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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-12.1K- 71.46% |
$668K - $748K
|
4.81K
$309K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.8K- 14.72% |
$655K - $734K
|
68.5K
$4.4M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.8K- 10.75% |
$653K - $732K
|
97.9K
$6.29M
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-11.7K- 63.32% |
$651K - $729K
|
6.8K
$437K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.7K- 16.27% |
$647K - $724K
|
60.1K
$3.86M
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-11.3K- 1.6% |
$627K - $702K
|
694K
$44.6M
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-10.8K- 3.48% |
$598K - $671K
|
300K
$19.2M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.8K- 7.96% |
$597K - $669K
|
125K
$8M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-10.7K- 24.8% |
$594K - $666K
|
32.5K
$2.09M
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-10.2K- 1.79% |
$564K - $632K
|
560K
$36M
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-9.91K- 19.04% |
$549K - $615K
|
42.2K
$2.71M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.83K- 94.53% |
$545K - $610K
|
569
$36.6K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.64K- 3.09% |
$534K - $598K
|
302K
$19.4M
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-9.6K- 7.96% |
$532K - $596K
|
111K
$7.14M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.51K- 38.89% |
$527K - $591K
|
14.9K
$960K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.48K- 3.54% |
$525K - $588K
|
258K
$16.6M
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-9.36K- 5.58% |
$519K - $581K
|
159K
$10.2M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.36K- 2.29% |
$518K - $581K
|
399K
$25.7M
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.13K- 3.03% |
$506K - $567K
|
292K
$18.8M
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.05K- 12.24% |
$501K - $562K
|
64.9K
$4.17M
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-8.97K- 8.62% |
$497K - $557K
|
95.1K
$6.11M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.86K- 11.52% |
$491K - $550K
|
68K
$4.37M
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-8.67K- 26.7% |
$481K - $538K
|
23.8K
$1.53M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.6K- 8.73% |
$477K - $534K
|
90K
$5.78M
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-8.6K- 5.07% |
$476K - $534K
|
161K
$10.3M
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-8.43K- 22.82% |
$467K - $523K
|
28.5K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-8.23K- 8.91% |
$456K - $511K
|
84.2K
$5.41M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.97K- 0.34% |
$441K - $495K
|
2.32M
$149M
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-7.61K- 18.8% |
$422K - $472K
|
32.9K
$2.11M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.38K- 6.08% |
$409K - $458K
|
114K
$7.32M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.36K- 57.55% |
$408K - $457K
|
5.43K
$349K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.22K- 1.62% |
$400K - $448K
|
438K
$28.1M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.05K- 27.36% |
$391K - $438K
|
18.7K
$1.2M
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-7.05K- 1.09% |
$390K - $437K
|
637K
$41M
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6.98K- 59.07% |
$387K - $433K
|
4.84K
$311K
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-6.98K- 16.48% |
$387K - $433K
|
35.4K
$2.27M
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-6.9K- 1.46% |
$382K - $428K
|
467K
$30M
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-6.8K- 6.42% |
$377K - $422K
|
99K
$6.36M
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-6.79K- 18.58% |
$376K - $421K
|
29.7K
$1.91M
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6.78K- 6.11% |
$376K - $421K
|
104K
$6.69M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.68K- 40.33% |
$370K - $415K
|
9.88K
$635K
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.65K- 1.53% |
$368K - $413K
|
428K
$27.5M
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-6.54K- 51.89% |
$362K - $406K
|
6.07K
$390K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-6.47K- 64.43% |
$358K - $401K
|
3.57K
$229K
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-6.36K- 27.77% |
$352K - $395K
|
16.5K
$1.06M
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-6.35K- 6.1% |
$352K - $394K
|
97.8K
$6.28M
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6.33K- 5.07% |
$351K - $393K
|
118K
$7.61M
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-6.17K- 3.22% |
$342K - $383K
|
185K
$11.9M
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6.15K- 1.91% |
$341K - $382K
|
316K
$20.3M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.99K- 45.48% |
$332K - $372K
|
7.18K
$461K
|