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 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
870+ 0.87% |
$53.2K - $59K
|
101K
$2.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
868+ 0.06% |
$53K - $58.9K
|
1.52M
$35.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
858+ 0.21% |
$52.4K - $58.2K
|
403K
$9.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
853+ 2.29% |
$52.1K - $57.9K
|
38.2K
$893K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
850+ 10.21% |
$51.9K - $57.7K
|
9.18K
$215K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
834New |
$51K - $56.6K
|
834
$19.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
832+ 11.67% |
$50.8K - $56.5K
|
7.96K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
814New |
$49.7K - $55.2K
|
814
$19K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
802+ 4.31% |
$49K - $54.4K
|
19.4K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
782+ 1.78% |
$47.8K - $53.1K
|
44.8K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
779+ 1.22% |
$47.6K - $52.9K
|
64.8K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
747New |
$45.6K - $50.7K
|
747
$17.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
721+ 6.38% |
$44.1K - $48.9K
|
12K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
712+ 19.07% |
$43.5K - $48.3K
|
4.45K
$104K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
712New |
$43.5K - $48.3K
|
712
$16.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
699+ 8.96% |
$42.7K - $47.4K
|
8.5K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
695+ 5.56% |
$42.5K - $47.2K
|
13.2K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
659+ 1.61% |
$40.3K - $44.7K
|
41.5K
$971K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
644+ 2.57% |
$39.4K - $43.7K
|
25.7K
$601K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
636New |
$38.9K - $43.2K
|
636
$14.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
634+ 16.77% |
$38.7K - $43K
|
4.42K
$103K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
626New |
$38.3K - $42.5K
|
626
$14.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
625+ 0.66% |
$38.2K - $42.4K
|
95.3K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
616+ 8.78% |
$37.6K - $41.8K
|
7.63K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
607+ 10.21% |
$37.1K - $41.2K
|
6.55K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
607+ 2.78% |
$37.1K - $41.2K
|
22.4K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
606+ 312.37% |
$37K - $41.1K
|
800
$18.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
570+ 3166.67% |
$34.8K - $38.7K
|
588
$13.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
569+ 39.11% |
$34.8K - $38.6K
|
2.02K
$47.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
560+ 3.51% |
$34.2K - $38K
|
16.5K
$386K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
530+ 1.16% |
$32.4K - $36K
|
46.1K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
528+ 200.76% |
$32.3K - $35.8K
|
791
$18.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
503+ 2.39% |
$30.7K - $34.1K
|
21.5K
$504K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
503+ 143.71% |
$30.7K - $34.1K
|
853
$20K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
500+ 10.07% |
$30.6K - $33.9K
|
5.46K
$128K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
500+ 15.68% |
$30.6K - $33.9K
|
3.69K
$86.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
491+ 0.67% |
$30K - $33.3K
|
74.1K
$1.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
473+ 11.83% |
$28.9K - $32.1K
|
4.47K
$105K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
438+ 8.45% |
$26.8K - $29.7K
|
5.62K
$132K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
425+ 10.9% |
$26K - $28.8K
|
4.33K
$101K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
423+ 1.64% |
$25.8K - $28.7K
|
26.2K
$612K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
418+ 0.36% |
$25.5K - $28.4K
|
117K
$2.74M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
406+ 5.29% |
$24.8K - $27.5K
|
8.09K
$189K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
400New |
$24.4K - $27.1K
|
400
$9.36K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
395+ 1.27% |
$24.1K - $26.8K
|
31.6K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
385+ 7.95% |
$23.5K - $26.1K
|
5.23K
$122K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
382+ 0.92% |
$23.3K - $25.9K
|
41.7K
$977K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
375+ 1.24% |
$22.9K - $25.4K
|
30.6K
$716K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
366+ 0.38% |
$22.4K - $24.8K
|
95.5K
$2.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
350+ 1.6% |
$21.4K - $23.7K
|
22.3K
$521K
|