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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-414- 0.39% |
$10.1K - $11K
|
107K
$2.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-400- 1.67% |
$9.78K - $10.6K
|
23.5K
$625K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-398- 0.63% |
$9.74K - $10.5K
|
62.4K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-395- 1.19% |
$9.66K - $10.5K
|
32.7K
$867K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-389- 0.83% |
$9.51K - $10.3K
|
46.6K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-388- 0.57% |
$9.49K - $10.3K
|
67.5K
$1.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-379- 0.16% |
$9.27K - $10K
|
240K
$6.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-357- 3.02% |
$8.73K - $9.46K
|
11.5K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-344- 0.1% |
$8.41K - $9.12K
|
328K
$8.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-330- 3.42% |
$8.07K - $8.75K
|
9.33K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-321- 2.45% |
$7.85K - $8.51K
|
12.8K
$339K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-301- 1.82% |
$7.36K - $7.98K
|
16.2K
$431K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-283- 0.74% |
$6.92K - $7.5K
|
37.9K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-274- 2.3% |
$6.7K - $7.26K
|
11.6K
$309K
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-272- 1.06% |
$6.65K - $7.21K
|
25.4K
$674K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-272- 0.64% |
$6.65K - $7.21K
|
42K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-260- 2.94% |
$6.36K - $6.89K
|
8.6K
$228K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-251- 1.26% |
$6.14K - $6.65K
|
19.7K
$524K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-250- 3.42% |
$6.12K - $6.63K
|
7.05K
$187K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-247- 3.01% |
$6.04K - $6.55K
|
7.95K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-245- 0.18% |
$5.99K - $6.49K
|
136K
$3.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-242- 0.47% |
$5.92K - $6.41K
|
51K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-232- 1.17% |
$5.67K - $6.15K
|
19.6K
$520K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-229- 0.18% |
$5.6K - $6.07K
|
130K
$3.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-220- 8.57% |
$5.38K - $5.83K
|
2.35K
$62.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-207- 1.33% |
$5.06K - $5.49K
|
15.3K
$406K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 1.59% |
$4.89K - $5.3K
|
12.4K
$328K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-197- 1.07% |
$4.82K - $5.22K
|
18.2K
$484K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-190- 1.74% |
$4.65K - $5.04K
|
10.7K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-186- 0.25% |
$4.55K - $4.93K
|
73.3K
$1.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-165- 0.09% |
$4.04K - $4.37K
|
185K
$4.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-162- 1.11% |
$3.96K - $4.29K
|
14.4K
$382K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-158- 0.2% |
$3.86K - $4.19K
|
80K
$2.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-154- 0.89% |
$3.77K - $4.08K
|
17.2K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-151- 0.48% |
$3.69K - $4K
|
31.2K
$828K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-123- 0.4% |
$3.01K - $3.26K
|
30.3K
$804K
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-119- 4.74% |
$2.91K - $3.15K
|
2.39K
$63.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-114- 4.67% |
$2.79K - $3.02K
|
2.33K
$61.8K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-110- 4.48% |
$2.69K - $2.92K
|
2.34K
$62.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-109- 0.84% |
$2.67K - $2.89K
|
12.8K
$340K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-106- 0.35% |
$2.59K - $2.81K
|
30.3K
$805K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-104- 0.02% |
$2.54K - $2.76K
|
429K
$11.4M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-103- 1.12% |
$2.52K - $2.73K
|
9.07K
$241K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-93- 0.72% |
$2.27K - $2.46K
|
12.9K
$342K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-83- 1.0% |
$2.03K - $2.2K
|
8.26K
$219K
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-80- 0.47% |
$1.96K - $2.12K
|
16.8K
$447K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-73- 0.16% |
$1.79K - $1.93K
|
45.7K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-64- 0.4% |
$1.57K - $1.7K
|
15.8K
$419K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-61- 0.09% |
$1.49K - $1.62K
|
67.9K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-51- 0.06% |
$1.25K - $1.35K
|
84.9K
$2.25M
|
|