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 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2.42K- 2.76% |
$59.2K - $64.1K
|
85.2K
$2.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.41K- 3.27% |
$59K - $64K
|
71.5K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.4K- 1.05% |
$58.7K - $63.6K
|
227K
$6.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.36K- 0.16% |
$57.6K - $62.4K
|
1.43M
$37.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.34K- 3.54% |
$57.2K - $61.9K
|
63.7K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2.34K- 6.9% |
$57.1K - $61.9K
|
31.5K
$836K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.32K- 5.55% |
$56.8K - $61.5K
|
39.5K
$1.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
SELL
|
- |
-2.27K- 1.91% |
$55.5K - $60.1K
|
116K
$3.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.27K- 1.27% |
$55.5K - $60.1K
|
177K
$4.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-2.26K- 0.2% |
$55.3K - $59.9K
|
1.15M
$30.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.24K- 0.52% |
$54.7K - $59.3K
|
428K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.2K- 0.88% |
$53.7K - $58.2K
|
248K
$6.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2.2K- 5.75% |
$53.7K - $58.2K
|
36K
$956K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.19K- 1.19% |
$53.7K - $58.1K
|
181K
$4.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.19K- 33.15% |
$53.5K - $58K
|
4.41K
$117K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.15K- 7.45% |
$52.6K - $57K
|
26.7K
$709K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.14K- 16.42% |
$52.4K - $56.8K
|
10.9K
$289K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.11K- 6.63% |
$51.7K - $56K
|
29.7K
$789K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.07K- 0.72% |
$50.5K - $54.7K
|
284K
$7.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2K- 6.98% |
$49K - $53.1K
|
26.7K
$708K
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2K- 1.3% |
$48.9K - $53K
|
152K
$4.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-2K- 14.11% |
$48.9K - $53K
|
12.2K
$323K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.98K- 6.87% |
$48.5K - $52.5K
|
26.9K
$713K
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.98K- 2.53% |
$48.4K - $52.4K
|
76.3K
$2.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.95K- 4.06% |
$47.6K - $51.6K
|
46.1K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.95K- 13.77% |
$47.6K - $51.5K
|
12.2K
$323K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.94K- 1.06% |
$47.5K - $51.5K
|
181K
$4.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.94K- 19.45% |
$47.5K - $51.4K
|
8.04K
$213K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.93K- 19.28% |
$47.3K - $51.2K
|
8.09K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.88K- 0.2% |
$46.1K - $49.9K
|
933K
$24.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.88K- 0.56% |
$46.1K - $49.9K
|
338K
$8.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.84K- 0.64% |
$44.9K - $48.7K
|
286K
$7.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.83K- 1.5% |
$44.8K - $48.5K
|
120K
$3.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.77K- 3.28% |
$43.2K - $46.8K
|
52.1K
$1.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.76K- 0.8% |
$43K - $46.6K
|
217K
$5.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.72K- 13.77% |
$42.1K - $45.6K
|
10.8K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.71K- 1.16% |
$41.9K - $45.4K
|
146K
$3.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-1.71K- 0.87% |
$41.8K - $45.3K
|
195K
$5.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 0.89% |
$40.8K - $44.1K
|
186K
$4.94M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.64K- 5.93% |
$40K - $43.4K
|
25.9K
$688K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.61K- 1.73% |
$39.3K - $42.5K
|
91.4K
$2.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-1.59K- 3.83% |
$38.9K - $42.2K
|
39.9K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.58K- 1.02% |
$38.6K - $41.8K
|
153K
$4.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.57K- 3.52% |
$38.3K - $41.5K
|
42.9K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.56K- 0.93% |
$38.3K - $41.4K
|
167K
$4.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-1.53K- 75.38% |
$37.4K - $40.6K
|
500
$13.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-1.5K- 4.16% |
$36.7K - $39.8K
|
34.6K
$918K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-1.48K- 2.53% |
$36.2K - $39.2K
|
57.1K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.47K- 0.67% |
$35.9K - $38.9K
|
218K
$5.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.44K- 1.07% |
$35.3K - $38.2K
|
133K
$3.54M
|
|