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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-522- 0.32% |
$31.9K - $35.4K
|
162K
$3.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-501- 1.31% |
$30.6K - $34K
|
37.9K
$886K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-493- 8.4% |
$30.1K - $33.5K
|
5.38K
$126K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-491- 7.17% |
$30K - $33.3K
|
6.36K
$149K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-468- 0.03% |
$28.6K - $31.8K
|
1.51M
$35.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-463- 1.99% |
$28.3K - $31.4K
|
22.9K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-450- 26.72% |
$27.5K - $30.5K
|
1.23K
$28.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-445- 5.42% |
$27.2K - $30.2K
|
7.77K
$182K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-445- 1.51% |
$27.2K - $30.2K
|
29.1K
$680K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-443- 0.55% |
$27.1K - $30.1K
|
80K
$1.87M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-439- 3.47% |
$26.8K - $29.8K
|
12.2K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-419- 1.93% |
$25.6K - $28.4K
|
21.3K
$499K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-410- 2.6% |
$25.1K - $27.8K
|
15.4K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-409- 8.45% |
$25K - $27.8K
|
4.43K
$104K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-408- 3.55% |
$24.9K - $27.7K
|
11.1K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-402- 7.2% |
$24.6K - $27.3K
|
5.18K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-385- 1.97% |
$23.5K - $26.1K
|
19.1K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-380- 0.6% |
$23.2K - $25.8K
|
62.6K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-380- 0.31% |
$23.2K - $25.8K
|
123K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-380- 2.32% |
$23.2K - $25.8K
|
16K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-379- 0.32% |
$23.2K - $25.7K
|
118K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-374- 5.93% |
$22.9K - $25.4K
|
5.94K
$139K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-360- 2.61% |
$22K - $24.4K
|
13.5K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-353- 0.66% |
$21.6K - $24K
|
53.4K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-346- 0.74% |
$21.1K - $23.5K
|
46.6K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-345- 6.44% |
$21.1K - $23.4K
|
5.02K
$117K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-345- 0.86% |
$21.1K - $23.4K
|
39.7K
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-342- 1.05% |
$20.9K - $23.2K
|
32.3K
$756K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-342- 9.06% |
$20.9K - $23.2K
|
3.43K
$80.3K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-341- 5.53% |
$20.8K - $23.1K
|
5.82K
$136K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-338- 0.5% |
$20.7K - $22.9K
|
67.5K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-330- 1.09% |
$20.2K - $22.4K
|
29.9K
$699K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-326- 1.59% |
$19.9K - $22.1K
|
20.2K
$473K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-312- 1.05% |
$19.1K - $21.2K
|
29.5K
$689K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-307- 0.2% |
$18.8K - $20.8K
|
150K
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-305- 0.6% |
$18.6K - $20.7K
|
50.6K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-302- 0.07% |
$18.5K - $20.5K
|
460K
$10.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-302- 1.1% |
$18.5K - $20.5K
|
27.1K
$635K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-300- 5.37% |
$18.3K - $20.4K
|
5.29K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-297- 0.92% |
$18.1K - $20.2K
|
31.8K
$745K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-297- 0.51% |
$18.1K - $20.2K
|
57.4K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-297- 0.21% |
$18.1K - $20.2K
|
138K
$3.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-296- 0.34% |
$18.1K - $20.1K
|
85.6K
$2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-294- 2.95% |
$18K - $19.9K
|
9.67K
$226K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-289- 1.01% |
$17.7K - $19.6K
|
28.4K
$665K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-282- 6.09% |
$17.2K - $19.1K
|
4.35K
$102K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-281- 5.18% |
$17.2K - $19.1K
|
5.14K
$120K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-277- 39.8% |
$16.9K - $18.8K
|
419
$9.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-260- 3.26% |
$15.9K - $17.6K
|
7.72K
$181K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-260- 1.47% |
$15.9K - $17.6K
|
17.4K
$407K
|