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 |
---|---|---|---|---|---|---|---|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
SELL
|
- |
-3.16KClosed |
$214K - $234K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.13KClosed |
$212K - $232K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$208K - $228K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.8KClosed |
$189K - $207K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.59KClosed |
$175K - $192K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.92KClosed |
$130K - $143K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.08KClosed |
$73.1K - $80.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-817Closed |
$55.3K - $60.6K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-600Closed |
$40.6K - $44.5K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-515Closed |
$34.9K - $38.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-514- 55.21% |
$34.8K - $38.1K
|
417
$11.6K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-509Closed |
$34.5K - $37.8K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-437Closed |
$29.6K - $32.4K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-311Closed |
$21.1K - $23.1K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$6.77K - $7.42K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$6.77K - $7.42K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-47Closed |
$3.18K - $3.49K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-36Closed |
$2.44K - $2.67K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15Closed |
$1.02K - $1.11K
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4Closed |
$271 - $297
|
0
$0
|
|
Q4 2021 | |||||||
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-49.8KClosed |
$3.38M - $3.65M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-28.5KClosed |
$1.94M - $2.09M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.85KClosed |
$330K - $356K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.5KClosed |
$237K - $256K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.19KClosed |
$216K - $234K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-896- 99.56% |
$60.8K - $65.7K
|
4
$111
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-676- 28.57% |
$45.9K - $49.6K
|
1.69K
$47K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-560Closed |
$38K - $41K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-363- 42.06% |
$24.6K - $26.6K
|
500
$13.9K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-237Closed |
$16.1K - $17.4K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-229Closed |
$15.5K - $16.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-110Closed |
$7.47K - $8.06K
|
0
$0
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-77Closed |
$5.23K - $5.64K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-27Closed |
$1.83K - $1.98K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-15Closed |
$1.02K - $1.1K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-14- 4.81% |
$951 - $1.03K
|
277
$7.7K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9Closed |
$611 - $660
|
0
$0
|
|
Q3 2021 | |||||||
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.51KClosed |
$302K - $321K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.14KClosed |
$277K - $294K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-3.22KClosed |
$215K - $228K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-2.96KClosed |
$198K - $210K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-2.12KClosed |
$142K - $151K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-370Closed |
$24.8K - $26.3K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-81Closed |
$5.42K - $5.76K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-70Closed |
$4.68K - $4.97K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-8- 4.0% |
$535 - $568
|
192
$5.34K
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-8Closed |
$535 - $568
|
0
$0
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-22.6KClosed |
$1.49M - $1.58M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
SELL
|
- |
-10.1KClosed |
$661K - $701K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
SELL
|
- |
-4.38KClosed |
$288K - $305K
|
0
$0
|