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 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-403- 8.54% |
$20.3K - $21.8K
|
4.32K
$106K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-271- 5.4% |
$13.6K - $14.7K
|
4.75K
$116K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-246- 5.29% |
$12.4K - $13.3K
|
4.4K
$108K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-175- 3.36% |
$8.81K - $9.49K
|
5.03K
$123K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-143- 85.63% |
$7.2K - $7.75K
|
24
$588
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-90- 2.05% |
$4.53K - $4.88K
|
4.31K
$106K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-12- 0.19% |
$604 - $651
|
6.46K
$158K
|
|
| Q2 2023 | |||||||
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-204KClosed |
$9.71M - $10.7M
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-16.6K- 29.63% |
$789K - $867K
|
39.3K
$963K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-14.4K- 2.62% |
$684K - $752K
|
533K
$13.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.27K- 6.37% |
$203K - $224K
|
62.8K
$1.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.11K- 60.5% |
$148K - $163K
|
2.03K
$49.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.9K- 37.88% |
$90.6K - $99.5K
|
3.12K
$76.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.84K- 0.61% |
$87.9K - $96.6K
|
300K
$7.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.64K- 15.22% |
$78.2K - $85.9K
|
9.14K
$224K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.4K- 24.86% |
$66.7K - $73.3K
|
4.23K
$104K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 20.04% |
$64.5K - $70.9K
|
5.4K
$132K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.27K- 0.77% |
$60.6K - $66.6K
|
163K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 24.16% |
$59.1K - $64.9K
|
3.89K
$95.3K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.08K- 3.21% |
$51.4K - $56.5K
|
32.5K
$796K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.07K- 8.08% |
$51.1K - $56.1K
|
12.2K
$298K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-565- 44.73% |
$26.9K - $29.6K
|
698
$17.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-467- 0.95% |
$22.3K - $24.5K
|
48.5K
$1.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-367- 20.16% |
$17.5K - $19.2K
|
1.45K
$35.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-197- 3.59% |
$9.39K - $10.3K
|
5.29K
$130K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-4- 0.17% |
$191 - $209
|
2.34K
$57.2K
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-42.3K- 32.29% |
$1.89M - $2.09M
|
88.6K
$2.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11.8K- 1.87% |
$530K - $585K
|
623K
$15.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-9.28K- 50.48% |
$416K - $459K
|
9.11K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.15K- 14.01% |
$186K - $205K
|
25.5K
$624K
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-3.72K- 20.07% |
$167K - $184K
|
14.8K
$363K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.58K- 17.71% |
$116K - $127K
|
12K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.5K- 82.82% |
$67.3K - $74.3K
|
312
$7.64K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-1.24K- 0.4% |
$55.3K - $61K
|
306K
$7.5M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.16K- 79.77% |
$51.9K - $57.3K
|
294
$7.2K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-479- 5.49% |
$21.4K - $23.7K
|
8.25K
$202K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-423- 1.16% |
$18.9K - $20.9K
|
36.1K
$886K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-389- 1.88% |
$17.4K - $19.2K
|
20.3K
$497K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-275- 0.66% |
$12.3K - $13.6K
|
41.7K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-222- 55.5% |
$9.94K - $11K
|
178
$4.36K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-152- 1.19% |
$6.81K - $7.51K
|
12.6K
$310K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-25- 0.52% |
$1.12K - $1.24K
|
4.78K
$117K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-197K- 34.13% |
$8.32M - $9.48M
|
380K
$9.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.95K- 1.95% |
$420K - $479K
|
500K
$12.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-6.07K- 7.41% |
$257K - $292K
|
75.8K
$1.86M
|
|
|
Feb 10, 2025
Q4 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-5.98KClosed |
$253K - $288K
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-2.12K- 5.24% |
$89.7K - $102K
|
38.4K
$940K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.78K- 99.94% |
$75K - $85.5K
|
1
$24.5
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.19K- 20.27% |
$50.1K - $57.1K
|
4.66K
$114K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-740- 11.69% |
$31.3K - $35.6K
|
5.59K
$137K
|
|