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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
22+ 0.6% |
$1.34K - $1.49K
|
3.66K
$85.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20+ 0.29% |
$1.22K - $1.36K
|
7.03K
$164K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
19+ 0.53% |
$1.16K - $1.29K
|
3.63K
$85K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
17+ 0.06% |
$1.04K - $1.15K
|
29.3K
$686K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
17+ 0.15% |
$1.04K - $1.15K
|
11.4K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16+ 0.95% |
$978 - $1.09K
|
1.69K
$39.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
15+ 0.33% |
$917 - $1.02K
|
4.61K
$108K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$917 - $1.02K
|
15
$351
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
15+ 0.09% |
$917 - $1.02K
|
16.5K
$385K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
14+ 0.41% |
$856 - $950
|
3.39K
$79.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
13+ 0.12% |
$794 - $882
|
11.3K
$264K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13New |
$794 - $882
|
13
$304
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
11+ 0.02% |
$672 - $746
|
56.3K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
11+ 0.06% |
$672 - $746
|
17.7K
$414K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10+ 1.12% |
$611 - $679
|
905
$21.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
10+ 0.17% |
$611 - $679
|
5.93K
$139K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
10+ 0.21% |
$611 - $679
|
4.83K
$113K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9+ 0.17% |
$550 - $611
|
5.21K
$122K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.07% |
$550 - $611
|
13.8K
$322K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9+ 0.1% |
$550 - $611
|
9.09K
$213K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9+ 0.27% |
$550 - $611
|
3.31K
$77.4K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.61% |
$489 - $543
|
1.32K
$30.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7New |
$428 - $475
|
7
$164
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.27% |
$428 - $475
|
2.65K
$61.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7+ 0.1% |
$428 - $475
|
6.83K
$160K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$428 - $475
|
6.24K
$146K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.03% |
$367 - $407
|
22K
$514K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
5+ 0.13% |
$306 - $339
|
3.89K
$91.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 0.62% |
$244 - $271
|
652
$15.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4+ 0.01% |
$244 - $271
|
56.1K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.49% |
$244 - $271
|
826
$19.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$244 - $271
|
3.2K
$74.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3+ 0.01% |
$183 - $204
|
21.1K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3+ 0.02% |
$183 - $204
|
13.8K
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3+ 0.07% |
$183 - $204
|
4.15K
$97.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3+ 0.07% |
$183 - $204
|
4.42K
$103K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
3+ 0.06% |
$183 - $204
|
5.41K
$127K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.53% |
$183 - $204
|
571
$13.4K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$183 - $204
|
9.66K
$226K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 0.66% |
$183 - $204
|
457
$10.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$122 - $136
|
4.08K
$95.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 0.01% |
$122 - $136
|
38.6K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$122 - $136
|
4.66K
$109K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.04% |
$122 - $136
|
5.5K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.29% |
$61.1 - $67.9
|
346
$8.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.03% |
$61.1 - $67.9
|
3.53K
$82.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.02% |
$61.1 - $67.9
|
4.33K
$101K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.02% |
$61.1 - $67.9
|
4.6K
$108K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$61.1 - $67.9
|
2.83K
$66.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.34% |
$61.1 - $67.9
|
294
$6.88K
|