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 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
710K+ 90.88% |
$30.8M - $38.7M
|
1.49M
$34.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
125KNew |
$5.43M - $6.83M
|
125K
$2.93M
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
98.4K+ 2613.82% |
$4.26M - $5.36M
|
102K
$2.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
65.5KNew |
$2.84M - $3.57M
|
65.5K
$1.53M
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
40KNew |
$1.73M - $2.18M
|
40K
$936K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
5.59K+ 19.62% |
$242K - $304K
|
34.1K
$797K
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5.28KNew |
$229K - $288K
|
5.28K
$124K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.5KNew |
$152K - $191K
|
3.5K
$81.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.35K+ 45.82% |
$58.7K - $73.8K
|
4.31K
$101K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.13K+ 15.93% |
$49.2K - $61.8K
|
8.25K
$193K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
981+ 11.68% |
$42.5K - $53.5K
|
9.38K
$220K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
936New |
$40.6K - $51K
|
936
$21.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
518+ 2.58% |
$22.5K - $28.2K
|
20.6K
$482K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
400+ 90.91% |
$17.3K - $21.8K
|
840
$19.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
357New |
$15.5K - $19.5K
|
357
$8.35K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
301New |
$13K - $16.4K
|
301
$7.04K
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
225+ 0.77% |
$9.75K - $12.3K
|
29.3K
$687K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
196New |
$8.5K - $10.7K
|
196
$4.59K
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
54New |
$2.34K - $2.94K
|
54
$1.26K
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
40+ 0.42% |
$1.73K - $2.18K
|
9.49K
$222K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
33+ 0.61% |
$1.43K - $1.8K
|
5.42K
$127K
|
|
|
Jul 21, 2022
Q2 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
30+ 0.4% |
$1.3K - $1.64K
|
7.46K
$174K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
28New |
$1.21K - $1.53K
|
28
$655
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
17+ 0.06% |
$737 - $927
|
30.3K
$710K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
5+ 0.25% |
$217 - $273
|
2.03K
$47.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 1.03% |
$43.4 - $54.5
|
98
$2.29K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
282K+ 100.0% |
$13.9M - $16.1M
|
563K
$13.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
23.3K+ 100.0% |
$1.15M - $1.33M
|
46.5K
$1.09M
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
14.3K+ 100.0% |
$706K - $817K
|
28.5K
$668K
|
|
|
May 09, 2022
Q1 2022
|
Tenret CO LLC
|
BUY
|
- |
9.57K+ 100.0% |
$474K - $548K
|
19.1K
$448K
|
|
|
Apr 12, 2022
Q1 2022
|
Ht Partners LLC
|
BUY
|
- |
8.03K+ 100.0% |
$397K - $460K
|
16.1K
$376K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
6.89K+ 100.0% |
$341K - $394K
|
13.8K
$322K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.3K+ 100.0% |
$312K - $361K
|
12.6K
$295K
|
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4.37K+ 100.0% |
$216K - $250K
|
8.74K
$205K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.63K+ 100.08% |
$180K - $208K
|
7.26K
$170K
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.17K+ 100.0% |
$157K - $181K
|
6.33K
$148K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
3.02K+ 100.0% |
$150K - $173K
|
6.05K
$141K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
2.85K+ 79.34% |
$141K - $163K
|
6.44K
$151K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 96.79% |
$136K - $157K
|
5.57K
$130K
|
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
BUY
|
- |
2.5K+ 100.0% |
$124K - $143K
|
5K
$117K
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
BUY
|
- |
2.49K+ 50.88% |
$123K - $143K
|
7.38K
$173K
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
2.43K+ 100.0% |
$120K - $139K
|
4.85K
$114K
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
2.32K+ 100.0% |
$115K - $133K
|
4.63K
$108K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
2.15K+ 100.0% |
$106K - $123K
|
4.3K
$101K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.6K+ 100.0% |
$79.4K - $91.9K
|
3.21K
$75.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.47K+ 100.0% |
$72.7K - $84.1K
|
2.94K
$68.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1.15K+ 100.0% |
$56.9K - $65.9K
|
2.3K
$53.8K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1K+ 100.0% |
$49.5K - $57.3K
|
2K
$46.8K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
980+ 96.08% |
$48.5K - $56.1K
|
2K
$46.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
484+ 100.0% |
$24K - $27.7K
|
968
$22.7K
|
|