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
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
728
New
$30.8K - $35.1K
728 $17.4K
Feb 06, 2023 Q4 2022
Adirondack Retirement Specialists, Inc.

BUY
 -
546
New
$23.1K - $26.3K
546 $13K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
498
New
$21K - $24K
498 $11.9K
Feb 09, 2023 Q4 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
454
New
$19.2K - $21.9K
454 $10.8K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
437
+ 1.23%
$18.5K - $21K
35.9K $855K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
278
New
$11.7K - $13.4K
278 $6.63K
Jan 18, 2023 Q4 2022
Perkins Coie Trust CO

BUY
 -
227
New
$9.59K - $10.9K
227 $5.41K
Feb 23, 2023 Q4 2022
Chelsea Counsel CO

BUY
 -
218
New
$9.21K - $10.5K
218 $5.2K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
125
New
$5.28K - $6.02K
125 $2.98K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
74
New
$3.13K - $3.56K
74 $1.76K
Feb 08, 2023 Q4 2022
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
50
+ 0.89%
$2.11K - $2.41K
5.65K $135K
Jan 23, 2023 Q4 2022
Waypoint Capital Advisors, LLC

BUY
 -
16
+ 0.31%
$676 - $771
5.13K $122K
Oct 13, 2023 Q4 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
2
+ 0.67%
$84.5 - $96.3
301 $7.18K
Q3 2022
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
207K
New
$8.75M - $10.5M
207K $4.93M
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
48.3K
New
$2.04M - $2.46M
48.3K $1.15M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
31.1K
+ 7.99%
$1.32M - $1.59M
420K $10M
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
29.9K
+ 37.44%
$1.27M - $1.53M
110K $2.62M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
24.8K
+ 64.08%
$1.05M - $1.27M
63.6K $1.52M
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
24.1K
+ 3.4%
$1.02M - $1.23M
731K $17.4M
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
10.2K
New
$431K - $519K
10.2K $243K
Nov 14, 2022 Q3 2022
Lcnb Corp

Lebanon, OH
BUY
 -
7.04K
New
$298K - $359K
7.04K $168K
Oct 31, 2022 Q3 2022
Bank Of The West

BUY
 -
6.23K
New
$264K - $318K
6.23K $149K
Nov 10, 2022 Q3 2022
Clearstead Trust, LLC

Portland, ME
BUY
 -
4.23K
New
$179K - $216K
4.23K $101K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
726
New
$30.7K - $37K
726 $17.3K
Nov 14, 2022 Q3 2022
Maryland Capital Management

Towson, MD
BUY
 -
658
+ 3.97%
$27.9K - $33.6K
17.2K $411K
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
356
+ 100.0%
$15.1K - $18.2K
712 $17K
Oct 28, 2022 Q3 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
142
New
$6.01K - $7.24K
142 $3.39K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
126
New
$5.34K - $6.43K
126 $3.01K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
124
+ 2.28%
$5.25K - $6.33K
5.55K $132K
Nov 03, 2022 Q3 2022
Cypress Capital Management LLC

Greenville, DE
BUY
 -
113
+ 0.45%
$4.79K - $5.76K
25.1K $598K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
87
New
$3.68K - $4.44K
87 $2.07K
Nov 14, 2022 Q3 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
58
New
$2.46K - $2.96K
58 $1.38K
Oct 07, 2022 Q3 2022
Austin Asset Management CO Inc

BUY
 -
21
+ 0.42%
$889 - $1.07K
5K $119K
Oct 31, 2022 Q3 2022
Tranquility Partners, LLC

BUY
 -
8
+ 0.13%
$339 - $408
5.94K $142K
Oct 11, 2022 Q3 2022
Cedar Mountain Advisors, LLC

BUY
 -
1
+ 2.27%
$42.4 - $51
45 $1.07K
Q2 2022
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
731K
New
$31.7M - $39.8M
731K $17.4M
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
710K
+ 90.88%
$30.8M - $38.7M
1.49M $35.6M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
125K
New
$5.43M - $6.83M
125K $2.99M
Aug 08, 2022 Q2 2022
Strategic Wealth Investment Group, LLC

BUY
 -
98.4K
+ 2613.82%
$4.26M - $5.36M
102K $2.44M
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
65.5K
New
$2.84M - $3.57M
65.5K $1.56M
Jul 20, 2022 Q2 2022
Gunma Bank,Ltd.

BUY
 -
40K
New
$1.73M - $2.18M
40K $954K
Jul 22, 2022 Q2 2022
Altium Wealth Management LLC

BUY
 -
5.59K
+ 19.62%
$242K - $304K
34.1K $812K
Aug 02, 2022 Q2 2022
Capital Wealth Alliance, LLC

BUY
 -
3.5K
New
$152K - $191K
3.5K $83.4K
Aug 12, 2022 Q2 2022
Milestone Wealth, LLC

Buffalo, NY
BUY
 -
1.35K
+ 45.82%
$58.7K - $73.8K
4.31K $103K
Jul 21, 2022 Q2 2022
Round Table Services, LLC

BUY
 -
1.13K
+ 15.93%
$49.2K - $61.8K
8.25K $197K
Aug 09, 2022 Q2 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
981
+ 11.68%
$42.5K - $53.5K
9.38K $224K
Aug 04, 2022 Q2 2022
Angeles Wealth Management, LLC

BUY
 -
936
New
$40.6K - $51K
936 $22.3K
Jul 22, 2022 Q2 2022
Loveless Wealth Management LLC

BUY
 -
518
+ 2.58%
$22.5K - $28.2K
20.6K $492K
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
400
+ 90.91%
$17.3K - $21.8K
840 $20K

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