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, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-187K- 2.67% |
$4.07M - $4.55M
|
6.83M
$167M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-182K- 1.53% |
$3.97M - $4.43M
|
11.7M
$287M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-179K- 3.64% |
$3.89M - $4.34M
|
4.74M
$116M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-169K- 49.33% |
$3.68M - $4.11M
|
174K
$4.26M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-165K- 9.57% |
$3.59M - $4.01M
|
1.56M
$38.2M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-156K- 1.88% |
$3.4M - $3.79M
|
8.14M
$199M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-151K- 45.5% |
$3.29M - $3.67M
|
181K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-150K- 14.69% |
$3.26M - $3.64M
|
871K
$21.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-131K- 15.8% |
$2.85M - $3.18M
|
698K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-121K- 41.4% |
$2.64M - $2.95M
|
172K
$4.21M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-119K- 3.42% |
$2.59M - $2.89M
|
3.36M
$82.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-106K- 19.88% |
$2.31M - $2.58M
|
428K
$10.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-105K- 2.83% |
$2.29M - $2.56M
|
3.62M
$88.7M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-101K- 44.11% |
$2.19M - $2.45M
|
128K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-98.3K- 45.69% |
$2.14M - $2.39M
|
117K
$2.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-96.4K- 87.76% |
$2.1M - $2.34M
|
13.5K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-92.1K- 14.77% |
$2M - $2.24M
|
531K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-90.1K- 9.06% |
$1.96M - $2.19M
|
905K
$22.2M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86.4K- 18.25% |
$1.88M - $2.1M
|
387K
$9.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-85.8K- 40.96% |
$1.87M - $2.08M
|
124K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-83K- 9.72% |
$1.81M - $2.02M
|
771K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-81.8K- 6.64% |
$1.78M - $1.99M
|
1.15M
$28.2M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-78.3K- 25.38% |
$1.7M - $1.9M
|
230K
$5.64M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-75.3K- 1.48% |
$1.64M - $1.83M
|
5.01M
$123M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-75.3K- 98.17% |
$1.64M - $1.83M
|
1.4K
$34.3K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-74.5K- 37.85% |
$1.62M - $1.81M
|
122K
$3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-73.4K- 14.81% |
$1.6M - $1.78M
|
422K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-63.1K- 2.78% |
$1.37M - $1.53M
|
2.21M
$54.1M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-63.1K- 2.78% |
$1.37M - $1.53M
|
2.21M
$54.1M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-60.3K- 2.86% |
$1.31M - $1.47M
|
2.05M
$50.2M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-56.4K- 12.36% |
$1.23M - $1.37M
|
400K
$9.8M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-51.8K- 1.73% |
$1.13M - $1.26M
|
2.94M
$72.1M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-51.5K- 11.74% |
$1.12M - $1.25M
|
387K
$9.49M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-51.4K- 3.74% |
$1.12M - $1.25M
|
1.32M
$32.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-51K- 1.66% |
$1.11M - $1.24M
|
3.01M
$73.8M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-49.1K- 13.51% |
$1.07M - $1.19M
|
314K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-47.9K- 72.56% |
$1.04M - $1.16M
|
18.1K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-46.8K- 3.97% |
$1.02M - $1.14M
|
1.13M
$27.7M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44.3K- 7.94% |
$963K - $1.07M
|
513K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-44.1K- 42.13% |
$959K - $1.07M
|
60.6K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-43.9K- 10.0% |
$954K - $1.06M
|
395K
$9.67M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-43.3K- 62.81% |
$942K - $1.05M
|
25.6K
$628K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-43.2K- 6.05% |
$940K - $1.05M
|
671K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-42K- 4.76% |
$913K - $1.02M
|
841K
$20.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-39K- 3.48% |
$848K - $947K
|
1.08M
$26.5M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-38.8K- 49.33% |
$844K - $942K
|
39.9K
$976K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-36.5K- 99.99% |
$795K - $887K
|
4
$98
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-36.4K- 22.8% |
$792K - $885K
|
123K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-36K- 59.62% |
$783K - $874K
|
24.4K
$598K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-34.3K- 65.15% |
$747K - $834K
|
18.4K
$450K
|