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 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-227K- 81.81% |
$6.46M - $6.68M
|
50.5K
$1.46M
|
|
|
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 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-68.4K- 8.8% |
$1.95M - $2.01M
|
709K
$20.5M
|
|
|
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 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25K- 43.79% |
$712K - $736K
|
32.1K
$930K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12.9K- 4.87% |
$366K - $379K
|
251K
$7.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
SELL
|
- |
-9.45K- 24.44% |
$269K - $278K
|
29.2K
$847K
|
|
|
Jan 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-7.58K- 3.64% |
$216K - $223K
|
201K
$5.81M
|
|
|
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 21, 2026
Q4 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-4.85K- 0.96% |
$138K - $143K
|
498K
$14.4M
|
|
|
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 21, 2026
Q4 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-3.18K- 0.25% |
$90.4K - $93.5K
|
1.29M
$37.3M
|
|
|
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 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.46K- 3.87% |
$70K - $72.5K
|
61.1K
$1.77M
|
|
|
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 22, 2026
Q4 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.06K- 34.92% |
$58.7K - $60.7K
|
3.84K
$111K
|
|
|
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 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.34K- 4.39% |
$38.1K - $39.5K
|
29.2K
$846K
|
|
|
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 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.12K- 2.3% |
$31.8K - $32.9K
|
47.4K
$1.38M
|
|
|
Jan 22, 2026
Q4 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.05K- 3.08% |
$29.7K - $30.8K
|
32.9K
$954K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.01K- 3.53% |
$28.8K - $29.8K
|
27.7K
$803K
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-819- 4.12% |
$23.3K - $24.1K
|
19.1K
$553K
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-802- 2.45% |
$22.8K - $23.6K
|
31.9K
$924K
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-793- 1.66% |
$22.6K - $23.4K
|
47.1K
$1.36M
|
|
|
Jan 23, 2026
Q4 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-790- 3.62% |
$22.5K - $23.3K
|
21.1K
$611K
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-740- 1.51% |
$21.1K - $21.8K
|
48.2K
$1.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-484- 36.61% |
$13.8K - $14.3K
|
838
$24.3K
|
|
|
Jan 21, 2026
Q4 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-456- 5.43% |
$13K - $13.4K
|
7.95K
$230K
|
|
|
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 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-331- 0.39% |
$9.42K - $9.75K
|
84.5K
$2.45M
|
|