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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.08M- 16.14% |
$66.2M - $73.5M
|
5.63M
$134M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-473K- 96.39% |
$28.9M - $32.1M
|
17.7K
$422K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-423K- 87.25% |
$25.8M - $28.7M
|
61.8K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-421K- 96.37% |
$25.7M - $28.6M
|
15.9K
$378K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-349K- 68.55% |
$21.3M - $23.7M
|
160K
$3.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-332K- 6.05% |
$20.3M - $22.5M
|
5.16M
$123M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-332K- 26.19% |
$20.3M - $22.5M
|
935K
$22.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-291K- 1.03% |
$17.8M - $19.8M
|
27.9M
$664M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-203K- 3.29% |
$12.4M - $13.8M
|
5.97M
$142M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-200K- 25.84% |
$12.2M - $13.6M
|
575K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-176K- 1.41% |
$10.8M - $12M
|
12.4M
$294M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-174K- 82.28% |
$10.6M - $11.8M
|
37.5K
$892K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-163K- 31.77% |
$9.99M - $11.1M
|
351K
$8.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-163K- 93.9% |
$9.95M - $11M
|
10.6K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-159K- 6.95% |
$9.74M - $10.8M
|
2.13M
$50.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-143K- 22.08% |
$8.73M - $9.7M
|
504K
$12M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-130K- 3.27% |
$7.94M - $8.82M
|
3.84M
$91.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-128K- 28.78% |
$7.84M - $8.7M
|
317K
$7.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-96.6K- 47.14% |
$5.9M - $6.55M
|
108K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-88.9K- 89.3% |
$5.43M - $6.03M
|
10.7K
$253K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-82.8K- 35.95% |
$5.06M - $5.62M
|
147K
$3.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-78.1K- 13.02% |
$4.78M - $5.3M
|
522K
$12.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-73.1K- 13.16% |
$4.47M - $4.96M
|
482K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-63.9K- 3.39% |
$3.91M - $4.34M
|
1.82M
$43.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-63.9K- 3.85% |
$3.9M - $4.33M
|
1.59M
$37.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-63.9K- 7.37% |
$3.9M - $4.33M
|
803K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.7K- 15.98% |
$3.77M - $4.18M
|
324K
$7.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-57.6K- 4.46% |
$3.52M - $3.91M
|
1.24M
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-57.4K- 2.86% |
$3.51M - $3.89M
|
1.95M
$46.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-54.4K- 5.19% |
$3.32M - $3.69M
|
994K
$23.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-52.1K- 6.06% |
$3.18M - $3.53M
|
807K
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.6K- 1.44% |
$2.97M - $3.29M
|
3.33M
$79.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-45.8K- 91.03% |
$2.8M - $3.11M
|
4.52K
$108K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-44.3K- 8.71% |
$2.71M - $3.01M
|
465K
$11.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-44K- 12.58% |
$2.69M - $2.98M
|
305K
$7.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.3K- 12.92% |
$2.59M - $2.87M
|
285K
$6.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-42K- 3.4% |
$2.56M - $2.85M
|
1.19M
$28.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-41K- 3.1% |
$2.51M - $2.78M
|
1.28M
$30.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-39.6K- 11.43% |
$2.42M - $2.68M
|
307K
$7.3M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-37.5K- 36.99% |
$2.29M - $2.55M
|
63.9K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-37.4K- 78.44% |
$2.28M - $2.53M
|
10.3K
$244K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-35.4K- 20.85% |
$2.16M - $2.4M
|
134K
$3.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.8K- 21.1% |
$2M - $2.23M
|
123K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-32K- 74.64% |
$1.96M - $2.17M
|
10.9K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.5K- 4.15% |
$1.93M - $2.14M
|
727K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.9K- 56.91% |
$1.89M - $2.1M
|
23.4K
$557K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.4K- 7.45% |
$1.86M - $2.06M
|
377K
$8.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-29.3K- 1.03% |
$1.79M - $1.99M
|
2.82M
$67.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-29K- 1.66% |
$1.77M - $1.96M
|
1.71M
$40.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-28.3K- 6.93% |
$1.73M - $1.92M
|
380K
$9.04M
|