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 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-256- 1.22% |
$15.6K - $17.4K
|
20.7K
$485K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-241- 0.61% |
$14.7K - $16.4K
|
39.3K
$920K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-220- 50.34% |
$13.4K - $14.9K
|
217
$5.08K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-219- 3.94% |
$13.4K - $14.9K
|
5.34K
$125K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-219- 1.56% |
$13.4K - $14.9K
|
13.8K
$324K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-219- 3.36% |
$13.4K - $14.9K
|
6.3K
$147K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-205- 0.93% |
$12.5K - $13.9K
|
21.8K
$511K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-200- 3.16% |
$12.2K - $13.6K
|
6.13K
$143K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-194- 3.79% |
$11.9K - $13.2K
|
4.92K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-192- 0.41% |
$11.7K - $13K
|
46.2K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-192- 2.67% |
$11.7K - $13K
|
6.99K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-188- 3.4% |
$11.5K - $12.8K
|
5.34K
$125K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-187- 1.19% |
$11.4K - $12.7K
|
15.5K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-185- 3.6% |
$11.3K - $12.6K
|
4.96K
$116K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-184- 3.91% |
$11.2K - $12.5K
|
4.52K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-182- 0.48% |
$11.1K - $12.3K
|
38K
$888K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-179- 5.45% |
$10.9K - $12.1K
|
3.11K
$72.7K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-179- 0.11% |
$10.9K - $12.1K
|
159K
$3.71M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-177- 0.85% |
$10.8K - $12K
|
20.5K
$481K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-175- 1.14% |
$10.7K - $11.9K
|
15.2K
$356K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-174- 1.19% |
$10.6K - $11.8K
|
14.5K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-163- 9.8% |
$9.96K - $11.1K
|
1.5K
$35.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-163- 1.84% |
$9.96K - $11.1K
|
8.69K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-161- 0.49% |
$9.84K - $10.9K
|
33K
$772K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-159- 0.59% |
$9.72K - $10.8K
|
26.8K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-158- 1.77% |
$9.66K - $10.7K
|
8.78K
$205K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-157- 0.97% |
$9.59K - $10.7K
|
16K
$374K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-155- 1.26% |
$9.47K - $10.5K
|
12.1K
$283K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-152- 0.13% |
$9.29K - $10.3K
|
117K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-151- 3.91% |
$9.23K - $10.2K
|
3.71K
$86.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-150- 2.97% |
$9.17K - $10.2K
|
4.9K
$115K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-150- 2.49% |
$9.17K - $10.2K
|
5.88K
$138K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-147- 0.99% |
$8.98K - $9.97K
|
14.7K
$343K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-147- 0.05% |
$8.98K - $9.97K
|
269K
$6.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-142- 0.8% |
$8.68K - $9.63K
|
17.6K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-131- 17.75% |
$8.01K - $8.89K
|
607
$14.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-123- 1.22% |
$7.52K - $8.35K
|
9.98K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-119- 0.16% |
$7.27K - $8.07K
|
73.2K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-113- 10.83% |
$6.91K - $7.67K
|
930
$21.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-112- 2.78% |
$6.84K - $7.6K
|
3.92K
$91.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-108- 0.03% |
$6.6K - $7.33K
|
359K
$8.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-108- 1.54% |
$6.6K - $7.33K
|
6.9K
$161K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-105- 1.56% |
$6.42K - $7.12K
|
6.63K
$155K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-104- 0.72% |
$6.36K - $7.06K
|
14.3K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-102- 0.33% |
$6.23K - $6.92K
|
30.4K
$712K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-101- 98.06% |
$6.17K - $6.85K
|
2
$46.8
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-100- 3.29% |
$6.11K - $6.78K
|
2.94K
$68.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-99- 2.06% |
$6.05K - $6.72K
|
4.71K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-92- 2.26% |
$5.62K - $6.24K
|
3.99K
$93.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-91- 1.11% |
$5.56K - $6.17K
|
8.09K
$189K
|