Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 12, 2024 Q1 2024
Von Berge Wealth Management Group, LLC

BUY
 -
5.09K
New
$282K - $316K
5.09K $121K
Apr 25, 2024 Q1 2024
True Private Wealth Advisors

BUY
 -
4.65K
New
$258K - $289K
4.65K $111K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.46K
+ 2.94%
$247K - $277K
156K $3.72M
May 15, 2024 Q1 2024
Peterson Wealth Management

BUY
 -
4.44K
New
$246K - $276K
4.44K $106K
May 14, 2024 Q1 2024
Kirtland Hills Capital Management, LLC

Bratenahl, OH
BUY
 -
4K
New
$222K - $248K
4K $95.4K
Apr 11, 2024 Q1 2024
Paragon Capital Management LTD

BUY
 -
3.93K
New
$218K - $244K
3.93K $93.8K
May 07, 2024 Q1 2024
Silver Oak Wealth Management LLC

Edina, MN
BUY
 -
3.71K
New
$205K - $230K
3.71K $88.4K
May 03, 2024 Q1 2024
Cap Wealth Advisors, LLC

BUY
 -
3.51K
New
$195K - $218K
3.51K $83.8K
May 07, 2024 Q1 2024
Choate Investment Advisors

Boston, MA
BUY
 -
3.47K
New
$192K - $215K
3.47K $82.8K
Apr 30, 2024 Q1 2024
Blue Chip Wealth Advisors LLC

Milton, GA
BUY
 -
3.4K
New
$189K - $211K
3.4K $81.1K
May 15, 2024 Q1 2024
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
3.3K
New
$183K - $205K
3.3K $78.8K
Apr 15, 2024 Q1 2024
Wealth Care Investment Partners, LLC

BUY
 -
3.27K
New
$181K - $203K
3.27K $78K
Apr 25, 2024 Q1 2024
Advocate Group LLC

BUY
 -
3.22K
New
$179K - $200K
3.22K $76.9K
May 08, 2024 Q1 2024
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
3.06K
+ 54.47%
$170K - $190K
8.68K $207K
Apr 30, 2024 Q1 2024
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
1.49K
New
$82.5K - $92.4K
1.49K $35.5K
Apr 19, 2024 Q1 2024
Cutler Group LP

BUY
 -
1.2K
+ 27.27%
$66.5K - $74.5K
5.6K $134K
May 01, 2024 Q1 2024
Palisade Asset Management, LLC

BUY
 -
1.1K
New
$61K - $68.3K
1.1K $26.2K
May 15, 2024 Q1 2024
Laffer Tengler Investments

Nashville, TN
BUY
 -
1.05K
New
$57.9K - $64.9K
1.05K $24.9K
Apr 19, 2024 Q1 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
482
New
$26.7K - $29.9K
482 $11.5K
Jan 13, 2025 Q1 2024
Raine Group LLC

New York, NY
BUY
 -
300
+ 0.24%
$16.6K - $18.6K
123K $2.94M
May 09, 2024 Q1 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
188
New
$10.4K - $11.7K
188 $4.48K
Apr 11, 2024 Q1 2024
Central Bank & Trust CO

BUY
 -
165
New
$9.14K - $10.2K
165 $3.94K
Apr 24, 2024 Q1 2024
First Pacific Financial

BUY
 -
146
New
$8.09K - $9.06K
146 $3.48K
May 15, 2024 Q1 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
125
New
$6.93K - $7.76K
125 $2.98K
Apr 25, 2024 Q1 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
80
New
$4.43K - $4.97K
80 $1.91K
May 10, 2024 Q1 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
70
+ 233.33%
$3.88K - $4.35K
100 $2.39K
May 15, 2024 Q1 2024
Western Pacific Wealth Management, LP

BUY
 -
60
New
$3.32K - $3.72K
60 $1.43K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
51
New
$2.83K - $3.17K
51 $1.22K
May 14, 2024 Q1 2024
One Wealth Management Investment & Advisory Services, LLC

Miami Beach, FL
BUY
 -
25
+ 0.19%
$1.39K - $1.55K
13.4K $319K
May 03, 2024 Q1 2024
Hallmark Capital Management Inc

BUY
 -
0
New
$0 - $0
0 $0
Q4 2023
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
416K
New
$20.1M - $23.5M
416K $9.91M
Feb 08, 2024 Q4 2023
Curi Wealth Management, LLC

BUY
 -
293K
+ 30.57%
$14.2M - $16.6M
1.25M $29.8M
Feb 09, 2024 Q4 2023
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
238K
New
$11.6M - $13.5M
238K $5.68M
Feb 08, 2024 Q4 2023
Lindenwold Advisors

BUY
 -
84.8K
New
$4.11M - $4.8M
84.8K $2.02M
Feb 13, 2024 Q4 2023
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
51.2K
New
$2.48M - $2.9M
51.2K $1.22M
Feb 14, 2024 Q4 2023
Vernal Point Advisors, LLC

San Francisco, CA
BUY
 -
16.6K
New
$805K - $940K
16.6K $396K
May 07, 2024 Q4 2023
Fiduciary Family Office, LLC

Boca Raton, FL
BUY
 -
11.1K
New
$536K - $626K
11.1K $264K
Feb 13, 2024 Q4 2023
Y Intercept (Hong Kong) LTD

BUY
 -
9.47K
New
$459K - $536K
9.47K $226K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
7.4K
+ 12.65%
$359K - $419K
65.9K $1.57M
Jan 18, 2024 Q4 2023
25 LLC

St. Louis, MO
BUY
 -
7.35K
New
$356K - $416K
7.35K $175K
Feb 14, 2024 Q4 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 PUT
5K
New
$242K - $283K
5K $119K
Jan 25, 2024 Q4 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
4.76K
New
$231K - $269K
4.76K $114K
Feb 14, 2024 Q4 2023
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
4.7K
New
$228K - $266K
4.7K $112K
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
4K
New
$194K - $226K
4K $95.4K
Jan 11, 2024 Q4 2023
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
3.98K
New
$193K - $225K
3.98K $94.8K
May 20, 2024 Q4 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
3.74K
New
$181K - $211K
3.74K $89.1K
Feb 20, 2024 Q4 2023
Sunpointe, LLC

St. Louis, MO
BUY
 -
3.67K
New
$178K - $208K
3.67K $87.6K
Feb 06, 2024 Q4 2023
Rollins Financial

BUY
 -
3.59K
New
$174K - $203K
3.59K $85.5K
Mar 14, 2024 Q4 2023
Ables, Iannone, Moore & Associates, Inc.

Savannah, GA
BUY
 -
2.02K
New
$98.1K - $115K
2.02K $48.3K

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