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, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-166KClosed |
$5.7M - $6.38M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
First American Trust, Fsb
|
SELL
|
- |
-8.95KClosed |
$308K - $345K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.92KClosed |
$238K - $267K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-5.86KClosed |
$202K - $226K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-5.18KClosed |
$178K - $199K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-5.14KClosed |
$177K - $198K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Brightworth
|
SELL
|
- |
-4.68KClosed |
$161K - $180K
|
0
$0
|
|
|
Sep 04, 2020
Q4 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.27KClosed |
$147K - $164K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3.72KClosed |
$128K - $143K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-2.96KClosed |
$102K - $114K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.12KClosed |
$38.4K - $43K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-494Closed |
$17K - $19K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-486Closed |
$16.7K - $18.7K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-21Closed |
$723 - $809
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-4.35KClosed |
$153K - $157K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4KClosed |
$141K - $144K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.88KClosed |
$137K - $140K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-3.68KClosed |
$130K - $133K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.09KClosed |
$109K - $111K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.21KClosed |
$42.7K - $43.6K
|
0
$0
|
|
|
Oct 07, 2019
Q3 2019
|
Spence Asset Management
|
SELL
|
- |
-215Closed |
$7.59K - $7.74K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-90Closed |
$3.18K - $3.24K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-18Closed |
$635 - $648
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.2KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.68KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-7.15KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-4.55KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.54KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.4KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-3.15KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.34KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-662Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-535Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-312Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 16, 2019
Q1 2019
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-196KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Ami Asset Management Corp
|
SELL
|
- |
-147KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Empirical Finance, LLC
|
SELL
|
- |
-66KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-16.4KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-8.55KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-7.57KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-6.19KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Newfound Research LLC
|
SELL
|
- |
-243Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-237Closed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-109Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-32Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-56.6KClosed |
N/A
|
0
$0
|
|