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 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
37New |
$1.86K - $2.01K
|
37
$883
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$50.4 - $54.2
|
27.4K
$654K
|
|
|
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
$10.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
305K+ 101731.0% |
$14.5M - $16M
|
305K
$7.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
303KNew |
$14.5M - $15.9M
|
303K
$7.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
264K+ 7.47% |
$12.6M - $13.8M
|
3.79M
$90.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
60.5K+ 1329.25% |
$2.88M - $3.17M
|
65K
$1.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
14.5KNew |
$691K - $759K
|
14.5K
$346K
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
11.4KNew |
$542K - $596K
|
11.4K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.95KNew |
$284K - $312K
|
5.95K
$142K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.11KNew |
$196K - $215K
|
4.11K
$98.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.05K+ 26.07% |
$193K - $212K
|
19.6K
$468K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
4KNew |
$191K - $209K
|
4K
$95.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.8KNew |
$181K - $199K
|
3.8K
$90.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.62KNew |
$173K - $190K
|
3.62K
$86.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.33K+ 11.91% |
$159K - $174K
|
31.3K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3K+ 7.63% |
$143K - $157K
|
42.3K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
1.96K+ 16.05% |
$93.3K - $102K
|
14.1K
$338K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.56KNew |
$74.3K - $81.6K
|
1.56K
$37.2K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.52K+ 8.85% |
$72.5K - $79.7K
|
18.7K
$447K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
659New |
$31.4K - $34.5K
|
659
$15.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
418+ 1.13% |
$19.9K - $21.9K
|
37.3K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
342New |
$16.3K - $17.9K
|
342
$8.16K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
234New |
$11.2K - $12.3K
|
234
$5.59K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
218+ 3.53% |
$10.4K - $11.4K
|
6.4K
$153K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
30New |
$1.43K - $1.57K
|
30
$716
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.33% |
$810 - $890
|
5.22K
$125K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
16+ 0.38% |
$763 - $838
|
4.17K
$99.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.14% |
$47.7 - $52.4
|
713
$17K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
95.6KNew |
$4.28M - $4.72M
|
95.6K
$2.28M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
15.1KNew |
$678K - $748K
|
15.1K
$361K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.39KNew |
$376K - $415K
|
8.39K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.45KNew |
$334K - $368K
|
7.45K
$178K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
6.95KNew |
$311K - $343K
|
6.95K
$166K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
6.46K+ 111.13% |
$289K - $319K
|
12.3K
$293K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.82KNew |
$216K - $238K
|
4.82K
$115K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.63KNew |
$208K - $229K
|
4.63K
$111K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.3KNew |
$193K - $213K
|
4.3K
$103K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
4.3KNew |
$192K - $212K
|
4.3K
$103K
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4.2KNew |
$188K - $208K
|
4.2K
$100K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
4.14KNew |
$185K - $205K
|
4.14K
$98.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.29K+ 1.97% |
$57.9K - $63.8K
|
66.8K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
204New |
$9.14K - $10.1K
|
204
$4.87K
|
|
|
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
$190K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
140+ 2.98% |
$6.27K - $6.92K
|
4.85K
$116K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
108+ 0.19% |
$4.84K - $5.34K
|
57.4K
$1.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
75+ 0.25% |
$3.36K - $3.71K
|
29.7K
$710K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
46New |
$2.06K - $2.27K
|
46
$1.1K
|
|