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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.27M+ 4.72% |
$126M - $141M
|
50.4M
$3.14B
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
1.54M+ 70.55% |
$85.3M - $95.6M
|
3.72M
$232M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.35M+ 94.42% |
$74.7M - $83.7M
|
2.78M
$173M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.25MNew |
$69.2M - $77.5M
|
1.25M
$77.8M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
985K+ 1.02% |
$54.6M - $61.1M
|
97.7M
$6.08B
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
776KNew |
$43M - $48.2M
|
776K
$48.3M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
476K+ 10.11% |
$26.4M - $29.6M
|
5.19M
$323M
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
459KNew |
$25.4M - $28.5M
|
459K
$28.6M
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
449K+ 40.54% |
$24.9M - $27.9M
|
1.56M
$97M
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
442K+ 184352.08% |
$24.5M - $27.5M
|
443K
$27.6M
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
338K+ 41.9% |
$18.7M - $21M
|
1.14M
$71.2M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
300K+ 46.38% |
$16.6M - $18.6M
|
948K
$59M
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
290K+ 6.33% |
$16.1M - $18M
|
4.87M
$304M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
252K+ 848.89% |
$14M - $15.7M
|
282K
$17.6M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
243K+ 2.36% |
$13.5M - $15.1M
|
10.5M
$656M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
228KNew |
$12.6M - $14.1M
|
228K
$14.2M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
192K+ 1700.92% |
$10.7M - $11.9M
|
204K
$12.7M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167K+ 10.05% |
$9.25M - $10.4M
|
1.83M
$114M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
166K+ 5.74% |
$9.17M - $10.3M
|
3.05M
$190M
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
159K+ 67.26% |
$8.8M - $9.86M
|
395K
$24.6M
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
157KNew |
$8.7M - $9.74M
|
157K
$9.78M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
146K+ 417.68% |
$8.1M - $9.08M
|
181K
$11.3M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
132KNew |
$7.29M - $8.16M
|
132K
$8.19M
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
128K+ 6.64% |
$7.07M - $7.92M
|
2.05M
$128M
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
125K+ 12.4% |
$6.93M - $7.76M
|
1.13M
$70.6M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88.6K+ 6.26% |
$4.91M - $5.5M
|
1.51M
$93.8M
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
87.8K+ 1.09% |
$4.86M - $5.45M
|
8.17M
$509M
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
86.9K+ 29.98% |
$4.82M - $5.4M
|
377K
$23.5M
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
85KNew |
$4.71M - $5.28M
|
85K
$5.3M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80.3KNew |
$4.45M - $4.98M
|
80.3K
$5M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
78.9K+ 49.88% |
$4.37M - $4.9M
|
237K
$14.8M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
78.6KNew |
$4.35M - $4.88M
|
78.6K
$4.9M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
78KNew |
$4.32M - $4.84M
|
78K
$4.86M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.5K+ 4.39% |
$4.19M - $4.69M
|
1.8M
$112M
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
71.9K+ 22.48% |
$3.98M - $4.46M
|
392K
$24.4M
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
71.4K+ 78.62% |
$3.96M - $4.44M
|
162K
$10.1M
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
70.4K+ 7.98% |
$3.9M - $4.37M
|
953K
$59.4M
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
69.3K+ 25.54% |
$3.84M - $4.3M
|
341K
$21.2M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
59.4KNew |
$3.29M - $3.69M
|
59.4K
$3.7M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
57.4K+ 162.96% |
$3.18M - $3.57M
|
92.7K
$5.77M
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
55.1K+ 26.09% |
$3.05M - $3.42M
|
266K
$16.6M
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
53.4K+ 4.73% |
$2.96M - $3.32M
|
1.18M
$73.8M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.4K+ 9.35% |
$2.96M - $3.32M
|
625K
$38.9M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
49.2K+ 1.57% |
$2.73M - $3.06M
|
3.18M
$198M
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
44.8K+ 4.02% |
$2.48M - $2.78M
|
1.16M
$72.2M
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
40.6K+ 12.83% |
$2.25M - $2.52M
|
357K
$22.2M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
40.3KNew |
$2.23M - $2.5M
|
40.3K
$2.51M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.1K+ 9.33% |
$2.22M - $2.49M
|
470K
$29.3M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.8K+ 6.36% |
$2.15M - $2.41M
|
649K
$40.4M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
38.4KNew |
$2.13M - $2.38M
|
38.4K
$2.39M
|