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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
357New |
$15.5K - $19.5K
|
357
$8.51K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
301New |
$13K - $16.4K
|
301
$7.18K
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
225+ 0.77% |
$9.75K - $12.3K
|
29.3K
$700K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
196New |
$8.5K - $10.7K
|
196
$4.67K
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
54New |
$2.34K - $2.94K
|
54
$1.29K
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
40+ 0.42% |
$1.73K - $2.18K
|
9.49K
$226K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
33+ 0.61% |
$1.43K - $1.8K
|
5.42K
$129K
|
|
|
Jul 21, 2022
Q2 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
30+ 0.4% |
$1.3K - $1.64K
|
7.46K
$178K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
28New |
$1.21K - $1.53K
|
28
$668
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
17+ 0.06% |
$737 - $927
|
30.3K
$724K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
5+ 0.25% |
$217 - $273
|
2.03K
$48.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 1.03% |
$43.4 - $54.5
|
98
$2.34K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
282K+ 100.0% |
$13.9M - $16.1M
|
563K
$13.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
23.3K+ 100.0% |
$1.15M - $1.33M
|
46.5K
$1.11M
|
|
|
Apr 12, 2022
Q1 2022
|
Ht Partners LLC
|
BUY
|
- |
8.03K+ 100.0% |
$397K - $460K
|
16.1K
$383K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
6.89K+ 100.0% |
$341K - $394K
|
13.8K
$329K
|
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4.37K+ 100.0% |
$216K - $250K
|
8.74K
$208K
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.17K+ 100.0% |
$157K - $181K
|
6.33K
$151K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
3.02K+ 100.0% |
$150K - $173K
|
6.05K
$144K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
2.85K+ 79.34% |
$141K - $163K
|
6.44K
$154K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 96.79% |
$136K - $157K
|
5.57K
$133K
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
BUY
|
- |
2.49K+ 50.88% |
$123K - $143K
|
7.38K
$176K
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
2.43K+ 100.0% |
$120K - $139K
|
4.85K
$116K
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
2.32K+ 100.0% |
$115K - $133K
|
4.63K
$111K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.6K+ 100.0% |
$79.4K - $91.9K
|
3.21K
$76.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1.15K+ 100.0% |
$56.9K - $65.9K
|
2.3K
$54.9K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1K+ 100.0% |
$49.5K - $57.3K
|
2K
$47.7K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
980+ 96.08% |
$48.5K - $56.1K
|
2K
$47.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
484+ 100.0% |
$24K - $27.7K
|
968
$23.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
440+ 100.0% |
$21.8K - $25.2K
|
880
$21K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
304+ 100.0% |
$15.1K - $17.4K
|
608
$14.5K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
116New |
$5.74K - $6.64K
|
116
$2.77K
|
|
|
Apr 20, 2022
Q1 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
101+ 100.0% |
$5K - $5.78K
|
202
$4.82K
|
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
90New |
$4.46K - $5.15K
|
90
$2.15K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
40New |
$1.98K - $2.29K
|
40
$954
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
29+ 100.0% |
$1.44K - $1.66K
|
58
$1.38K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
23+ 100.0% |
$1.14K - $1.32K
|
46
$1.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
13+ 100.0% |
$644 - $745
|
26
$620
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12New |
$594 - $687
|
12
$286
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
796New |
$41.3K - $45.6K
|
796
$19K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
26.8KNew |
$1.38M - $1.47M
|
26.8K
$639K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
251KNew |
$9.88M - $11.4M
|
251K
$5.99M
|
|
|
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
19KNew |
$746K - $862K
|
19K
$452K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
13.5KNew |
$532K - $615K
|
13.5K
$323K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
20.4KNew |
$759K - $877K
|
20.4K
$486K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
48.6KNew |
$1.42M - $1.89M
|
48.6K
$1.16M
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
123New |
$4.34K - $4.43K
|
123
$2.93K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
605New |
N/A
|
605
$14.4K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
294KNew |
N/A
|
294K
$7.01M
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
0New |
N/A
|
0
$0
|
|