Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHX)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.11KNew |
$196K - $215K
|
4.11K
$109K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.05K+ 26.07% |
$193K - $212K
|
19.6K
$520K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
4KNew |
$191K - $209K
|
4K
$106K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.8KNew |
$181K - $199K
|
3.8K
$101K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.62KNew |
$173K - $190K
|
3.62K
$96.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.33K+ 11.91% |
$159K - $174K
|
31.3K
$830K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
1.96K+ 16.05% |
$93.3K - $102K
|
14.1K
$376K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.52K+ 8.85% |
$72.5K - $79.7K
|
18.7K
$497K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
659New |
$31.4K - $34.5K
|
659
$17.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
418+ 1.13% |
$19.9K - $21.9K
|
37.3K
$990K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
342New |
$16.3K - $17.9K
|
342
$9.08K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
234New |
$11.2K - $12.3K
|
234
$6.21K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
218+ 3.53% |
$10.4K - $11.4K
|
6.4K
$170K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
30New |
$1.43K - $1.57K
|
30
$796
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.14% |
$47.7 - $52.4
|
713
$18.9K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
15.1KNew |
$678K - $748K
|
15.1K
$402K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.39KNew |
$376K - $415K
|
8.39K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.45KNew |
$334K - $368K
|
7.45K
$198K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
6.95KNew |
$311K - $343K
|
6.95K
$184K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
6.46K+ 111.13% |
$289K - $319K
|
12.3K
$326K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.82KNew |
$216K - $238K
|
4.82K
$128K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.3KNew |
$193K - $213K
|
4.3K
$114K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
4.3KNew |
$192K - $212K
|
4.3K
$114K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
4.14KNew |
$185K - $205K
|
4.14K
$110K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.29K+ 1.97% |
$57.9K - $63.8K
|
66.8K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
204New |
$9.14K - $10.1K
|
204
$5.41K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
140+ 2.98% |
$6.27K - $6.92K
|
4.85K
$129K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
108+ 0.19% |
$4.84K - $5.34K
|
57.4K
$1.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
75+ 0.25% |
$3.36K - $3.71K
|
29.7K
$789K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
46New |
$2.06K - $2.27K
|
46
$1.22K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
28+ 12.44% |
$1.25K - $1.38K
|
253
$6.71K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
76.7KNew |
$3.24M - $3.69M
|
76.7K
$2.04M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
56.1KNew |
$2.37M - $2.7M
|
56.1K
$1.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
28.7KNew |
$1.21M - $1.38M
|
28.7K
$760K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
25.4KNew |
$1.07M - $1.22M
|
25.4K
$673K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
21.6KNew |
$912K - $1.04M
|
21.6K
$573K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.5K+ 20.93% |
$570K - $649K
|
77.9K
$2.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
8.32KNew |
$352K - $401K
|
8.32K
$221K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.7KNew |
$283K - $323K
|
6.7K
$178K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.94KNew |
$251K - $286K
|
5.94K
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.59KNew |
$236K - $269K
|
5.59K
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.59KNew |
$194K - $221K
|
4.59K
$122K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$193K - $220K
|
4.57K
$121K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.53KNew |
$191K - $218K
|
4.53K
$120K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.53KNew |
$191K - $218K
|
4.53K
$120K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.19K+ 64.98% |
$177K - $202K
|
10.6K
$282K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.66KNew |
$155K - $176K
|
3.66K
$97.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3.12K+ 1.84% |
$132K - $150K
|
173K
$4.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$95.9K - $109K
|
2.27K
$60.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.19K+ 169.13% |
$50.2K - $57.3K
|
1.89K
$50.2K
|
|