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 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.19KClosed |
$46.8K - $54.1K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-450Closed |
$17.7K - $20.5K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-372Closed |
$14.6K - $16.9K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-275Closed |
$10.8K - $12.5K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-250Closed |
$9.84K - $11.4K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200Closed |
$7.87K - $9.1K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-83.8KClosed |
$3.12M - $3.61M
|
0
$0
|
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-12.8K- 4.44% |
$478K - $553K
|
276K
$6.46M
|
|
Nov 09, 2020
Q3 2020
|
Iron Financial, LLC
|
SELL
|
- |
-8.36KClosed |
$311K - $360K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-3.89KClosed |
$145K - $167K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-2.83KClosed |
$105K - $122K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.45KClosed |
$54K - $62.3K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-330Closed |
$12.3K - $14.2K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-267Closed |
$9.95K - $11.5K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-263Closed |
$9.8K - $11.3K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-152Closed |
$5.66K - $6.54K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 28, 2020
Q2 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-50.9KClosed |
$1.49M - $1.97M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-19.8KClosed |
$579K - $767K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.69KClosed |
$137K - $182K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-4.67KClosed |
$136K - $181K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.4KClosed |
$129K - $171K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.65KClosed |
$107K - $142K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.33KClosed |
$97.4K - $129K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.8KClosed |
$52.7K - $69.8K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-920Closed |
$26.9K - $35.7K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-655- 25.44% |
$19.2K - $25.4K
|
1.92K
$44.9K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-375Closed |
$11K - $14.5K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-150Closed |
$4.39K - $5.81K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 16, 2020
Q1 2020
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-328KClosed |
$8.73M - $13.3M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-90.8KClosed |
$2.42M - $3.68M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-81.4KClosed |
$2.17M - $3.3M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-54.9KClosed |
$1.46M - $2.22M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Lincoln Capital Corp
|
SELL
|
- |
-28.4KClosed |
$755K - $1.15M
|
0
$0
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$270K - $411K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Donald L. Hagan, LLC
|
SELL
|
- |
-5.52KClosed |
$147K - $224K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Old Port Advisors
|
SELL
|
- |
-4.26KClosed |
$113K - $173K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-3.8KClosed |
$101K - $154K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-3.67KClosed |
$97.6K - $149K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.25KClosed |
$86.5K - $132K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-3.04KClosed |
$80.9K - $123K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.79KClosed |
$74.2K - $113K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.66KClosed |
$70.8K - $108K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Evergreen Advisors, LLC
|
SELL
|
- |
-2.61KClosed |
$69.3K - $106K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.51KClosed |
$66.7K - $102K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.45KClosed |
$38.6K - $58.8K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.24KClosed |
$33.1K - $50.4K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-127Closed |
$3.38K - $5.15K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-40Closed |
$1.06K - $1.62K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-39Closed |
$1.04K - $1.58K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$133 - $203
|
0
$0
|