Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHX)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-175- 3.36% |
$8.81K - $9.49K
|
5.03K
$118K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
4.42KNew |
$222K - $239K
|
4.42K
$104K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-143- 85.63% |
$7.2K - $7.75K
|
24
$564
|
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-403- 8.54% |
$20.3K - $21.8K
|
4.32K
$102K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-658- 6.58% |
$33.1K - $35.7K
|
9.34K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-90- 2.05% |
$4.53K - $4.88K
|
4.31K
$101K
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-704- 14.84% |
$35.5K - $38.2K
|
4.04K
$95K
|
|
| Q2 2023 | |||||||
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-204KClosed |
$9.71M - $10.7M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.52K+ 8.85% |
$72.5K - $79.7K
|
18.7K
$440K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
659New |
$31.4K - $34.5K
|
659
$15.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.33% |
$810 - $890
|
5.22K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
342New |
$16.3K - $17.9K
|
342
$8.04K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 24.16% |
$59.1K - $64.9K
|
3.89K
$91.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-14.4K- 2.62% |
$684K - $752K
|
533K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.95KNew |
$284K - $312K
|
5.95K
$140K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-16.6K- 29.63% |
$789K - $867K
|
39.3K
$924K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.64K- 15.22% |
$78.2K - $85.9K
|
9.14K
$215K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.27K- 6.37% |
$203K - $224K
|
62.8K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.62KNew |
$173K - $190K
|
3.62K
$85.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.05K+ 26.07% |
$193K - $212K
|
19.6K
$461K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.9K- 37.88% |
$90.6K - $99.5K
|
3.12K
$73.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
4KNew |
$191K - $209K
|
4K
$94K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.84K- 0.61% |
$87.9K - $96.6K
|
300K
$7.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
234New |
$11.2K - $12.3K
|
234
$5.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
218+ 3.53% |
$10.4K - $11.4K
|
6.4K
$150K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-367- 20.16% |
$17.5K - $19.2K
|
1.45K
$34.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.33K+ 11.91% |
$159K - $174K
|
31.3K
$735K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.11K- 60.5% |
$148K - $163K
|
2.03K
$47.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
30New |
$1.43K - $1.57K
|
30
$705
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
445KNew |
$21.2M - $23.3M
|
445K
$10.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-4- 0.17% |
$191 - $209
|
2.34K
$54.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.56KNew |
$74.3K - $81.6K
|
1.56K
$36.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
303KNew |
$14.5M - $15.9M
|
303K
$7.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
14.5KNew |
$691K - $759K
|
14.5K
$341K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
418+ 1.13% |
$19.9K - $21.9K
|
37.3K
$877K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.8KNew |
$181K - $199K
|
3.8K
$89.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.27K- 0.77% |
$60.6K - $66.6K
|
163K
$3.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
1.96K+ 16.05% |
$93.3K - $102K
|
14.1K
$333K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.14% |
$47.7 - $52.4
|
713
$16.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-197- 3.59% |
$9.39K - $10.3K
|
5.29K
$124K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-467- 0.95% |
$22.3K - $24.5K
|
48.5K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
16+ 0.38% |
$763 - $838
|
4.17K
$98.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 20.04% |
$64.5K - $70.9K
|
5.4K
$127K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.11KNew |
$196K - $215K
|
4.11K
$96.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
264K+ 7.47% |
$12.6M - $13.8M
|
3.79M
$89.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.07K- 8.08% |
$51.1K - $56.1K
|
12.2K
$286K
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
60.5K+ 1329.25% |
$2.88M - $3.17M
|
65K
$1.53M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.08K- 3.21% |
$51.4K - $56.5K
|
32.5K
$764K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-565- 44.73% |
$26.9K - $29.6K
|
698
$16.4K
|
|