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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-4.68K- 7.04% |
$198K - $239K
|
61.8K
$1.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.13K- 33.04% |
$302K - $364K
|
14.5K
$340K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-73- 40.78% |
$3.09K - $3.72K
|
106
$2.49K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
24.1K+ 3.4% |
$1.02M - $1.23M
|
731K
$17.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
207KNew |
$8.75M - $10.5M
|
207K
$4.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
113+ 0.45% |
$4.79K - $5.76K
|
25.1K
$589K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-100- 18.98% |
$4.24K - $5.1K
|
427
$10K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-459- 3.47% |
$19.4K - $23.4K
|
12.8K
$300K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
6.23KNew |
$264K - $318K
|
6.23K
$147K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
8+ 0.13% |
$339 - $408
|
5.94K
$140K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
142New |
$6.01K - $7.24K
|
142
$3.34K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
726New |
$30.7K - $37K
|
726
$17.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-50- 0.2% |
$2.12K - $2.55K
|
25.5K
$598K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-9.64K- 5.79% |
$408K - $492K
|
157K
$3.69M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-46- 0.22% |
$1.95K - $2.35K
|
20.6K
$484K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
87New |
$3.68K - $4.44K
|
87
$2.05K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
126New |
$5.34K - $6.43K
|
126
$2.96K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.36K- 20.76% |
$57.6K - $69.3K
|
5.19K
$122K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
356+ 100.0% |
$15.1K - $18.2K
|
712
$16.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 2.27% |
$42.4 - $51
|
45
$1.06K
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
21+ 0.42% |
$889 - $1.07K
|
5K
$117K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.21K- 0.93% |
$51.2K - $61.7K
|
129K
$3.04M
|
|
| Q2 2022 | |||||||
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-13Closed |
$564 - $709
|
0
$0
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-6.34K- 23.71% |
$275K - $346K
|
20.4K
$480K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
33+ 0.61% |
$1.43K - $1.8K
|
5.42K
$127K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-139Closed |
$6.03K - $7.58K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-11- 2.52% |
$477 - $600
|
425
$9.99K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-240Closed |
$10.4K - $13.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-12Closed |
$520 - $654
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
710K+ 90.88% |
$30.8M - $38.7M
|
1.49M
$35.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-135KClosed |
$5.84M - $7.35M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.35K+ 45.82% |
$58.7K - $73.8K
|
4.31K
$101K
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-7.08KClosed |
$307K - $386K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
65.5KNew |
$2.84M - $3.57M
|
65.5K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-2.96KClosed |
$128K - $161K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-350- 52.79% |
$15.2K - $19.1K
|
313
$7.36K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.5KClosed |
$108K - $136K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-275- 0.7% |
$11.9K - $15K
|
39K
$916K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
125KNew |
$5.43M - $6.83M
|
125K
$2.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
357New |
$15.5K - $19.5K
|
357
$8.39K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-326Closed |
$14.1K - $17.8K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-25- 0.08% |
$1.08K - $1.36K
|
31K
$729K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
981+ 11.68% |
$42.5K - $53.5K
|
9.38K
$221K
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-23KClosed |
$998K - $1.26M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.97KClosed |
$172K - $216K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.99KClosed |
$173K - $217K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.29KClosed |
$55.7K - $70.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
98.4K+ 2613.82% |
$4.26M - $5.36M
|
102K
$2.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-4.13KClosed |
$179K - $225K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.39K- 41.75% |
$147K - $185K
|
4.73K
$111K
|
|