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
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.1K+ 58.67% |
$67.2K - $74.6K
|
2.98K
$69.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
171KNew |
$10.4M - $11.6M
|
171K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-2.33K- 0.51% |
$143K - $158K
|
453K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.8K+ 22.44% |
$3.04M - $3.38M
|
272K
$6.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.36K- 1.4% |
$83.1K - $92.3K
|
95.5K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.3K- 76.77% |
$753K - $836K
|
3.73K
$87.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
995+ 0.13% |
$60.8K - $67.5K
|
755K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
102+ 0.18% |
$6.23K - $6.92K
|
56K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
3.05KNew |
$186K - $207K
|
3.05K
$71.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
23+ 0.15% |
$1.41K - $1.56K
|
15.6K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-11.8K- 62.14% |
$719K - $798K
|
7.17K
$168K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-297- 0.92% |
$18.1K - $20.2K
|
31.8K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.56K+ 14.77% |
$218K - $242K
|
27.7K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-402- 7.2% |
$24.6K - $27.3K
|
5.18K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
164+ 1.22% |
$10K - $11.1K
|
13.7K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
195K+ 12.26% |
$11.9M - $13.2M
|
1.79M
$41.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7.24K+ 199.83% |
$442K - $491K
|
10.9K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
998+ 20.44% |
$61K - $67.7K
|
5.88K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.23K- 2.17% |
$197K - $219K
|
145K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.16K- 25.44% |
$193K - $214K
|
9.26K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
30+ 0.62% |
$1.83K - $2.04K
|
4.88K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
243New |
$14.8K - $16.5K
|
243
$5.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
634+ 16.77% |
$38.7K - $43K
|
4.42K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.14K- 19.55% |
$498K - $552K
|
33.5K
$784K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
38.1K+ 34.54% |
$2.33M - $2.58M
|
148K
$3.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.2K+ 21.67% |
$318K - $353K
|
29.2K
$683K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 18.19% |
$6.48M - $7.19M
|
688K
$16.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-152- 0.13% |
$9.29K - $10.3K
|
117K
$2.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
190+ 0.79% |
$11.6K - $12.9K
|
24.2K
$567K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.26KNew |
$138K - $153K
|
2.26K
$52.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
173+ 0.58% |
$10.6K - $11.7K
|
30.2K
$706K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.71K- 5.81% |
$166K - $184K
|
44K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-999- 2.15% |
$61K - $67.8K
|
45.4K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.5KNew |
$945K - $1.05M
|
15.5K
$362K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7K+ 16.86% |
$714K - $793K
|
81.1K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-54.4K- 5.19% |
$3.32M - $3.69M
|
994K
$23.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.84K- 5.83% |
$113K - $125K
|
29.8K
$696K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-870- 8.97% |
$53.2K - $59K
|
8.83K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-174K- 82.28% |
$10.6M - $11.8M
|
37.5K
$877K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.53% |
$3.36K - $3.73K
|
10.3K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6.37K- 9.76% |
$389K - $432K
|
58.9K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
11+ 0.02% |
$672 - $746
|
56.3K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.2K+ 2.47% |
$3.31M - $3.67M
|
2.25M
$52.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-845- 18.9% |
$51.6K - $57.3K
|
3.63K
$84.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.51K+ 77.89% |
$459K - $510K
|
17.2K
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-57.6K- 4.46% |
$3.52M - $3.91M
|
1.24M
$28.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-8.96K- 9.82% |
$547K - $608K
|
82.2K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
721+ 6.38% |
$44.1K - $48.9K
|
12K
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.05K+ 155.77% |
$125K - $139K
|
3.37K
$78.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-4.06K- 5.86% |
$248K - $275K
|
65.2K
$1.53M
|