Latest Institutional Sells of Schwab Strategic Tr Us Large C (SCHX)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) 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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22.8M- 80.65% |
$1.26B - $1.42B
|
5.48M
$352M
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.1M- 46.68% |
$616M - $690M
|
12.7M
$816M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.27M- 77.17% |
$70.2M - $78.6M
|
375K
$24.1M
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.11M- 98.52% |
$61.4M - $68.7M
|
16.6K
$1.07M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-782K- 97.94% |
$43.3M - $48.5M
|
16.4K
$1.06M
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-602K- 82.58% |
$33.4M - $37.4M
|
127K
$8.16M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-584K- 9.07% |
$32.4M - $36.3M
|
5.85M
$376M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-564K- 7.95% |
$31.2M - $35M
|
6.53M
$419M
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-515K- 97.07% |
$28.5M - $32M
|
15.5K
$998K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-499K- 1.73% |
$27.6M - $31M
|
28.3M
$1.82B
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-412K- 98.93% |
$22.8M - $25.6M
|
4.45K
$286K
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-389K- 48.4% |
$21.6M - $24.2M
|
415K
$26.7M
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-381K- 41.65% |
$21.1M - $23.7M
|
534K
$34.3M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-348K- 74.85% |
$19.3M - $21.6M
|
117K
$7.52M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-274K- 47.86% |
$15.2M - $17M
|
299K
$19.2M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-257K- 3.42% |
$14.2M - $15.9M
|
7.25M
$466M
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-235K- 47.09% |
$13M - $14.6M
|
264K
$17M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-232K- 6.39% |
$12.9M - $14.4M
|
3.4M
$218M
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-232K- 93.89% |
$12.9M - $14.4M
|
15.1K
$970K
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-230K- 49.58% |
$12.8M - $14.3M
|
234K
$15M
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-196K- 49.51% |
$10.8M - $12.2M
|
200K
$12.8M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-159K- 96.59% |
$8.81M - $9.87M
|
5.61K
$360K
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-156K- 9.22% |
$8.63M - $9.67M
|
1.53M
$98.6M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-132K- 15.99% |
$7.31M - $8.19M
|
693K
$44.5M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-120K- 30.76% |
$6.67M - $7.47M
|
271K
$17.4M
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-104K- 93.85% |
$5.74M - $6.43M
|
6.79K
$436K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-88.1K- 47.37% |
$4.88M - $5.47M
|
97.8K
$6.29M
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-78.3K- 4.88% |
$4.34M - $4.86M
|
1.52M
$98M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-74.4K- 11.12% |
$4.12M - $4.62M
|
594K
$38.2M
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-73.6K- 28.46% |
$4.08M - $4.57M
|
185K
$11.9M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-72.2K- 8.15% |
$4M - $4.48M
|
814K
$52.3M
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-70.2K- 5.31% |
$3.89M - $4.36M
|
1.25M
$80.3M
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-68.6K- 8.74% |
$3.8M - $4.26M
|
716K
$46M
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-67.4K- 5.93% |
$3.74M - $4.19M
|
1.07M
$68.7M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-63.2K- 5.36% |
$3.5M - $3.92M
|
1.12M
$71.6M
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-60.4K- 28.58% |
$3.35M - $3.75M
|
151K
$9.7M
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-57.9K- 77.62% |
$3.21M - $3.6M
|
16.7K
$1.07M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-57K- 5.42% |
$3.16M - $3.54M
|
994K
$63.9M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-53.1K- 43.06% |
$2.94M - $3.3M
|
70.2K
$4.51M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-52K- 32.04% |
$2.88M - $3.23M
|
110K
$7.08M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-50K- 76.02% |
$2.77M - $3.1M
|
15.8K
$1.01M
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-49.6K- 5.77% |
$2.75M - $3.08M
|
809K
$52M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-45.5K- 0.91% |
$2.52M - $2.82M
|
4.98M
$320M
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-45.2K- 34.42% |
$2.5M - $2.8M
|
86K
$5.53M
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-45K- 75.45% |
$2.49M - $2.79M
|
14.6K
$941K
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-43.6K- 7.64% |
$2.41M - $2.7M
|
527K
$33.9M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-43.1K- 5.03% |
$2.39M - $2.67M
|
812K
$52.2M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-39.6K- 29.68% |
$2.19M - $2.46M
|
93.7K
$6.02M
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-39.4K- 84.1% |
$2.18M - $2.44M
|
7.44K
$478K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-37.5K- 31.77% |
$2.08M - $2.33M
|
80.4K
$5.17M
|