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 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$294 - $324
|
5.89K
$138K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4- 0.15% |
$235 - $259
|
2.73K
$63.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1- 0.04% |
$58.7 - $64.8
|
2.35K
$55K
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-104K- 93.85% |
$5.74M - $6.43M
|
6.79K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.8K- 15.52% |
$984K - $1.1M
|
96.6K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-14.4K- 54.72% |
$796K - $892K
|
11.9K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-12.4K- 20.0% |
$687K - $770K
|
49.6K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.86K- 11.52% |
$491K - $550K
|
68K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-4.42K- 2.39% |
$245K - $274K
|
180K
$4.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-3.35K- 1.3% |
$186K - $208K
|
255K
$5.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-3K- 90.91% |
$166K - $186K
|
300
$7.02K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.86K- 3.65% |
$159K - $178K
|
75.5K
$1.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.08K- 13.78% |
$115K - $129K
|
13K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.98K- 32.31% |
$110K - $123K
|
4.16K
$97.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.76K- 25.14% |
$97.6K - $109K
|
5.25K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.7K- 32.66% |
$94K - $105K
|
3.5K
$81.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.65K- 23.92% |
$91.4K - $102K
|
5.25K
$123K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.52K- 1.97% |
$84.2K - $94.3K
|
75.8K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.17K- 4.36% |
$64.6K - $72.4K
|
25.6K
$599K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.16K- 15.03% |
$64.4K - $72.1K
|
6.57K
$154K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.01K- 11.8% |
$56.2K - $62.9K
|
7.58K
$177K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-739- 13.8% |
$40.9K - $45.9K
|
4.62K
$108K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-641- 15.95% |
$35.5K - $39.8K
|
3.38K
$79K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-525- 1.61% |
$29.1K - $32.6K
|
32K
$749K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 3.46% |
$27.7K - $31K
|
13.9K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-450- 34.62% |
$24.9K - $27.9K
|
850
$19.9K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-442- 5.67% |
$24.5K - $27.4K
|
7.36K
$172K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-430- 78.32% |
$23.8K - $26.7K
|
119
$2.78K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-377- 3.44% |
$20.9K - $23.4K
|
10.6K
$247K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-340- 57.24% |
$18.8K - $21.1K
|
254
$5.94K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-285- 0.63% |
$15.8K - $17.7K
|
44.9K
$1.05M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-240- 4.12% |
$13.3K - $14.9K
|
5.58K
$131K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-190- 2.22% |
$10.5K - $11.8K
|
8.35K
$195K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-183- 0.88% |
$10.1K - $11.4K
|
20.6K
$481K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-178- 3.66% |
$9.86K - $11.1K
|
4.68K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-91- 79.13% |
$5.04K - $5.65K
|
24
$562
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-81- 1.03% |
$4.49K - $5.03K
|
7.81K
$183K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-59- 0.31% |
$3.27K - $3.66K
|
18.7K
$438K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-35- 1.51% |
$1.94K - $2.17K
|
2.28K
$53.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-34- 4.8% |
$1.88K - $2.11K
|
675
$15.8K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1- 0.03% |
$55.4 - $62.1
|
3.48K
$81.5K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-387KClosed |
$18.8M - $21.9M
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-172K- 5.15% |
$8.35M - $9.75M
|
3.17M
$74.2M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-11.3K- 86.3% |
$550K - $642K
|
1.8K
$42.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-8.16K- 39.42% |
$395K - $462K
|
12.5K
$293K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-2.32K- 1.94% |
$112K - $131K
|
117K
$2.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.22K- 2.41% |
$107K - $125K
|
89.8K
$2.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.04K- 2.5% |
$50.5K - $58.9K
|
40.6K
$951K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-900- 16.15% |
$43.6K - $50.9K
|
4.67K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-730- 2.14% |
$35.4K - $41.3K
|
33.4K
$781K
|
|