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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-183- 0.61% |
$5.05K - $5.33K
|
29.8K
$864K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-182- 4.93% |
$5.03K - $5.31K
|
3.51K
$102K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-180- 1.34% |
$4.97K - $5.25K
|
13.3K
$384K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-178- 38.03% |
$4.91K - $5.19K
|
290
$8.41K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-172- 0.1% |
$4.75K - $5.01K
|
164K
$4.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-171- 1.71% |
$4.72K - $4.98K
|
9.85K
$285K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-166- 1.23% |
$4.58K - $4.84K
|
13.4K
$388K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-143- 1.52% |
$3.95K - $4.17K
|
9.24K
$268K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-143- 26.78% |
$3.95K - $4.17K
|
391
$11.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-140- 4.38% |
$3.87K - $4.08K
|
3.06K
$88.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-128- 2.39% |
$3.53K - $3.73K
|
5.24K
$152K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-122- 0.9% |
$3.37K - $3.56K
|
13.4K
$389K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-120- 15.04% |
$3.31K - $3.5K
|
678
$19.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-118- 0.36% |
$3.26K - $3.44K
|
32.9K
$955K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-115- 0.98% |
$3.18K - $3.35K
|
11.6K
$337K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-107- 0.31% |
$2.95K - $3.12K
|
33.9K
$984K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-98- 0.29% |
$2.71K - $2.86K
|
34K
$987K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-87- 0.35% |
$2.4K - $2.54K
|
24.5K
$710K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-74- 3.55% |
$2.04K - $2.16K
|
2.01K
$58.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-74- 0.31% |
$2.04K - $2.16K
|
24.1K
$700K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-71- 0.16% |
$1.96K - $2.07K
|
45.4K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-69- 0.78% |
$1.91K - $2.01K
|
8.78K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-44- 0.11% |
$1.21K - $1.28K
|
40.7K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-42- 0.1% |
$1.16K - $1.22K
|
40.4K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-38- 0.23% |
$1.05K - $1.11K
|
16.7K
$485K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-27- 21.26% |
$745 - $787
|
100
$2.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-27- 0.46% |
$745 - $787
|
5.9K
$171K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-22- 0.16% |
$607 - $641
|
14.1K
$408K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-22- 0.48% |
$607 - $641
|
4.59K
$133K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-19- 0.05% |
$525 - $554
|
35.5K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-18- 0.08% |
$497 - $525
|
21.6K
$625K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-17- 4.51% |
$469 - $496
|
360
$10.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15- 0.05% |
$414 - $437
|
28.3K
$822K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-15- 33.33% |
$414 - $437
|
30
$870
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10- 0.13% |
$276 - $292
|
7.51K
$218K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 33.33% |
$276 - $292
|
20
$580
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-9- 50.0% |
$248 - $262
|
9
$261
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4- 0.01% |
$110 - $117
|
44.1K
$1.28M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-3- 0.04% |
$82.8 - $87.4
|
8.14K
$236K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-61.8K- 14.93% |
$1.46M - $1.71M
|
352K
$10.2M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49.6K- 9.18% |
$1.17M - $1.37M
|
491K
$14.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20.5K- 40.85% |
$483K - $568K
|
29.7K
$862K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.5K- 24.74% |
$483K - $568K
|
62.4K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.6K- 20.75% |
$391K - $460K
|
63.4K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-11K- 16.13% |
$260K - $305K
|
57.4K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-10.3K- 49.37% |
$243K - $286K
|
10.6K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-10.3K- 32.07% |
$242K - $285K
|
21.8K
$632K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.03K- 17.48% |
$166K - $195K
|
33.2K
$962K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.86K- 7.94% |
$138K - $162K
|
67.9K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.3K- 39.9% |
$125K - $147K
|
7.99K
$232K
|
|