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 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1.74K+ 820.75% |
$106K - $118K
|
1.95K
$45.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.54K+ 3.02% |
$155K - $172K
|
86.4K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.03% |
$367 - $407
|
22K
$514K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$917 - $1.02K
|
15
$351
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-782- 54.65% |
$47.8K - $53.1K
|
649
$15.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.02K- 0.21% |
$62.2K - $69.1K
|
476K
$11.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-349K- 68.55% |
$21.3M - $23.7M
|
160K
$3.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-7.96K- 69.4% |
$486K - $540K
|
3.51K
$82.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
16.3K+ 4.01% |
$998K - $1.11M
|
423K
$9.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
11+ 0.06% |
$672 - $746
|
17.7K
$414K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-155- 1.26% |
$9.47K - $10.5K
|
12.1K
$283K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
503+ 143.71% |
$30.7K - $34.1K
|
853
$20K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
132+ 0.45% |
$8.07K - $8.96K
|
29.4K
$688K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.73K+ 24.84% |
$289K - $321K
|
23.8K
$556K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
97.9K+ 20.02% |
$5.98M - $6.64M
|
587K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-332K- 6.05% |
$20.3M - $22.5M
|
5.16M
$121M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 4.13% |
$78.4K - $87.1K
|
29.8K
$696K
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-75- 1.41% |
$4.58K - $5.09K
|
5.25K
$123K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-18- 0.25% |
$1.1K - $1.22K
|
7.14K
$167K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.49KNew |
$275K - $305K
|
4.49K
$105K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-130K- 3.27% |
$7.94M - $8.82M
|
3.84M
$89.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.6K+ 43.27% |
$1.93M - $2.15M
|
105K
$2.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4- 0.06% |
$244 - $271
|
6.44K
$151K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-99- 2.06% |
$6.05K - $6.72K
|
4.71K
$110K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.02% |
$61.1 - $67.9
|
4.6K
$108K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-996- 3.62% |
$60.9K - $67.6K
|
26.6K
$621K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.31K+ 1.96% |
$447K - $496K
|
381K
$8.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-163K- 93.9% |
$9.95M - $11M
|
10.6K
$247K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.55KNew |
$522K - $580K
|
8.55K
$200K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.03K- 2.99% |
$62.6K - $69.5K
|
33.3K
$779K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.69K- 3.75% |
$165K - $183K
|
69.1K
$1.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
528+ 200.76% |
$32.3K - $35.8K
|
791
$18.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
118K+ 29.14% |
$7.23M - $8.03M
|
524K
$12.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
207+ 0.66% |
$12.6K - $14K
|
31.7K
$741K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-16K- 15.63% |
$977K - $1.08M
|
86.3K
$2.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77K+ 16.32% |
$4.71M - $5.23M
|
549K
$12.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19.4K+ 2.49% |
$1.19M - $1.32M
|
798K
$18.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4.22K- 6.19% |
$258K - $286K
|
63.9K
$1.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
16.8K+ 4.04% |
$1.03M - $1.14M
|
433K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-3.85K- 36.6% |
$235K - $261K
|
6.67K
$156K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.8K+ 4.23% |
$171K - $190K
|
68.9K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3KNew |
$184K - $204K
|
3K
$70.3K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-179- 0.11% |
$10.9K - $12.1K
|
159K
$3.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.86K+ 152.13% |
$541K - $601K
|
14.7K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-14.2K- 45.85% |
$867K - $963K
|
16.8K
$392K
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-473K- 96.39% |
$28.9M - $32.1M
|
17.7K
$415K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.91K+ 2.48% |
$117K - $130K
|
79K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-82.8K- 35.95% |
$5.06M - $5.62M
|
147K
$3.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.9K- 1.51% |
$238K - $265K
|
254K
$5.95M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
13.4K+ 1.75% |
$818K - $908K
|
779K
$18.2M
|