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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.96K- 43.44% |
$330K - $370K
|
7.76K
$499K
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.95K- 74.76% |
$330K - $370K
|
2.01K
$129K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.86K- 47.65% |
$325K - $364K
|
6.44K
$414K
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-5.83K- 3.34% |
$323K - $362K
|
169K
$10.9M
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.73K- 32.95% |
$317K - $355K
|
11.7K
$749K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-5.68K- 3.78% |
$315K - $353K
|
145K
$9.3M
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.64K- 5.25% |
$312K - $350K
|
102K
$6.53M
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.57K- 36.09% |
$309K - $346K
|
9.86K
$633K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.48K- 1.14% |
$303K - $340K
|
476K
$30.6M
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-5.37K- 1.12% |
$297K - $333K
|
472K
$30.3M
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-5.33K- 8.53% |
$295K - $331K
|
57.1K
$3.67M
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-5.28K- 4.27% |
$293K - $328K
|
118K
$7.6M
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.28K- 1.61% |
$292K - $328K
|
323K
$20.8M
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-5.26K- 5.45% |
$292K - $327K
|
91.2K
$5.86M
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.24K- 1.6% |
$290K - $325K
|
322K
$20.7M
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.12K- 49.8% |
$284K - $318K
|
5.16K
$332K
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.06K- 20.57% |
$280K - $314K
|
19.5K
$1.25M
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.02K- 3.55% |
$278K - $312K
|
137K
$8.77M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.93K- 1.67% |
$273K - $306K
|
290K
$18.6M
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4.87K- 4.65% |
$270K - $303K
|
100K
$6.42M
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
SELL
|
- |
-4.84K- 51.02% |
$268K - $301K
|
4.65K
$299K
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.63K- 1.04% |
$257K - $287K
|
443K
$28.4M
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-4.59K- 2.71% |
$255K - $285K
|
165K
$10.6M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.56K- 15.88% |
$253K - $283K
|
24.2K
$1.55M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.53K- 6.67% |
$251K - $281K
|
63.4K
$4.07M
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.5K- 33.91% |
$249K - $279K
|
8.76K
$563K
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.43K- 23.48% |
$246K - $275K
|
14.4K
$928K
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-4.42K- 2.39% |
$245K - $274K
|
180K
$11.6M
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.42K- 2.43% |
$245K - $274K
|
177K
$11.4M
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-4.3K- 12.15% |
$238K - $267K
|
31.1K
$2M
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-4.17K- 21.02% |
$231K - $259K
|
15.7K
$1.01M
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4.02K- 73.43% |
$223K - $250K
|
1.46K
$93.5K
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.95K- 44.08% |
$219K - $245K
|
5.02K
$322K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-3.81K- 2.34% |
$211K - $237K
|
159K
$10.2M
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-3.69K- 25.16% |
$204K - $229K
|
11K
$705K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.68K- 18.26% |
$204K - $229K
|
16.5K
$1.06M
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3.64K- 2.76% |
$202K - $226K
|
128K
$8.23M
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.61K- 2.66% |
$200K - $224K
|
132K
$8.49M
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.55K- 0.46% |
$197K - $221K
|
768K
$49.3M
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-3.49K- 5.35% |
$193K - $217K
|
61.7K
$3.96M
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.48K- 3.54% |
$193K - $216K
|
94.9K
$6.1M
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.48K- 1.32% |
$193K - $216K
|
260K
$16.7M
|
|
May 07, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.47K- 4.32% |
$192K - $215K
|
76.8K
$4.94M
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-3.35K- 1.3% |
$186K - $208K
|
255K
$16.4M
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-3.34K- 8.61% |
$185K - $208K
|
35.5K
$2.28M
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.26K- 20.19% |
$181K - $202K
|
12.9K
$828K
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.25K- 4.7% |
$180K - $202K
|
65.9K
$4.23M
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-3.25K- 0.84% |
$180K - $202K
|
382K
$24.5M
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-3.25K- 12.2% |
$180K - $202K
|
23.4K
$1.5M
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.15K- 42.29% |
$175K - $196K
|
4.3K
$276K
|