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 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-12.2K- 14.47% |
$264K - $295K
|
71.9K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-12.1K- 8.3% |
$264K - $294K
|
134K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.9K- 9.64% |
$260K - $290K
|
112K
$2.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-11.3K- 9.99% |
$246K - $275K
|
102K
$2.5M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11.3K- 1.66% |
$245K - $274K
|
667K
$16.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-11.2K- 19.74% |
$243K - $272K
|
45.5K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 17.8% |
$242K - $270K
|
51.3K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-10.5K- 6.45% |
$229K - $255K
|
152K
$3.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10.4K- 4.95% |
$227K - $254K
|
200K
$4.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-10.3K- 1.26% |
$224K - $250K
|
808K
$19.8M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-9.82K- 49.72% |
$214K - $238K
|
9.93K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-9.76K- 2.82% |
$212K - $237K
|
336K
$8.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.63K- 2.34% |
$209K - $234K
|
401K
$9.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.58K- 3.31% |
$208K - $233K
|
279K
$6.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-9.57K- 35.6% |
$208K - $232K
|
17.3K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-9.54K- 0.77% |
$207K - $232K
|
1.23M
$30.2M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.43K- 16.71% |
$205K - $229K
|
47K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-9.42K- 11.06% |
$205K - $229K
|
75.8K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.26K- 50.0% |
$201K - $225K
|
9.26K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.22K- 23.2% |
$201K - $224K
|
30.5K
$748K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-9.22K- 3.38% |
$200K - $224K
|
264K
$6.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-9.21K- 28.39% |
$200K - $224K
|
23.2K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9.01K- 23.58% |
$196K - $219K
|
29.2K
$715K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-8.98K- 28.74% |
$195K - $218K
|
22.3K
$546K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8.8K- 21.8% |
$191K - $214K
|
31.6K
$773K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-8.77K- 3.29% |
$191K - $213K
|
258K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-8.27K- 15.07% |
$180K - $201K
|
46.6K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.22K- 22.68% |
$179K - $200K
|
28K
$687K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8.04K- 2.31% |
$175K - $195K
|
340K
$8.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.92K- 7.86% |
$172K - $192K
|
92.8K
$2.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7.8K- 8.86% |
$170K - $189K
|
80.2K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-7.74K- 1.53% |
$168K - $188K
|
500K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-7.69K- 2.17% |
$167K - $187K
|
347K
$8.5M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-7.6K- 29.88% |
$165K - $184K
|
17.8K
$437K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.55K- 41.03% |
$164K - $183K
|
10.9K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-7.35K- 12.8% |
$160K - $178K
|
50.1K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-7.13K- 10.52% |
$155K - $173K
|
60.6K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-6.82K- 3.14% |
$148K - $166K
|
210K
$5.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.69K- 28.0% |
$145K - $162K
|
17.2K
$421K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-6.61K- 1.96% |
$144K - $160K
|
331K
$8.11M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-6.41K- 4.63% |
$139K - $156K
|
132K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.18K- 1.57% |
$134K - $150K
|
388K
$9.5M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.17K- 3.85% |
$134K - $150K
|
154K
$3.78M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.15K- 6.57% |
$134K - $149K
|
87.4K
$2.14M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 11.08% |
$134K - $149K
|
49.3K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.04K- 22.24% |
$131K - $147K
|
21.1K
$518K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-5.95K- 28.02% |
$129K - $145K
|
15.3K
$375K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-5.87K- 2.58% |
$128K - $143K
|
222K
$5.43M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-5.82K- 38.83% |
$127K - $141K
|
9.17K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.81K- 0.5% |
$126K - $141K
|
1.16M
$28.3M
|