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, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-271Closed |
$14.1K - $15.5K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-57Closed |
$2.96K - $3.27K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-43Closed |
$2.23K - $2.46K
|
0
$0
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-11- 0.24% |
$571 - $630
|
4.59K
$107K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-248KClosed |
$12.8M - $13.6M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-184KClosed |
$9.5M - $10.1M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-10KClosed |
$515K - $549K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-3.03KClosed |
$156K - $166K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.4KClosed |
$124K - $132K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.23KClosed |
$115K - $122K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.05KClosed |
$106K - $113K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-1.52KClosed |
$78.3K - $83.5K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-685Closed |
$35.3K - $37.6K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-558Closed |
$28.7K - $30.7K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-484Closed |
$24.9K - $26.6K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-484Closed |
$24.9K - $26.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-311Closed |
$16K - $17.1K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-38Closed |
$1.96K - $2.09K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-25Closed |
$1.29K - $1.37K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-10Closed |
$515 - $549
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-4Closed |
$206 - $220
|
0
$0
|
|
Q2 2021 | |||||||
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-35KClosed |
$1.7M - $1.82M
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-17.1KClosed |
$830K - $888K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.74KClosed |
$377K - $403K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-3.79KClosed |
$184K - $197K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.7KClosed |
$180K - $192K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-3.19KClosed |
$155K - $166K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-2.31KClosed |
$112K - $120K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-2.08KClosed |
$101K - $108K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.8KClosed |
$87.4K - $93.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.05KClosed |
$50.8K - $54.4K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-980Closed |
$47.6K - $51K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-50Closed |
$2.43K - $2.6K
|
0
$0
|
|
Q1 2021 | |||||||
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-139KClosed |
$6.23M - $6.71M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16.3KClosed |
$730K - $786K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.36KClosed |
$196K - $211K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.53KClosed |
$113K - $122K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.26KClosed |
$101K - $109K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-926Closed |
$41.6K - $44.8K
|
0
$0
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
SELL
|
- |
-479Closed |
$21.5K - $23.2K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-70Closed |
$3.14K - $3.38K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-48Closed |
$2.16K - $2.32K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-41Closed |
$1.84K - $1.98K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-18.2KClosed |
$717K - $829K
|
0
$0
|
|
Dec 12, 2024
Q4 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-9.5KClosed |
$374K - $432K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-6.65KClosed |
$262K - $302K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-5.78KClosed |
$227K - $263K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.1KClosed |
$122K - $141K
|
0
$0
|
|
Feb 18, 2021
Q4 2020
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.6KClosed |
$102K - $118K
|
0
$0
|