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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27.5K- 36.34% |
$1.68M - $1.87M
|
48.2K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-24.7K- 4.25% |
$1.51M - $1.68M
|
558K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.6K- 9.85% |
$1.5M - $1.67M
|
225K
$5.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-24.5K- 0.29% |
$1.5M - $1.66M
|
8.35M
$195M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-23.6K- 13.23% |
$1.44M - $1.6M
|
155K
$3.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-22.3K- 13.12% |
$1.36M - $1.51M
|
148K
$3.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-21.6K- 3.43% |
$1.32M - $1.47M
|
609K
$14.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-20.9K- 4.18% |
$1.28M - $1.42M
|
480K
$11.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-20.6K- 2.58% |
$1.26M - $1.39M
|
777K
$18.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-19.7K- 3.11% |
$1.2M - $1.33M
|
613K
$14.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-19.4K- 12.56% |
$1.18M - $1.31M
|
135K
$3.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 2.08% |
$1.13M - $1.26M
|
874K
$20.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-18.3K- 4.06% |
$1.12M - $1.24M
|
434K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.3K- 1.64% |
$1.06M - $1.17M
|
1.04M
$24.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-16K- 15.63% |
$977K - $1.08M
|
86.3K
$2.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-15.9K- 3.75% |
$974K - $1.08M
|
409K
$9.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.7K- 39.86% |
$957K - $1.06M
|
23.6K
$553K
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-14.6K- 4.46% |
$894K - $993K
|
314K
$7.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-14.6K- 16.44% |
$889K - $988K
|
74K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-14.5K- 1.42% |
$888K - $986K
|
1.01M
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-14.4K- 34.88% |
$882K - $979K
|
26.9K
$630K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-14.2K- 45.85% |
$867K - $963K
|
16.8K
$392K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-14.1K- 3.09% |
$864K - $959K
|
443K
$10.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-13.6K- 2.83% |
$829K - $921K
|
466K
$10.9M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-13K- 3.66% |
$797K - $885K
|
343K
$8.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-13K- 4.46% |
$795K - $883K
|
279K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-12.4K- 75.24% |
$758K - $841K
|
4.08K
$95.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.3K- 76.77% |
$753K - $836K
|
3.73K
$87.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-12.3K- 62.29% |
$752K - $835K
|
7.45K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-11.8K- 62.14% |
$719K - $798K
|
7.17K
$168K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-11.3K- 3.84% |
$690K - $766K
|
283K
$6.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-11.3K- 56.78% |
$690K - $766K
|
8.59K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 14.97% |
$687K - $762K
|
63.8K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.8K- 2.68% |
$660K - $733K
|
393K
$9.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-9.82K- 11.56% |
$600K - $666K
|
75.1K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.34K- 1.09% |
$571K - $634K
|
849K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.34K- 63.5% |
$571K - $633K
|
5.37K
$126K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-8.99K- 10.14% |
$550K - $610K
|
79.7K
$1.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-8.99K- 9.84% |
$549K - $610K
|
82.4K
$1.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-8.96K- 9.82% |
$547K - $608K
|
82.2K
$1.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-8.75K- 4.26% |
$535K - $594K
|
197K
$4.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8.63K- 1.85% |
$527K - $585K
|
457K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.53K- 2.98% |
$521K - $579K
|
278K
$6.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-8.36K- 3.64% |
$511K - $567K
|
221K
$5.18M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-8.17K- 23.81% |
$499K - $554K
|
26.1K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.14K- 19.55% |
$498K - $552K
|
33.5K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8K- 1.24% |
$489K - $543K
|
636K
$14.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-7.97K- 4.34% |
$487K - $541K
|
176K
$4.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-7.96K- 69.4% |
$486K - $540K
|
3.51K
$82.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.89K- 0.69% |
$482K - $535K
|
1.13M
$26.4M
|