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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
278New |
$11.7K - $13.4K
|
278
$6.54K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.19K+ 64.98% |
$177K - $202K
|
10.6K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-626- 0.72% |
$26.4K - $30.1K
|
86.4K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.78K- 99.94% |
$75K - $85.5K
|
1
$23.5
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-316- 5.41% |
$13.4K - $15.2K
|
5.52K
$130K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
454New |
$19.2K - $21.9K
|
454
$10.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
50+ 0.89% |
$2.11K - $2.41K
|
5.65K
$133K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.59KNew |
$194K - $221K
|
4.59K
$108K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
25.4KNew |
$1.07M - $1.22M
|
25.4K
$596K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
21.6KNew |
$912K - $1.04M
|
21.6K
$508K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3.12K+ 1.84% |
$132K - $150K
|
173K
$4.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.95K- 1.95% |
$420K - $479K
|
500K
$11.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
546New |
$23.1K - $26.3K
|
546
$12.8K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
56.1KNew |
$2.37M - $2.7M
|
56.1K
$1.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.66KNew |
$155K - $176K
|
3.66K
$86K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
59New |
$2.49K - $2.84K
|
59
$1.39K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
28.7KNew |
$1.21M - $1.38M
|
28.7K
$674K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-175- 0.73% |
$7.39K - $8.43K
|
24K
$563K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.53KNew |
$191K - $218K
|
4.53K
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
125New |
$5.28K - $6.02K
|
125
$2.94K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-158- 84.49% |
$6.68K - $7.61K
|
29
$682
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-2.12K- 5.24% |
$89.7K - $102K
|
38.4K
$902K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$95.9K - $109K
|
2.27K
$53.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-197K- 34.13% |
$8.32M - $9.48M
|
380K
$8.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-740- 11.69% |
$31.3K - $35.6K
|
5.59K
$131K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$193K - $220K
|
4.57K
$107K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
8.32KNew |
$352K - $401K
|
8.32K
$196K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
498New |
$21K - $24K
|
498
$11.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.7KNew |
$283K - $323K
|
6.7K
$157K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$676 - $771
|
5.13K
$121K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-6.07K- 7.41% |
$257K - $292K
|
75.8K
$1.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.28K- 33.06% |
$96.1K - $110K
|
4.61K
$108K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-658- 0.63% |
$27.8K - $31.7K
|
104K
$2.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.94KNew |
$251K - $286K
|
5.94K
$140K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
227New |
$9.59K - $10.9K
|
227
$5.34K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
74New |
$3.13K - $3.56K
|
74
$1.74K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-344- 4.2% |
$14.5K - $16.6K
|
7.85K
$185K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.19K- 20.27% |
$50.1K - $57.1K
|
4.66K
$110K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
728New |
$30.8K - $35.1K
|
728
$17.1K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-308Closed |
$13K - $15.7K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-10.4K- 12.11% |
$440K - $530K
|
75.4K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
10.2KNew |
$431K - $519K
|
10.2K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
24.8K+ 64.08% |
$1.05M - $1.27M
|
63.6K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
658+ 3.97% |
$27.9K - $33.6K
|
17.2K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-200K- 66.67% |
$8.47M - $10.2M
|
100K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
29.9K+ 37.44% |
$1.27M - $1.53M
|
110K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
31.1K+ 7.99% |
$1.32M - $1.59M
|
420K
$9.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
48.3KNew |
$2.04M - $2.46M
|
48.3K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
124+ 2.28% |
$5.25K - $6.33K
|
5.55K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
58New |
$2.46K - $2.96K
|
58
$1.36K
|
|