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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
440+ 100.0% |
$21.8K - $25.2K
|
880
$20.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
304+ 100.0% |
$15.1K - $17.4K
|
608
$14.2K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
116New |
$5.74K - $6.64K
|
116
$2.71K
|
|
|
Apr 20, 2022
Q1 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
101+ 100.0% |
$5K - $5.78K
|
202
$4.73K
|
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
90New |
$4.46K - $5.15K
|
90
$2.11K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
80+ 100.0% |
$3.96K - $4.58K
|
160
$3.74K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
80New |
$3.96K - $4.58K
|
80
$1.87K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
40New |
$1.98K - $2.29K
|
40
$936
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 100.0% |
$1.58K - $1.83K
|
64
$1.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
29+ 100.0% |
$1.44K - $1.66K
|
58
$1.36K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
23+ 100.0% |
$1.14K - $1.32K
|
46
$1.08K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
13+ 100.0% |
$644 - $745
|
26
$608
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12New |
$594 - $687
|
12
$281
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
796New |
$41.3K - $45.6K
|
796
$18.6K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
26.8KNew |
$1.38M - $1.47M
|
26.8K
$627K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
251KNew |
$9.88M - $11.4M
|
251K
$5.87M
|
|
|
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
19KNew |
$746K - $862K
|
19K
$443K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
13.5KNew |
$532K - $615K
|
13.5K
$316K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
20.4KNew |
$759K - $877K
|
20.4K
$477K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
48.6KNew |
$1.42M - $1.89M
|
48.6K
$1.14M
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
123New |
$4.34K - $4.43K
|
123
$2.88K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
605New |
N/A
|
605
$14.2K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
294KNew |
N/A
|
294K
$6.88M
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.88KNew |
N/A
|
1.88K
$44K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$23.4
|
|