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 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
334+ 3.33% |
$20.4K - $22.7K
|
10.4K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
326New |
$19.9K - $22.1K
|
326
$7.63K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
326+ 293.69% |
$19.9K - $22.1K
|
437
$10.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
314+ 45.11% |
$19.2K - $21.3K
|
1.01K
$23.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
291+ 1.94% |
$17.8K - $19.7K
|
15.3K
$357K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
291+ 0.76% |
$17.8K - $19.7K
|
38.4K
$899K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
291+ 7.24% |
$17.8K - $19.7K
|
4.31K
$101K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
286+ 0.66% |
$17.5K - $19.4K
|
43.7K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
284+ 1.28% |
$17.4K - $19.3K
|
22.5K
$527K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
263+ 59.64% |
$16.1K - $17.8K
|
704
$16.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
258+ 224.35% |
$15.8K - $17.5K
|
373
$8.73K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
257+ 0.42% |
$15.7K - $17.4K
|
60.9K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
250New |
$15.3K - $17K
|
250
$5.85K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
249+ 0.3% |
$15.2K - $16.9K
|
83.3K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
243New |
$14.8K - $16.5K
|
243
$5.69K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
238+ 1.37% |
$14.5K - $16.1K
|
17.6K
$412K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
231+ 0.64% |
$14.1K - $15.7K
|
36.6K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
217+ 0.97% |
$13.3K - $14.7K
|
22.6K
$528K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
209+ 0.72% |
$12.8K - $14.2K
|
29.3K
$687K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
207+ 0.66% |
$12.6K - $14K
|
31.7K
$741K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
206+ 0.54% |
$12.6K - $14K
|
38.7K
$906K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
201+ 0.51% |
$12.3K - $13.6K
|
39.4K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
199+ 2.59% |
$12.2K - $13.5K
|
7.89K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
197+ 0.34% |
$12K - $13.4K
|
57.6K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
195+ 4.07% |
$11.9K - $13.2K
|
4.99K
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
190+ 0.79% |
$11.6K - $12.9K
|
24.2K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
182+ 0.17% |
$11.1K - $12.3K
|
108K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
179+ 0.63% |
$10.9K - $12.1K
|
28.8K
$673K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
173+ 0.58% |
$10.6K - $11.7K
|
30.2K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
172+ 2.28% |
$10.5K - $11.7K
|
7.7K
$180K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
170+ 0.3% |
$10.4K - $11.5K
|
56.4K
$1.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
169+ 12.64% |
$10.3K - $11.5K
|
1.51K
$35.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
164+ 1.22% |
$10K - $11.1K
|
13.7K
$319K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
159+ 1.16% |
$9.72K - $10.8K
|
13.9K
$326K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
155+ 2.83% |
$9.47K - $10.5K
|
5.63K
$132K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
152New |
$9.29K - $10.3K
|
152
$3.56K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
152+ 0.22% |
$9.29K - $10.3K
|
69K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
150+ 2.56% |
$9.17K - $10.2K
|
6.01K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
148+ 0.36% |
$9.04K - $10K
|
41.5K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
145+ 2.9% |
$8.86K - $9.84K
|
5.15K
$121K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
140+ 0.1% |
$8.56K - $9.5K
|
138K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
135+ 3.34% |
$8.25K - $9.16K
|
4.18K
$97.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
134+ 0.53% |
$8.19K - $9.09K
|
25.4K
$594K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
132+ 0.45% |
$8.07K - $8.96K
|
29.4K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
120+ 0.81% |
$7.33K - $8.14K
|
14.9K
$348K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
118+ 8.46% |
$7.21K - $8.01K
|
1.51K
$35.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
116+ 2.1% |
$7.09K - $7.87K
|
5.65K
$132K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
106+ 2.04% |
$6.48K - $7.19K
|
5.3K
$124K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
105+ 2.61% |
$6.42K - $7.12K
|
4.13K
$96.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
103+ 2.73% |
$6.29K - $6.99K
|
3.88K
$90.8K
|