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 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.73K- 15.04% |
$472K - $525K
|
43.7K
$1.04M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-7.4K- 1.14% |
$452K - $502K
|
644K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.28K- 1.58% |
$445K - $494K
|
453K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-7.27K- 7.85% |
$444K - $493K
|
85.4K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.25K- 37.59% |
$443K - $492K
|
12K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-6.98K- 1.66% |
$426K - $473K
|
414K
$9.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-6.95K- 6.21% |
$425K - $471K
|
105K
$2.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-6.79K- 52.17% |
$415K - $461K
|
6.23K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.78K- 36.46% |
$414K - $460K
|
11.8K
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6.37K- 9.76% |
$389K - $432K
|
58.9K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.23K- 4.89% |
$381K - $423K
|
121K
$2.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.04K- 2.5% |
$369K - $410K
|
236K
$5.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.99K- 10.38% |
$366K - $406K
|
51.7K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-5.71K- 9.64% |
$349K - $387K
|
53.5K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-5.65K- 24.74% |
$345K - $384K
|
17.2K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.53K- 31.23% |
$338K - $375K
|
12.2K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-5.37K- 6.67% |
$328K - $364K
|
75.1K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.36K- 3.35% |
$328K - $364K
|
155K
$3.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.29K- 4.86% |
$323K - $359K
|
104K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.12K- 8.74% |
$313K - $348K
|
53.5K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.87K- 3.25% |
$298K - $331K
|
145K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 1.61% |
$291K - $323K
|
291K
$6.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.75K- 7.51% |
$290K - $322K
|
58.4K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.75K- 4.68% |
$290K - $322K
|
96.8K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.61K- 2.02% |
$282K - $313K
|
223K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-4.54K- 2.91% |
$277K - $308K
|
151K
$3.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4.54K- 3.66% |
$277K - $308K
|
119K
$2.84M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.51K- 10.27% |
$276K - $306K
|
39.4K
$938K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.43K- 27.75% |
$270K - $300K
|
11.5K
$274K
|
|
|
Nov 07, 2024
Q3 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.41K- 11.07% |
$269K - $299K
|
35.4K
$843K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4.22K- 6.19% |
$258K - $286K
|
63.9K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.08K- 1.38% |
$250K - $277K
|
292K
$6.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.08K- 1.89% |
$249K - $277K
|
211K
$5.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-4.06K- 5.86% |
$248K - $275K
|
65.2K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.05K- 0.38% |
$248K - $275K
|
1.05M
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.99K- 3.81% |
$244K - $271K
|
101K
$2.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.93K- 6.24% |
$240K - $266K
|
59K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.9K- 1.51% |
$238K - $265K
|
254K
$6.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-3.85K- 36.6% |
$235K - $261K
|
6.67K
$159K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-3.83K- 9.28% |
$234K - $260K
|
37.4K
$891K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.72K- 2.87% |
$227K - $252K
|
126K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.71K- 6.01% |
$226K - $251K
|
57.9K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.71K- 21.1% |
$226K - $251K
|
13.9K
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-3.64K- 2.44% |
$222K - $247K
|
145K
$3.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.62K- 6.21% |
$221K - $246K
|
54.7K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-3.55K- 15.08% |
$217K - $241K
|
20K
$475K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3.49K- 6.44% |
$213K - $237K
|
50.7K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.41K- 7.21% |
$209K - $232K
|
43.9K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.41K- 3.11% |
$208K - $231K
|
106K
$2.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-3.41K- 39.41% |
$208K - $231K
|
5.24K
$125K
|