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 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-90- 1.38% |
$5.5K - $6.11K
|
6.45K
$151K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-86- 0.48% |
$5.26K - $5.84K
|
17.7K
$415K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-82- 41.0% |
$5.01K - $5.56K
|
118
$2.76K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-82- 1.47% |
$5.01K - $5.56K
|
5.51K
$129K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-81- 8.24% |
$4.95K - $5.5K
|
902
$21.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 0.17% |
$4.58K - $5.09K
|
45.3K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-75- 1.41% |
$4.58K - $5.09K
|
5.25K
$123K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-74- 0.21% |
$4.52K - $5.02K
|
35.4K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-73- 0.24% |
$4.46K - $4.95K
|
30K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-66- 0.83% |
$4.03K - $4.48K
|
7.93K
$186K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-63- 0.05% |
$3.85K - $4.27K
|
125K
$2.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-61- 0.26% |
$3.73K - $4.14K
|
23.7K
$555K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-61- 0.1% |
$3.73K - $4.14K
|
61.4K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-59- 0.22% |
$3.61K - $4K
|
26.7K
$625K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.53% |
$3.36K - $3.73K
|
10.3K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 0.51% |
$3.06K - $3.39K
|
9.84K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 0.08% |
$3.06K - $3.39K
|
65.1K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 10.37% |
$3.06K - $3.39K
|
432
$10.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-50- 0.7% |
$3.06K - $3.39K
|
7.06K
$165K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-48- 1.11% |
$2.93K - $3.26K
|
4.29K
$100K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-44- 1.16% |
$2.69K - $2.99K
|
3.77K
$88.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-43- 0.13% |
$2.63K - $2.92K
|
33.9K
$794K
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-42- 1.22% |
$2.57K - $2.85K
|
3.41K
$79.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-40- 0.19% |
$2.44K - $2.71K
|
20.9K
$489K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-40- 1.23% |
$2.44K - $2.71K
|
3.22K
$75.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-36- 0.06% |
$2.2K - $2.44K
|
59.3K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-35- 0.59% |
$2.14K - $2.37K
|
5.86K
$137K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-34- 0.79% |
$2.08K - $2.31K
|
4.28K
$100K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-31- 0.12% |
$1.89K - $2.1K
|
24.9K
$582K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-28- 54.9% |
$1.71K - $1.9K
|
23
$538
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-25- 0.21% |
$1.53K - $1.7K
|
11.7K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-22- 0.41% |
$1.34K - $1.49K
|
5.33K
$125K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-20- 0.15% |
$1.22K - $1.36K
|
13.4K
$314K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-18- 0.25% |
$1.1K - $1.22K
|
7.14K
$167K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-10- 0.01% |
$611 - $679
|
70.1K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-7- 0.19% |
$428 - $475
|
3.63K
$85K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6- -0.0% |
$367 - $407
|
121K
$2.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5- 0.15% |
$306 - $339
|
3.24K
$75.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4- 0.06% |
$244 - $271
|
6.44K
$151K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4- 0.02% |
$244 - $271
|
16.2K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3- 0.01% |
$183 - $204
|
32.5K
$760K
|
|
| Q2 2024 | |||||||
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-20K- 9.73% |
$1.17M - $1.3M
|
186K
$4.34M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-6.53K- 5.19% |
$383K - $423K
|
119K
$2.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.54K- 2.17% |
$325K - $359K
|
250K
$5.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.17K- 38.58% |
$245K - $270K
|
6.64K
$155K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.4K- 3.38% |
$200K - $220K
|
97.2K
$2.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-2.36K- 18.86% |
$138K - $153K
|
10.1K
$237K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.21K- 36.52% |
$130K - $143K
|
3.84K
$89.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2K- 28.17% |
$117K - $130K
|
5.1K
$119K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.8K- 8.57% |
$106K - $117K
|
19.2K
$450K
|
|