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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10.7K- 5.07% |
$295K - $311K
|
200K
$5.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.5K- 2.71% |
$289K - $305K
|
377K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-9.52K- 4.78% |
$263K - $277K
|
190K
$5.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-9.15K- 7.05% |
$253K - $267K
|
121K
$3.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.92K- 60.5% |
$246K - $260K
|
5.82K
$169K
|
|
|
Nov 06, 2025
Q3 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-8.52K- 0.74% |
$235K - $248K
|
1.14M
$33.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.43K- 67.22% |
$233K - $246K
|
4.11K
$119K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-8.4K- 5.69% |
$232K - $245K
|
139K
$4.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.65K- 1.88% |
$211K - $223K
|
399K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.59K- 6.99% |
$209K - $221K
|
101K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-7.39K- 20.85% |
$204K - $215K
|
28.1K
$813K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.29K- 6.36% |
$201K - $212K
|
107K
$3.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.22K- 3.44% |
$199K - $210K
|
202K
$5.86M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.87K- 2.31% |
$190K - $200K
|
290K
$8.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.66K- 13.66% |
$184K - $194K
|
42.1K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-6.24K- 9.57% |
$172K - $182K
|
58.9K
$1.71M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5.88K- 47.53% |
$162K - $171K
|
6.49K
$188K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-5.78K- 32.94% |
$160K - $168K
|
11.8K
$341K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-5.55K- 1.85% |
$153K - $162K
|
295K
$8.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.54K- 22.83% |
$153K - $161K
|
18.7K
$542K
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-5.39K- 3.35% |
$149K - $157K
|
156K
$4.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.36K- 13.32% |
$148K - $156K
|
34.9K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.35K- 5.37% |
$148K - $156K
|
94.3K
$2.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.15K- 22.78% |
$142K - $150K
|
17.5K
$506K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-5.08K- 9.47% |
$140K - $148K
|
48.6K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.04K- 6.59% |
$139K - $147K
|
71.4K
$2.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-4.58K- 2.34% |
$126K - $133K
|
191K
$5.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4.48K- 5.94% |
$124K - $131K
|
71K
$2.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.4K- 7.97% |
$121K - $128K
|
50.8K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.04K- 1.44% |
$112K - $118K
|
277K
$8.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.04K- 0.22% |
$112K - $118K
|
1.82M
$52.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-4.03K- 97.25% |
$111K - $117K
|
114
$3.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.96K- 18.36% |
$109K - $115K
|
17.6K
$510K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.9K- 3.48% |
$108K - $114K
|
108K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.88K- 7.94% |
$107K - $113K
|
44.9K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.72K- 1.43% |
$103K - $108K
|
256K
$7.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.71K- 3.95% |
$102K - $108K
|
90.2K
$2.62M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-3.64K- 2.6% |
$101K - $106K
|
136K
$3.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-3.5K- 89.82% |
$96.5K - $102K
|
396
$11.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.12K- 4.5% |
$86.3K - $91.1K
|
66.4K
$1.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
SELL
|
- |
-3.02K- 1.45% |
$83.2K - $87.9K
|
205K
$5.95M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.93K- 0.48% |
$81K - $85.5K
|
610K
$17.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.93K- 2.3% |
$81K - $85.5K
|
124K
$3.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.91K- 17.19% |
$80.3K - $84.8K
|
14K
$406K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.85K- 0.91% |
$78.7K - $83.1K
|
310K
$8.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.69K- 12.36% |
$74.4K - $78.5K
|
19.1K
$554K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.68K- 3.35% |
$73.9K - $78K
|
77.2K
$2.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.63K- 1.17% |
$72.7K - $76.8K
|
223K
$6.47M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.55K- 0.86% |
$70.4K - $74.3K
|
293K
$8.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.52K- 2.11% |
$69.6K - $73.5K
|
117K
$3.4M
|
|