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
Feb 03, 2023 Q4 2022
Albion Financial Group

BUY
 -
59
New
$2.49K - $2.84K
59 $1.47K
Feb 08, 2023 Q4 2022
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
50
+ 0.89%
$2.11K - $2.41K
5.65K $141K
Jan 23, 2023 Q4 2022
Waypoint Capital Advisors, LLC

BUY
 -
16
+ 0.31%
$676 - $771
5.13K $128K
Oct 13, 2023 Q4 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
2
+ 0.67%
$84.5 - $96.3
301 $7.5K
Q3 2022
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
207K
New
$8.75M - $10.5M
207K $5.15M
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
48.3K
New
$2.04M - $2.46M
48.3K $1.2M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
31.1K
+ 7.99%
$1.32M - $1.59M
420K $10.5M
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
29.9K
+ 37.44%
$1.27M - $1.53M
110K $2.74M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
24.8K
+ 64.08%
$1.05M - $1.27M
63.6K $1.58M
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
24.1K
+ 3.4%
$1.02M - $1.23M
731K $18.2M
Oct 31, 2022 Q3 2022
Bank Of The West

BUY
 -
6.23K
New
$264K - $318K
6.23K $155K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
726
New
$30.7K - $37K
726 $18.1K
Nov 14, 2022 Q3 2022
Maryland Capital Management

Towson, MD
BUY
 -
658
+ 3.97%
$27.9K - $33.6K
17.2K $429K
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
356
+ 100.0%
$15.1K - $18.2K
712 $17.7K
Oct 28, 2022 Q3 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
142
New
$6.01K - $7.24K
142 $3.54K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
126
New
$5.34K - $6.43K
126 $3.14K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
124
+ 2.28%
$5.25K - $6.33K
5.55K $138K
Nov 03, 2022 Q3 2022
Cypress Capital Management LLC

Greenville, DE
BUY
 -
113
+ 0.45%
$4.79K - $5.76K
25.1K $624K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
87
New
$3.68K - $4.44K
87 $2.17K
Nov 14, 2022 Q3 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
58
New
$2.46K - $2.96K
58 $1.44K
Oct 07, 2022 Q3 2022
Austin Asset Management CO Inc

BUY
 -
21
+ 0.42%
$889 - $1.07K
5K $124K
Oct 31, 2022 Q3 2022
Tranquility Partners, LLC

BUY
 -
8
+ 0.13%
$339 - $408
5.94K $148K
Oct 11, 2022 Q3 2022
Cedar Mountain Advisors, LLC

BUY
 -
1
+ 2.27%
$42.4 - $51
45 $1.12K
Q2 2022
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
731K
New
$31.7M - $39.8M
731K $18.2M
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
710K
+ 90.88%
$30.8M - $38.7M
1.49M $37.1M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
125K
New
$5.43M - $6.83M
125K $3.12M
Aug 08, 2022 Q2 2022
Strategic Wealth Investment Group, LLC

BUY
 -
98.4K
+ 2613.82%
$4.26M - $5.36M
102K $2.54M
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
65.5K
New
$2.84M - $3.57M
65.5K $1.63M
Jul 20, 2022 Q2 2022
Gunma Bank,Ltd.

BUY
 -
40K
New
$1.73M - $2.18M
40K $996K
Jul 22, 2022 Q2 2022
Altium Wealth Management LLC

BUY
 -
5.59K
+ 19.62%
$242K - $304K
34.1K $848K
Aug 12, 2022 Q2 2022
Milestone Wealth, LLC

Buffalo, NY
BUY
 -
1.35K
+ 45.82%
$58.7K - $73.8K
4.31K $107K
Jul 21, 2022 Q2 2022
Round Table Services, LLC

BUY
 -
1.13K
+ 15.93%
$49.2K - $61.8K
8.25K $206K
Aug 09, 2022 Q2 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
981
+ 11.68%
$42.5K - $53.5K
9.38K $234K
Jul 22, 2022 Q2 2022
Loveless Wealth Management LLC

BUY
 -
518
+ 2.58%
$22.5K - $28.2K
20.6K $513K
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
400
+ 90.91%
$17.3K - $21.8K
840 $20.9K
Aug 11, 2022 Q2 2022
Pinnacle Holdings, LLC

Tulsa, OK
BUY
 -
357
New
$15.5K - $19.5K
357 $8.89K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
301
New
$13K - $16.4K
301 $7.5K
Aug 02, 2022 Q2 2022
Richard Bernstein Advisors LLC

BUY
 -
225
+ 0.77%
$9.75K - $12.3K
29.3K $731K
Jul 19, 2022 Q2 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
196
New
$8.5K - $10.7K
196 $4.88K
Aug 02, 2022 Q2 2022
Mechanics Financial Corp

BUY
 -
54
New
$2.34K - $2.94K
54 $1.35K
Jul 11, 2022 Q2 2022
Orser Capital Management, LLC

BUY
 -
40
+ 0.42%
$1.73K - $2.18K
9.49K $236K
Aug 15, 2022 Q2 2022
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
33
+ 0.61%
$1.43K - $1.8K
5.42K $135K
Jul 21, 2022 Q2 2022
Leo H. Evart, Inc.

BUY
 -
30
+ 0.4%
$1.3K - $1.64K
7.46K $186K
Aug 04, 2022 Q2 2022
Nvwm, LLC

BUY
 -
28
New
$1.21K - $1.53K
28 $697
Jul 15, 2022 Q2 2022
Bt Wealth Management LLC

BUY
 -
17
+ 0.06%
$737 - $927
30.3K $756K
Jul 22, 2022 Q2 2022
Bison Wealth, LLC

BUY
 -
5
+ 0.25%
$217 - $273
2.03K $50.6K
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

BUY
 -
1
+ 1.03%
$43.4 - $54.5
98 $2.44K
Q1 2022
May 04, 2022 Q1 2022
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
282K
+ 100.0%
$13.9M - $16.1M
563K $14M
Apr 21, 2022 Q1 2022
Topel & Distasi Wealth Management, LLC

BUY
 -
23.3K
+ 100.0%
$1.15M - $1.33M
46.5K $1.16M

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