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 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.87K- 3.25% |
$298K - $331K
|
145K
$3.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 0.17% |
$4.58K - $5.09K
|
45.3K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6- -0.0% |
$367 - $407
|
121K
$2.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-929- 11.95% |
$56.8K - $63K
|
6.85K
$160K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
74+ 0.26% |
$4.52K - $5.02K
|
28.5K
$667K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
14.1KNew |
$863K - $958K
|
14.1K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.03% |
$61.1 - $67.9
|
3.53K
$82.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
438+ 8.45% |
$26.8K - $29.7K
|
5.62K
$132K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
209+ 0.72% |
$12.8K - $14.2K
|
29.3K
$687K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
49.5KNew |
$3.02M - $3.36M
|
49.5K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-147- 0.99% |
$8.98K - $9.97K
|
14.7K
$343K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11K+ 364.01% |
$672K - $747K
|
14K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-421K- 96.37% |
$25.7M - $28.6M
|
15.9K
$372K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-910- 1.83% |
$55.6K - $61.7K
|
48.8K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.54K+ 12.06% |
$216K - $240K
|
32.9K
$770K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
26+ 0.64% |
$1.59K - $1.76K
|
4.11K
$96.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-52.1K- 6.06% |
$3.18M - $3.53M
|
807K
$18.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.34K+ 1.43% |
$265K - $295K
|
308K
$7.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
712New |
$43.5K - $48.3K
|
712
$16.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 0.35% |
$2.32K - $2.58K
|
11K
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.27% |
$428 - $475
|
2.65K
$61.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.53K- 2.98% |
$521K - $579K
|
278K
$6.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.88K+ 2.24% |
$115K - $128K
|
86K
$2.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.72K+ 6.25% |
$105K - $117K
|
29.3K
$686K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.05K+ 36.07% |
$370K - $411K
|
22.8K
$534K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
406+ 5.29% |
$24.8K - $27.5K
|
8.09K
$189K
|
|
|
Nov 07, 2024
Q3 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.41K- 11.07% |
$269K - $299K
|
35.4K
$829K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.78KNew |
$231K - $256K
|
3.78K
$88.4K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3.49K- 6.44% |
$213K - $237K
|
50.7K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.65K+ 18.39% |
$101K - $112K
|
10.6K
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.16K- 0.81% |
$70.9K - $78.8K
|
141K
$3.31M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
15.8K+ 4.65% |
$967K - $1.07M
|
356K
$8.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.02% |
$61.1 - $67.9
|
4.33K
$101K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-297- 0.51% |
$18.1K - $20.2K
|
57.4K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.06K- 1.24% |
$126K - $140K
|
164K
$3.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.49K+ 70.3% |
$152K - $169K
|
6.03K
$141K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.1K- 0.76% |
$128K - $143K
|
275K
$6.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-179- 5.45% |
$10.9K - $12.1K
|
3.11K
$72.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-63.9K- 7.37% |
$3.9M - $4.33M
|
803K
$18.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-42- 1.22% |
$2.57K - $2.85K
|
3.41K
$79.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
67.4K+ 641.46% |
$4.12M - $4.57M
|
77.9K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-795- 1.42% |
$48.6K - $53.9K
|
55.1K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-840- 2.95% |
$51.3K - $57K
|
27.6K
$646K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.88K+ 16.21% |
$176K - $196K
|
20.7K
$484K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
81.6K+ 6.6% |
$4.99M - $5.54M
|
1.32M
$30.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-219- 3.94% |
$13.4K - $14.9K
|
5.34K
$125K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
8.57K+ 145.79% |
$524K - $581K
|
14.4K
$338K
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
3.28K+ 3.22% |
$200K - $222K
|
105K
$2.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
5+ 0.13% |
$306 - $339
|
3.89K
$91.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
291+ 1.94% |
$17.8K - $19.7K
|
15.3K
$357K
|