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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
19.9K+ 163.89% |
$1.22M - $1.35M
|
32.1K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.6K+ 1.07% |
$1.2M - $1.33M
|
1.85M
$43.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19.4K+ 2.49% |
$1.19M - $1.32M
|
798K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19KNew |
$1.16M - $1.29M
|
19K
$445K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
18.3K+ 440.17% |
$1.12M - $1.24M
|
22.5K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
17.9K+ 191.51% |
$1.1M - $1.22M
|
27.3K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.3K+ 9.96% |
$1.06M - $1.18M
|
191K
$4.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
17.3K+ 18.08% |
$1.06M - $1.17M
|
113K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17K+ 1.69% |
$1.04M - $1.15M
|
1.02M
$23.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
16.8K+ 4.04% |
$1.03M - $1.14M
|
433K
$10.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
16.3K+ 4.01% |
$998K - $1.11M
|
423K
$9.9M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
15.8K+ 4.65% |
$967K - $1.07M
|
356K
$8.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15.8K+ 116.7% |
$964K - $1.07M
|
29.3K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5K+ 11.09% |
$948K - $1.05M
|
155K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
15.5KNew |
$947K - $1.05M
|
15.5K
$363K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
15.5K+ 0.48% |
$946K - $1.05M
|
3.22M
$75.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.5KNew |
$945K - $1.05M
|
15.5K
$362K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14.8K+ 12.95% |
$905K - $1M
|
129K
$3.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
14.1KNew |
$863K - $958K
|
14.1K
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
13.8K+ 4.32% |
$844K - $937K
|
334K
$7.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
13.7K+ 21.46% |
$838K - $931K
|
77.6K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.5K+ 2.91% |
$822K - $913K
|
476K
$11.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.4K+ 136.48% |
$821K - $912K
|
23.3K
$545K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
13.4K+ 1.75% |
$818K - $908K
|
779K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
13.3K+ 13.74% |
$813K - $902K
|
110K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$770K - $855K
|
12.6K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
12.5K+ 7.05% |
$761K - $845K
|
189K
$4.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.3K+ 159.93% |
$750K - $832K
|
19.9K
$467K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.3K+ 149.46% |
$749K - $831K
|
20.5K
$479K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
12.2K+ 28.23% |
$746K - $829K
|
55.5K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12.1K+ 2.13% |
$741K - $822K
|
582K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
11.7K+ 2.67% |
$716K - $794K
|
451K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7K+ 16.86% |
$714K - $793K
|
81.1K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.7K+ 19.95% |
$713K - $792K
|
70.2K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.2KNew |
$684K - $760K
|
11.2K
$262K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
11.1KNew |
$679K - $754K
|
11.1K
$260K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11K+ 364.01% |
$672K - $747K
|
14K
$328K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
10.9KNew |
$667K - $741K
|
10.9K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
10.8K+ 1.14% |
$663K - $736K
|
959K
$22.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
10.8K+ 1.14% |
$663K - $736K
|
959K
$22.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.8K+ 1.58% |
$662K - $735K
|
697K
$16.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
10.2K+ 2.76% |
$624K - $693K
|
381K
$8.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 5.28% |
$616K - $684K
|
201K
$4.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.86K+ 2.31% |
$602K - $669K
|
437K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
9.38KNew |
$573K - $637K
|
9.38K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
9.3KNew |
$568K - $631K
|
9.3K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.86K+ 152.13% |
$541K - $601K
|
14.7K
$343K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
8.84K+ 200.0% |
$540K - $600K
|
13.3K
$310K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.75K+ 1.99% |
$535K - $594K
|
449K
$10.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.63K+ 6.51% |
$527K - $585K
|
141K
$3.3M
|