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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-12Closed |
$520 - $654
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-11- 2.52% |
$477 - $600
|
425
$9.95K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-86.7KClosed |
$4.29M - $4.97M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-83.5KClosed |
$4.14M - $4.78M
|
0
$0
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-80.9KClosed |
$4.01M - $4.63M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-79.5KClosed |
$3.94M - $4.55M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-7.36KClosed |
$364K - $421K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.37KClosed |
$266K - $307K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.66KClosed |
$231K - $267K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Carderock Capital Management Inc
|
SELL
|
- |
-4.53KClosed |
$224K - $259K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-4.25KClosed |
$210K - $243K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-3.28KClosed |
$163K - $188K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-2.95KClosed |
$146K - $169K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.6KClosed |
$129K - $149K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.38KClosed |
$118K - $136K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-2.28KClosed |
$113K - $131K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.23KClosed |
$110K - $127K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-2KClosed |
$99K - $115K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.95KClosed |
$96.6K - $112K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.89KClosed |
$93.7K - $108K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-1.88KClosed |
$92.8K - $107K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.86KClosed |
$91.9K - $106K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-1.81KClosed |
$89.8K - $104K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.76KClosed |
$87.3K - $101K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$86.9K - $101K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.6KClosed |
$79.2K - $91.6K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-548Closed |
$27.1K - $31.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-468Closed |
$23.2K - $26.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-361Closed |
$17.9K - $20.7K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-279Closed |
$13.8K - $16K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-277Closed |
$13.7K - $15.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-237Closed |
$11.7K - $13.6K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-190Closed |
$9.41K - $10.9K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-166Closed |
$8.22K - $9.51K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-96Closed |
$4.75K - $5.5K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-57Closed |
$2.82K - $3.26K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-49Closed |
$2.43K - $2.81K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-42- 38.89% |
$2.08K - $2.41K
|
66
$1.54K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-12Closed |
$594 - $687
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-5Closed |
$248 - $286
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1Closed |
$49.5 - $57.3
|
0
$0
|
|
Q4 2021 | |||||||
Jan 24, 2022
Q4 2021
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-116KClosed |
$6.02M - $6.65M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-9.7KClosed |
$504K - $556K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9.11KClosed |
$473K - $522K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-9.05KClosed |
$470K - $518K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-3.61KClosed |
$187K - $207K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.07KClosed |
$159K - $176K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.04KClosed |
$53.8K - $59.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-766Closed |
$39.8K - $43.9K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-661Closed |
$34.3K - $37.9K
|
0
$0
|