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 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.5K- 0.38% |
$32.7K - $36.5K
|
394K
$9.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.47K- 0.12% |
$32K - $35.7K
|
1.19M
$29.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.46K- 5.57% |
$31.8K - $35.5K
|
24.8K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.44K- 16.33% |
$31.3K - $34.9K
|
7.37K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.42K- 4.0% |
$30.9K - $34.5K
|
34.1K
$835K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.4K- 1.04% |
$30.5K - $34K
|
133K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.3K- 0.98% |
$28.4K - $31.7K
|
132K
$3.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.3K- 6.36% |
$28.3K - $31.6K
|
19.1K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.29K- 8.47% |
$28.1K - $31.3K
|
13.9K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.27K- 7.62% |
$27.5K - $30.7K
|
15.3K
$376K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.22K- 3.07% |
$26.5K - $29.6K
|
38.4K
$941K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.2K- 7.84% |
$26.1K - $29.1K
|
14.1K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.15K- 10.66% |
$25.1K - $28K
|
9.66K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.15K- 0.45% |
$25K - $27.9K
|
257K
$6.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.14K- 1.8% |
$24.8K - $27.7K
|
62.4K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.12K- 1.6% |
$24.3K - $27.1K
|
68.5K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.08K- 0.21% |
$23.5K - $26.2K
|
507K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.08K- 1.72% |
$23.4K - $26.2K
|
61.7K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.04K- 1.33% |
$22.7K - $25.3K
|
77.4K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.03K- 0.75% |
$22.3K - $24.9K
|
135K
$3.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-1.01K- 0.43% |
$22K - $24.6K
|
236K
$5.78M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-972Closed |
$21.1K - $23.6K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-962- 0.07% |
$20.9K - $23.4K
|
1.36M
$33.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-958- 2.58% |
$20.8K - $23.3K
|
36.2K
$886K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-928- 0.71% |
$20.2K - $22.5K
|
129K
$3.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-922- 1.9% |
$20.1K - $22.4K
|
47.5K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-896- 1.28% |
$19.5K - $21.8K
|
69.2K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-855- 4.71% |
$18.6K - $20.8K
|
17.3K
$424K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-843- 2.02% |
$18.3K - $20.5K
|
40.9K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-840- 28.57% |
$18.3K - $20.4K
|
2.1K
$51.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-834- 7.75% |
$18.1K - $20.2K
|
9.93K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-830- 0.96% |
$18.1K - $20.2K
|
85.3K
$2.09M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-829- 7.49% |
$18K - $20.1K
|
10.2K
$251K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-828- 1.22% |
$18K - $20.1K
|
67.1K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-815- 11.55% |
$17.7K - $19.8K
|
6.24K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-798- 6.13% |
$17.4K - $19.4K
|
12.2K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-788- 0.1% |
$17.1K - $19.1K
|
778K
$19.1M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-782- 4.19% |
$17K - $19K
|
17.9K
$438K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-780- 0.62% |
$17K - $18.9K
|
125K
$3.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-764- 0.96% |
$16.6K - $18.5K
|
78.6K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-758- 53.76% |
$16.5K - $18.4K
|
652
$16K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-755- 49.25% |
$16.4K - $18.3K
|
778
$19.1K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-726- 1.65% |
$15.8K - $17.6K
|
43.3K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-725- 0.54% |
$15.8K - $17.6K
|
134K
$3.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-700- 2.15% |
$15.2K - $17K
|
31.9K
$781K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-689- 2.26% |
$15K - $16.7K
|
29.9K
$732K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-677- 2.26% |
$14.7K - $16.4K
|
29.2K
$717K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-660- 6.65% |
$14.4K - $16K
|
9.26K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-637- 2.12% |
$13.9K - $15.5K
|
29.5K
$722K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-603- 1.02% |
$13.1K - $14.6K
|
58.4K
$1.43M
|