Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHX)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.18M+ 193.78% |
$561M - $623M
|
13.9M
$326M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.28M+ 43.83% |
$383M - $426M
|
20.6M
$482M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
5.11MNew |
$312M - $347M
|
5.11M
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.97MNew |
$242M - $269M
|
3.97M
$92.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.57MNew |
$96.1M - $107M
|
1.57M
$36.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.01M+ 205.61% |
$61.6M - $68.4M
|
1.5M
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
995K+ 100.18% |
$60.8M - $67.5M
|
1.99M
$46.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
899K+ 208.5% |
$55M - $61M
|
1.33M
$31.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
628KNew |
$38.4M - $42.6M
|
628K
$14.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
627KNew |
$38.3M - $42.6M
|
627K
$14.7M
|
|
|
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
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
568K+ 10.05% |
$34.7M - $38.5M
|
6.22M
$145M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
468KNew |
$28.6M - $31.7M
|
468K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
463K+ 214.97% |
$28.3M - $31.4M
|
679K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
396K+ 14141.22% |
$24.2M - $26.8M
|
398K
$9.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
390K+ 208.61% |
$23.8M - $26.5M
|
577K
$13.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
324K+ 58.78% |
$19.8M - $22M
|
875K
$20.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
302KNew |
$18.4M - $20.5M
|
302K
$7.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
276K+ 188.3% |
$16.8M - $18.7M
|
422K
$9.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
223K+ 713.93% |
$13.7M - $15.2M
|
255K
$5.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
199K+ 285.87% |
$12.1M - $13.5M
|
268K
$6.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
195K+ 12.26% |
$11.9M - $13.2M
|
1.79M
$41.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
180K+ 190.06% |
$11M - $12.2M
|
275K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
171K+ 10.72% |
$10.4M - $11.6M
|
1.76M
$41.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
171KNew |
$10.4M - $11.6M
|
171K
$3.99M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
165K+ 183.71% |
$10.1M - $11.2M
|
255K
$5.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
161K+ 215.5% |
$9.87M - $11M
|
236K
$5.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
144K+ 12.88% |
$8.77M - $9.74M
|
1.26M
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Raine Group LLC
New York, NY |
BUY
|
- |
120KNew |
$7.35M - $8.16M
|
120K
$2.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
118K+ 29.14% |
$7.23M - $8.03M
|
524K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
115K+ 81.01% |
$7.03M - $7.81M
|
257K
$6.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
111K+ 3.46% |
$6.81M - $7.56M
|
3.33M
$77.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 18.19% |
$6.48M - $7.19M
|
688K
$16.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
105K+ 6.11% |
$6.41M - $7.11M
|
1.82M
$42.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
101K+ 69.14% |
$6.15M - $6.83M
|
246K
$5.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
100K+ 114.62% |
$6.12M - $6.79M
|
187K
$4.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.6K+ 13.54% |
$6.02M - $6.69M
|
827K
$19.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
97.9K+ 20.02% |
$5.98M - $6.64M
|
587K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
90.9K+ 250.3% |
$5.56M - $6.17M
|
127K
$2.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
90.8K+ 16.65% |
$5.55M - $6.16M
|
636K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
86.4K+ 410.18% |
$5.28M - $5.86M
|
107K
$2.52M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
84.2K+ 450.34% |
$5.15M - $5.71M
|
103K
$2.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
83.6K+ 91.29% |
$5.11M - $5.68M
|
175K
$4.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
81.9K+ 7.32% |
$5.01M - $5.56M
|
1.2M
$28.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
81.6K+ 6.6% |
$4.99M - $5.54M
|
1.32M
$30.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77K+ 16.32% |
$4.71M - $5.23M
|
549K
$12.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
74.4KNew |
$4.55M - $5.05M
|
74.4K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
67.7K+ 5.12% |
$4.14M - $4.59M
|
1.39M
$32.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
67.4K+ 641.46% |
$4.12M - $4.57M
|
77.9K
$1.82M
|