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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.8K- 20.46% |
$105K - $116K
|
6.99K
$164K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.75K- 66.62% |
$103K - $113K
|
876
$20.5K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.72K- 18.12% |
$101K - $112K
|
7.78K
$182K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.72K- 3.81% |
$101K - $111K
|
43.4K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.7K- 89.3% |
$99.9K - $110K
|
204
$4.77K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.69K- 22.98% |
$99.3K - $110K
|
5.67K
$133K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.5K- 31.02% |
$88.1K - $97.2K
|
3.34K
$78K
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.2K- 2.82% |
$70.6K - $77.9K
|
41.4K
$968K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.17K- 16.22% |
$68.8K - $75.9K
|
6.05K
$142K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.06K- 30.68% |
$62.3K - $68.8K
|
2.4K
$56.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.05K- 8.6% |
$61.5K - $67.9K
|
11.1K
$261K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 36.36% |
$60.2K - $66.5K
|
1.8K
$42K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-963- 68.01% |
$56.5K - $62.4K
|
453
$10.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-950- 3.19% |
$55.8K - $61.5K
|
28.8K
$674K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-936- 54.45% |
$54.9K - $60.6K
|
783
$18.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-925- 17.61% |
$54.3K - $59.9K
|
4.33K
$101K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-786- 1.52% |
$46.1K - $50.9K
|
51K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-778- 11.99% |
$45.7K - $50.4K
|
5.71K
$134K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-714- 20.7% |
$41.9K - $46.3K
|
2.74K
$64K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-642- 8.76% |
$37.7K - $41.6K
|
6.69K
$157K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-640- 14.89% |
$37.6K - $41.5K
|
3.66K
$85.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-552- 6.67% |
$32.4K - $35.8K
|
7.73K
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-531- 4.72% |
$31.2K - $34.4K
|
10.7K
$251K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-526- 24.89% |
$30.9K - $34.1K
|
1.59K
$37.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-521- 5.26% |
$30.6K - $33.8K
|
9.39K
$220K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-490- 0.51% |
$28.8K - $31.7K
|
96K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-443- 10.0% |
$26K - $28.7K
|
3.99K
$93.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-438- 7.17% |
$25.7K - $28.4K
|
5.67K
$133K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-430- 47.67% |
$25.2K - $27.9K
|
472
$11K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-400- 3.27% |
$23.5K - $25.9K
|
11.8K
$277K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-370- 7.69% |
$21.7K - $24K
|
4.44K
$104K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-340- 48.57% |
$20K - $22K
|
360
$8.42K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-301- 82.47% |
$17.7K - $19.5K
|
64
$1.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-276- 80.94% |
$16.2K - $17.9K
|
65
$1.52K
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-268- 6.59% |
$15.7K - $17.4K
|
3.8K
$88.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-242- 16.79% |
$14.2K - $15.7K
|
1.2K
$28.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-225- 0.87% |
$13.2K - $14.6K
|
25.7K
$602K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-199- 32.52% |
$11.7K - $12.9K
|
413
$9.66K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-170- 1.2% |
$9.98K - $11K
|
13.9K
$326K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 20.6% |
$8.81K - $9.72K
|
578
$13.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-128- 0.24% |
$7.51K - $8.29K
|
54K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-109- 2.47% |
$6.4K - $7.06K
|
4.3K
$101K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-88- 0.64% |
$5.17K - $5.7K
|
13.6K
$319K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-77- 0.28% |
$4.52K - $4.99K
|
27.2K
$636K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-62- 6.39% |
$3.64K - $4.02K
|
909
$21.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26Closed |
$1.53K - $1.68K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-24- 0.73% |
$1.41K - $1.55K
|
3.26K
$76.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-16- 0.47% |
$939 - $1.04K
|
3.4K
$79.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-15- 0.32% |
$881 - $972
|
4.64K
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8- 16.67% |
$470 - $518
|
40
$936
|