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
Nov 16, 2020 Q3 2020
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-83.8K
Closed
$3.12M - $3.61M
0 $0
Nov 09, 2020 Q3 2020
Iron Financial, LLC

SELL
 -
-8.36K
Closed
$311K - $360K
0 $0
Nov 06, 2020 Q3 2020
Roffman Miller Associates Inc

Philadelphia, PA
SELL
 -
-3.89K
Closed
$145K - $167K
0 $0
Nov 10, 2020 Q3 2020
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-2.83K
Closed
$105K - $122K
0 $0
Nov 09, 2020 Q3 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-1.45K
Closed
$54K - $62.3K
0 $0
Oct 27, 2020 Q3 2020
Financial Advantage, Inc.

SELL
 -
-330
Closed
$12.3K - $14.2K
0 $0
Nov 16, 2020 Q3 2020
Principle Wealth Partners LLC

SELL
 -
-267
Closed
$9.95K - $11.5K
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-263
Closed
$9.8K - $11.3K
0 $0
Nov 05, 2020 Q3 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-152
Closed
$5.66K - $6.54K
0 $0
Q2 2020
Jul 28, 2020 Q2 2020
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-50.9K
Closed
$1.49M - $1.97M
0 $0
Jul 15, 2020 Q2 2020
Foresight Wealth Management, LLC

SELL
 -
-4.67K
Closed
$136K - $181K
0 $0
Aug 07, 2020 Q2 2020
Nova Point Capital, LLC

SELL
 -
-4.4K
Closed
$129K - $171K
0 $0
Aug 12, 2020 Q2 2020
Indie Asset Partners, LLC

Carmel, IN
SELL
 -
-3.65K
Closed
$107K - $142K
0 $0
Aug 05, 2020 Q2 2020
Resonant Capital Advisors, LLC

SELL
 -
-3.33K
Closed
$97.4K - $129K
0 $0
Aug 13, 2020 Q2 2020
Baker Ellis Asset Management LLC

SELL
 -
-1.8K
Closed
$52.7K - $69.8K
0 $0
Aug 13, 2020 Q2 2020
Permanens Capital L.P.

New York, NY
SELL
 -
-920
Closed
$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 $47K
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-375
Closed
$11K - $14.5K
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-150
Closed
$4.39K - $5.81K
0 $0
Q1 2020
Apr 16, 2020 Q1 2020
Wooster Corthell Wealth Management, Inc.

SELL
 -
-328K
Closed
$8.73M - $13.3M
0 $0
May 08, 2020 Q1 2020
Strategic Financial Services, Inc,

Utica, NY
SELL
 -
-90.8K
Closed
$2.42M - $3.68M
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-81.4K
Closed
$2.17M - $3.3M
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-54.9K
Closed
$1.46M - $2.22M
0 $0
Aug 14, 2020 Q1 2020
Ackerman Capital Advisors, LLC

SELL
 -
-10.1K
Closed
$270K - $411K
0 $0
Apr 17, 2020 Q1 2020
Donald L. Hagan, LLC

SELL
 -
-5.52K
Closed
$147K - $224K
0 $0
Apr 17, 2020 Q1 2020
Old Port Advisors

SELL
 -
-4.26K
Closed
$113K - $173K
0 $0
May 11, 2020 Q1 2020
Waters Parkerson & Co., LLC

SELL
 -
-3.8K
Closed
$101K - $154K
0 $0
May 13, 2020 Q1 2020
Cornerstone Wealth Management, LLC

SELL
 -
-3.25K
Closed
$86.5K - $132K
0 $0
May 14, 2020 Q1 2020
Goodman Financial Corp

Houston, TX
SELL
 -
-3.04K
Closed
$80.9K - $123K
0 $0
May 14, 2020 Q1 2020
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-2.66K
Closed
$70.8K - $108K
0 $0
Apr 28, 2020 Q1 2020
Evergreen Advisors, LLC

SELL
 -
-2.61K
Closed
$69.3K - $106K
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-2.51K
Closed
$66.7K - $102K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-1.45K
Closed
$38.6K - $58.8K
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-1.24K
Closed
$33.1K - $50.4K
0 $0
May 13, 2020 Q1 2020
Knuff & CO LLC

Foster City, CA
SELL
 -
-127
Closed
$3.38K - $5.15K
0 $0
May 14, 2020 Q1 2020
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-40
Closed
$1.06K - $1.62K
0 $0
Apr 30, 2020 Q1 2020
Tarbox Family Office, Inc.

SELL
 -
-39
Closed
$1.04K - $1.58K
0 $0
Apr 23, 2020 Q1 2020
Harvest Group Wealth Management, LLC

SELL
 -
-5
Closed
$133 - $203
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-166K
Closed
$5.7M - $6.38M
0 $0
Jan 29, 2020 Q4 2019
First American Trust, Fsb

SELL
 -
-8.95K
Closed
$308K - $345K
0 $0
Feb 07, 2020 Q4 2019
Bishop & CO Investment Management, LLC

SELL
 -
-5.86K
Closed
$202K - $226K
0 $0
Feb 07, 2020 Q4 2019
Marietta Wealth Management, LLC

SELL
 -
-5.18K
Closed
$178K - $199K
0 $0
Jan 27, 2020 Q4 2019
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-5.14K
Closed
$177K - $198K
0 $0
Jan 23, 2020 Q4 2019
Brightworth

SELL
 -
-4.68K
Closed
$161K - $180K
0 $0
Sep 04, 2020 Q4 2019
Intelligence Driven Advisers, LLC

SELL
 -
-4.27K
Closed
$147K - $164K
0 $0
Feb 03, 2020 Q4 2019
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-3.72K
Closed
$128K - $143K
0 $0
Feb 12, 2020 Q4 2019
Shoker Investment Counsel, Inc.

Oxford, OH
SELL
 -
-2.96K
Closed
$102K - $114K
0 $0
Feb 12, 2020 Q4 2019
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-1.12K
Closed
$38.4K - $43K
0 $0
Feb 07, 2020 Q4 2019
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-494
Closed
$17K - $19K
0 $0

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