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 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.13K+ 3.58% |
$313K - $348K
|
148K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5.07K+ 21.45% |
$310K - $344K
|
28.7K
$671K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.04KNew |
$308K - $342K
|
5.04K
$118K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.04K+ 4.75% |
$308K - $342K
|
111K
$2.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5KNew |
$306K - $339K
|
5K
$117K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.98KNew |
$305K - $338K
|
4.98K
$117K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.96K+ 89.23% |
$303K - $336K
|
10.5K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
4.88K+ 30.44% |
$298K - $331K
|
20.9K
$489K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.83K+ 1.65% |
$295K - $328K
|
297K
$6.95M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.79KNew |
$293K - $325K
|
4.79K
$112K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.75K+ 6691.55% |
$290K - $322K
|
4.82K
$113K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.73K+ 24.84% |
$289K - $321K
|
23.8K
$556K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
4.67K+ 1.79% |
$285K - $317K
|
265K
$6.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.56KNew |
$279K - $309K
|
4.56K
$107K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
4.53KNew |
$277K - $307K
|
4.53K
$106K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.49KNew |
$275K - $305K
|
4.49K
$105K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.49KNew |
$274K - $304K
|
4.49K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.47K+ 7.76% |
$273K - $303K
|
62K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.44K+ 1.2% |
$271K - $301K
|
375K
$8.76M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.41KNew |
$269K - $299K
|
4.41K
$103K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.36K+ 2.73% |
$266K - $296K
|
164K
$3.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.34K+ 1.43% |
$265K - $295K
|
308K
$7.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.33K+ 28.98% |
$265K - $294K
|
19.3K
$451K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
4.32KNew |
$264K - $293K
|
4.32K
$101K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
4.18K+ 13.49% |
$256K - $284K
|
35.2K
$823K
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4.17K+ 13.81% |
$255K - $283K
|
34.3K
$803K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.15K+ 2.53% |
$254K - $282K
|
168K
$3.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
4.12K+ 0.88% |
$252K - $279K
|
471K
$11M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
3.91KNew |
$239K - $265K
|
3.91K
$91.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
3.81K+ 7.08% |
$233K - $259K
|
57.7K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.8K+ 4.45% |
$232K - $258K
|
89.1K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.78KNew |
$231K - $256K
|
3.78K
$88.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.74K+ 36.97% |
$228K - $253K
|
13.8K
$324K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.73K+ 6.13% |
$228K - $253K
|
64.6K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3.71KNew |
$227K - $252K
|
3.71K
$86.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.68K+ 14.11% |
$225K - $250K
|
29.7K
$696K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.64K+ 52.97% |
$223K - $247K
|
10.5K
$246K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.62KNew |
$221K - $246K
|
3.62K
$84.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.59KNew |
$220K - $244K
|
3.59K
$84.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.56K+ 14.77% |
$218K - $242K
|
27.7K
$647K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.54K+ 12.06% |
$216K - $240K
|
32.9K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.49KNew |
$213K - $236K
|
3.49K
$81.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.43KNew |
$210K - $233K
|
3.43K
$80.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.34KNew |
$204K - $226K
|
3.34K
$78K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.31KNew |
$202K - $224K
|
3.31K
$77.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.28K+ 3.67% |
$200K - $223K
|
92.6K
$2.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
3.28K+ 3.22% |
$200K - $222K
|
105K
$2.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.18K+ 78.13% |
$195K - $216K
|
7.26K
$170K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3.13K+ 13.41% |
$191K - $212K
|
26.4K
$618K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.12KNew |
$191K - $212K
|
3.12K
$73.1K
|