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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
6.78K+ 91.11% |
$398K - $439K
|
14.2K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.71KNew |
$335K - $370K
|
5.71K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.15KNew |
$302K - $334K
|
5.15K
$121K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.54KNew |
$266K - $294K
|
4.54K
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
4.49KNew |
$263K - $291K
|
4.49K
$106K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.69K+ 1844.5% |
$217K - $239K
|
3.89K
$91.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.56KNew |
$209K - $231K
|
3.56K
$83.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.47KNew |
$204K - $225K
|
3.47K
$81.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.4KNew |
$200K - $220K
|
3.4K
$80K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.4KNew |
$199K - $220K
|
3.4K
$79.9K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3.34K+ 18.82% |
$196K - $216K
|
21.1K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.31K+ 50.2% |
$194K - $214K
|
9.9K
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.25KNew |
$191K - $211K
|
3.25K
$76.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.25KNew |
$191K - $210K
|
3.25K
$76.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.12KNew |
$183K - $202K
|
3.12K
$73.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.49K+ 6.18% |
$146K - $161K
|
42.8K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.78KNew |
$104K - $115K
|
1.78K
$41.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.65KNew |
$97.1K - $107K
|
1.65K
$38.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.59K+ 39.76% |
$93.4K - $103K
|
5.59K
$131K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1KNew |
$58.7K - $64.8K
|
1K
$23.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
814New |
$47.8K - $52.7K
|
814
$19.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
240New |
$14.1K - $15.5K
|
240
$5.64K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
196New |
$11.5K - $12.7K
|
196
$4.61K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
178New |
$10.4K - $11.5K
|
178
$4.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
101New |
$5.93K - $6.54K
|
101
$2.37K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
98+ 31.61% |
$5.75K - $6.35K
|
408
$9.59K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
53New |
$3.11K - $3.43K
|
53
$1.25K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
19New |
$1.12K - $1.23K
|
19
$447
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4New |
$235 - $259
|
4
$94
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 100.0% |
$117 - $130
|
4
$94
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2+ 40.0% |
$117 - $130
|
7
$165
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
985K+ 1.02% |
$54.6M - $61.1M
|
97.7M
$2.3B
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
776KNew |
$43M - $48.2M
|
776K
$18.2M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
109KNew |
$6.03M - $6.75M
|
109K
$2.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
78KNew |
$4.32M - $4.84M
|
78K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
37.7KNew |
$2.09M - $2.34M
|
37.7K
$886K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.4K+ 17.33% |
$852K - $954K
|
104K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
12.7KNew |
$704K - $789K
|
12.7K
$299K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.69KNew |
$426K - $477K
|
7.69K
$181K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.33KNew |
$351K - $393K
|
6.33K
$149K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.04KNew |
$335K - $375K
|
6.04K
$142K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
5.09KNew |
$282K - $316K
|
5.09K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.46K+ 2.94% |
$247K - $277K
|
156K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
4KNew |
$222K - $248K
|
4K
$94K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.93KNew |
$218K - $244K
|
3.93K
$92.4K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.71KNew |
$205K - $230K
|
3.71K
$87.2K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
3.51KNew |
$195K - $218K
|
3.51K
$82.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.4KNew |
$189K - $211K
|
3.4K
$80K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.33KNew |
$185K - $207K
|
3.33K
$78.3K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.3KNew |
$183K - $205K
|
3.3K
$77.7K
|
|