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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
288+ 0.77% |
$14K - $16.3K
|
37.9K
$887K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
278+ 1208.7% |
$13.5K - $15.7K
|
301
$7.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
252New |
$12.2K - $14.3K
|
252
$5.9K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
118New |
$5.72K - $6.68K
|
118
$2.76K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
113+ 10.56% |
$5.48K - $6.4K
|
1.18K
$27.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$4.85K - $5.66K
|
100
$2.34K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
65+ 1.38% |
$3.15K - $3.68K
|
4.78K
$112K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50New |
$2.42K - $2.83K
|
50
$1.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
24New |
$1.16K - $1.36K
|
24
$562
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
9New |
$436 - $509
|
9
$211
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.95% |
$48.5 - $56.6
|
106
$2.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.31% |
$48.5 - $56.6
|
324
$7.58K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1+ 4.55% |
$48.5 - $56.6
|
23
$538
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$48.5 - $56.6
|
1.34K
$31.4K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.5KNew |
$1.64M - $1.76M
|
32.5K
$762K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
20.7KNew |
$1.04M - $1.12M
|
20.7K
$484K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
6.07KNew |
$306K - $329K
|
6.07K
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.59KNew |
$281K - $303K
|
5.59K
$131K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
4.72KNew |
$238K - $256K
|
4.72K
$111K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
4.42KNew |
$222K - $239K
|
4.42K
$103K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.19K+ 0.9% |
$211K - $227K
|
470K
$11M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.58KNew |
$130K - $140K
|
2.58K
$60.4K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.42KNew |
$71.7K - $77.2K
|
1.42K
$33.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
1.13K+ 9.39% |
$56.7K - $61K
|
13.1K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.02K+ 16.62% |
$51.4K - $55.3K
|
7.16K
$168K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
824New |
$41.5K - $44.7K
|
824
$19.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
734+ 14.08% |
$37K - $39.8K
|
5.95K
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
520New |
$26.2K - $28.2K
|
520
$12.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
270New |
$13.6K - $14.6K
|
270
$6.32K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
235+ 1.05% |
$11.8K - $12.7K
|
22.6K
$528K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
94New |
$4.73K - $5.1K
|
94
$2.2K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
37New |
$1.86K - $2.01K
|
37
$866
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$50.4 - $54.2
|
27.4K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
445KNew |
$21.2M - $23.3M
|
445K
$10.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
305K+ 101731.0% |
$14.5M - $16M
|
305K
$7.15M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
303KNew |
$14.5M - $15.9M
|
303K
$7.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
264K+ 7.47% |
$12.6M - $13.8M
|
3.79M
$88.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
60.5K+ 1329.25% |
$2.88M - $3.17M
|
65K
$1.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
14.5KNew |
$691K - $759K
|
14.5K
$339K
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
11.4KNew |
$542K - $596K
|
11.4K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.95KNew |
$284K - $312K
|
5.95K
$139K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.16KNew |
$198K - $218K
|
4.16K
$97.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.11KNew |
$196K - $215K
|
4.11K
$96.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.05K+ 26.07% |
$193K - $212K
|
19.6K
$459K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
4KNew |
$191K - $209K
|
4K
$93.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.8KNew |
$181K - $199K
|
3.8K
$89K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.62KNew |
$173K - $190K
|
3.62K
$84.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.33K+ 11.91% |
$159K - $174K
|
31.3K
$732K
|
|