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 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.7K- 16.51% |
$409K - $443K
|
84.5K
$2.24M
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-16.5K- 1.99% |
$404K - $438K
|
813K
$21.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
SELL
|
- |
-16.1K- 5.9% |
$395K - $427K
|
257K
$6.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15.9K- 9.73% |
$390K - $422K
|
148K
$3.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-15.9K- 1.33% |
$388K - $421K
|
1.17M
$31.2M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-15.4K- 3.15% |
$376K - $407K
|
472K
$12.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-15.3K- 7.76% |
$373K - $404K
|
181K
$4.82M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-15.2K- 3.92% |
$371K - $402K
|
372K
$9.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-15.2K- 61.68% |
$371K - $402K
|
9.43K
$250K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-15K- 1.38% |
$367K - $398K
|
1.08M
$28.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-15K- 5.12% |
$367K - $398K
|
278K
$7.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.9K- 3.6% |
$340K - $369K
|
372K
$9.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-13.8K- 1.42% |
$337K - $366K
|
955K
$25.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.6K- 33.52% |
$332K - $360K
|
26.9K
$715K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-13.5K- 1.54% |
$331K - $359K
|
868K
$23M
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
SELL
|
- |
-13.2K- 1.0% |
$324K - $351K
|
1.31M
$34.7M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-13K- 1.26% |
$317K - $343K
|
1.01M
$26.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-12.3K- 0.86% |
$301K - $326K
|
1.42M
$37.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-12.3K- 39.8% |
$300K - $325K
|
18.5K
$492K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-12KClosed |
$294K - $318K
|
0
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-12K- 2.36% |
$293K - $317K
|
495K
$13.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-11.9K- 6.64% |
$292K - $316K
|
168K
$4.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-11.7K- 2.14% |
$286K - $310K
|
536K
$14.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-11.6K- 1.76% |
$285K - $308K
|
651K
$17.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11.5K- 51.29% |
$282K - $306K
|
11K
$291K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-11.4K- 3.63% |
$279K - $303K
|
303K
$8.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-11.4K- 6.05% |
$278K - $301K
|
176K
$4.68M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.3K- 3.08% |
$276K - $299K
|
355K
$9.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-11.3K- 0.85% |
$276K - $299K
|
1.32M
$35M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-11.2K- 2.12% |
$275K - $298K
|
520K
$13.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-11.1K- 0.92% |
$272K - $295K
|
1.2M
$31.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-11.1K- 7.77% |
$271K - $294K
|
132K
$3.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-10.9K- 0.83% |
$267K - $289K
|
1.31M
$34.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-10.7K- 2.8% |
$262K - $284K
|
372K
$9.88M
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-10.5K- 10.5% |
$258K - $279K
|
89.9K
$2.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-10.5K- 2.34% |
$256K - $278K
|
438K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-10.3K- 2.01% |
$252K - $273K
|
500K
$13.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.2K- 0.84% |
$250K - $271K
|
1.21M
$32.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-10.1K- 19.5% |
$247K - $268K
|
41.7K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-9.82K- 1.18% |
$240K - $260K
|
824K
$21.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-9.79K- 3.8% |
$240K - $260K
|
248K
$6.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-9.71K- 2.51% |
$238K - $257K
|
377K
$10M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-9.61K- 5.72% |
$235K - $255K
|
159K
$4.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-9.58K- 12.08% |
$234K - $254K
|
69.7K
$1.85M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-9.5K- 2.29% |
$232K - $252K
|
406K
$10.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.49K- 3.4% |
$232K - $252K
|
269K
$7.15M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-9.42K- 2.07% |
$231K - $250K
|
446K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-9.31K- 1.09% |
$228K - $247K
|
844K
$22.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.3K- 11.71% |
$227K - $246K
|
70.1K
$1.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-9.12K- 50.3% |
$223K - $242K
|
9.01K
$239K
|
|