Latest Institutional Sells of Schwab Strategic Tr Us Large C (SCHV)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHV) 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 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-108K- 2.43% |
$2.97M - $3.14M
|
4.33M
$125M
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-87.5K- 10.57% |
$2.42M - $2.55M
|
740K
$21.3M
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-46.1K- 3.3% |
$1.27M - $1.34M
|
1.35M
$38.9M
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-42.8K- 6.78% |
$1.18M - $1.25M
|
588K
$17M
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-42K- 5.52% |
$1.16M - $1.23M
|
720K
$20.8M
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-36.2K- 25.19% |
$999K - $1.05M
|
107K
$3.1M
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-24.7K- 47.28% |
$683K - $721K
|
27.6K
$795K
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-18.8K- 3.6% |
$519K - $548K
|
503K
$14.5M
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-18K- 43.78% |
$497K - $525K
|
23.1K
$667K
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-12.7K- 14.05% |
$352K - $371K
|
77.9K
$2.25M
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.65K- 1.88% |
$211K - $223K
|
399K
$11.5M
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.87K- 2.31% |
$190K - $200K
|
290K
$8.36M
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-5.64K- 2.38% |
$156K - $164K
|
232K
$6.68M
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-5.55K- 1.85% |
$153K - $162K
|
295K
$8.5M
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.35K- 5.37% |
$148K - $156K
|
94.3K
$2.72M
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.79K- 14.72% |
$132K - $139K
|
27.7K
$799K
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3K- 14.36% |
$82.7K - $87.3K
|
17.9K
$515K
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.85K- 0.91% |
$78.7K - $83.1K
|
310K
$8.93M
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-2.69K- 21.9% |
$74.3K - $78.4K
|
9.59K
$277K
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.51K- 1.83% |
$69.2K - $73K
|
135K
$3.88M
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.45K- 3.02% |
$67.7K - $71.5K
|
78.9K
$2.27M
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-2.08K- 15.74% |
$57.5K - $60.7K
|
11.2K
$322K
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.96K- 0.6% |
$54K - $57K
|
326K
$9.41M
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.82K- 1.14% |
$50.2K - $53K
|
158K
$4.55M
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-1.46K- 1.41% |
$40.4K - $42.7K
|
102K
$2.94M
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.35K- 16.67% |
$37.4K - $39.4K
|
6.77K
$195K
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.22K- 0.62% |
$33.8K - $35.7K
|
197K
$5.69M
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 0.8% |
$33K - $34.9K
|
149K
$4.29M
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.18K- 5.2% |
$32.6K - $34.4K
|
21.5K
$621K
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.09K- 6.08% |
$30.2K - $31.9K
|
16.9K
$487K
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.05K- 2.28% |
$29K - $30.6K
|
45K
$1.3M
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-855- 6.84% |
$23.6K - $24.9K
|
11.6K
$336K
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-844- 0.51% |
$23.3K - $24.6K
|
166K
$4.78M
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-840- 4.05% |
$23.2K - $24.5K
|
19.9K
$574K
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-749- 0.22% |
$20.7K - $21.8K
|
333K
$9.59M
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-746- 0.84% |
$20.6K - $21.7K
|
87.8K
$2.53M
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-516- 4.29% |
$14.2K - $15K
|
11.5K
$332K
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-505- 3.99% |
$13.9K - $14.7K
|
12.1K
$350K
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-454- 25.56% |
$12.5K - $13.2K
|
1.32K
$38.1K
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-440- 0.63% |
$12.1K - $12.8K
|
69.2K
$2M
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-370- 2.66% |
$10.2K - $10.8K
|
13.5K
$390K
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-280- 0.1% |
$7.73K - $8.16K
|
285K
$8.2M
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-180- 1.34% |
$4.97K - $5.25K
|
13.3K
$382K
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-145- 1.15% |
$4K - $4.23K
|
12.4K
$358K
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-143- 26.78% |
$3.95K - $4.17K
|
391
$11.3K
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-122- 0.9% |
$3.37K - $3.56K
|
13.4K
$387K
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-107- 0.31% |
$2.95K - $3.12K
|
33.9K
$979K
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-102- 0.68% |
$2.82K - $2.97K
|
14.8K
$427K
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-87- 0.35% |
$2.4K - $2.54K
|
24.5K
$706K
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-69- 0.78% |
$1.91K - $2.01K
|
8.78K
$253K
|