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 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
82+ 0.28% |
$4.54K - $5.09K
|
29.1K
$681K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
80New |
$4.43K - $4.97K
|
80
$1.87K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
70+ 233.33% |
$3.88K - $4.35K
|
100
$2.34K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
60New |
$3.32K - $3.72K
|
60
$1.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
51New |
$2.83K - $3.17K
|
51
$1.19K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
32+ 0.53% |
$1.77K - $1.99K
|
6.09K
$142K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
25+ 0.19% |
$1.39K - $1.55K
|
13.4K
$313K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$776 - $869
|
14
$328
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9+ 0.21% |
$499 - $559
|
4.25K
$99.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.28% |
$111 - $124
|
708
$16.6K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1+ 0.02% |
$55.4 - $62.1
|
4.88K
$114K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1+ 0.02% |
$55.4 - $62.1
|
4.98K
$117K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$55.4 - $62.1
|
21.2K
$495K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
416KNew |
$20.1M - $23.5M
|
416K
$9.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
293K+ 30.57% |
$14.2M - $16.6M
|
1.25M
$29.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
238KNew |
$11.6M - $13.5M
|
238K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
86.4KNew |
$4.19M - $4.89M
|
86.4K
$2.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
84.8KNew |
$4.11M - $4.8M
|
84.8K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
51.2KNew |
$2.48M - $2.9M
|
51.2K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
44.2KNew |
$2.14M - $2.5M
|
44.2K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.6KNew |
$805K - $940K
|
16.6K
$388K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
11.1KNew |
$536K - $626K
|
11.1K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.47KNew |
$459K - $536K
|
9.47K
$222K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.4K+ 12.65% |
$359K - $419K
|
65.9K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7.35KNew |
$356K - $416K
|
7.35K
$172K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7.2KNew |
$349K - $408K
|
7.2K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.04KNew |
$293K - $342K
|
6.04K
$141K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5.32KNew |
$258K - $301K
|
5.32K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
5KNew |
$242K - $283K
|
5K
$117K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4.76KNew |
$231K - $269K
|
4.76K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.7KNew |
$228K - $266K
|
4.7K
$110K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
4.67KNew |
$226K - $264K
|
4.67K
$109K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.11KNew |
$199K - $233K
|
4.11K
$96.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4KNew |
$194K - $226K
|
4K
$93.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.98KNew |
$193K - $225K
|
3.98K
$93K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.74KNew |
$181K - $211K
|
3.74K
$87.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.67KNew |
$178K - $208K
|
3.67K
$85.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
3.59KNew |
$174K - $203K
|
3.59K
$83.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.81K+ 278.06% |
$136K - $159K
|
3.83K
$89.5K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.02KNew |
$98.1K - $115K
|
2.02K
$47.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 19.87% |
$73.3K - $85.6K
|
9.12K
$213K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.33K+ 13.1% |
$64.7K - $75.5K
|
11.5K
$270K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.22K+ 77.47% |
$59.3K - $69.3K
|
2.8K
$65.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
1.16K+ 17.97% |
$56K - $65.4K
|
7.58K
$177K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
910New |
$44.1K - $51.5K
|
910
$21.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
667+ 333.5% |
$32.3K - $37.8K
|
867
$20.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
570New |
$27.6K - $32.3K
|
570
$13.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
326New |
$15.8K - $18.5K
|
326
$7.63K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
298New |
$14.4K - $16.9K
|
298
$6.97K
|
|