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 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.78K+ 1.77% |
$109K - $121K
|
103K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.77K+ 2.32% |
$108K - $120K
|
77.9K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1.74K+ 820.75% |
$106K - $118K
|
1.95K
$45.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.72K+ 6.25% |
$105K - $117K
|
29.3K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.72K+ 35.28% |
$105K - $116K
|
6.58K
$154K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.71K+ 0.42% |
$105K - $116K
|
408K
$9.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.68KNew |
$102K - $114K
|
1.68K
$39.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.65K+ 18.39% |
$101K - $112K
|
10.6K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.65K+ 24.39% |
$101K - $112K
|
8.41K
$197K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.58K+ 47.4% |
$96.7K - $107K
|
4.92K
$115K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.57K+ 7.74% |
$96.1K - $107K
|
21.9K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.57K+ 0.78% |
$95.8K - $106K
|
203K
$4.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.56KNew |
$95K - $106K
|
1.56K
$36.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.51K+ 23.28% |
$92.3K - $102K
|
8K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.5K+ 16.32% |
$91.9K - $102K
|
10.7K
$251K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.48K+ 8.03% |
$90.5K - $100K
|
19.9K
$466K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.48K+ 5.14% |
$90.1K - $100K
|
30.2K
$707K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.4K+ 0.49% |
$85.6K - $95.1K
|
289K
$6.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.37K+ 22.93% |
$83.9K - $93.2K
|
7.36K
$172K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.32K+ 2.28% |
$80.7K - $89.6K
|
59.3K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.29K+ 20.61% |
$78.5K - $87.2K
|
7.52K
$176K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.28K+ 182.6% |
$78.2K - $86.8K
|
1.98K
$46.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 1.08% |
$77.9K - $86.4K
|
120K
$2.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$76.2K - $84.6K
|
1.25K
$29.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.23K+ 5.24% |
$75K - $83.3K
|
24.6K
$577K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.18K+ 3.69% |
$72.4K - $80.3K
|
33.3K
$779K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.18K+ 33.04% |
$72K - $79.9K
|
4.74K
$111K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.17K+ 7.83% |
$71.7K - $79.7K
|
16.2K
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.16K+ 34.79% |
$71.1K - $79K
|
4.51K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.15K+ 17.97% |
$70K - $77.8K
|
7.52K
$176K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.11K+ 1.76% |
$68K - $75.4K
|
64.3K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.1K+ 58.67% |
$67.2K - $74.6K
|
2.98K
$69.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.1K+ 0.48% |
$67K - $74.4K
|
231K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.06K+ 16.72% |
$64.5K - $71.6K
|
7.36K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.04K+ 88.85% |
$63.8K - $70.8K
|
2.22K
$51.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.04K+ 10.83% |
$63.4K - $70.4K
|
10.6K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
998+ 20.44% |
$61K - $67.7K
|
5.88K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
995+ 0.13% |
$60.8K - $67.5K
|
755K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
995+ 0.13% |
$60.8K - $67.5K
|
755K
$17.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
986+ 4.25% |
$60.3K - $66.9K
|
24.2K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
976+ 20.46% |
$59.6K - $66.2K
|
5.75K
$134K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
937+ 4.21% |
$57.3K - $63.6K
|
23.2K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
920+ 1.47% |
$56.2K - $62.4K
|
63.4K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
919+ 9.09% |
$56.2K - $62.4K
|
11K
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
910+ 22.67% |
$55.6K - $61.7K
|
4.93K
$115K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
907New |
$55.4K - $61.5K
|
907
$21.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
906+ 0.22% |
$55.4K - $61.5K
|
410K
$9.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
900+ 900.0% |
$55K - $61.1K
|
1K
$23.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
900+ 10.03% |
$55K - $61.1K
|
9.88K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
886+ 1.05% |
$54.1K - $60.1K
|
85.7K
$2M
|