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 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-495- 12.94% |
$36.3K - $39.8K
|
3.33K
$90.7K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-475- 0.41% |
$34.9K - $38.2K
|
115K
$3.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-467- 1.61% |
$34.3K - $37.5K
|
28.6K
$779K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-455- 1.03% |
$33.4K - $36.6K
|
43.9K
$1.2M
|
|
|
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
$755K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-425- 7.14% |
$31.2K - $34.2K
|
5.53K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-423- 0.71% |
$31.1K - $34K
|
59.2K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-422- 4.56% |
$31K - $33.9K
|
8.83K
$240K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-407- 13.64% |
$29.9K - $32.7K
|
2.58K
$70.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-406- 10.1% |
$29.8K - $32.6K
|
3.61K
$98.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-406- 0.61% |
$29.8K - $32.6K
|
65.9K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-400- 3.52% |
$29.4K - $32.1K
|
11K
$298K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-393- 5.35% |
$28.9K - $31.6K
|
6.95K
$189K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-389- 50.13% |
$28.6K - $31.3K
|
387
$10.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-386- 1.86% |
$28.3K - $31K
|
20.4K
$555K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-384- 24.11% |
$28.2K - $30.9K
|
1.21K
$32.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-377- 10.22% |
$27.7K - $30.3K
|
3.31K
$90.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-349- 2.85% |
$25.6K - $28K
|
11.9K
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-342- 9.34% |
$25.1K - $27.5K
|
3.32K
$90.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-342- 1.27% |
$25.1K - $27.5K
|
26.6K
$723K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-333- 1.31% |
$24.5K - $26.8K
|
25K
$681K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-325- 1.76% |
$23.9K - $26.1K
|
18.2K
$494K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-316- 1.36% |
$23.2K - $25.4K
|
22.8K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-304- 1.24% |
$22.3K - $24.4K
|
24.1K
$657K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-297- 7.23% |
$21.8K - $23.9K
|
3.81K
$104K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-295- 1.07% |
$21.7K - $23.7K
|
27.4K
$745K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-290- 2.03% |
$21.3K - $23.3K
|
14K
$381K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-270- 0.37% |
$19.8K - $21.7K
|
73K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-258- 8.67% |
$18.9K - $20.7K
|
2.72K
$74K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-256- 2.18% |
$18.8K - $20.6K
|
11.5K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-255- 4.99% |
$18.7K - $20.5K
|
4.85K
$132K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-250- 12.89% |
$18.4K - $20.1K
|
1.69K
$46K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-237- 7.5% |
$17.4K - $19K
|
2.92K
$79.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-210- 3.19% |
$15.4K - $16.9K
|
6.38K
$174K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-206- 1.36% |
$15.1K - $16.6K
|
14.9K
$406K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-205- 0.46% |
$15.1K - $16.5K
|
44.6K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-204- 0.08% |
$15K - $16.4K
|
269K
$7.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-199- 0.76% |
$14.6K - $16K
|
25.9K
$706K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-195- 0.48% |
$14.3K - $15.7K
|
40.5K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-195- 1.25% |
$14.3K - $15.7K
|
15.4K
$419K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-188- 0.68% |
$13.8K - $15.1K
|
27.3K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-183- 3.09% |
$13.4K - $14.7K
|
5.75K
$156K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-158- 2.38% |
$11.6K - $12.7K
|
6.48K
$176K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-155- 0.21% |
$11.4K - $12.5K
|
73.9K
$2.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-154- 4.43% |
$11.3K - $12.4K
|
3.32K
$90.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-150- 4.5% |
$11K - $12.1K
|
3.18K
$86.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-149- 1.87% |
$10.9K - $12K
|
7.84K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-145- 0.46% |
$10.6K - $11.7K
|
31.2K
$850K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-145- 4.56% |
$10.6K - $11.7K
|
3.04K
$82.6K
|