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 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
66.3K+ 5.69% |
$4.05M - $4.5M
|
1.23M
$28.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
62.2K+ 1.59% |
$3.8M - $4.22M
|
3.97M
$92.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
58.8KNew |
$3.59M - $3.99M
|
58.8K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
57.9K+ 1268.16% |
$3.54M - $3.93M
|
62.5K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.7K+ 2.97% |
$3.52M - $3.91M
|
2M
$46.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.2K+ 2.47% |
$3.31M - $3.67M
|
2.25M
$52.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51K+ 25.92% |
$3.11M - $3.46M
|
248K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50.8K+ 38.49% |
$3.1M - $3.45M
|
183K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.8K+ 22.44% |
$3.04M - $3.38M
|
272K
$6.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
49.5KNew |
$3.02M - $3.36M
|
49.5K
$1.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
46.4K+ 198.61% |
$2.83M - $3.15M
|
69.7K
$1.63M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
44.8KNew |
$2.74M - $3.04M
|
44.8K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.6K+ 4.37% |
$2.66M - $2.95M
|
1.04M
$24.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
43.1K+ 0.41% |
$2.63M - $2.93M
|
10.6M
$249M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.4K+ 7.92% |
$2.59M - $2.88M
|
578K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41.8K+ 1160.32% |
$2.55M - $2.83M
|
45.4K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
38.2K+ 80.93% |
$2.33M - $2.59M
|
85.4K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
38.1K+ 34.54% |
$2.33M - $2.58M
|
148K
$3.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
36K+ 14.22% |
$2.2M - $2.44M
|
289K
$6.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
35.9K+ 15.88% |
$2.2M - $2.44M
|
262K
$6.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35.3KNew |
$2.16M - $2.4M
|
35.3K
$827K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
33.8K+ 13.17% |
$2.07M - $2.3M
|
291K
$6.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.7K+ 9.47% |
$2.06M - $2.29M
|
389K
$9.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
33.6K+ 229.74% |
$2.05M - $2.28M
|
48.2K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
33.4KNew |
$2.04M - $2.27M
|
33.4K
$782K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
32.4K+ 4.11% |
$1.98M - $2.2M
|
820K
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
32KNew |
$1.96M - $2.17M
|
32K
$749K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.6K+ 43.27% |
$1.93M - $2.15M
|
105K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
31.5KNew |
$1.93M - $2.14M
|
31.5K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
30.8K+ 0.93% |
$1.88M - $2.09M
|
3.35M
$78.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.1K+ 0.8% |
$1.78M - $1.97M
|
3.67M
$85.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
28.9KNew |
$1.76M - $1.96M
|
28.9K
$675K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
28.3K+ 8.14% |
$1.73M - $1.92M
|
376K
$8.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
26KNew |
$1.59M - $1.77M
|
26K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
25.4K+ 2.93% |
$1.55M - $1.73M
|
893K
$20.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
24.9KNew |
$1.52M - $1.69M
|
24.9K
$583K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24.2K+ 183.3% |
$1.48M - $1.64M
|
37.5K
$877K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
24.1K+ 200.0% |
$1.48M - $1.64M
|
36.2K
$847K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
23.9K+ 50.97% |
$1.46M - $1.62M
|
70.8K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23.4K+ 7.69% |
$1.43M - $1.59M
|
328K
$7.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23K+ 3.19% |
$1.4M - $1.56M
|
742K
$17.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
22.9K+ 0.74% |
$1.4M - $1.55M
|
3.13M
$73.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
22.3KNew |
$1.36M - $1.51M
|
22.3K
$522K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
21.9K+ 20.68% |
$1.34M - $1.48M
|
128K
$2.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
21.3K+ 191.67% |
$1.3M - $1.45M
|
32.4K
$758K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
21.1K+ 6.73% |
$1.29M - $1.43M
|
334K
$7.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6K+ 7.51% |
$1.26M - $1.4M
|
295K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
20.4K+ 453.33% |
$1.25M - $1.39M
|
24.9K
$583K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
20.4KNew |
$1.25M - $1.38M
|
20.4K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20.2K+ 2.65% |
$1.23M - $1.37M
|
782K
$18.3M
|