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 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-44.3K- 19.76% |
$1.08M - $1.17M
|
180K
$4.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-44.2K- 1.71% |
$1.08M - $1.17M
|
2.54M
$67.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-43.1K- 2.15% |
$1.05M - $1.14M
|
1.96M
$52M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-41.7K- 8.97% |
$1.02M - $1.1M
|
423K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39K- 63.34% |
$953K - $1.03M
|
22.6K
$599K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-38.9K- 29.21% |
$951K - $1.03M
|
94.2K
$2.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-38.6K- 14.27% |
$944K - $1.02M
|
232K
$6.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-38.5K- 3.26% |
$942K - $1.02M
|
1.14M
$30.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-36.5K- 23.76% |
$893K - $968K
|
117K
$3.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-35.6K- 1.56% |
$871K - $944K
|
2.24M
$59.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-35.6K- 1.56% |
$871K - $944K
|
2.24M
$59.6M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-35.5K- 5.74% |
$867K - $940K
|
582K
$15.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-35.1K- 68.7% |
$857K - $929K
|
16K
$424K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-33.7K- 77.97% |
$824K - $892K
|
9.52K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32.5K- 2.49% |
$795K - $861K
|
1.27M
$33.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-31.6K- 2.42% |
$774K - $838K
|
1.28M
$33.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-30.6K- 3.69% |
$750K - $812K
|
799K
$21.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-29.6K- 8.49% |
$725K - $785K
|
319K
$8.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-28.5K- 1.83% |
$696K - $754K
|
1.53M
$40.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-28.3K- 11.6% |
$693K - $750K
|
216K
$5.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-27.7K- 2.82% |
$676K - $733K
|
954K
$25.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-27.1K- 49.27% |
$663K - $718K
|
27.9K
$741K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-26.9K- 26.84% |
$658K - $713K
|
73.4K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-26.6K- 2.74% |
$651K - $706K
|
944K
$25M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-26.1K- 2.81% |
$639K - $692K
|
902K
$23.9M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25.4K- 99.91% |
$621K - $673K
|
24
$637
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24.4K- 3.53% |
$597K - $647K
|
667K
$17.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-24.2K- 97.64% |
$592K - $641K
|
585
$15.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-23.9K- 4.38% |
$585K - $634K
|
522K
$13.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-23.7K- 28.8% |
$580K - $629K
|
58.7K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-23.5K- 9.33% |
$575K - $623K
|
228K
$6.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-23.5K- 17.26% |
$574K - $622K
|
113K
$2.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-22.7K- 2.64% |
$556K - $602K
|
837K
$22.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-22K- 2.98% |
$537K - $582K
|
716K
$19M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-21.6K- 3.92% |
$528K - $572K
|
530K
$14.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.5K- 1.77% |
$525K - $569K
|
1.19M
$31.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-21.2K- 2.68% |
$518K - $561K
|
769K
$20.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-21.1K- 0.54% |
$517K - $560K
|
3.92M
$104M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-20.9K- 9.43% |
$512K - $555K
|
201K
$5.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-20.2K- 1.29% |
$495K - $536K
|
1.54M
$41M
|
|
|
Nov 10, 2025
Q3 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-19K- 6.07% |
$464K - $503K
|
294K
$7.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-18.9K- 9.86% |
$461K - $500K
|
172K
$4.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-18.9K- 99.86% |
$461K - $500K
|
26
$690
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-18.8K- 1.79% |
$459K - $497K
|
1.03M
$27.3M
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-18.1K- 2.18% |
$442K - $478K
|
811K
$21.5M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-17.9K- 1.77% |
$437K - $474K
|
992K
$26.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-17.4K- 18.56% |
$426K - $461K
|
76.3K
$2.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-17.4K- 40.07% |
$425K - $461K
|
26K
$690K
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-17K- 50.0% |
$416K - $451K
|
17K
$451K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-16.8K- 1.62% |
$412K - $446K
|
1.02M
$27.1M
|
|