Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 14, 2022 Q4 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-3.07K
Closed
$159K - $176K
0 $0
Feb 14, 2022 Q4 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-271
Closed
$14.1K - $15.5K
0 $0
Feb 14, 2022 Q4 2021
Cassia Capital Partners, LLC

Winston Salem, NC
SELL
 -
-3.61K
Closed
$187K - $207K
0 $0
Feb 10, 2022 Q4 2021
Running Point Capital Advisors, LLC

SELL
 -
-9.05K
Closed
$470K - $518K
0 $0
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
796
New
$41.3K - $45.6K
796 $18.7K
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-661
Closed
$34.3K - $37.9K
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-9.7K
Closed
$504K - $556K
0 $0
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-766
Closed
$39.8K - $43.9K
0 $0
Jan 25, 2022 Q4 2021
First Command Financial Services, Inc.

SELL
 -
-57
Closed
$2.96K - $3.27K
0 $0
Jan 24, 2022 Q4 2021
National Mutual Insurance Federation Of Agricultural Cooperatives

SELL
 -
-116K
Closed
$6.02M - $6.65M
0 $0
Q3 2021
Nov 19, 2021 Q3 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-248K
Closed
$12.8M - $13.6M
0 $0
Nov 15, 2021 Q3 2021
Claybrook Capital, LLC

SELL
 -
-10K
Closed
$515K - $549K
0 $0
Nov 15, 2021 Q3 2021
Maple Capital Management, Inc.

SELL
 -
-2.23K
Closed
$115K - $122K
0 $0
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-685
Closed
$35.3K - $37.6K
0 $0
Nov 12, 2021 Q3 2021
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-311
Closed
$16K - $17.1K
0 $0
Nov 12, 2021 Q3 2021
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-2.4K
Closed
$124K - $132K
0 $0
Nov 09, 2021 Q3 2021
Signet Investment Advisory Group, Inc.

SELL
 -
-2.05K
Closed
$106K - $113K
0 $0
Nov 09, 2021 Q3 2021
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
SELL
 -
-184K
Closed
$9.5M - $10.1M
0 $0
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

SELL
 -
-38
Closed
$1.96K - $2.09K
0 $0
Nov 08, 2021 Q3 2021
Arjuna Capital

SELL
 -
-1.52K
Closed
$78.3K - $83.5K
0 $0
Nov 05, 2021 Q3 2021
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
SELL
 -
-4
Closed
$206 - $220
0 $0
Nov 04, 2021 Q3 2021
Cypress Capital Management LLC (Wy)

SELL
 -
-25
Closed
$1.29K - $1.37K
0 $0
Oct 22, 2021 Q3 2021
Beck Bode, LLC

SELL
 -
-558
Closed
$28.7K - $30.7K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
26.8K
New
$1.38M - $1.47M
26.8K $630K
Oct 20, 2021 Q3 2021
Emerson Wealth, LLC

SELL
 -
-10
Closed
$515 - $549
0 $0
Oct 14, 2021 Q3 2021
Iam Advisory, LLC

SELL
 -
-484
Closed
$24.9K - $26.6K
0 $0
Oct 14, 2021 Q3 2021
Genesee Capital Advisors, LLC

SELL
 -
-484
Closed
$24.9K - $26.6K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-3.03K
Closed
$156K - $166K
0 $0
Q2 2021
Aug 19, 2021 Q2 2021
True Link Financial Advisors, LLC

SELL
 -
-50
Closed
$2.43K - $2.6K
0 $0
Aug 17, 2021 Q2 2021
Fort Sheridan Advisors LLC

Highland Park, IL
SELL
 -
-3.7K
Closed
$180K - $192K
0 $0
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-1.05K
Closed
$50.8K - $54.4K
0 $0
Aug 13, 2021 Q2 2021
Rgt Wealth Advisors, LLC

SELL
 -
-3.19K
Closed
$155K - $166K
0 $0
Aug 13, 2021 Q2 2021
Barclays PLC

London, X0
SELL
 -
-1.8K
Closed
$87.4K - $93.5K
0 $0
Aug 11, 2021 Q2 2021
Paragon Capital Management LLC

Overland Park, KS
SELL
 -
-2.08K
Closed
$101K - $108K
0 $0
Aug 06, 2021 Q2 2021
Keel Point, LLC

Huntsville, AL
SELL
 -
-7.74K
Closed
$377K - $403K
0 $0
Aug 03, 2021 Q2 2021
Tru Independence LLC

SELL
 -
-3.79K
Closed
$184K - $197K
0 $0
Jul 27, 2021 Q2 2021
V Wealth Advisors LLC

SELL
 -
-17.1K
Closed
$830K - $888K
0 $0
Jul 23, 2021 Q2 2021
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-980
Closed
$47.6K - $51K
0 $0
Jul 08, 2021 Q2 2021
First Hawaiian Bank

SELL
 -
-35K
Closed
$1.7M - $1.82M
0 $0
Q1 2021
May 17, 2021 Q1 2021
Qcm Cayman, Ltd.

SELL
 -
-4.36K
Closed
$196K - $211K
0 $0
May 13, 2021 Q1 2021
Cabana LLC

Fayetteville, AR
SELL
 -
-48
Closed
$2.16K - $2.32K
0 $0
May 13, 2021 Q1 2021
Wealthquest Corp

Cincinnati, OH
SELL
 -
-2.26K
Closed
$101K - $109K
0 $0
May 13, 2021 Q1 2021
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-926
Closed
$41.6K - $44.8K
0 $0
May 04, 2021 Q1 2021
Ascension Asset Management LLC

SELL
 -
-139K
Closed
$6.23M - $6.71M
0 $0
Apr 30, 2021 Q1 2021
Global Strategic Investment Solutions, LLC

SELL
 -
-16.3K
Closed
$730K - $786K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-41
Closed
$1.84K - $1.98K
0 $0
Apr 28, 2021 Q1 2021
Meeder Asset Management Inc

SELL
 -
-70
Closed
$3.14K - $3.38K
0 $0
Apr 19, 2021 Q1 2021
Affinity Capital Advisors, LLC

SELL
 -
-2.53K
Closed
$113K - $122K
0 $0
Apr 06, 2021 Q1 2021
American Research & Management Co.

SELL
 -
-479
Closed
$21.5K - $23.2K
0 $0

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