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 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-108- 0.28% |
$2.35K - $2.62K
|
38K
$930K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-96- 16.38% |
$2.09K - $2.33K
|
490
$12K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-87- 0.13% |
$1.89K - $2.11K
|
66.3K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-85- 0.21% |
$1.85K - $2.06K
|
40.3K
$988K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-73- 0.37% |
$1.59K - $1.77K
|
19.7K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-72- 2.04% |
$1.57K - $1.75K
|
3.45K
$84.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
SELL
|
- |
-71- 19.4% |
$1.54K - $1.72K
|
295
$7.23K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-67- 0.55% |
$1.46K - $1.63K
|
12.1K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.08% |
$1.39K - $1.55K
|
78K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-56- 0.31% |
$1.22K - $1.36K
|
17.7K
$435K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-54- 0.12% |
$1.17K - $1.31K
|
44.7K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-46- 0.54% |
$1K - $1.12K
|
8.47K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-41- 0.42% |
$892 - $995
|
9.82K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-37- 0.01% |
$805 - $898
|
290K
$7.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-30- 0.18% |
$653 - $728
|
17.1K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-27- 0.21% |
$587 - $656
|
12.9K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-20- 0.11% |
$435 - $486
|
18K
$441K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-14- 0.11% |
$305 - $340
|
13.1K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.02% |
$218 - $243
|
45.8K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5- 0.03% |
$109 - $121
|
17.4K
$427K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5- 0.01% |
$109 - $121
|
33.8K
$829K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1- -0.0% |
$21.8 - $24.3
|
32.3K
$793K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-272K- 23.66% |
$6.09M - $18.6M
|
878K
$21.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-60.6K- 9.67% |
$1.36M - $4.14M
|
567K
$13.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-37.3K- 80.41% |
$835K - $2.55M
|
9.09K
$223K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.19KClosed |
$71.5K - $218K
|
0
$0
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-2.44K- 7.22% |
$54.5K - $166K
|
31.3K
$767K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-440- 49.44% |
$9.86K - $30K
|
450
$11K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-354Closed |
$7.93K - $24.2K
|
0
$0
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-267- 30.8% |
$5.98K - $18.2K
|
600
$14.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-162- 55.1% |
$3.63K - $11.1K
|
132
$3.23K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-70Closed |
$1.57K - $4.78K
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-163K- 93.9% |
$9.95M - $11M
|
10.6K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.7K- 39.86% |
$957K - $1.06M
|
23.6K
$579K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-8.96K- 9.82% |
$547K - $608K
|
82.2K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.25K- 37.59% |
$443K - $492K
|
12K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-3.83K- 9.28% |
$234K - $260K
|
37.4K
$917K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-2.64K- 15.04% |
$161K - $179K
|
14.9K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.49K- 36.38% |
$152K - $169K
|
4.35K
$107K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.55K- 20.21% |
$94.6K - $105K
|
6.11K
$150K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.2K- 22.49% |
$73.2K - $81.3K
|
4.13K
$101K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.17K- 1.97% |
$71.6K - $79.5K
|
58.3K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-845- 18.9% |
$51.6K - $57.3K
|
3.63K
$88.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-307- 0.2% |
$18.8K - $20.8K
|
150K
$3.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-219- 3.94% |
$13.4K - $14.9K
|
5.34K
$131K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-185- 3.6% |
$11.3K - $12.6K
|
4.96K
$121K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-184- 3.91% |
$11.2K - $12.5K
|
4.52K
$111K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-161- 0.49% |
$9.84K - $10.9K
|
33K
$808K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-101- 98.06% |
$6.17K - $6.85K
|
2
$49
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-40- 1.23% |
$2.44K - $2.71K
|
3.22K
$79K
|
|