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 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.01K- 14.71% |
$61.7K - $68.5K
|
5.86K
$137K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.01K- 24.75% |
$61.6K - $68.4K
|
3.06K
$71.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.01K- 6.69% |
$61.6K - $68.4K
|
14.1K
$329K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.01K- 15.76% |
$61.4K - $68.2K
|
5.37K
$126K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.01K- 7.61% |
$61.4K - $68.2K
|
12.2K
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-999- 2.15% |
$61K - $67.8K
|
45.4K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-996- 3.62% |
$60.9K - $67.6K
|
26.6K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-987- 2.25% |
$60.3K - $67K
|
42.9K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-980- 7.57% |
$59.9K - $66.5K
|
12K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-979- 11.5% |
$59.8K - $66.4K
|
7.54K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-970- 4.44% |
$59.3K - $65.8K
|
20.9K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-960- 4.32% |
$58.7K - $65.1K
|
21.3K
$497K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-953- 12.83% |
$58.2K - $64.7K
|
6.48K
$152K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-952- 5.05% |
$58.2K - $64.6K
|
17.9K
$418K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-931- 0.93% |
$56.9K - $63.2K
|
98.7K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-929- 11.95% |
$56.8K - $63K
|
6.85K
$160K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-923- 15.62% |
$56.4K - $62.6K
|
4.99K
$117K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-922- 19.46% |
$56.3K - $62.6K
|
3.82K
$89.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-915- 1.41% |
$55.9K - $62.1K
|
64.1K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-910- 1.83% |
$55.6K - $61.7K
|
48.8K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-905- 7.15% |
$55.3K - $61.4K
|
11.8K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-891- 7.07% |
$54.4K - $60.5K
|
11.7K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-870- 8.97% |
$53.2K - $59K
|
8.83K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-845- 18.9% |
$51.6K - $57.3K
|
3.63K
$84.8K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-840- 2.95% |
$51.3K - $57K
|
27.6K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-811- 4.35% |
$49.6K - $55K
|
17.8K
$417K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-795- 1.42% |
$48.6K - $53.9K
|
55.1K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-782- 54.65% |
$47.8K - $53.1K
|
649
$15.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-777- 9.88% |
$47.5K - $52.7K
|
7.09K
$166K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-760- 1.7% |
$46.4K - $51.6K
|
44K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-755- 0.13% |
$46.1K - $51.2K
|
571K
$13.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-752- 0.76% |
$46K - $51K
|
98.1K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-744- 45.37% |
$45.5K - $50.5K
|
896
$21K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-726- 12.11% |
$44.4K - $49.3K
|
5.27K
$123K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-724- 4.38% |
$44.2K - $49.1K
|
15.8K
$370K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-710- 1.53% |
$43.4K - $48.2K
|
45.8K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-700- 3.74% |
$42.8K - $47.5K
|
18K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-695- 6.46% |
$42.5K - $47.2K
|
10.1K
$235K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-690- 2.53% |
$42.2K - $46.8K
|
26.5K
$621K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-688- 2.55% |
$42K - $46.7K
|
26.3K
$615K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-670- 3.7% |
$40.9K - $45.5K
|
17.5K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-646- 82.93% |
$39.5K - $43.8K
|
133
$3.11K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-634- 2.8% |
$38.7K - $43K
|
22K
$515K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-619- 1.8% |
$37.8K - $42K
|
33.7K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-600- 9.74% |
$36.7K - $40.7K
|
5.56K
$130K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-582- 11.5% |
$35.6K - $39.5K
|
4.48K
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-575- 5.08% |
$35.1K - $39K
|
10.7K
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-559- 12.72% |
$34.2K - $37.9K
|
3.84K
$89.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-553- 5.02% |
$33.8K - $37.5K
|
10.5K
$245K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-539- 11.77% |
$32.9K - $36.6K
|
4.04K
$94.5K
|