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 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 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
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.07KClosed |
$41K - $65.2K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Savior LLC
|
SELL
|
- |
-843Closed |
$32.4K - $51.4K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-530Closed |
$20.4K - $32.3K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-362Closed |
$13.9K - $22.1K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-138Closed |
$5.3K - $8.42K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-60Closed |
$2.3K - $3.66K
|
0
$0
|
|
|
Nov 18, 2020
Q1 2020
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-31Closed |
$1.19K - $1.89K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 15, 2020
Q4 2019
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.53MClosed |
$83.9M - $92.3M
|
0
$0
|
|
|
Jan 09, 2020
Q4 2019
|
Mcia Inc
|
SELL
|
- |
-130KClosed |
$7.13M - $7.84M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-36.5KClosed |
$2M - $2.2M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Wespac Advisors, LLC
|
SELL
|
- |
-23.9KClosed |
$1.31M - $1.44M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-21.7KClosed |
$1.19M - $1.31M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-14.4KClosed |
$787K - $866K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-220Closed |
$12K - $13.3K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-5.67KClosed |
$321K - $326K
|
0
$0
|
|
|
Mar 12, 2021
Q3 2019
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.4KClosed |
$249K - $253K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-3.97KClosed |
$224K - $228K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.38KClosed |
$78.2K - $79.5K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-823Closed |
$46.5K - $47.3K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-682Closed |
$38.6K - $39.2K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-324Closed |
$18.3K - $18.6K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-69Closed |
$3.9K - $3.97K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-13Closed |
$735 - $748
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 17, 2019
Q2 2019
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-44.1KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.82KClosed |
N/A
|
0
$0
|
|
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-4.8KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.74KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Macroview Investment Management LLC
|
SELL
|
- |
-661Closed |
N/A
|
0
$0
|
|