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 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-10Closed |
$515 - $549
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-4Closed |
$206 - $220
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-35KClosed |
$1.7M - $1.82M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-17.1KClosed |
$830K - $888K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-3.79KClosed |
$184K - $197K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.7KClosed |
$180K - $192K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-3.19KClosed |
$155K - $166K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-2.08KClosed |
$101K - $108K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.8KClosed |
$87.4K - $93.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.05KClosed |
$50.8K - $54.4K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-980Closed |
$47.6K - $51K
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-50Closed |
$2.43K - $2.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-139KClosed |
$6.23M - $6.71M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.36KClosed |
$196K - $211K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.26KClosed |
$101K - $109K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
SELL
|
- |
-479Closed |
$21.5K - $23.2K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-70Closed |
$3.14K - $3.38K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-48Closed |
$2.16K - $2.32K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-41Closed |
$1.84K - $1.98K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-18.2KClosed |
$717K - $829K
|
0
$0
|
|
|
Dec 12, 2024
Q4 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-9.5KClosed |
$374K - $432K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-6.65KClosed |
$262K - $302K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-5.78KClosed |
$227K - $263K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.1KClosed |
$122K - $141K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.6KClosed |
$102K - $118K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-450Closed |
$17.7K - $20.5K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-372Closed |
$14.6K - $16.9K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-275Closed |
$10.8K - $12.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-250Closed |
$9.84K - $11.4K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200Closed |
$7.87K - $9.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-83.8KClosed |
$3.12M - $3.61M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Iron Financial, LLC
|
SELL
|
- |
-8.36KClosed |
$311K - $360K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-3.89KClosed |
$145K - $167K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-2.83KClosed |
$105K - $122K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.45KClosed |
$54K - $62.3K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-330Closed |
$12.3K - $14.2K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-267Closed |
$9.95K - $11.5K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-263Closed |
$9.8K - $11.3K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-152Closed |
$5.66K - $6.54K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 28, 2020
Q2 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-50.9KClosed |
$1.49M - $1.97M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.69KClosed |
$137K - $182K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-4.67KClosed |
$136K - $181K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.4KClosed |
$129K - $171K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.65KClosed |
$107K - $142K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.33KClosed |
$97.4K - $129K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.8KClosed |
$52.7K - $69.8K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-920Closed |
$26.9K - $35.7K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-655- 25.44% |
$19.2K - $25.4K
|
1.92K
$51K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-375Closed |
$11K - $14.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-150Closed |
$4.39K - $5.81K
|
0
$0
|
|