Latest Institutional Sells of Schwab Strategic Tr Us Large C (SCHV)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-714K- 17.76% |
$52.4M - $57.4M
|
3.31M
$86.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-382K- 3.43% |
$28.1M - $30.7M
|
10.7M
$282M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-220K- 4.95% |
$16.2M - $17.7M
|
4.24M
$111M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-216K- 19.74% |
$15.9M - $17.4M
|
880K
$23.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-177K- 28.97% |
$13M - $14.2M
|
434K
$11.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-82.7K- 86.67% |
$6.07M - $6.64M
|
12.7K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58.6K- 17.45% |
$4.31M - $4.71M
|
277K
$7.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-49.1K- 3.92% |
$3.6M - $3.94M
|
1.2M
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-44.8K- 2.71% |
$3.29M - $3.6M
|
1.61M
$42.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41.7K- 13.3% |
$3.06M - $3.35M
|
272K
$7.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.8K- 1.27% |
$2.41M - $2.63M
|
2.55M
$66.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.9K- 5.54% |
$2.34M - $2.56M
|
544K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-26K- 85.44% |
$1.91M - $2.09M
|
4.43K
$116K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-20.8K- 75.84% |
$1.53M - $1.67M
|
6.63K
$174K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-20.5K- 6.32% |
$1.51M - $1.65M
|
304K
$7.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19.5K- 5.92% |
$1.43M - $1.57M
|
310K
$8.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-18.4K- 8.5% |
$1.35M - $1.48M
|
198K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.2K- 56.64% |
$1.26M - $1.38M
|
13.2K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 2.16% |
$1.2M - $1.31M
|
737K
$19.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.7K- 5.81% |
$1.15M - $1.26M
|
255K
$6.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-14.1K- 11.89% |
$1.03M - $1.13M
|
104K
$2.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.6K- 3.25% |
$929K - $1.02M
|
376K
$9.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-11.7K- 1.96% |
$856K - $936K
|
584K
$15.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.3K- 20.37% |
$831K - $910K
|
44.2K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.7K- 34.2% |
$787K - $862K
|
20.6K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.7K- 7.34% |
$785K - $860K
|
135K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-10.7K- 33.07% |
$784K - $858K
|
21.6K
$567K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-10.6K- 25.0% |
$782K - $856K
|
31.9K
$838K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.6K- 10.67% |
$775K - $849K
|
88.4K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 2.99% |
$745K - $816K
|
330K
$8.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.85K- 10.42% |
$723K - $792K
|
84.7K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.64K- 2.72% |
$707K - $774K
|
345K
$9.05M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.38K- 7.95% |
$688K - $753K
|
109K
$2.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.37K- 29.5% |
$688K - $753K
|
22.4K
$587K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.29K- 4.31% |
$682K - $746K
|
206K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.92K- 9.3% |
$581K - $636K
|
77.2K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.84K- 6.14% |
$576K - $630K
|
120K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.71K- 7.36% |
$566K - $619K
|
97K
$2.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.63K- 63.54% |
$560K - $613K
|
4.38K
$115K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.01K- 1.26% |
$515K - $564K
|
548K
$14.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.52K- 3.56% |
$478K - $524K
|
176K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.99K- 52.99% |
$439K - $481K
|
5.31K
$139K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-5.96K- 18.14% |
$438K - $479K
|
26.9K
$706K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-5.93K- 42.93% |
$435K - $476K
|
7.88K
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.81K- 57.06% |
$427K - $467K
|
4.37K
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.2K- 9.27% |
$382K - $418K
|
50.9K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.02K- 6.62% |
$368K - $403K
|
70.8K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.97K- 29.8% |
$365K - $400K
|
11.7K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.8K- 5.13% |
$353K - $386K
|
88.7K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.79K- 0.74% |
$351K - $385K
|
643K
$16.9M
|