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 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.37K- 0.79% |
$206K - $228K
|
423K
$9.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.36K- 7.28% |
$205K - $228K
|
42.7K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-3.34K- 2.04% |
$204K - $226K
|
160K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.23K- 1.68% |
$197K - $219K
|
189K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.23K- 2.17% |
$197K - $219K
|
145K
$3.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.22K- 2.46% |
$197K - $218K
|
128K
$2.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.21K- 8.92% |
$196K - $217K
|
32.7K
$766K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.19K- 29.57% |
$195K - $217K
|
7.61K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.19K- 5.17% |
$195K - $217K
|
58.6K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.16K- 25.44% |
$193K - $214K
|
9.26K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3K- 2.36% |
$183K - $203K
|
124K
$2.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 3.57% |
$182K - $202K
|
80.6K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2.98K- 5.36% |
$182K - $202K
|
52.5K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.96K- 47.75% |
$181K - $201K
|
3.24K
$75.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.78K- 2.41% |
$170K - $188K
|
112K
$2.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.71K- 5.81% |
$166K - $184K
|
44K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.69K- 3.75% |
$165K - $183K
|
69.1K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.69K- 3.84% |
$164K - $183K
|
67.4K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.68K- 6.25% |
$164K - $182K
|
40.2K
$941K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-2.64K- 15.04% |
$161K - $179K
|
14.9K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.59K- 6.06% |
$158K - $175K
|
40.1K
$938K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.54K- 8.51% |
$155K - $172K
|
27.3K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.49K- 36.38% |
$152K - $169K
|
4.35K
$102K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.48K- 1.72% |
$152K - $168K
|
142K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.47K- 6.06% |
$151K - $167K
|
38.2K
$895K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.46K- 1.66% |
$150K - $167K
|
146K
$3.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.42K- 2.49% |
$148K - $164K
|
94.8K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.41K- 11.16% |
$147K - $163K
|
19.2K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-2.33K- 0.51% |
$143K - $158K
|
453K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.32K- 83.15% |
$141K - $157K
|
469
$11K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.3K- 1.87% |
$141K - $156K
|
121K
$2.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.29K- 0.57% |
$140K - $155K
|
402K
$9.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-2.26K- 3.98% |
$138K - $154K
|
54.6K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.24K- 2.33% |
$137K - $152K
|
94K
$2.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.19K- 6.27% |
$134K - $149K
|
32.7K
$766K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-2.16K- 6.25% |
$132K - $147K
|
32.4K
$758K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.15K- 17.7% |
$131K - $146K
|
10K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.14K- 2.48% |
$131K - $145K
|
84.3K
$1.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.11K- 28.78% |
$129K - $143K
|
5.22K
$122K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.1K- 0.76% |
$128K - $143K
|
275K
$6.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-2.1K- 11.31% |
$128K - $143K
|
16.5K
$385K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.06K- 1.24% |
$126K - $140K
|
164K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.06K- 4.4% |
$126K - $140K
|
44.7K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-2.04K- 16.4% |
$125K - $138K
|
10.4K
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.03K- 3.09% |
$124K - $138K
|
63.6K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.99K- 6.04% |
$121K - $135K
|
30.9K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.97K- 4.08% |
$120K - $134K
|
46.4K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.95K- 4.35% |
$119K - $132K
|
42.8K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.92K- 7.61% |
$117K - $130K
|
23.3K
$545K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.91K- 6.15% |
$117K - $130K
|
29.2K
$684K
|