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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
3.02K+ 100.0% |
$150K - $173K
|
6.05K
$142K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.6K+ 100.0% |
$79.4K - $91.9K
|
3.21K
$75.4K
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
2.32K+ 100.0% |
$115K - $133K
|
4.63K
$109K
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-83.5KClosed |
$4.14M - $4.78M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-7.36KClosed |
$364K - $421K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-166Closed |
$8.22K - $9.51K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-1.81KClosed |
$89.8K - $104K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.89KClosed |
$93.7K - $108K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
282K+ 100.0% |
$13.9M - $16.1M
|
563K
$13.2M
|
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
90New |
$4.46K - $5.15K
|
90
$2.12K
|
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-2.95KClosed |
$146K - $169K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-79.5KClosed |
$3.94M - $4.55M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12New |
$594 - $687
|
12
$282
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
BUY
|
- |
2.49K+ 50.88% |
$123K - $143K
|
7.38K
$174K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.86KClosed |
$91.9K - $106K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1K+ 100.0% |
$49.5K - $57.3K
|
2K
$47K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-96Closed |
$4.75K - $5.5K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
40New |
$1.98K - $2.29K
|
40
$940
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1.15K+ 100.0% |
$56.9K - $65.9K
|
2.3K
$54.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
29+ 100.0% |
$1.44K - $1.66K
|
58
$1.36K
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.95KClosed |
$96.6K - $112K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
440+ 100.0% |
$21.8K - $25.2K
|
880
$20.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-4.25KClosed |
$210K - $243K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Carderock Capital Management Inc
|
SELL
|
- |
-4.53KClosed |
$224K - $259K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-12Closed |
$594 - $687
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.6KClosed |
$79.2K - $91.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-5Closed |
$248 - $286
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-548Closed |
$27.1K - $31.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-2KClosed |
$99K - $115K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-277Closed |
$13.7K - $15.9K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
304+ 100.0% |
$15.1K - $17.4K
|
608
$14.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4.37K+ 100.0% |
$216K - $250K
|
8.74K
$206K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-1.88KClosed |
$92.8K - $107K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.37KClosed |
$266K - $307K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
23.3K+ 100.0% |
$1.15M - $1.33M
|
46.5K
$1.09M
|
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.23KClosed |
$110K - $127K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
13+ 100.0% |
$644 - $745
|
26
$611
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
2.43K+ 100.0% |
$120K - $139K
|
4.85K
$114K
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$86.9K - $101K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 96.79% |
$136K - $157K
|
5.57K
$131K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-57Closed |
$2.82K - $3.26K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1Closed |
$49.5 - $57.3
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Ht Partners LLC
|
BUY
|
- |
8.03K+ 100.0% |
$397K - $460K
|
16.1K
$377K
|
|
|
Apr 11, 2022
Q1 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-2.28KClosed |
$113K - $131K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
116New |
$5.74K - $6.64K
|
116
$2.73K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
2.85K+ 79.34% |
$141K - $163K
|
6.44K
$151K
|
|
| Q4 2021 | |||||||
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-11- 0.24% |
$571 - $630
|
4.59K
$108K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-43Closed |
$2.23K - $2.46K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.04KClosed |
$53.8K - $59.4K
|
0
$0
|
|