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 |
---|---|---|---|---|---|---|---|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-10.4K- 12.11% |
$440K - $530K
|
75.4K
$1.76M
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-9.64K- 5.79% |
$408K - $492K
|
157K
$3.67M
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-8.65K- 44.63% |
$366K - $441K
|
10.7K
$251K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.13K- 33.04% |
$302K - $364K
|
14.5K
$338K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-4.68K- 7.04% |
$198K - $239K
|
61.8K
$1.45M
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.36K- 20.76% |
$57.6K - $69.3K
|
5.19K
$121K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.21K- 0.93% |
$51.2K - $61.7K
|
129K
$3.02M
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-459- 3.47% |
$19.4K - $23.4K
|
12.8K
$299K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-308Closed |
$13K - $15.7K
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-100- 18.98% |
$4.24K - $5.1K
|
427
$9.99K
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-73- 40.78% |
$3.09K - $3.72K
|
106
$2.48K
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-50- 0.2% |
$2.12K - $2.55K
|
25.5K
$596K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-46- 0.22% |
$1.95K - $2.35K
|
20.6K
$482K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-135KClosed |
$5.84M - $7.35M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-101KClosed |
$4.39M - $5.52M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-40.8K- 74.9% |
$1.77M - $2.22M
|
13.7K
$320K
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-23KClosed |
$998K - $1.26M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$510K - $641K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.47KClosed |
$324K - $407K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-7.08KClosed |
$307K - $386K
|
0
$0
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-6.34K- 23.71% |
$275K - $346K
|
20.4K
$478K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-5.91KClosed |
$256K - $322K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.27KClosed |
$229K - $287K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-4.13KClosed |
$179K - $225K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.07KClosed |
$176K - $222K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.99KClosed |
$173K - $217K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.97KClosed |
$172K - $216K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.85KClosed |
$167K - $210K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.84KClosed |
$166K - $209K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.73K- 29.81% |
$162K - $203K
|
8.78K
$205K
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.39K- 41.75% |
$147K - $185K
|
4.73K
$111K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-2.96KClosed |
$128K - $161K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.5KClosed |
$108K - $136K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.29KClosed |
$55.7K - $70.1K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-968Closed |
$42K - $52.8K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-375- 12.91% |
$16.3K - $20.4K
|
2.53K
$59.2K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-350- 52.79% |
$15.2K - $19.1K
|
313
$7.32K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-326Closed |
$14.1K - $17.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-275- 0.7% |
$11.9K - $15K
|
39K
$912K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-258Closed |
$11.2K - $14.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-240Closed |
$10.4K - $13.1K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150Closed |
$6.5K - $8.18K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-147Closed |
$6.37K - $8.01K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-139Closed |
$6.03K - $7.58K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-128Closed |
$5.55K - $6.98K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-88- 33.59% |
$3.81K - $4.8K
|
174
$4.07K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-42- 0.68% |
$1.82K - $2.29K
|
6.13K
$144K
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-36- 0.52% |
$1.56K - $1.96K
|
6.88K
$161K
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-25- 0.08% |
$1.08K - $1.36K
|
31K
$726K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-13Closed |
$564 - $709
|
0
$0
|