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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.73K- 1.69% |
$125K - $139K
|
332K
$8.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5.57K- 30.62% |
$121K - $135K
|
12.6K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-5.18K- 4.24% |
$113K - $126K
|
117K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5.12K- 22.48% |
$111K - $124K
|
17.7K
$433K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.11K- 2.11% |
$111K - $124K
|
237K
$5.8M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-5.08K- 7.37% |
$110K - $123K
|
63.8K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-5K- 1.0% |
$109K - $121K
|
494K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.98K- 1.43% |
$108K - $121K
|
344K
$8.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-4.97K- 2.07% |
$108K - $121K
|
235K
$5.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4.91K- 1.05% |
$107K - $119K
|
463K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.76K- 17.91% |
$103K - $116K
|
21.8K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-4.74K- 18.63% |
$103K - $115K
|
20.7K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.71K- 0.36% |
$102K - $114K
|
1.31M
$32.1M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.62K- 8.17% |
$101K - $112K
|
51.9K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.62K- 1.3% |
$101K - $112K
|
349K
$8.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.54K- 2.31% |
$98.8K - $110K
|
192K
$4.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-4.52K- 0.29% |
$98.3K - $110K
|
1.57M
$38.6M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.5K- 1.85% |
$97.9K - $109K
|
239K
$5.85M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.49K- 3.62% |
$97.6K - $109K
|
120K
$2.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-4.47K- 8.92% |
$97.3K - $109K
|
45.7K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.45K- 24.21% |
$96.9K - $108K
|
13.9K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4.34K- 31.72% |
$94.5K - $105K
|
9.35K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-4.34K- 3.28% |
$94.4K - $105K
|
128K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-4.27K- 1.89% |
$92.9K - $104K
|
222K
$5.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 2.03% |
$92.3K - $103K
|
204K
$5.01M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.22K- 0.74% |
$91.9K - $103K
|
566K
$13.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-4.11K- 3.05% |
$89.4K - $99.8K
|
131K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.08K- 23.49% |
$88.7K - $99K
|
13.3K
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.02K- 27.31% |
$87.5K - $97.6K
|
10.7K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-4.01K- 1.24% |
$87.3K - $97.4K
|
319K
$7.81M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.97K- 12.95% |
$86.4K - $96.4K
|
26.7K
$654K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.9K- 20.08% |
$84.8K - $94.6K
|
15.5K
$380K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.84K- 16.63% |
$83.5K - $93.2K
|
19.2K
$471K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.83K- 25.93% |
$83.3K - $93K
|
10.9K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3.83K- 25.35% |
$83.3K - $93K
|
11.3K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.83K- 9.23% |
$83.3K - $92.9K
|
37.6K
$922K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.8K- 1.86% |
$82.6K - $92.2K
|
201K
$4.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.79K- 8.2% |
$82.3K - $91.9K
|
42.4K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.78K- 3.01% |
$82.2K - $91.8K
|
122K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.77K- 8.6% |
$82.1K - $91.6K
|
40.1K
$982K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.69K- 0.68% |
$80.3K - $89.7K
|
540K
$13.2M
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.67K- 3.46% |
$79.9K - $89.2K
|
103K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.65K- 3.3% |
$79.4K - $88.6K
|
107K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.58K- 1.57% |
$77.8K - $86.8K
|
225K
$5.51M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.5K- 1.05% |
$76.1K - $84.9K
|
329K
$8.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.45K- 1.14% |
$75K - $83.7K
|
300K
$7.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.4K- 4.38% |
$73.9K - $82.5K
|
74.2K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.39K- 9.62% |
$73.7K - $82.3K
|
31.8K
$780K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-3.24K- 2.89% |
$70.5K - $78.7K
|
109K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.24K- 2.93% |
$70.4K - $78.6K
|
107K
$2.63M
|