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 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-600- 2.66% |
$13.1K - $14.6K
|
22K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-596- 0.45% |
$13K - $14.5K
|
132K
$3.24M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-589- 39.72% |
$12.8K - $14.3K
|
894
$21.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-575- 2.08% |
$12.5K - $14K
|
27.1K
$663K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-567- 0.42% |
$12.3K - $13.8K
|
135K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-563- 0.54% |
$12.2K - $13.7K
|
103K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-560- 2.15% |
$12.2K - $13.6K
|
25.5K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-550- 3.79% |
$12K - $13.4K
|
14K
$342K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-546- 0.34% |
$11.9K - $13.3K
|
162K
$3.96M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-543- 3.19% |
$11.8K - $13.2K
|
16.5K
$404K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-540- 5.58% |
$11.7K - $13.1K
|
9.13K
$224K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-537- 2.36% |
$11.7K - $13K
|
22.2K
$544K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-522- 17.55% |
$11.4K - $12.7K
|
2.45K
$60.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-522- 2.46% |
$11.4K - $12.7K
|
20.7K
$507K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-505- 3.45% |
$11K - $12.3K
|
14.1K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-500- 1.9% |
$10.9K - $12.1K
|
25.9K
$634K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-459- 4.88% |
$9.98K - $11.1K
|
8.94K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-456- 0.96% |
$9.92K - $11.1K
|
47K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-452- 1.5% |
$9.83K - $11K
|
29.8K
$729K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-452- 0.32% |
$9.83K - $11K
|
143K
$3.5M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-450- 0.16% |
$9.79K - $10.9K
|
285K
$6.99M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-415- 0.44% |
$9.03K - $10.1K
|
94.1K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-405- 3.23% |
$8.81K - $9.83K
|
12.1K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-390- 1.27% |
$8.48K - $9.47K
|
30.4K
$746K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-387- 1.92% |
$8.42K - $9.4K
|
19.7K
$483K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-370- 2.87% |
$8.05K - $8.98K
|
12.5K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-351- 1.79% |
$7.63K - $8.52K
|
19.2K
$471K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-313- 0.59% |
$6.81K - $7.6K
|
52.9K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-312- 0.45% |
$6.79K - $7.58K
|
68.6K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-288- 0.34% |
$6.26K - $6.99K
|
84.7K
$2.08M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-269- 8.98% |
$5.85K - $6.53K
|
2.73K
$66.8K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-260- 0.81% |
$5.66K - $6.31K
|
31.8K
$778K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-255- 1.39% |
$5.55K - $6.19K
|
18.1K
$445K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-252- 2.08% |
$5.48K - $6.12K
|
11.8K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-250- 1.95% |
$5.44K - $6.07K
|
12.6K
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-250- 1.8% |
$5.44K - $6.07K
|
13.6K
$334K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-234- 0.48% |
$5.09K - $5.68K
|
48.5K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-232- 0.4% |
$5.05K - $5.63K
|
57.5K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-231- 0.25% |
$5.02K - $5.61K
|
90.6K
$2.22M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-214- 2.15% |
$4.65K - $5.2K
|
9.72K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-211- 0.22% |
$4.59K - $5.12K
|
96.8K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-204- 1.22% |
$4.44K - $4.95K
|
16.5K
$405K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-189- 1.41% |
$4.11K - $4.59K
|
13.2K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-176- 1.68% |
$3.83K - $4.27K
|
10.3K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-164- 0.33% |
$3.57K - $3.98K
|
49.8K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-161- 0.72% |
$3.5K - $3.91K
|
22.1K
$541K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-154- 0.29% |
$3.35K - $3.74K
|
53.1K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-150- 2.93% |
$3.26K - $3.64K
|
4.98K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-137- 1.16% |
$2.98K - $3.33K
|
11.6K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-113- 0.2% |
$2.46K - $2.74K
|
55.9K
$1.37M
|