Latest Institutional Sells of Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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
Jan 20, 2023 Q4 2022
Newman & Schimel, LLC

SELL
 -
-658
- 0.63%
$27.8K - $31.7K
104K $2.54M
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

SELL
 -
-626
- 0.72%
$26.4K - $30.1K
86.4K $2.12M
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-608
- 2.75%
$25.7K - $29.3K
21.5K $527K
Feb 28, 2024 Q4 2022
Acima Private Wealth, LLC

Richmond, VA
SELL
 -
-446
Closed
$18.8K - $21.5K
0 $0
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

SELL
 -
-344
- 4.2%
$14.5K - $16.6K
7.85K $192K
Feb 13, 2023 Q4 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-316
- 5.41%
$13.4K - $15.2K
5.52K $135K
Feb 14, 2023 Q4 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
SELL
 -
-247
- 0.63%
$10.4K - $11.9K
38.7K $948K
Feb 02, 2023 Q4 2022
Mgo Private Wealth, LLC

Irvine, CA
SELL
 -
-175
- 0.73%
$7.39K - $8.43K
24K $587K
Jan 31, 2023 Q4 2022
Hwg Holdings LP

Houston, TX
SELL
 -
-158
- 84.49%
$6.68K - $7.61K
29 $711
Q3 2022
Nov 14, 2022 Q3 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
SELL
 -
-200K
- 66.67%
$8.47M - $10.2M
100K $2.45M
Oct 21, 2022 Q3 2022
Columbus Macro, LLC

SELL
 -
-9.64K
- 5.79%
$408K - $492K
157K $3.84M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-7.13K
- 33.04%
$302K - $364K
14.5K $354K
Nov 14, 2022 Q3 2022
Radnor Financial Advisors, LLC

Wayne, PA
SELL
 -
-4.68K
- 7.04%
$198K - $239K
61.8K $1.51M
Oct 13, 2022 Q3 2022
Onyx Bridge Wealth Group LLC

SELL
 -
-1.36K
- 20.76%
$57.6K - $69.3K
5.19K $127K
Oct 04, 2022 Q3 2022
Bowling Portfolio Management LLC

SELL
 -
-1.21K
- 0.93%
$51.2K - $61.7K
129K $3.17M
Nov 01, 2022 Q3 2022
Blooom, Inc.

SELL
 -
-459
- 3.47%
$19.4K - $23.4K
12.8K $313K
Dec 13, 2022 Q3 2022
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
SELL
 -
-308
Closed
$13K - $15.7K
0 $0
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

SELL
 -
-100
- 18.98%
$4.24K - $5.1K
427 $10.5K
Nov 08, 2022 Q3 2022
O'Dell Group, LLC

Cincinnati, OH
SELL
 -
-73
- 40.78%
$3.09K - $3.72K
106 $2.6K
Oct 25, 2022 Q3 2022
Eidelman Virant Capital

SELL
 -
-50
- 0.2%
$2.12K - $2.55K
25.5K $624K
Oct 17, 2022 Q3 2022
Highland Private Wealth Management

SELL
 -
-46
- 0.22%
$1.95K - $2.35K
20.6K $505K
Q2 2022
Aug 15, 2022 Q2 2022
Ciovacco Capital Management LLC

Atlanta, GA
SELL
 -
-135K
Closed
$5.84M - $7.35M
0 $0
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-101K
Closed
$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 $335K
Aug 09, 2022 Q2 2022
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-23K
Closed
$998K - $1.26M
0 $0
Aug 12, 2022 Q2 2022
Premier Asset Management LLC

Chicago, IL
SELL
 -
-7.08K
Closed
$307K - $386K
0 $0
Sep 21, 2023 Q2 2022
Jefferies Group LLC

New York, NY
SELL
 -
-6.34K
- 23.71%
$275K - $346K
20.4K $500K
Aug 05, 2022 Q2 2022
L.M. Kohn & Company

SELL
 -
-5.91K
Closed
$256K - $322K
0 $0
Jul 22, 2022 Q2 2022
Teamwork Financial Advisors, LLC

SELL
 -
-5.27K
Closed
$229K - $287K
0 $0
Aug 08, 2022 Q2 2022
Hm Capital Management, LLC

Clayton, MO
SELL
 -
-4.13K
Closed
$179K - $225K
0 $0
Jul 22, 2022 Q2 2022
Patton Albertson Miller Group, LLC

SELL
 -
-4.07K
Closed
$176K - $222K
0 $0
Aug 09, 2022 Q2 2022
Summitry LLC

Foster City, CA
SELL
 -
-3.99K
Closed
$173K - $217K
0 $0
Aug 09, 2022 Q2 2022
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-3.97K
Closed
$172K - $216K
0 $0
Jul 26, 2022 Q2 2022
Baron Silver Stevens Financial Advisors, LLC

SELL
 -
-3.85K
Closed
$167K - $210K
0 $0
Aug 05, 2022 Q2 2022
Fort Washington Investment Advisors Inc

SELL
 -
-3.39K
- 41.75%
$147K - $185K
4.73K $116K
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-2.96K
Closed
$128K - $161K
0 $0
Aug 11, 2022 Q2 2022
Sandy Cove Advisors, LLC

Hingham, MA
SELL
 -
-2.5K
Closed
$108K - $136K
0 $0
Aug 08, 2022 Q2 2022
Lansing Street Advisors

SELL
 -
-1.29K
Closed
$55.7K - $70.1K
0 $0
Jul 25, 2022 Q2 2022
Hc Financial Advisors Inc

SELL
 -
-375
- 12.91%
$16.3K - $20.4K
2.53K $62K
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-350
- 52.79%
$15.2K - $19.1K
313 $7.67K
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-326
Closed
$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 $954K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-258
Closed
$11.2K - $14.1K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-240
Closed
$10.4K - $13.1K
0 $0
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

SELL
 -
-150
Closed
$6.5K - $8.18K
0 $0
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

SELL
 -
-147
Closed
$6.37K - $8.01K
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-139
Closed
$6.03K - $7.58K
0 $0
Jul 27, 2022 Q2 2022
De Dora Capital, Inc.

SELL
 -
-128
Closed
$5.55K - $6.98K
0 $0
Jul 08, 2022 Q2 2022
Covington Capital Management

SELL
 -
-88
- 33.59%
$3.81K - $4.8K
174 $4.26K

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