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 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-7.08KClosed |
$307K - $386K
|
0
$0
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-6.34K- 23.71% |
$275K - $346K
|
20.4K
$470K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-5.91KClosed |
$256K - $322K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.27KClosed |
$229K - $287K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-4.13KClosed |
$179K - $225K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.07KClosed |
$176K - $222K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.99KClosed |
$173K - $217K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.97KClosed |
$172K - $216K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.85KClosed |
$167K - $210K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.84KClosed |
$166K - $209K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.73K- 29.81% |
$162K - $203K
|
8.78K
$202K
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.39K- 41.75% |
$147K - $185K
|
4.73K
$109K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-2.96KClosed |
$128K - $161K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.5KClosed |
$108K - $136K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.29KClosed |
$55.7K - $70.1K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-968Closed |
$42K - $52.8K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-375- 12.91% |
$16.3K - $20.4K
|
2.53K
$58.2K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-350- 52.79% |
$15.2K - $19.1K
|
313
$7.21K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-326Closed |
$14.1K - $17.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-275- 0.7% |
$11.9K - $15K
|
39K
$897K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-258Closed |
$11.2K - $14.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-240Closed |
$10.4K - $13.1K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150Closed |
$6.5K - $8.18K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-147Closed |
$6.37K - $8.01K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-139Closed |
$6.03K - $7.58K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-128Closed |
$5.55K - $6.98K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-88- 33.59% |
$3.81K - $4.8K
|
174
$4.01K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-42- 0.68% |
$1.82K - $2.29K
|
6.13K
$141K
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-36- 0.52% |
$1.56K - $1.96K
|
6.88K
$158K
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-25- 0.08% |
$1.08K - $1.36K
|
31K
$714K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-13Closed |
$564 - $709
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-12Closed |
$520 - $654
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-11- 2.52% |
$477 - $600
|
425
$9.78K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-86.7KClosed |
$4.29M - $4.97M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-83.5KClosed |
$4.14M - $4.78M
|
0
$0
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-80.9KClosed |
$4.01M - $4.63M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-79.5KClosed |
$3.94M - $4.55M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-7.36KClosed |
$364K - $421K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.37KClosed |
$266K - $307K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.66KClosed |
$231K - $267K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Carderock Capital Management Inc
|
SELL
|
- |
-4.53KClosed |
$224K - $259K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-4.25KClosed |
$210K - $243K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-3.28KClosed |
$163K - $188K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-2.95KClosed |
$146K - $169K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.6KClosed |
$129K - $149K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.38KClosed |
$118K - $136K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-2.28KClosed |
$113K - $131K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.23KClosed |
$110K - $127K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-2KClosed |
$99K - $115K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.95KClosed |
$96.6K - $112K
|
0
$0
|