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 |
---|---|---|---|---|---|---|---|
Oct 30, 2020
Q3 2020
|
Gratus Capital LLC
|
SELL
|
- |
-10.5KClosed |
$517K - $574K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-5KClosed |
$247K - $274K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-4.85KClosed |
$240K - $266K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4KClosed |
$198K - $219K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.37KClosed |
$117K - $130K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-424Closed |
$21K - $23.3K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-398Closed |
$19.7K - $21.8K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-294Closed |
$14.5K - $16.1K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-279Closed |
$13.8K - $15.3K
|
0
$0
|
|
Aug 05, 2024
Q3 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-261- 6.34% |
$12.9K - $14.3K
|
3.85K
$102K
|
|
Nov 13, 2020
Q3 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-185Closed |
$9.15K - $10.1K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-81Closed |
$4K - $4.44K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1Closed |
$49.4 - $54.9
|
0
$0
|
|
Q2 2020 | |||||||
Jul 28, 2020
Q2 2020
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-233KClosed |
$9.82M - $12.9M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-92KClosed |
$3.88M - $5.08M
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-68.2KClosed |
$2.88M - $3.77M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-59.4KClosed |
$2.51M - $3.28M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-35.6KClosed |
$1.5M - $1.97M
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-16.7KClosed |
$704K - $922K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-11.2KClosed |
$474K - $621K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-8.24KClosed |
$348K - $456K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-7.69KClosed |
$324K - $425K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-7.3KClosed |
$308K - $404K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.91KClosed |
$249K - $327K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-4.92KClosed |
$208K - $272K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.7KClosed |
$198K - $260K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-630Closed |
$26.6K - $34.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-241Closed |
$10.2K - $13.3K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 20, 2020
Q1 2020
|
Eagle Capital Management, LLC
|
SELL
|
- |
-148KClosed |
$5.69M - $9.05M
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-79KClosed |
$3.03M - $4.82M
|
0
$0
|
|
Apr 03, 2020
Q1 2020
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-48.9KClosed |
$1.88M - $2.99M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-48KClosed |
$1.84M - $2.93M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-34.2KClosed |
$1.31M - $2.09M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-28.8KClosed |
$1.11M - $1.76M
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23.2KClosed |
$889K - $1.41M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-20.1KClosed |
$772K - $1.23M
|
0
$0
|
|
May 22, 2020
Q1 2020
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-11.4KClosed |
$440K - $699K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-10.6KClosed |
$407K - $646K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.41KClosed |
$285K - $452K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.19KClosed |
$276K - $439K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.5KClosed |
$211K - $336K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.13KClosed |
$159K - $252K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4.1KClosed |
$157K - $250K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Iron Financial, LLC
|
SELL
|
- |
-3.88KClosed |
$149K - $237K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.82KClosed |
$147K - $233K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.77KClosed |
$145K - $230K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-3.43KClosed |
$132K - $209K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-3.34KClosed |
$128K - $204K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Moneywise, Inc.
|
SELL
|
- |
-3.1KClosed |
$119K - $189K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.63KClosed |
$62.6K - $99.5K
|
0
$0
|