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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.35K+ 200.0% |
$30.2K - $92.2K
|
2.03K
$53.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.15K+ 200.0% |
$25.7K - $78.4K
|
1.72K
$45.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
300+ 200.0% |
$6.72K - $20.5K
|
450
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.49K+ 200.0% |
$145K - $443K
|
9.74K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
44+ 200.0% |
$986 - $3K
|
66
$1.75K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
414K+ 186.98% |
$9.27M - $28.3M
|
635K
$16.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
128+ 200.0% |
$2.87K - $8.74K
|
192
$5.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.87K+ 200.0% |
$132K - $401K
|
8.81K
$234K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.82K+ 200.0% |
$40.8K - $124K
|
2.73K
$72.5K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$172K - $191K
|
2.81K
$74.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
8.84K+ 200.0% |
$540K - $600K
|
13.3K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.18KNew |
$133K - $148K
|
2.18K
$57.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 0.62% |
$244 - $271
|
652
$17.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
62.2K+ 1.59% |
$3.8M - $4.22M
|
3.97M
$105M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
31.5KNew |
$1.93M - $2.14M
|
31.5K
$837K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.96K+ 11.72% |
$364K - $404K
|
56.8K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.59KNew |
$220K - $244K
|
3.59K
$95.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
145+ 2.9% |
$8.86K - $9.84K
|
5.15K
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.49K- 36.38% |
$152K - $169K
|
4.35K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.84KNew |
$479K - $532K
|
7.84K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
747New |
$45.6K - $50.7K
|
747
$19.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
243New |
$14.8K - $16.5K
|
243
$6.45K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.26KNew |
$138K - $153K
|
2.26K
$60K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-845- 18.9% |
$51.6K - $57.3K
|
3.63K
$96.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.05K+ 155.77% |
$125K - $139K
|
3.37K
$89.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
49.5KNew |
$3.02M - $3.36M
|
49.5K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-219- 3.94% |
$13.4K - $14.9K
|
5.34K
$142K
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-163K- 93.9% |
$9.95M - $11M
|
10.6K
$280K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
350+ 1.6% |
$21.4K - $23.7K
|
22.3K
$591K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
250New |
$15.3K - $17K
|
250
$6.64K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
22+ 0.61% |
$1.34K - $1.49K
|
3.65K
$96.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13New |
$794 - $882
|
13
$345
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14.8K+ 12.95% |
$905K - $1M
|
129K
$3.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.49K+ 17.97% |
$152K - $169K
|
16.3K
$434K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-20- 0.15% |
$1.22K - $1.36K
|
13.4K
$357K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$76.2K - $84.6K
|
1.25K
$33.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
24.1K+ 200.0% |
$1.48M - $1.64M
|
36.2K
$961K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-161- 0.49% |
$9.84K - $10.9K
|
33K
$876K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
910+ 22.67% |
$55.6K - $61.7K
|
4.93K
$131K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-307- 0.2% |
$18.8K - $20.8K
|
150K
$3.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.17K- 1.97% |
$71.6K - $79.5K
|
58.3K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.6K+ 13.54% |
$6.02M - $6.69M
|
827K
$21.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
82+ 141.38% |
$5.01K - $5.56K
|
140
$3.72K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.55K- 20.21% |
$94.6K - $105K
|
6.11K
$162K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.2K- 22.49% |
$73.2K - $81.3K
|
4.13K
$110K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-101- 98.06% |
$6.17K - $6.85K
|
2
$53.1
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
23+ 0.56% |
$1.41K - $1.56K
|
4.16K
$110K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-3.83K- 9.28% |
$234K - $260K
|
37.4K
$993K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-184- 3.91% |
$11.2K - $12.5K
|
4.52K
$120K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.98KNew |
$305K - $338K
|
4.98K
$132K
|
|