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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-837- 0.19% |
$20.5K - $22.2K
|
448K
$11.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-835- 4.07% |
$20.4K - $22.1K
|
19.7K
$523K
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-820- 0.92% |
$20.1K - $21.7K
|
87.9K
$2.33M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-817- 0.54% |
$20K - $21.7K
|
151K
$4.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-815- 0.52% |
$19.9K - $21.6K
|
156K
$4.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-812- 0.8% |
$19.9K - $21.5K
|
101K
$2.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-804- 5.84% |
$19.7K - $21.3K
|
13K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-800- 5.73% |
$19.6K - $21.2K
|
13.2K
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-792- 3.03% |
$19.4K - $21K
|
25.4K
$673K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-787- 1.42% |
$19.3K - $20.9K
|
54.5K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-787- 2.64% |
$19.3K - $20.9K
|
29.1K
$772K
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-768- 1.95% |
$18.8K - $20.4K
|
38.6K
$1.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
SELL
|
- |
-762- 1.17% |
$18.6K - $20.2K
|
64.3K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-750- 5.74% |
$18.3K - $19.9K
|
12.3K
$327K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-728- 1.04% |
$17.8K - $19.3K
|
69K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-721- 4.28% |
$17.6K - $19.1K
|
16.1K
$428K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-709- 4.87% |
$17.3K - $18.8K
|
13.8K
$367K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-700- 8.16% |
$17.1K - $18.6K
|
7.88K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-699- 6.06% |
$17.1K - $18.5K
|
10.8K
$288K
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-675- 1.7% |
$16.5K - $17.9K
|
39K
$1.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-668- 4.48% |
$16.3K - $17.7K
|
14.2K
$378K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-660- 3.76% |
$16.1K - $17.5K
|
16.9K
$449K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-644- 32.74% |
$15.8K - $17.1K
|
1.32K
$35.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-624- 5.87% |
$15.3K - $16.5K
|
10K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-600- 1.07% |
$14.7K - $15.9K
|
55.5K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-600- 3.83% |
$14.7K - $15.9K
|
15.1K
$400K
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-597- 0.6% |
$14.6K - $15.8K
|
98.2K
$2.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-577- 0.52% |
$14.1K - $15.3K
|
111K
$2.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-566- 4.07% |
$13.8K - $15K
|
13.3K
$354K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-551- 4.36% |
$13.5K - $14.6K
|
12.1K
$321K
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-550- 2.15% |
$13.5K - $14.6K
|
25K
$665K
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-544- 0.4% |
$13.3K - $14.4K
|
134K
$3.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-532- 0.82% |
$13K - $14.1K
|
64.5K
$1.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-525- 1.67% |
$12.8K - $13.9K
|
31K
$822K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-512- 0.03% |
$12.5K - $13.6K
|
1.81M
$47.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-500- 5.06% |
$12.2K - $13.3K
|
9.38K
$249K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-499- 25.68% |
$12.2K - $13.2K
|
1.44K
$38.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-492- 2.68% |
$12K - $13K
|
17.8K
$474K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-491- 0.21% |
$12K - $13K
|
230K
$6.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-488- 5.63% |
$11.9K - $12.9K
|
8.17K
$217K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-481- 1.47% |
$11.8K - $12.7K
|
32.2K
$855K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-480- 3.73% |
$11.7K - $12.7K
|
12.4K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-479- 1.37% |
$11.7K - $12.7K
|
34.5K
$915K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-465- 0.78% |
$11.4K - $12.3K
|
58.8K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-462- 2.16% |
$11.3K - $12.2K
|
20.9K
$555K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-459- 1.02% |
$11.2K - $12.2K
|
44.4K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-454- 1.86% |
$11.1K - $12K
|
23.9K
$634K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-447- 3.41% |
$10.9K - $11.8K
|
12.7K
$336K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-419- 2.74% |
$10.2K - $11.1K
|
14.9K
$395K
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-418- 0.44% |
$10.2K - $11.1K
|
94K
$2.49M
|
|