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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-369- 8.63% |
$17.9K - $20.9K
|
3.91K
$91.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-214- 3.68% |
$10.4K - $12.1K
|
5.6K
$131K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-131- 1.76% |
$6.35K - $7.41K
|
7.3K
$171K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-78- 0.57% |
$3.78K - $4.41K
|
13.6K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6- 0.05% |
$291 - $340
|
11K
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 4.44% |
$96.9 - $113
|
43
$1.01K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2- 0.02% |
$96.9 - $113
|
12.2K
$286K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-50K- 33.33% |
$2.52M - $2.71M
|
100K
$2.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-16.9K- 70.43% |
$853K - $919K
|
7.11K
$166K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.2K- 23.67% |
$716K - $771K
|
45.9K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.3K- 2.73% |
$517K - $557K
|
366K
$8.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-3.82K- 52.75% |
$192K - $207K
|
3.42K
$80.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 11.04% |
$130K - $140K
|
20.8K
$487K
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.27K- 7.69% |
$114K - $123K
|
27.2K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-901- 3.47% |
$45.4K - $48.8K
|
25.1K
$587K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-746- 26.83% |
$37.6K - $40.4K
|
2.03K
$47.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-706- 11.52% |
$35.6K - $38.3K
|
5.42K
$127K
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-704- 14.84% |
$35.5K - $38.2K
|
4.04K
$94.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-658- 6.58% |
$33.1K - $35.7K
|
9.34K
$219K
|
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-403- 8.54% |
$20.3K - $21.8K
|
4.32K
$101K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-332- 4.41% |
$16.7K - $18K
|
7.19K
$168K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-271- 5.4% |
$13.6K - $14.7K
|
4.75K
$111K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-250- 96.9% |
$12.6K - $13.6K
|
8
$187
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-246- 5.29% |
$12.4K - $13.3K
|
4.4K
$103K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-175- 3.36% |
$8.81K - $9.49K
|
5.03K
$118K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-143- 85.63% |
$7.2K - $7.75K
|
24
$562
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-90- 2.05% |
$4.53K - $4.88K
|
4.31K
$101K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-76- 1.65% |
$3.83K - $4.12K
|
4.53K
$106K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 14.29% |
$3.78K - $4.07K
|
450
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.16% |
$2.52K - $2.71K
|
4.27K
$99.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-42- 50.0% |
$2.12K - $2.28K
|
42
$983
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
SELL
|
- |
-35- 22.29% |
$1.76K - $1.9K
|
122
$2.85K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-12- 0.19% |
$604 - $651
|
6.46K
$151K
|
|
| Q2 2023 | |||||||
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-204KClosed |
$9.71M - $10.7M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-62.2K- 79.79% |
$2.96M - $3.26M
|
15.8K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-16.6K- 29.63% |
$789K - $867K
|
39.3K
$920K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-14.4K- 2.62% |
$684K - $752K
|
533K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.27K- 6.37% |
$203K - $224K
|
62.8K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.11K- 60.5% |
$148K - $163K
|
2.03K
$47.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.9K- 37.88% |
$90.6K - $99.5K
|
3.12K
$72.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.84K- 0.61% |
$87.9K - $96.6K
|
300K
$7.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.64K- 15.22% |
$78.2K - $85.9K
|
9.14K
$214K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.4K- 24.86% |
$66.7K - $73.3K
|
4.23K
$99K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 20.04% |
$64.5K - $70.9K
|
5.4K
$126K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.27K- 0.77% |
$60.6K - $66.6K
|
163K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 24.16% |
$59.1K - $64.9K
|
3.89K
$91K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.08K- 3.21% |
$51.4K - $56.5K
|
32.5K
$761K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.07K- 8.08% |
$51.1K - $56.1K
|
12.2K
$285K
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-972- 12.09% |
$46.3K - $50.9K
|
7.07K
$165K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-565- 44.73% |
$26.9K - $29.6K
|
698
$16.3K
|
|