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 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.49K- 0.62% |
$183K - $200K
|
398K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.41K- 2.88% |
$177K - $193K
|
81.1K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.36K- 17.99% |
$174K - $190K
|
10.8K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.23K- 7.52% |
$164K - $179K
|
27.5K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.23K- 7.05% |
$163K - $179K
|
29.3K
$795K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.19K- 0.68% |
$161K - $176K
|
322K
$8.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.14K- 13.22% |
$157K - $172K
|
14.1K
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.09K- 12.99% |
$153K - $168K
|
14K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.99K- 26.98% |
$146K - $160K
|
5.38K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.71K- 2.28% |
$125K - $137K
|
73.3K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.58K- 3.1% |
$116K - $127K
|
49.4K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.58K- 38.28% |
$116K - $127K
|
2.54K
$69K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.55K- 5.53% |
$114K - $125K
|
26.5K
$718K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.52K- 0.37% |
$111K - $122K
|
405K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 23.37% |
$101K - $110K
|
4.49K
$122K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.3K- 2.79% |
$95.1K - $104K
|
45.1K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.29K- 19.22% |
$94.4K - $103K
|
5.4K
$146K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-1.16K- 29.12% |
$85.3K - $93.3K
|
2.83K
$76.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.08K- 15.45% |
$79.2K - $86.6K
|
5.9K
$160K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.06K- 29.6% |
$77.8K - $85.2K
|
2.52K
$68.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.04K- 4.4% |
$76.1K - $83.3K
|
22.5K
$610K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-973- 16.43% |
$71.4K - $78.2K
|
4.95K
$134K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-926- 17.34% |
$68K - $74.4K
|
4.42K
$120K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-892- 1.66% |
$65.5K - $71.7K
|
52.8K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-853- 1.13% |
$62.6K - $68.6K
|
74.3K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-847- 19.62% |
$62.2K - $68.1K
|
3.47K
$94.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-802- 2.84% |
$58.9K - $64.5K
|
27.4K
$744K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-755- 18.28% |
$55.4K - $60.7K
|
3.38K
$91.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-754- 16.97% |
$55.4K - $60.6K
|
3.69K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-750- 16.41% |
$55.1K - $60.3K
|
3.82K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-734- 8.19% |
$53.9K - $59K
|
8.23K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-732- 18.81% |
$53.8K - $58.8K
|
3.16K
$85.7K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-661- 17.66% |
$48.5K - $53.1K
|
3.08K
$83.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-626- 4.93% |
$46K - $50.3K
|
12.1K
$327K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-625- 11.07% |
$45.9K - $50.2K
|
5.02K
$136K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-572- 1.63% |
$42K - $46K
|
34.5K
$935K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-565- 14.49% |
$41.5K - $45.4K
|
3.34K
$90.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-534- 9.08% |
$39.2K - $42.9K
|
5.35K
$145K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-528- 1.13% |
$38.8K - $42.4K
|
46.2K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-525- 13.36% |
$38.6K - $42.2K
|
3.4K
$92.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-517- 3.17% |
$38K - $41.6K
|
15.8K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-509- 2.54% |
$37.4K - $40.9K
|
19.5K
$529K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-496- 1.0% |
$36.4K - $39.9K
|
49K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-441- 10.52% |
$32.4K - $35.4K
|
3.75K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-427- 1.52% |
$31.4K - $34.3K
|
27.7K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-423- 0.71% |
$31.1K - $34K
|
59.2K
$1.61M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-407- 13.64% |
$29.9K - $32.7K
|
2.58K
$69.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-406- 10.1% |
$29.8K - $32.6K
|
3.61K
$98K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-400- 3.52% |
$29.4K - $32.1K
|
11K
$297K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-389- 50.13% |
$28.6K - $31.3K
|
387
$10.5K
|