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 |
---|---|---|---|---|---|---|---|
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
$321K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-1.77K- 1.72% |
$104K - $122K
|
101K
$2.83M
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-750- 15.01% |
$43.9K - $51.8K
|
4.25K
$119K
|
|
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
$3.53K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-508- 33.2% |
$29.7K - $35.1K
|
1.02K
$28.6K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-309- 20.81% |
$18.1K - $21.3K
|
1.18K
$32.9K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-203- 1.32% |
$11.9K - $14K
|
15.1K
$423K
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-193- 5.29% |
$11.3K - $13.3K
|
3.46K
$96.7K
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-25- 0.52% |
$1.46K - $1.73K
|
4.74K
$133K
|
|
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
|
|
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
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.94KClosed |
$179K - $212K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-2.88KClosed |
$175K - $208K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.87KClosed |
$175K - $207K
|
0
$0
|
|
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
$90K
|
|
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
$9.24K
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-600- 45.45% |
$36.6K - $43.4K
|
720
$20.2K
|
|
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
$2.21K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-158- 0.95% |
$9.63K - $11.4K
|
16.5K
$463K
|
|
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
$336K
|
|
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
$16.7K
|
|
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
|
|
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
$161K
|
|
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
|