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
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
103+ 0.63% |
$6.29K - $6.99K
|
16.4K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
102+ 0.18% |
$6.23K - $6.92K
|
56K
$1.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
102+ 3.06% |
$6.23K - $6.92K
|
3.43K
$80.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
99New |
$6.05K - $6.72K
|
99
$2.32K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
97+ 2.48% |
$5.93K - $6.58K
|
4K
$93.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
91+ 4.13% |
$5.56K - $6.17K
|
2.29K
$53.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
91+ 0.39% |
$5.56K - $6.17K
|
23.7K
$554K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
89+ 0.32% |
$5.44K - $6.04K
|
28.1K
$658K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
86+ 0.27% |
$5.26K - $5.84K
|
31.7K
$741K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
82+ 141.38% |
$5.01K - $5.56K
|
140
$3.28K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
81+ 0.44% |
$4.95K - $5.5K
|
18.5K
$433K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 1.95% |
$4.89K - $5.43K
|
4.18K
$97.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
80+ 1.83% |
$4.89K - $5.43K
|
4.46K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
76+ 1.36% |
$4.64K - $5.16K
|
5.68K
$133K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
74+ 0.26% |
$4.52K - $5.02K
|
28.5K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
62+ 1.41% |
$3.79K - $4.21K
|
4.45K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
57+ 0.56% |
$3.48K - $3.87K
|
10.2K
$238K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
56+ 0.14% |
$3.42K - $3.8K
|
40.2K
$940K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
56+ 0.63% |
$3.42K - $3.8K
|
9K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
53+ 0.23% |
$3.24K - $3.6K
|
22.9K
$536K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
50+ 0.57% |
$3.06K - $3.39K
|
8.86K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
50+ 0.22% |
$3.06K - $3.39K
|
23.3K
$545K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
49+ 0.8% |
$2.99K - $3.32K
|
6.16K
$144K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
48New |
$2.93K - $3.26K
|
48
$1.12K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
47+ 0.53% |
$2.87K - $3.19K
|
8.92K
$209K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
46+ 0.24% |
$2.81K - $3.12K
|
19.1K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 0.35% |
$2.32K - $2.58K
|
11K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
38+ 0.32% |
$2.32K - $2.58K
|
11.8K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.62% |
$2.14K - $2.37K
|
5.67K
$133K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
35+ 0.13% |
$2.14K - $2.37K
|
26.3K
$615K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
34+ 0.13% |
$2.08K - $2.31K
|
26.4K
$619K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
33+ 0.62% |
$2.02K - $2.24K
|
5.38K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
32+ 0.56% |
$1.96K - $2.17K
|
5.77K
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
32+ 0.05% |
$1.96K - $2.17K
|
61.8K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
31+ 0.27% |
$1.89K - $2.1K
|
11.6K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
30+ 0.33% |
$1.83K - $2.04K
|
9.14K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
30+ 0.62% |
$1.83K - $2.04K
|
4.88K
$114K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
30+ 0.34% |
$1.83K - $2.04K
|
8.77K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
30+ 0.44% |
$1.83K - $2.04K
|
6.85K
$160K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30+ 2.35% |
$1.83K - $2.04K
|
1.31K
$30.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.34% |
$1.65K - $1.83K
|
8.05K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
26New |
$1.59K - $1.76K
|
26
$608
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
26+ 0.64% |
$1.59K - $1.76K
|
4.11K
$96.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
26+ 0.23% |
$1.59K - $1.76K
|
11.4K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 0.22% |
$1.47K - $1.63K
|
11K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
23+ 0.15% |
$1.41K - $1.56K
|
15.6K
$364K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
23+ 0.64% |
$1.41K - $1.56K
|
3.59K
$84.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
23+ 0.56% |
$1.41K - $1.56K
|
4.16K
$97.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
22+ 0.61% |
$1.34K - $1.49K
|
3.65K
$85.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
22+ 0.28% |
$1.34K - $1.49K
|
8.01K
$187K
|