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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
8.57K+ 145.79% |
$524K - $581K
|
14.4K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.55KNew |
$522K - $580K
|
8.55K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.53K+ 10.41% |
$521K - $579K
|
90.4K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.51K+ 19.91% |
$520K - $577K
|
51.3K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
8.46K+ 1.22% |
$517K - $574K
|
702K
$16.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.28K+ 39.39% |
$506K - $562K
|
29.3K
$686K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.01K+ 17.9% |
$490K - $544K
|
52.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.86K+ 74.37% |
$481K - $534K
|
18.4K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.84KNew |
$479K - $532K
|
7.84K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.84KNew |
$479K - $532K
|
7.84K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.69K+ 3.66% |
$470K - $522K
|
218K
$5.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.59K+ 4.11% |
$464K - $515K
|
192K
$4.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.51K+ 77.89% |
$459K - $510K
|
17.2K
$401K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7.36K+ 11.94% |
$450K - $500K
|
69K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.31K+ 1.96% |
$447K - $496K
|
381K
$8.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
7.31K+ 0.37% |
$447K - $496K
|
1.98M
$46.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7.24K+ 199.83% |
$442K - $491K
|
10.9K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.23K+ 17.94% |
$442K - $490K
|
47.5K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
7.1K+ 10.11% |
$434K - $482K
|
77.4K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
7.08K+ 6.16% |
$432K - $480K
|
122K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
6.86KNew |
$419K - $466K
|
6.86K
$161K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.78K+ 22.53% |
$414K - $460K
|
36.9K
$863K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.69K+ 2.31% |
$409K - $454K
|
296K
$6.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.69KNew |
$409K - $454K
|
6.69K
$156K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.61KNew |
$404K - $448K
|
6.61K
$155K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
6.56K+ 34.69% |
$401K - $445K
|
25.5K
$596K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.43K+ 14.48% |
$393K - $436K
|
50.8K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
6.39K+ 64.61% |
$391K - $434K
|
16.3K
$381K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
6.38K+ 30.41% |
$390K - $433K
|
27.4K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
6.36K+ 4.56% |
$389K - $432K
|
146K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6.28K+ 1.88% |
$384K - $426K
|
341K
$7.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.26K+ 32.05% |
$382K - $424K
|
25.8K
$603K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.14K+ 18.85% |
$375K - $416K
|
38.7K
$905K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.13K+ 6.56% |
$375K - $416K
|
99.6K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.11K+ 26.13% |
$373K - $414K
|
29.5K
$690K
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
6.08K+ 1.29% |
$372K - $413K
|
478K
$11.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.07K+ 65.42% |
$371K - $412K
|
15.3K
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.05K+ 36.07% |
$370K - $411K
|
22.8K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.96K+ 11.72% |
$364K - $404K
|
56.8K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.88K+ 2.02% |
$360K - $399K
|
297K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.67KNew |
$347K - $385K
|
5.67K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
5.64K+ 92.46% |
$345K - $383K
|
11.7K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.58K+ 12.49% |
$341K - $378K
|
50.2K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
5.39K+ 4.16% |
$329K - $366K
|
135K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
5.33K+ 1.17% |
$325K - $361K
|
460K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.3KNew |
$324K - $359K
|
5.3K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.21K+ 0.67% |
$319K - $354K
|
787K
$18.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.2K+ 21.67% |
$318K - $353K
|
29.2K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5.18KNew |
$317K - $352K
|
5.18K
$121K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.15K+ 12.51% |
$315K - $350K
|
46.4K
$1.08M
|