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 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-141- 0.14% |
$10.4K - $11.3K
|
97.3K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-140- 3.93% |
$10.3K - $11.3K
|
3.42K
$93.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-139- 1.67% |
$10.2K - $11.2K
|
8.2K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-135- 0.43% |
$9.91K - $10.8K
|
31.1K
$847K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-135- 4.46% |
$9.91K - $10.8K
|
2.89K
$78.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-134- 1.56% |
$9.84K - $10.8K
|
8.48K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-126- 97.67% |
$9.25K - $10.1K
|
3
$81.7
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-120- 1.17% |
$8.81K - $9.64K
|
10.1K
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-117- 6.21% |
$8.59K - $9.4K
|
1.77K
$48.1K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-108- 6.99% |
$7.93K - $8.68K
|
1.44K
$39.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 11.48% |
$7.34K - $8.04K
|
771
$21K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-94- 0.32% |
$6.9K - $7.55K
|
29.2K
$796K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-90- 3.12% |
$6.61K - $7.23K
|
2.79K
$76K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-85- 9.33% |
$6.24K - $6.83K
|
826
$22.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-82- 1.84% |
$6.02K - $6.59K
|
4.37K
$119K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-81- 97.59% |
$5.95K - $6.51K
|
2
$54.5
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-80- 0.72% |
$5.87K - $6.43K
|
11K
$299K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-76- 0.41% |
$5.58K - $6.11K
|
18.6K
$507K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-75- 0.54% |
$5.51K - $6.03K
|
13.9K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-75- 0.67% |
$5.51K - $6.03K
|
11K
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-73- 0.27% |
$5.36K - $5.87K
|
27.1K
$738K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-72- 14.88% |
$5.29K - $5.79K
|
412
$11.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-71- 1.71% |
$5.21K - $5.71K
|
4.08K
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-65- 0.84% |
$4.77K - $5.22K
|
7.64K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-64- 0.41% |
$4.7K - $5.14K
|
15.7K
$427K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-64- 1.79% |
$4.7K - $5.14K
|
3.51K
$95.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-62- 0.49% |
$4.55K - $4.98K
|
12.5K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-59- 2.23% |
$4.33K - $4.74K
|
2.58K
$70.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-58- 2.04% |
$4.26K - $4.66K
|
2.79K
$76K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-52- 0.01% |
$3.82K - $4.18K
|
390K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 0.46% |
$3.67K - $4.02K
|
10.9K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-50- 0.72% |
$3.67K - $4.02K
|
6.85K
$187K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-40- 0.11% |
$2.94K - $3.21K
|
35.2K
$958K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-35- 0.32% |
$2.57K - $2.81K
|
10.9K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-24- 0.24% |
$1.76K - $1.93K
|
9.95K
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-22- 0.62% |
$1.62K - $1.77K
|
3.52K
$95.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-19- 0.38% |
$1.4K - $1.53K
|
4.95K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-15- 19.48% |
$1.1K - $1.21K
|
62
$1.69K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-15- 0.15% |
$1.1K - $1.21K
|
10.2K
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 3.21% |
$1.1K - $1.21K
|
453
$12.3K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.34% |
$1.03K - $1.13K
|
4.12K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 0.05% |
$587 - $643
|
15.3K
$416K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-7- 0.23% |
$514 - $563
|
3.02K
$82.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-6- 0.16% |
$441 - $482
|
3.75K
$102K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6- 0.06% |
$441 - $482
|
9.68K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1- 1.12% |
$73.4 - $80.4
|
88
$2.4K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-57.8K- 93.61% |
$4.15M - $4.39M
|
3.95K
$107K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-32.2K- 51.59% |
$2.31M - $2.44M
|
30.2K
$822K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.5K- 84.23% |
$1.04M - $1.1M
|
2.71K
$73.8K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-10.2K- 4.5% |
$729K - $771K
|
216K
$5.87M
|
|