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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.2K- 15.5% |
$62.7K - $78.2K
|
17.4K
$463K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.13K- 4.88% |
$61.3K - $76.5K
|
61K
$1.62M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-2.71K- 99.3% |
$53.1K - $66.2K
|
19
$504
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.61K- 2.23% |
$51.1K - $63.8K
|
114K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.3K- 18.06% |
$45.2K - $56.3K
|
10.5K
$277K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.27K- 4.81% |
$44.5K - $55.5K
|
44.9K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.13K- 1.74% |
$41.7K - $52K
|
120K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.77K- 0.41% |
$34.8K - $43.4K
|
433K
$11.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.7K- 14.12% |
$33.4K - $41.6K
|
10.4K
$275K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.64K- 12.05% |
$32.1K - $40K
|
12K
$317K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.5K- 9.83% |
$29.4K - $36.7K
|
13.8K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-1.48K- 93.22% |
$29.1K - $36.3K
|
108
$2.87K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.38K- 98.5% |
$27K - $33.7K
|
21
$557
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.12K- 56.88% |
$21.9K - $27.3K
|
846
$22.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-653- 83.93% |
$12.8K - $16K
|
125
$3.32K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-510- 0.6% |
$10K - $12.5K
|
84.6K
$2.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-500- 11.31% |
$9.8K - $12.2K
|
3.92K
$104K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-490- 1.68% |
$9.6K - $12K
|
28.7K
$762K
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-483- 0.47% |
$9.47K - $11.8K
|
102K
$2.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-450- 10.5% |
$8.82K - $11K
|
3.84K
$102K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-408- 18.78% |
$8K - $9.97K
|
1.76K
$46.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-382- 51.69% |
$7.49K - $9.34K
|
357
$9.47K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-348- 0.57% |
$6.82K - $8.51K
|
60.8K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-346- 1.94% |
$6.78K - $8.46K
|
17.5K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-309- 0.51% |
$6.06K - $7.55K
|
60.3K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-271- 2.59% |
$5.31K - $6.62K
|
10.2K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-257- 93.8% |
$5.04K - $6.28K
|
17
$451
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-243- 1.79% |
$4.76K - $5.94K
|
13.3K
$354K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-220- 2.4% |
$4.31K - $5.38K
|
8.95K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-216- 1.52% |
$4.23K - $5.28K
|
14K
$370K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-215- 0.26% |
$4.21K - $5.25K
|
81.7K
$2.17M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-181- 54.68% |
$3.55K - $4.42K
|
150
$3.98K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-172- 1.48% |
$3.37K - $4.2K
|
11.4K
$304K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-171- 17.2% |
$3.35K - $4.18K
|
823
$21.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-156- 5.03% |
$3.06K - $3.81K
|
2.94K
$78.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-112- 0.39% |
$2.2K - $2.74K
|
28.5K
$756K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-99- 0.18% |
$1.94K - $2.42K
|
55.8K
$1.48M
|
|
|
Nov 04, 2025
Q2 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-24- 0.25% |
$470 - $587
|
9.77K
$259K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-706K- 20.3% |
$15.4M - $17.1M
|
2.77M
$73.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-105K- 2.83% |
$2.29M - $2.56M
|
3.62M
$96M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-101K- 44.11% |
$2.19M - $2.45M
|
128K
$3.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-31.2K- 95.47% |
$679K - $758K
|
1.48K
$39.3K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-22.8K- 58.07% |
$497K - $554K
|
16.5K
$438K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-20.6KClosed |
$448K - $500K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.3K- 1.99% |
$420K - $468K
|
951K
$25.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-15K- 15.62% |
$326K - $364K
|
81K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-12.1K- 8.3% |
$264K - $294K
|
134K
$3.55M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-9.82K- 49.72% |
$214K - $238K
|
9.93K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-9.57K- 35.6% |
$208K - $232K
|
17.3K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-8.98K- 28.74% |
$195K - $218K
|
22.3K
$591K
|
|