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 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-241- 6.88% |
$16.6K - $18.3K
|
3.26K
$91.3K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-105- 31.25% |
$7.23K - $7.98K
|
231
$6.47K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-100- 1.32% |
$6.88K - $7.6K
|
7.47K
$209K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-95- 36.54% |
$6.54K - $7.22K
|
165
$4.62K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-5- 1.49% |
$344 - $380
|
331
$9.26K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.22K- 8.31% |
$136K - $156K
|
24.5K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-511- 29.3% |
$31.3K - $35.9K
|
1.23K
$34.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-375- 9.01% |
$22.9K - $26.3K
|
3.79K
$106K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-279- 1.78% |
$17.1K - $19.6K
|
15.4K
$430K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-109- 0.41% |
$6.67K - $7.66K
|
26.3K
$735K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-100- 25.0% |
$6.12K - $7.02K
|
300
$8.4K
|
|
| Q3 2023 | |||||||
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15.9KClosed |
$1.02M - $1.1M
|
0
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.6K- 30.7% |
$232K - $250K
|
8.13K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.38K- 20.67% |
$153K - $165K
|
9.13K
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.77K- 3.03% |
$114K - $123K
|
56.7K
$1.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-1.35K- 28.89% |
$86.8K - $93.5K
|
3.32K
$92.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-705- 10.42% |
$45.4K - $48.9K
|
6.06K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-500- 93.98% |
$32.2K - $34.7K
|
32
$896
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-169- 3.24% |
$10.9K - $11.7K
|
5.04K
$141K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-113- 0.34% |
$7.28K - $7.84K
|
32.9K
$921K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-66Closed |
$4.25K - $4.58K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-54- 25.84% |
$3.48K - $3.75K
|
155
$4.34K
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-7- 0.16% |
$451 - $486
|
4.26K
$119K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-11K- 68.29% |
$694K - $737K
|
5.09K
$142K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.19K- 30.25% |
$392K - $416K
|
14.3K
$399K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.58K- 51.55% |
$227K - $241K
|
3.37K
$94.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.62K- 24.39% |
$166K - $176K
|
8.13K
$228K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-2.25K- 2.34% |
$142K - $151K
|
94K
$2.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.37K- 69.01% |
$86.4K - $91.7K
|
613
$17.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-406- 1.13% |
$25.7K - $27.3K
|
35.5K
$993K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-300- 37.5% |
$19K - $20.2K
|
500
$14K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-280- 1.23% |
$17.7K - $18.8K
|
22.6K
$631K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-192- 1.0% |
$12.2K - $12.9K
|
19K
$533K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-87- 0.21% |
$5.51K - $5.85K
|
41.9K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-75- 0.29% |
$4.75K - $5.04K
|
25.9K
$724K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-34.4KClosed |
$2.15M - $2.38M
|
0
$0
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-8.85K- 66.66% |
$554K - $613K
|
4.43K
$124K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-5.86K- 15.3% |
$366K - $406K
|
32.4K
$907K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-1.74K- 2.82% |
$109K - $121K
|
60K
$1.68M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.66K- 20.64% |
$104K - $115K
|
6.36K
$178K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.43K- 30.37% |
$89.3K - $98.9K
|
3.27K
$91.6K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-400- 11.53% |
$25K - $27.7K
|
3.07K
$85.9K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-275- 56.58% |
$17.2K - $19.1K
|
211
$5.91K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-267- 2.25% |
$16.7K - $18.5K
|
11.6K
$325K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.38K- 47.52% |
$318K - $373K
|
5.94K
$166K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.07K- 48.93% |
$182K - $213K
|
3.2K
$89.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-1.84K- 52.09% |
$109K - $127K
|
1.69K
$47.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-982- 0.36% |
$58.1K - $68K
|
275K
$7.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-466- 5.99% |
$27.6K - $32.3K
|
7.32K
$205K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-102- 1.87% |
$6.03K - $7.06K
|
5.34K
$150K
|
|