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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3K+ 7.63% |
$143K - $157K
|
42.3K
$990K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
1.96K+ 16.05% |
$93.3K - $102K
|
14.1K
$331K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.56KNew |
$74.3K - $81.6K
|
1.56K
$36.5K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.52K+ 8.85% |
$72.5K - $79.7K
|
18.7K
$438K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1KNew |
$47.7K - $52.4K
|
1K
$23.4K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
659New |
$31.4K - $34.5K
|
659
$15.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
418+ 1.13% |
$19.9K - $21.9K
|
37.3K
$873K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
342New |
$16.3K - $17.9K
|
342
$8K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
234New |
$11.2K - $12.3K
|
234
$5.48K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
218+ 3.53% |
$10.4K - $11.4K
|
6.4K
$150K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
30New |
$1.43K - $1.57K
|
30
$702
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
22New |
$1.05K - $1.15K
|
22
$515
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.33% |
$810 - $890
|
5.22K
$122K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
16+ 0.38% |
$763 - $838
|
4.17K
$97.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.14% |
$47.7 - $52.4
|
713
$16.7K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
95.6KNew |
$4.28M - $4.72M
|
95.6K
$2.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
15.1KNew |
$678K - $748K
|
15.1K
$354K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.39KNew |
$376K - $415K
|
8.39K
$196K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.45KNew |
$334K - $368K
|
7.45K
$174K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
6.95KNew |
$311K - $343K
|
6.95K
$163K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
6.46K+ 111.13% |
$289K - $319K
|
12.3K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.23KNew |
$234K - $258K
|
5.23K
$122K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.82KNew |
$216K - $238K
|
4.82K
$113K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.63KNew |
$208K - $229K
|
4.63K
$108K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.3KNew |
$193K - $213K
|
4.3K
$101K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
4.3KNew |
$192K - $212K
|
4.3K
$101K
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4.2KNew |
$188K - $208K
|
4.2K
$98.3K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
4.14KNew |
$185K - $205K
|
4.14K
$96.9K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.6KNew |
$71.6K - $79.1K
|
1.6K
$37.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.29K+ 1.97% |
$57.9K - $63.8K
|
66.8K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
204New |
$9.14K - $10.1K
|
204
$4.77K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
183+ 2.35% |
$8.19K - $9.04K
|
7.97K
$186K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
140+ 2.98% |
$6.27K - $6.92K
|
4.85K
$113K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
108+ 0.19% |
$4.84K - $5.34K
|
57.4K
$1.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
75+ 0.25% |
$3.36K - $3.71K
|
29.7K
$696K
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
50+ 0.87% |
$2.24K - $2.47K
|
5.81K
$136K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
46New |
$2.06K - $2.27K
|
46
$1.08K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
28+ 12.44% |
$1.25K - $1.38K
|
253
$5.92K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
76.7KNew |
$3.24M - $3.69M
|
76.7K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
56.1KNew |
$2.37M - $2.7M
|
56.1K
$1.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
28.7KNew |
$1.21M - $1.38M
|
28.7K
$671K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
25.4KNew |
$1.07M - $1.22M
|
25.4K
$593K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
21.6KNew |
$912K - $1.04M
|
21.6K
$505K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12.2K+ 3.38% |
$517K - $589K
|
374K
$8.74M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
8.32KNew |
$352K - $401K
|
8.32K
$195K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.62KNew |
$322K - $367K
|
7.62K
$178K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.7KNew |
$283K - $323K
|
6.7K
$157K
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
6KNew |
$254K - $289K
|
6K
$140K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.94KNew |
$251K - $286K
|
5.94K
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.59KNew |
$236K - $269K
|
5.59K
$131K
|
|