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 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-46- 0.03% |
$1.13K - $1.22K
|
171K
$4.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-44- 0.34% |
$1.08K - $1.17K
|
12.8K
$341K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-35- 0.08% |
$856 - $928
|
44.9K
$1.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-35- 0.14% |
$856 - $928
|
24.8K
$659K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30- 0.01% |
$734 - $795
|
558K
$14.8M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-29- 0.04% |
$709 - $769
|
75.1K
$1.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-25- 0.2% |
$612 - $663
|
12.8K
$339K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25- 0.02% |
$612 - $663
|
135K
$3.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 0.03% |
$514 - $557
|
79.5K
$2.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-15- 0.03% |
$367 - $398
|
48.6K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-14- 0.05% |
$342 - $371
|
28K
$742K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-10- 0.03% |
$245 - $265
|
33.8K
$898K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-9- 0.08% |
$220 - $239
|
10.9K
$290K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-7- 0.05% |
$171 - $186
|
14.1K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-6- 0.03% |
$147 - $159
|
18.1K
$481K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-6- 0.01% |
$147 - $159
|
42.4K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.01% |
$122 - $133
|
39.8K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4- 0.04% |
$97.8 - $106
|
9.72K
$258K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2- -0.0% |
$48.9 - $53
|
72K
$1.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1- 0.01% |
$24.5 - $26.5
|
12.5K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1- -0.0% |
$24.5 - $26.5
|
40.1K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1- 0.01% |
$24.5 - $26.5
|
16.9K
$448K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1- -0.0% |
$24.5 - $26.5
|
94.9K
$2.52M
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-354K- 95.2% |
$6.93M - $8.65M
|
17.8K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-174K- 86.42% |
$3.42M - $4.26M
|
27.4K
$726K
|
|
|
Aug 08, 2025
Q2 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-66.6K- 9.21% |
$1.31M - $1.63M
|
656K
$17.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-65.7KClosed |
$1.29M - $1.6M
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-58.4K- 19.38% |
$1.14M - $1.43M
|
243K
$6.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-34.3K- 36.9% |
$672K - $838K
|
58.7K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-28K- 21.77% |
$549K - $684K
|
101K
$2.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.1K- 13.28% |
$453K - $565K
|
151K
$4M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-19.9K- 20.99% |
$389K - $485K
|
74.7K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-19K- 23.91% |
$372K - $463K
|
60.3K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-16.9K- 10.04% |
$332K - $414K
|
152K
$4.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.1K- 15.41% |
$315K - $392K
|
88.2K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-14.6K- 6.2% |
$286K - $357K
|
221K
$5.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.2K- 6.97% |
$278K - $346K
|
189K
$5.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-12.6K- 25.26% |
$248K - $309K
|
37.4K
$993K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8.86K- 2.15% |
$174K - $216K
|
403K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-8.03K- 35.16% |
$157K - $196K
|
14.8K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.06K- 3.66% |
$119K - $148K
|
160K
$4.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-5.14K- 33.48% |
$101K - $126K
|
10.2K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.97K- 6.2% |
$97.4K - $121K
|
75.2K
$2M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-4.71K- 29.73% |
$92.4K - $115K
|
11.1K
$296K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.38K- 19.06% |
$85.8K - $107K
|
18.6K
$494K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-4.02K- 4.13% |
$78.7K - $98.2K
|
93.2K
$2.47M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4K- 25.56% |
$78.5K - $97.9K
|
11.7K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-3.87K- 19.61% |
$75.9K - $94.6K
|
15.9K
$421K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.28K- 21.77% |
$64.2K - $80.1K
|
11.8K
$313K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 26.45% |
$63.2K - $78.7K
|
8.96K
$238K
|
|