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 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
$398K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.58K- 51.55% |
$227K - $241K
|
3.37K
$94K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.62K- 24.39% |
$166K - $176K
|
8.13K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-2.25K- 2.34% |
$142K - $151K
|
94K
$2.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.37K- 69.01% |
$86.4K - $91.7K
|
613
$17.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-406- 1.13% |
$25.7K - $27.3K
|
35.5K
$990K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-300- 37.5% |
$19K - $20.2K
|
500
$13.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-285- 8.68% |
$18K - $19.2K
|
3K
$83.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-280- 1.23% |
$17.7K - $18.8K
|
22.6K
$629K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-192- 1.0% |
$12.2K - $12.9K
|
19K
$531K
|
|
|
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
$722K
|
|
| 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
$123K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-5.86K- 15.3% |
$366K - $406K
|
32.4K
$904K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.89K- 6.11% |
$118K - $131K
|
29K
$810K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-1.74K- 2.82% |
$109K - $121K
|
60K
$1.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.66K- 20.64% |
$104K - $115K
|
6.36K
$177K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.43K- 30.37% |
$89.3K - $98.9K
|
3.27K
$91.2K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-400- 11.53% |
$25K - $27.7K
|
3.07K
$85.6K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-275- 56.58% |
$17.2K - $19.1K
|
211
$5.88K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-267- 2.25% |
$16.7K - $18.5K
|
11.6K
$324K
|
|
| 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
$89.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-1.84K- 52.09% |
$109K - $127K
|
1.69K
$47.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-982- 0.36% |
$58.1K - $68K
|
275K
$7.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-466- 5.99% |
$27.6K - $32.3K
|
7.32K
$204K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-102- 1.87% |
$6.03K - $7.06K
|
5.34K
$149K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-56- 0.97% |
$3.31K - $3.88K
|
5.73K
$160K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.78K- 1.38% |
$397K - $468K
|
487K
$13.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-4.58K- 28.53% |
$268K - $316K
|
11.5K
$320K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-1.77K- 1.72% |
$104K - $122K
|
101K
$2.82M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-750- 15.01% |
$43.9K - $51.8K
|
4.25K
$118K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-640- 12.99% |
$37.4K - $44.2K
|
4.29K
$120K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-634- 83.42% |
$37.1K - $43.8K
|
126
$3.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-508- 33.2% |
$29.7K - $35.1K
|
1.02K
$28.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-309- 20.81% |
$18.1K - $21.3K
|
1.18K
$32.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-203- 1.32% |
$11.9K - $14K
|
15.1K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-193- 5.29% |
$11.3K - $13.3K
|
3.46K
$96.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-25- 0.52% |
$1.46K - $1.73K
|
4.74K
$132K
|
|
| Q2 2022 | |||||||
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-72.9KClosed |
$4.44M - $5.27M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-8.56KClosed |
$521K - $619K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-6.2KClosed |
$378K - $448K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-5.63KClosed |
$343K - $407K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.65KClosed |
$283K - $336K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.58K- 35.81% |
$218K - $259K
|
6.41K
$179K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.04KClosed |
$185K - $220K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.01KClosed |
$184K - $218K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.01KClosed |
$183K - $217K
|
0
$0
|
|