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 28, 2025 Q4 2020
Berkeley, Inc

Boise, ID
BUY
 -
46.6K
New
$1.84M - $2.12M
46.6K $1.1M
Dec 12, 2024 Q4 2020
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
SELL
 -
-9.5K
Closed
$374K - $432K
0 $0
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-372
Closed
$14.6K - $16.9K
0 $0
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-275
Closed
$10.8K - $12.5K
0 $0
Feb 18, 2021 Q4 2020
First National Bank Of Omaha

Omaha, NE
SELL
 -
-2.6K
Closed
$102K - $118K
0 $0
Feb 17, 2021 Q4 2020
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-6.65K
Closed
$262K - $302K
0 $0
Feb 16, 2021 Q4 2020
Meridian Wealth Advisors, LLC

BUY
 -
251K
New
$9.88M - $11.4M
251K $5.9M
Feb 12, 2021 Q4 2020
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-1.19K
Closed
$46.8K - $54.1K
0 $0
Feb 12, 2021 Q4 2020
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
19K
New
$746K - $862K
19K $446K
Feb 10, 2021 Q4 2020
Verus Financial Partners, Inc.

SELL
 -
-18.2K
Closed
$717K - $829K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-200
Closed
$7.87K - $9.1K
0 $0
Feb 02, 2021 Q4 2020
Sadoff Investment Management LLC

SELL
 -
-5.78K
Closed
$227K - $263K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-250
Closed
$9.84K - $11.4K
0 $0
Jan 27, 2021 Q4 2020
Camelot Portfolios, LLC

SELL
 -
-3.1K
Closed
$122K - $141K
0 $0
Jan 12, 2021 Q4 2020
Mcia Inc

BUY
 -
13.5K
New
$532K - $615K
13.5K $318K
Q3 2020
Nov 16, 2020 Q3 2020
Principle Wealth Partners LLC

SELL
 -
-267
Closed
$9.95K - $11.5K
0 $0
Nov 16, 2020 Q3 2020
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-83.8K
Closed
$3.12M - $3.61M
0 $0
Nov 10, 2020 Q3 2020
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-2.83K
Closed
$105K - $122K
0 $0
Nov 09, 2020 Q3 2020
Iron Financial, LLC

SELL
 -
-8.36K
Closed
$311K - $360K
0 $0
Nov 09, 2020 Q3 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-1.45K
Closed
$54K - $62.3K
0 $0
Nov 06, 2020 Q3 2020
Roffman Miller Associates Inc

Philadelphia, PA
SELL
 -
-3.89K
Closed
$145K - $167K
0 $0
Nov 05, 2020 Q3 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-152
Closed
$5.66K - $6.54K
0 $0
Oct 27, 2020 Q3 2020
Financial Advantage, Inc.

SELL
 -
-330
Closed
$12.3K - $14.2K
0 $0
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
20.4K
New
$759K - $877K
20.4K $479K
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-263
Closed
$9.8K - $11.3K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-655
- 25.44%
$19.2K - $25.4K
1.92K $45.1K
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-375
Closed
$11K - $14.5K
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-150
Closed
$4.39K - $5.81K
0 $0
Aug 14, 2020 Q2 2020
Little House Capital LLC

Braintree, MA
BUY
 -
48.6K
New
$1.42M - $1.89M
48.6K $1.14M
Aug 13, 2020 Q2 2020
Baker Ellis Asset Management LLC

SELL
 -
-1.8K
Closed
$52.7K - $69.8K
0 $0
Aug 13, 2020 Q2 2020
Permanens Capital L.P.

New York, NY
SELL
 -
-920
Closed
$26.9K - $35.7K
0 $0
Aug 12, 2020 Q2 2020
Indie Asset Partners, LLC

Carmel, IN
SELL
 -
-3.65K
Closed
$107K - $142K
0 $0
Aug 07, 2020 Q2 2020
Fiera Capital Corp

Montreal, A8
SELL
 -
-4.69K
Closed
$137K - $182K
0 $0
Aug 07, 2020 Q2 2020
Nova Point Capital, LLC

SELL
 -
-4.4K
Closed
$129K - $171K
0 $0
Aug 05, 2020 Q2 2020
Resonant Capital Advisors, LLC

SELL
 -
-3.33K
Closed
$97.4K - $129K
0 $0
Jul 28, 2020 Q2 2020
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-50.9K
Closed
$1.49M - $1.97M
0 $0
Jul 15, 2020 Q2 2020
Foresight Wealth Management, LLC

SELL
 -
-4.67K
Closed
$136K - $181K
0 $0
Q1 2020
Aug 14, 2020 Q1 2020
Ackerman Capital Advisors, LLC

SELL
 -
-10.1K
Closed
$270K - $411K
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-2.51K
Closed
$66.7K - $102K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-81.4K
Closed
$2.17M - $3.3M
0 $0
May 14, 2020 Q1 2020
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-40
Closed
$1.06K - $1.62K
0 $0
May 14, 2020 Q1 2020
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-2.66K
Closed
$70.8K - $108K
0 $0
May 14, 2020 Q1 2020
Goodman Financial Corp

Houston, TX
SELL
 -
-3.04K
Closed
$80.9K - $123K
0 $0
May 13, 2020 Q1 2020
Cornerstone Wealth Management, LLC

SELL
 -
-3.25K
Closed
$86.5K - $132K
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-1.24K
Closed
$33.1K - $50.4K
0 $0
May 13, 2020 Q1 2020
Knuff & CO LLC

Foster City, CA
SELL
 -
-127
Closed
$3.38K - $5.15K
0 $0
May 11, 2020 Q1 2020
Waters Parkerson & Co., LLC

SELL
 -
-3.8K
Closed
$101K - $154K
0 $0
May 08, 2020 Q1 2020
Strategic Financial Services, Inc,

Utica, NY
SELL
 -
-90.8K
Closed
$2.42M - $3.68M
0 $0
May 01, 2020 Q1 2020
Telos Capital Management, Inc.

SELL
 -
-2.79K
Closed
$74.2K - $113K
0 $0

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