Latest Institutional Sells of Schwab Strategic Tr Us Large C (SCHV)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHV) 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 |
---|---|---|---|---|---|---|---|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-15Closed |
$1.02K - $1.1K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-14- 4.81% |
$951 - $1.03K
|
277
$7.55K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9Closed |
$611 - $660
|
0
$0
|
|
Q3 2021 | |||||||
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.51KClosed |
$302K - $321K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.14KClosed |
$277K - $294K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-3.22KClosed |
$215K - $228K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-2.96KClosed |
$198K - $210K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-2.12KClosed |
$142K - $151K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-370Closed |
$24.8K - $26.3K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-81Closed |
$5.42K - $5.76K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-8- 4.0% |
$535 - $568
|
192
$5.23K
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-8Closed |
$535 - $568
|
0
$0
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-22.6KClosed |
$1.49M - $1.58M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
SELL
|
- |
-10.1KClosed |
$661K - $701K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
SELL
|
- |
-4.38KClosed |
$288K - $305K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.54KClosed |
$167K - $177K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.05KClosed |
$69.2K - $73.4K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-889Closed |
$58.5K - $62K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-731Closed |
$48.1K - $51K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-8Closed |
$526 - $558
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-5Closed |
$329 - $349
|
0
$0
|
|
Q1 2021 | |||||||
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6.6KClosed |
$388K - $434K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.95KClosed |
$349K - $390K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.79KClosed |
$281K - $314K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-3.54KClosed |
$208K - $233K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.51KClosed |
$206K - $230K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.57KClosed |
$92.1K - $103K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.27KClosed |
$74.5K - $83.3K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-753Closed |
$44.2K - $49.4K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-753Closed |
$44.2K - $49.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-679Closed |
$39.9K - $44.6K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-470Closed |
$27.6K - $30.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-395Closed |
$23.2K - $25.9K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-380Closed |
$22.3K - $25K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Human Investing LLC
|
SELL
|
- |
-365Closed |
$21.4K - $24K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-40Closed |
$2.35K - $2.63K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-13.3KClosed |
$676K - $792K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-5.36KClosed |
$273K - $319K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.86KClosed |
$247K - $289K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Well Done, LLC
|
SELL
|
- |
-3.05K- 25.81% |
$155K - $181K
|
8.76K
$238K
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1KClosed |
$50.8K - $59.5K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-850Closed |
$43.2K - $50.6K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-76Closed |
$3.86K - $4.52K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Tfc Financial Management
|
SELL
|
- |
-55Closed |
$2.8K - $3.27K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-77.3KClosed |
$3.82M - $4.24M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-71.5KClosed |
$3.53M - $3.92M
|
0
$0
|
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-46.9KClosed |
$2.32M - $2.57M
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-26.3KClosed |
$1.3M - $1.45M
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-11.9KClosed |
$588K - $653K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Gratus Capital LLC
|
SELL
|
- |
-10.5KClosed |
$517K - $574K
|
0
$0
|