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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.03K- 22.44% |
$221K - $239K
|
31.2K
$828K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8.98K- 1.2% |
$220K - $238K
|
742K
$19.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.87K- 5.16% |
$217K - $235K
|
163K
$4.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.79K- 6.05% |
$215K - $233K
|
136K
$3.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-8.56K- 11.39% |
$209K - $227K
|
66.6K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.5K- 0.88% |
$208K - $225K
|
955K
$25.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.5K- 9.28% |
$208K - $225K
|
83.1K
$2.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8.16K- 1.03% |
$200K - $216K
|
782K
$20.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.02K- 1.58% |
$196K - $212K
|
498K
$13.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-8.02K- 11.52% |
$196K - $212K
|
61.5K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.77K- 18.33% |
$190K - $206K
|
34.6K
$918K
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-7.6K- 8.7% |
$186K - $201K
|
79.8K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-7.38K- 2.65% |
$180K - $196K
|
271K
$7.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-7.37K- 0.78% |
$180K - $195K
|
943K
$25M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.15K- 8.23% |
$175K - $190K
|
79.8K
$2.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-7.07K- 14.4% |
$173K - $187K
|
42K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.89K- 0.99% |
$169K - $183K
|
691K
$18.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.84K- 17.42% |
$167K - $181K
|
32.5K
$861K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.84K- 0.55% |
$167K - $181K
|
1.23M
$32.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-6.55K- 22.47% |
$160K - $173K
|
22.6K
$600K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-6.47K- 5.42% |
$158K - $171K
|
113K
$3M
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.25K- 0.54% |
$153K - $166K
|
1.15M
$30.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-6.25K- 2.0% |
$153K - $166K
|
306K
$8.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-6.23K- 3.33% |
$152K - $165K
|
181K
$4.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.22K- 1.85% |
$152K - $165K
|
330K
$8.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-6.2K- 2.01% |
$152K - $164K
|
302K
$8.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-6.14K- 34.52% |
$150K - $163K
|
11.7K
$309K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.1K- 3.99% |
$149K - $162K
|
147K
$3.89M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.99K- 32.06% |
$147K - $159K
|
12.7K
$337K
|
|
|
Oct 30, 2025
Q3 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-5.98K- 0.59% |
$146K - $158K
|
1.01M
$26.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5.98K- 2.78% |
$146K - $158K
|
209K
$5.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-5.64K- 11.98% |
$138K - $149K
|
41.4K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.53K- 0.31% |
$135K - $147K
|
1.77M
$46.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-5.49K- 40.4% |
$134K - $145K
|
8.1K
$215K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.43K- 10.94% |
$133K - $144K
|
44.2K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-5.38K- 1.42% |
$132K - $143K
|
373K
$9.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.28K- 1.44% |
$129K - $140K
|
361K
$9.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-5.24K- 7.7% |
$128K - $139K
|
62.8K
$1.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5.21K- 23.92% |
$127K - $138K
|
16.6K
$440K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.18K- 5.66% |
$127K - $137K
|
86.3K
$2.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.17K- 2.69% |
$126K - $137K
|
187K
$4.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5.14K- 2.23% |
$126K - $136K
|
226K
$5.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5.04K- 23.97% |
$123K - $134K
|
16K
$424K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-5K- 4.09% |
$122K - $132K
|
117K
$3.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.93K- 0.91% |
$121K - $131K
|
536K
$14.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-4.87K- 29.14% |
$119K - $129K
|
11.8K
$314K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.73K- 0.44% |
$116K - $125K
|
1.08M
$28.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.67K- 1.39% |
$114K - $124K
|
332K
$8.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.64K- 13.04% |
$113K - $123K
|
30.9K
$821K
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-4.46K- 9.43% |
$109K - $118K
|
42.8K
$1.14M
|
|