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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-109- 2.47% |
$6.4K - $7.06K
|
4.3K
$291K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-107- 1.54% |
$6.28K - $6.93K
|
6.82K
$461K
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-104- 2.79% |
$6.1K - $6.74K
|
3.62K
$245K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-100- 0.63% |
$5.87K - $6.48K
|
15.7K
$1.06M
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-99- 1.92% |
$5.81K - $6.41K
|
5.06K
$342K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-97- 0.88% |
$5.69K - $6.28K
|
10.9K
$739K
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-91- 0.19% |
$5.34K - $5.89K
|
47.3K
$3.2M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-90- 0.36% |
$5.28K - $5.83K
|
25.2K
$1.71M
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-90- 17.08% |
$5.28K - $5.83K
|
437
$29.5K
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-88- 0.64% |
$5.17K - $5.7K
|
13.6K
$922K
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-86- 6.04% |
$5.05K - $5.57K
|
1.34K
$90.4K
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-81- 0.54% |
$4.75K - $5.25K
|
14.8K
$1M
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-81- 0.09% |
$4.75K - $5.25K
|
92.6K
$6.26M
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-81- 0.49% |
$4.75K - $5.25K
|
16.5K
$1.11M
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 0.7% |
$4.75K - $5.25K
|
11.5K
$777K
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-80- 0.36% |
$4.7K - $5.18K
|
22.1K
$1.49M
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-77- 0.28% |
$4.52K - $4.99K
|
27.2K
$1.84M
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-75- 1.38% |
$4.4K - $4.86K
|
5.36K
$362K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-70- 0.89% |
$4.11K - $4.53K
|
7.78K
$526K
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-67- 1.29% |
$3.93K - $4.34K
|
5.12K
$346K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-65- 0.48% |
$3.82K - $4.21K
|
13.5K
$914K
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-65- 0.37% |
$3.82K - $4.21K
|
17.6K
$1.19M
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-62- 6.39% |
$3.64K - $4.02K
|
909
$61.5K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-62- 0.96% |
$3.64K - $4.02K
|
6.38K
$431K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-60- 1.51% |
$3.52K - $3.89K
|
3.91K
$264K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-60- 0.41% |
$3.52K - $3.89K
|
14.7K
$997K
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-55- 0.1% |
$3.23K - $3.56K
|
55.9K
$3.78M
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-55- 0.09% |
$3.23K - $3.56K
|
58.6K
$3.96M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-46- 0.66% |
$2.7K - $2.98K
|
6.88K
$465K
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-46- 0.68% |
$2.7K - $2.98K
|
6.76K
$457K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-38- 0.1% |
$2.23K - $2.46K
|
38.5K
$2.6M
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-33- 0.56% |
$1.94K - $2.14K
|
5.87K
$397K
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-32- 0.15% |
$1.88K - $2.07K
|
21K
$1.42M
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-32- 0.36% |
$1.88K - $2.07K
|
8.85K
$599K
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.57% |
$1.82K - $2.01K
|
5.42K
$366K
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-28Closed |
$1.64K - $1.81K
|
0
$0
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-27- 0.14% |
$1.58K - $1.75K
|
18.9K
$1.28M
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-27- 0.38% |
$1.58K - $1.75K
|
7.11K
$481K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26Closed |
$1.53K - $1.68K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-26Closed |
$1.53K - $1.68K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-26- 11.82% |
$1.53K - $1.68K
|
194
$13.1K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-26- 2.58% |
$1.53K - $1.68K
|
983
$66.5K
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-24- 0.73% |
$1.41K - $1.55K
|
3.26K
$220K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-18- 0.08% |
$1.06K - $1.17K
|
22.2K
$1.5M
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-18- 0.05% |
$1.06K - $1.17K
|
35.5K
$2.4M
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-17- 0.32% |
$998 - $1.1K
|
5.33K
$360K
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-16- 0.47% |
$939 - $1.04K
|
3.4K
$230K
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-15- 0.3% |
$881 - $972
|
5.05K
$341K
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-15- 0.32% |
$881 - $972
|
4.64K
$313K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8- 16.67% |
$470 - $518
|
40
$2.7K
|