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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.87KClosed |
$175K - $207K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-2.85KClosed |
$174K - $206K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.74K- 37.92% |
$167K - $198K
|
4.48K
$121K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.6KClosed |
$97.5K - $116K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 29.59% |
$82.3K - $97.7K
|
3.21K
$87.1K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-960Closed |
$58.5K - $69.4K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-710- 68.27% |
$43.3K - $51.3K
|
330
$8.94K
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-600- 45.45% |
$36.6K - $43.4K
|
720
$19.5K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-542Closed |
$33K - $39.2K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-322- 80.3% |
$19.6K - $23.3K
|
79
$2.14K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-158- 0.95% |
$9.63K - $11.4K
|
16.5K
$448K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-156Closed |
$9.51K - $11.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-149Closed |
$9.08K - $10.8K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-131Closed |
$7.98K - $9.47K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-102- 0.84% |
$6.21K - $7.37K
|
12K
$325K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-41Closed |
$2.5K - $2.96K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-34- 5.4% |
$2.07K - $2.46K
|
596
$16.1K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-31Closed |
$1.89K - $2.24K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-133KClosed |
$9.01M - $9.87M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-45.8KClosed |
$3.1M - $3.4M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-12.3KClosed |
$832K - $912K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.63KClosed |
$313K - $343K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-4.43KClosed |
$300K - $328K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3.76KClosed |
$255K - $279K
|
0
$0
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-3.48KClosed |
$235K - $258K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.45K- 37.5% |
$234K - $256K
|
5.75K
$156K
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.39KClosed |
$229K - $251K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.36KClosed |
$227K - $249K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
SELL
|
- |
-3.16KClosed |
$214K - $234K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.13KClosed |
$212K - $232K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$208K - $228K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.8KClosed |
$189K - $207K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.59KClosed |
$175K - $192K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.92KClosed |
$130K - $143K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.08KClosed |
$73.1K - $80.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-817Closed |
$55.3K - $60.6K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-600Closed |
$40.6K - $44.5K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-515Closed |
$34.9K - $38.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-514- 55.21% |
$34.8K - $38.1K
|
417
$11.3K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-509Closed |
$34.5K - $37.8K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-437Closed |
$29.6K - $32.4K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-311Closed |
$21.1K - $23.1K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$6.77K - $7.42K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$6.77K - $7.42K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-47Closed |
$3.18K - $3.49K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-36Closed |
$2.44K - $2.67K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15Closed |
$1.02K - $1.11K
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4Closed |
$271 - $297
|
0
$0
|
|
Q4 2021 | |||||||
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-49.8KClosed |
$3.38M - $3.65M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-28.5KClosed |
$1.94M - $2.09M
|
0
$0
|