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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
56.1KNew |
$2.37M - $2.7M
|
56.1K
$1.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
28.7KNew |
$1.21M - $1.38M
|
28.7K
$674K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
25.4KNew |
$1.07M - $1.22M
|
25.4K
$596K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
21.6KNew |
$912K - $1.04M
|
21.6K
$508K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.5K+ 20.93% |
$570K - $649K
|
77.9K
$1.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
8.32KNew |
$352K - $401K
|
8.32K
$196K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.62KNew |
$322K - $367K
|
7.62K
$179K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.7KNew |
$283K - $323K
|
6.7K
$157K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.94KNew |
$251K - $286K
|
5.94K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.59KNew |
$236K - $269K
|
5.59K
$131K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.59KNew |
$194K - $221K
|
4.59K
$108K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$193K - $220K
|
4.57K
$107K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.53KNew |
$191K - $218K
|
4.53K
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.53KNew |
$191K - $218K
|
4.53K
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.19K+ 64.98% |
$177K - $202K
|
10.6K
$250K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.66KNew |
$155K - $176K
|
3.66K
$86K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3.12K+ 1.84% |
$132K - $150K
|
173K
$4.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$95.9K - $109K
|
2.27K
$53.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.19K+ 169.13% |
$50.2K - $57.3K
|
1.89K
$44.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
988New |
$41.7K - $47.6K
|
988
$23.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
728New |
$30.8K - $35.1K
|
728
$17.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
546New |
$23.1K - $26.3K
|
546
$12.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
498New |
$21K - $24K
|
498
$11.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
454New |
$19.2K - $21.9K
|
454
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
437+ 1.23% |
$18.5K - $21K
|
35.9K
$843K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
278New |
$11.7K - $13.4K
|
278
$6.54K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
227New |
$9.59K - $10.9K
|
227
$5.34K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
218New |
$9.21K - $10.5K
|
218
$5.13K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
125New |
$5.28K - $6.02K
|
125
$2.94K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
74New |
$3.13K - $3.56K
|
74
$1.74K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
59New |
$2.49K - $2.84K
|
59
$1.39K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
50+ 0.89% |
$2.11K - $2.41K
|
5.65K
$133K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$676 - $771
|
5.13K
$121K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.67% |
$84.5 - $96.3
|
301
$7.08K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
207KNew |
$8.75M - $10.5M
|
207K
$4.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
48.3KNew |
$2.04M - $2.46M
|
48.3K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
31.1K+ 7.99% |
$1.32M - $1.59M
|
420K
$9.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
29.9K+ 37.44% |
$1.27M - $1.53M
|
110K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
24.8K+ 64.08% |
$1.05M - $1.27M
|
63.6K
$1.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
24.1K+ 3.4% |
$1.02M - $1.23M
|
731K
$17.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
10.2KNew |
$431K - $519K
|
10.2K
$239K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
6.23KNew |
$264K - $318K
|
6.23K
$147K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
726New |
$30.7K - $37K
|
726
$17.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
658+ 3.97% |
$27.9K - $33.6K
|
17.2K
$405K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
356+ 100.0% |
$15.1K - $18.2K
|
712
$16.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
142New |
$6.01K - $7.24K
|
142
$3.34K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
126New |
$5.34K - $6.43K
|
126
$2.96K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
124+ 2.28% |
$5.25K - $6.33K
|
5.55K
$131K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
113+ 0.45% |
$4.79K - $5.76K
|
25.1K
$589K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
87New |
$3.68K - $4.44K
|
87
$2.05K
|
|