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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-334K- 1.72% |
$8.64M - $9.09M
|
19.1M
$507M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-37.5K- 4.28% |
$969K - $1.02M
|
838K
$22.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-26.1K- 3.9% |
$674K - $709K
|
643K
$17.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19.1K- 1.95% |
$493K - $519K
|
958K
$25.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-18.3K- 12.49% |
$474K - $499K
|
129K
$3.41M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-17K- 0.91% |
$440K - $463K
|
1.85M
$49M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-16.9K- 3.87% |
$437K - $460K
|
421K
$11.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-12.8K- 0.27% |
$331K - $348K
|
4.68M
$124M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-12.1K- 2.42% |
$313K - $329K
|
487K
$12.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-10.2K- 6.15% |
$264K - $277K
|
156K
$4.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.63K- 0.77% |
$249K - $262K
|
1.25M
$33.1M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8.68K- 3.02% |
$224K - $236K
|
278K
$7.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-6.11K- 1.39% |
$158K - $166K
|
432K
$11.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.42K- 9.3% |
$140K - $147K
|
52.8K
$1.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-4.64K- 1.23% |
$120K - $126K
|
373K
$9.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.63K- 2.64% |
$120K - $126K
|
171K
$4.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.13K- 0.44% |
$107K - $112K
|
937K
$24.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-3.47K- 72.63% |
$89.6K - $94.2K
|
1.31K
$34.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.09K- 1.74% |
$80K - $84.1K
|
174K
$4.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.07K- 11.47% |
$79.2K - $83.3K
|
23.7K
$628K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-3.03K- 1.06% |
$78.3K - $82.4K
|
283K
$7.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 5.95% |
$74.3K - $78.2K
|
45.4K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.05K- 3.29% |
$53K - $55.8K
|
60.3K
$1.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.87K- 2.5% |
$48.3K - $50.8K
|
72.9K
$1.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.73K- 3.03% |
$44.7K - $47K
|
55.3K
$1.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.64K- 3.71% |
$42.3K - $44.5K
|
42.4K
$1.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.56K- 1.4% |
$40.4K - $42.4K
|
110K
$2.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.41K- 0.9% |
$36.4K - $38.3K
|
154K
$4.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.08K- 7.74% |
$27.9K - $29.3K
|
12.8K
$341K
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.03K- 1.82% |
$26.7K - $28.1K
|
55.6K
$1.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-849- 3.92% |
$21.9K - $23.1K
|
20.8K
$552K
|
|
|
Jan 09, 2026
Q4 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-802- 0.88% |
$20.7K - $21.8K
|
90.2K
$2.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-706- 3.88% |
$18.3K - $19.2K
|
17.5K
$464K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-569- 1.58% |
$14.7K - $15.5K
|
35.5K
$942K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-345- 3.37% |
$8.92K - $9.38K
|
9.89K
$262K
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-337- 0.83% |
$8.71K - $9.16K
|
40.1K
$1.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-319- 0.44% |
$8.25K - $8.67K
|
72.8K
$1.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-290- 2.67% |
$7.5K - $7.89K
|
10.6K
$281K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-218- 0.04% |
$5.64K - $5.93K
|
507K
$13.4M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-200- 0.67% |
$5.17K - $5.44K
|
29.6K
$784K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-132- 0.86% |
$3.41K - $3.59K
|
15.3K
$406K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-52- 0.31% |
$1.34K - $1.41K
|
16.8K
$446K
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-27- 0.02% |
$698 - $734
|
131K
$3.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-11- 0.12% |
$284 - $299
|
9.38K
$249K
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.24M- 69.17% |
$226M - $245M
|
4.12M
$109M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.57M- 12.72% |
$112M - $121M
|
31.4M
$833M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.25M- 3.55% |
$30.6M - $33.2M
|
34M
$903M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-1.2M- 88.95% |
$29.4M - $31.8M
|
149K
$3.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.09M- 9.53% |
$26.7M - $28.9M
|
10.3M
$275M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-908K- 8.19% |
$22.2M - $24.1M
|
10.2M
$270M
|
|