Latest Institutional Sells of Schwab Strategic Tr Us Large C (SCHV)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHV) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-209K- 3.17% |
$5.94M - $6.15M
|
6.37M
$185M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-121K- 9.0% |
$3.46M - $3.58M
|
1.23M
$35.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-33.4K- 20.56% |
$952K - $985K
|
129K
$3.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-29.7K- 12.83% |
$846K - $875K
|
202K
$5.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25.8K- 3.48% |
$734K - $760K
|
715K
$20.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12.9K- 4.87% |
$366K - $379K
|
251K
$7.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-6.24K- 2.38% |
$178K - $184K
|
256K
$7.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.64K- 3.79% |
$160K - $166K
|
143K
$4.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.3K- 4.81% |
$151K - $156K
|
105K
$3.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.24K- 3.16% |
$149K - $154K
|
161K
$4.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.83K- 0.52% |
$109K - $113K
|
729K
$21.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-3.62K- 12.83% |
$103K - $107K
|
24.6K
$713K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.24K- 0.84% |
$92.1K - $95.3K
|
384K
$11.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.12K- 10.83% |
$88.7K - $91.8K
|
25.7K
$744K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.07K- 8.85% |
$87.4K - $90.4K
|
31.6K
$917K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.73K- 2.16% |
$77.7K - $80.4K
|
124K
$3.58M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.68K- 15.93% |
$76.3K - $79K
|
14.2K
$410K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.31K- 1.41% |
$65.6K - $67.9K
|
161K
$4.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.03K- 6.28% |
$57.7K - $59.7K
|
30.3K
$877K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 11.25% |
$51.2K - $53K
|
14.2K
$412K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.64K- 13.22% |
$46.8K - $48.4K
|
10.8K
$313K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.31K- 7.53% |
$37.3K - $38.6K
|
16.1K
$466K
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.2K- 12.92% |
$34.2K - $35.3K
|
8.09K
$235K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.19K- 52.26% |
$34K - $35.1K
|
1.09K
$31.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
SELL
|
- |
-1.19K- 9.82% |
$33.9K - $35.1K
|
11K
$317K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.19K- 1.21% |
$33.8K - $35K
|
96.6K
$2.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.12K- 6.29% |
$32K - $33.1K
|
16.7K
$485K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.01K- 3.53% |
$28.8K - $29.8K
|
27.7K
$803K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-484- 36.61% |
$13.8K - $14.3K
|
838
$24.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-416- 0.13% |
$11.8K - $12.3K
|
332K
$9.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-387- 30.94% |
$11K - $11.4K
|
864
$25K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-286- 2.53% |
$8.14K - $8.42K
|
11K
$320K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-263- 0.79% |
$7.48K - $7.75K
|
33.1K
$960K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-225- 0.66% |
$6.4K - $6.63K
|
34.1K
$988K
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-222- 0.22% |
$6.32K - $6.54K
|
102K
$2.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-158- 0.25% |
$4.5K - $4.65K
|
62.3K
$1.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-85- 0.27% |
$2.42K - $2.5K
|
31.3K
$907K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-62- 0.43% |
$1.76K - $1.83K
|
14.5K
$420K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-49- 0.32% |
$1.39K - $1.44K
|
15.1K
$437K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-30- 0.2% |
$854 - $884
|
14.8K
$428K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-17- 0.23% |
$484 - $501
|
7.44K
$216K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-4- 0.05% |
$114 - $118
|
7.95K
$231K
|
|
| Q3 2025 | |||||||
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-705K- 1.34% |
$19.5M - $20.6M
|
51.9M
$1.5B
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-592K- 98.32% |
$16.4M - $17.3M
|
10.1K
$294K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-533K- 93.03% |
$14.7M - $15.5M
|
40K
$1.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-477KClosed |
$13.2M - $13.9M
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-317K- 27.54% |
$8.74M - $9.23M
|
833K
$24.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-217K- 10.3% |
$5.99M - $6.32M
|
1.89M
$54.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-187K- 55.57% |
$5.16M - $5.45M
|
149K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-114K- 35.1% |
$3.14M - $3.31M
|
210K
$6.09M
|
|