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 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-3.22K- 7.14% |
$70.1K - $78.2K
|
41.9K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.21K- 0.38% |
$69.8K - $77.9K
|
852K
$20.9M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.17K- 7.56% |
$69K - $77K
|
38.8K
$950K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-3.12KClosed |
$67.9K - $75.8K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.09K- 2.75% |
$67.2K - $75K
|
109K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.07K- 1.63% |
$66.8K - $74.6K
|
185K
$4.53M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.07K- 16.22% |
$66.8K - $74.5K
|
15.8K
$388K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.04K- 52.78% |
$66.1K - $73.8K
|
2.72K
$66.7K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.93K- 2.27% |
$63.7K - $71.1K
|
126K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.91K- 15.88% |
$63.2K - $70.6K
|
15.4K
$377K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.86K- 10.02% |
$62.1K - $69.3K
|
25.6K
$628K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.84K- 4.27% |
$61.7K - $68.9K
|
63.7K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.84K- 4.29% |
$61.7K - $68.9K
|
63.4K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.83K- 2.18% |
$61.4K - $68.6K
|
127K
$3.11M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.73K- 0.13% |
$59.3K - $66.2K
|
2.06M
$50.4M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.71K- 2.26% |
$58.9K - $65.7K
|
117K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.67K- 0.3% |
$58.1K - $64.9K
|
873K
$21.4M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.62K- 1.46% |
$57K - $63.6K
|
177K
$4.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.62K- 13.63% |
$56.9K - $63.5K
|
16.6K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.59K- 16.51% |
$56.4K - $62.9K
|
13.1K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.58K- 12.89% |
$56.1K - $62.6K
|
17.4K
$427K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.56K- 0.74% |
$55.8K - $62.3K
|
346K
$8.47M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.54K- 3.01% |
$55.3K - $61.7K
|
81.9K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-2.5K- 5.18% |
$54.5K - $60.8K
|
45.8K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.48K- 1.02% |
$53.8K - $60.1K
|
241K
$5.91M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.47K- 1.28% |
$53.7K - $59.9K
|
191K
$4.67M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.44K- 1.43% |
$53.2K - $59.3K
|
168K
$4.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.37K- 1.24% |
$51.6K - $57.6K
|
189K
$4.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.33K- 3.47% |
$50.6K - $56.5K
|
64.7K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.23K- 7.65% |
$48.6K - $54.2K
|
27K
$661K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.19K- 3.9% |
$47.6K - $53.2K
|
53.9K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-2.19K- 1.11% |
$47.6K - $53.1K
|
196K
$4.79M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.18K- 0.98% |
$47.3K - $52.8K
|
219K
$5.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-2.17K- 1.34% |
$47.1K - $52.6K
|
159K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-2.1K- 5.98% |
$45.7K - $51K
|
33K
$809K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.05K- 1.78% |
$44.7K - $49.8K
|
113K
$2.78M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.05K- 1.04% |
$44.7K - $49.8K
|
194K
$4.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.02K- 0.98% |
$43.9K - $49K
|
203K
$4.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.01K- 0.11% |
$43.7K - $48.8K
|
1.81M
$44.3M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.01K- 2.58% |
$43.6K - $48.7K
|
75.9K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-2K- 2.25% |
$43.4K - $48.5K
|
86.8K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.99K- 0.72% |
$43.3K - $48.3K
|
276K
$6.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.92K- 0.21% |
$41.8K - $46.7K
|
903K
$22.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.9K- 1.88% |
$41.4K - $46.2K
|
99.2K
$2.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 3.61% |
$40.7K - $45.5K
|
49.9K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.86K- 8.41% |
$40.4K - $45.1K
|
20.2K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.79K- 0.09% |
$39K - $43.6K
|
2.11M
$51.6M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.69K- 0.38% |
$36.7K - $41K
|
443K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.63K- 6.26% |
$35.5K - $39.6K
|
24.4K
$599K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 3.0% |
$35.1K - $39.2K
|
52.1K
$1.28M
|