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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-20- 0.15% |
$1.22K - $1.36K
|
13.4K
$329K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-8.4K- 4.49% |
$493K - $544K
|
179K
$4.38M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-6.53K- 5.19% |
$383K - $423K
|
119K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.54K- 2.17% |
$325K - $359K
|
250K
$6.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.17K- 38.58% |
$245K - $270K
|
6.64K
$163K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.21K- 36.52% |
$130K - $143K
|
3.84K
$94K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.72K- 3.81% |
$101K - $111K
|
43.4K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.5K- 31.02% |
$88.1K - $97.2K
|
3.34K
$81.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.17K- 16.22% |
$68.8K - $75.9K
|
6.05K
$148K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-925- 17.61% |
$54.3K - $59.9K
|
4.33K
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-443- 10.0% |
$26K - $28.7K
|
3.99K
$97.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-340- 48.57% |
$20K - $22K
|
360
$8.82K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-276- 80.94% |
$16.2K - $17.9K
|
65
$1.59K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-242- 16.79% |
$14.2K - $15.7K
|
1.2K
$29.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-109- 2.47% |
$6.4K - $7.06K
|
4.3K
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26Closed |
$1.53K - $1.68K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4- 0.15% |
$235 - $259
|
2.73K
$66.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.8K- 15.52% |
$984K - $1.1M
|
96.6K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.86K- 11.52% |
$491K - $550K
|
68K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-4.42K- 2.39% |
$245K - $274K
|
180K
$4.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-3K- 90.91% |
$166K - $186K
|
300
$7.35K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.86K- 3.65% |
$159K - $178K
|
75.5K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.98K- 32.31% |
$110K - $123K
|
4.16K
$102K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.83K- 66.67% |
$101K - $113K
|
913
$22.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.76K- 25.14% |
$97.6K - $109K
|
5.25K
$129K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.52K- 1.97% |
$84.2K - $94.3K
|
75.8K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 3.46% |
$27.7K - $31K
|
13.9K
$341K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-183- 0.88% |
$10.1K - $11.4K
|
20.6K
$504K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-178- 3.66% |
$9.86K - $11.1K
|
4.68K
$115K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-81- 1.03% |
$4.49K - $5.03K
|
7.81K
$191K
|
|
| 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
$77.7M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.96KClosed |
$192K - $224K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-2.32K- 1.94% |
$112K - $131K
|
117K
$2.86M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.22K- 2.41% |
$107K - $125K
|
89.8K
$2.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.04K- 2.5% |
$50.5K - $58.9K
|
40.6K
$995K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-730- 2.14% |
$35.4K - $41.3K
|
33.4K
$817K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-369- 8.63% |
$17.9K - $20.9K
|
3.91K
$95.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-78- 0.57% |
$3.78K - $4.41K
|
13.6K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6- 0.05% |
$291 - $340
|
11K
$270K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-50K- 33.33% |
$2.52M - $2.71M
|
100K
$2.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-16.9K- 70.43% |
$853K - $919K
|
7.11K
$174K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.2K- 23.67% |
$716K - $771K
|
45.9K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.3K- 2.73% |
$517K - $557K
|
366K
$8.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-3.82K- 52.75% |
$192K - $207K
|
3.42K
$83.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 11.04% |
$130K - $140K
|
20.8K
$510K
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.27K- 7.69% |
$114K - $123K
|
27.2K
$666K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-901- 3.47% |
$45.4K - $48.8K
|
25.1K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-706- 11.52% |
$35.6K - $38.3K
|
5.42K
$133K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-658- 6.58% |
$33.1K - $35.7K
|
9.34K
$229K
|
|