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 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3.12KNew |
$191K - $212K
|
3.12K
$73K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.11KNew |
$190K - $211K
|
3.11K
$72.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.11KNew |
$190K - $211K
|
3.11K
$72.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.08KNew |
$188K - $209K
|
3.08K
$72K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
3.06KNew |
$187K - $208K
|
3.06K
$71.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
3.05KNew |
$186K - $207K
|
3.05K
$71.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.03KNew |
$185K - $206K
|
3.03K
$70.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.01KNew |
$184K - $204K
|
3.01K
$70.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3KNew |
$184K - $204K
|
3K
$70.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3KNew |
$183K - $203K
|
3K
$70.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.99KNew |
$183K - $203K
|
2.99K
$70K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.98K+ 27.45% |
$182K - $202K
|
13.8K
$324K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.98KNew |
$182K - $202K
|
2.98K
$69.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.97KNew |
$181K - $201K
|
2.97K
$69.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
2.96KNew |
$181K - $201K
|
2.96K
$69.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.96KNew |
$181K - $201K
|
2.96K
$69.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.88K+ 16.21% |
$176K - $196K
|
20.7K
$484K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.84K+ 5.04% |
$173K - $193K
|
59.2K
$1.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$172K - $191K
|
2.81K
$65.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.8K+ 4.23% |
$171K - $190K
|
68.9K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
2.74K+ 1.2% |
$167K - $186K
|
232K
$5.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.7K+ 5.04% |
$165K - $183K
|
56.3K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.69K+ 2.37% |
$164K - $183K
|
116K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.6K+ 0.42% |
$159K - $177K
|
628K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.54K+ 3.02% |
$155K - $172K
|
86.4K
$2.02M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.54K+ 2.09% |
$155K - $172K
|
124K
$2.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.49K+ 70.3% |
$152K - $169K
|
6.03K
$141K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.49K+ 17.97% |
$152K - $169K
|
16.3K
$382K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.48K+ 2.64% |
$152K - $168K
|
96.6K
$2.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
2.42K+ 7.28% |
$148K - $164K
|
35.7K
$835K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 2.66% |
$148K - $164K
|
93.1K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
2.41KNew |
$147K - $163K
|
2.41K
$56.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.38K+ 52.88% |
$145K - $161K
|
6.88K
$161K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
2.36K+ 1.16% |
$144K - $160K
|
205K
$4.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 1.99% |
$139K - $154K
|
116K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.27K+ 3.13% |
$138K - $154K
|
74.7K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.26KNew |
$138K - $153K
|
2.26K
$52.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.18KNew |
$133K - $148K
|
2.18K
$50.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.17K+ 3.51% |
$133K - $147K
|
64K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.11K+ 2.06% |
$129K - $143K
|
105K
$2.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.05K+ 155.77% |
$125K - $139K
|
3.37K
$78.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.03K+ 7.91% |
$124K - $138K
|
27.6K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.01K+ 1.21% |
$123K - $136K
|
168K
$3.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.98K+ 38.93% |
$121K - $135K
|
7.08K
$166K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.94K+ 1.46% |
$118K - $131K
|
134K
$3.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.93K+ 2.3% |
$118K - $131K
|
85.6K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.91K+ 2.48% |
$117K - $130K
|
79K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.88K+ 2.24% |
$115K - $128K
|
86K
$2.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.84K+ 6.95% |
$112K - $125K
|
28.3K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.83K+ 200.0% |
$112K - $124K
|
2.74K
$64.1K
|