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 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.89KClosed |
$93.7K - $108K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-1.88KClosed |
$92.8K - $107K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.86KClosed |
$91.9K - $106K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-1.81KClosed |
$89.8K - $104K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.76KClosed |
$87.3K - $101K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$86.9K - $101K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.6KClosed |
$79.2K - $91.6K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-548Closed |
$27.1K - $31.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-468Closed |
$23.2K - $26.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-361Closed |
$17.9K - $20.7K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-279Closed |
$13.8K - $16K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-277Closed |
$13.7K - $15.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-237Closed |
$11.7K - $13.6K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-190Closed |
$9.41K - $10.9K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-166Closed |
$8.22K - $9.51K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-96Closed |
$4.75K - $5.5K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-57Closed |
$2.82K - $3.26K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-49Closed |
$2.43K - $2.81K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-42- 38.89% |
$2.08K - $2.41K
|
66
$1.52K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-12Closed |
$594 - $687
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-5Closed |
$248 - $286
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1Closed |
$49.5 - $57.3
|
0
$0
|
|
Q4 2021 | |||||||
Jan 24, 2022
Q4 2021
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-116KClosed |
$6.02M - $6.65M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-9.7KClosed |
$504K - $556K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9.11KClosed |
$473K - $522K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-9.05KClosed |
$470K - $518K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-3.61KClosed |
$187K - $207K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.07KClosed |
$159K - $176K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.04KClosed |
$53.8K - $59.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-766Closed |
$39.8K - $43.9K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-661Closed |
$34.3K - $37.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-271Closed |
$14.1K - $15.5K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-57Closed |
$2.96K - $3.27K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-43Closed |
$2.23K - $2.46K
|
0
$0
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-11- 0.24% |
$571 - $630
|
4.59K
$106K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-248KClosed |
$12.8M - $13.6M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-184KClosed |
$9.5M - $10.1M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-10KClosed |
$515K - $549K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-3.03KClosed |
$156K - $166K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.4KClosed |
$124K - $132K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.23KClosed |
$115K - $122K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.05KClosed |
$106K - $113K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-1.52KClosed |
$78.3K - $83.5K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-685Closed |
$35.3K - $37.6K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-558Closed |
$28.7K - $30.7K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-484Closed |
$24.9K - $26.6K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-484Closed |
$24.9K - $26.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-311Closed |
$16K - $17.1K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-38Closed |
$1.96K - $2.09K
|
0
$0
|