68.4M
|
1.5M
$35.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-450- 26.72% |
$27.5K - $30.5K
|
1.23K
$28.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
58.8KNew |
$3.59M - $3.99M
|
58.8K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.6K+ 0.42% |
$159K - $177K
|
628K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
57.9K+ 1268.16% |
$3.54M - $3.93M
|
62.5K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5.07K+ 21.45% |
$310K - $344K
|
28.7K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
43.1K+ 0.41% |
$2.63M - $2.93M
|
10.6M
$249M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
13.7K+ 21.46% |
$838K - $931K
|
77.6K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
22.3KNew |
$1.36M - $1.51M
|
22.3K
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.28K- 1.58% |
$445K - $494K
|
453K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
7.1K+ 10.11% |
$434K - $482K
|
77.4K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-192- 0.41% |
$11.7K - $13K
|
46.2K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.99K- 10.38% |
$366K - $406K
|
51.7K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-5.37K- 6.67% |
$328K - $364K
|
75.1K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
50+ 0.22% |
$3.06K - $3.39K
|
23.3K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.88K+ 2.02% |
$360K - $399K
|
297K
$6.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-182- 0.48% |
$11.1K - $12.3K
|
38K
$888K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
25.4K+ 2.93% |
$1.55M - $1.73M
|
893K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
568K+ 10.05% |
$34.7M - $38.5M
|
6.22M
$145M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.34KNew |
$204K - $226K
|
3.34K
$78K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7New |
$428 - $475
|
7
$164
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-14.4K- 34.88% |
$882K - $979K
|
26.9K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
607+ 2.78% |
$37.1K - $41.2K
|
22.4K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
103+ 0.63% |
$6.29K - $6.99K
|
16.4K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
747New |
$45.6K - $50.7K
|
747
$17.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 0.51% |
$3.06K - $3.39K
|
9.84K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
606+ 312.37% |
$37K - $41.1K
|
800
$18.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-960- 4.32% |
$58.7K - $65.1K
|
21.3K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.16K- 0.3% |
$70.8K - $78.6K
|
388K
$9.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.99K- 6.04% |
$121K - $135K
|
30.9K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
6.36K+ 4.56% |
$389K - $432K
|
146K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
6.86KNew |
$419K - $466K
|
6.86K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.97K- 4.08% |
$120K - $134K
|
46.4K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
334+ 3.33% |
$20.4K - $22.7K
|
10.4K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
120+ 0.81% |
$7.33K - $8.14K
|
14.9K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
148+ 0.36% |
$9.04K - $10K
|
41.5K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.25K- 37.59% |
$443K - $492K
|
12K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.6M+ 220.18% |
$1.08B - $1.19B
|
25.6M
$599M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.27K- 58.7% |
$77.3K - $85.8K
|
890
$20.8K
|