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 |
---|---|---|---|---|---|---|---|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-39Closed |
$1.04K - $1.58K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.45KClosed |
$38.6K - $58.8K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-54.9KClosed |
$1.46M - $2.22M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Evergreen Advisors, LLC
|
SELL
|
- |
-2.61KClosed |
$69.3K - $106K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$133 - $203
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Old Port Advisors
|
SELL
|
- |
-4.26KClosed |
$113K - $173K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Donald L. Hagan, LLC
|
SELL
|
- |
-5.52KClosed |
$147K - $224K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Lincoln Capital Corp
|
SELL
|
- |
-28.4KClosed |
$755K - $1.15M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-328KClosed |
$8.73M - $13.3M
|
0
$0
|
|
Q4 2019 | |||||||
Sep 04, 2020
Q4 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.27KClosed |
$147K - $164K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-166KClosed |
$5.7M - $6.38M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-486Closed |
$16.7K - $18.7K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-2.96KClosed |
$102K - $114K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.12KClosed |
$38.4K - $43K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-5.86KClosed |
$202K - $226K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-5.18KClosed |
$178K - $199K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-494Closed |
$17K - $19K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3.72KClosed |
$128K - $143K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-21Closed |
$723 - $809
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
First American Trust, Fsb
|
SELL
|
- |
-8.95KClosed |
$308K - $345K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-5.14KClosed |
$177K - $198K
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Brightworth
|
SELL
|
- |
-4.68KClosed |
$161K - $180K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.09KClosed |
$109K - $111K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-3.68KClosed |
$130K - $133K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-90Closed |
$3.18K - $3.24K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.88KClosed |
$137K - $140K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.21KClosed |
$42.7K - $43.6K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-18Closed |
$635 - $648
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-4.35KClosed |
$153K - $157K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
123New |
$4.34K - $4.43K
|
123
$2.89K
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4KClosed |
$141K - $144K
|
0
$0
|
|
Oct 07, 2019
Q3 2019
|
Spence Asset Management
|
SELL
|
- |
-215Closed |
$7.59K - $7.74K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.68KClosed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.54KClosed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.4KClosed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-4.55KClosed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.2KClosed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-662Closed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.34KClosed |
N/A
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-7.15KClosed |
N/A
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-535Closed |
N/A
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-312Closed |
N/A
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-3.15KClosed |
N/A
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
605New |
N/A
|
605
$14.2K
|
|
May 15, 2019
Q1 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-237Closed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Newfound Research LLC
|
SELL
|
- |
-243Closed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|