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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-966K- 87.56% |
$22.7M - $26.7M
|
137K
$3.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Financial Counselors Inc
|
SELL
|
- |
-869K- 53.68% |
$20.5M - $24M
|
750K
$21M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-761K- 48.67% |
$17.9M - $21M
|
802K
$22.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-658K- 1.24% |
$15.5M - $18.2M
|
52.6M
$1.47B
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-501K- 93.56% |
$11.8M - $13.9M
|
34.5K
$966K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-443K- 43.49% |
$10.4M - $12.3M
|
576K
$16.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-321K- 1.95% |
$7.56M - $8.89M
|
16.2M
$453M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-219K- 37.2% |
$5.15M - $6.05M
|
369K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-201K- 33.78% |
$4.73M - $5.56M
|
394K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-196K- 10.15% |
$4.61M - $5.42M
|
1.73M
$48.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-196K- 11.88% |
$4.6M - $5.41M
|
1.45M
$40.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-194K- 15.82% |
$4.56M - $5.35M
|
1.03M
$28.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-192K- 12.11% |
$4.53M - $5.32M
|
1.4M
$39.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-192K- 18.82% |
$4.52M - $5.31M
|
828K
$23.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-162K- 2.32% |
$3.81M - $4.47M
|
6.81M
$191M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-151K- 8.03% |
$3.56M - $4.19M
|
1.73M
$48.5M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-133K- 19.21% |
$3.14M - $3.68M
|
560K
$15.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-115K- 44.47% |
$2.71M - $3.18M
|
144K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-102K- 2.28% |
$2.4M - $2.82M
|
4.36M
$122M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-94.3K- 19.6% |
$2.22M - $2.61M
|
387K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-85.3K- 6.87% |
$2.01M - $2.36M
|
1.16M
$32.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-81.1K- 0.81% |
$1.91M - $2.24M
|
9.95M
$278M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-80.9K- 2.45% |
$1.91M - $2.24M
|
3.22M
$90.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-67.8K- 46.63% |
$1.6M - $1.87M
|
77.6K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66.2K- 0.57% |
$1.56M - $1.83M
|
11.5M
$322M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-61.8K- 14.93% |
$1.46M - $1.71M
|
352K
$9.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-58.4K- 43.3% |
$1.38M - $1.62M
|
76.5K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-53.5K- 33.16% |
$1.26M - $1.48M
|
108K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-50.6K- 43.7% |
$1.19M - $1.4M
|
65.2K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49.6K- 9.18% |
$1.17M - $1.37M
|
491K
$13.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-46.9K- 1.74% |
$1.11M - $1.3M
|
2.65M
$74.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-43.7K- 37.2% |
$1.03M - $1.21M
|
73.8K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-42.5K- 11.6% |
$1M - $1.18M
|
324K
$9.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-42K- 33.92% |
$990K - $1.16M
|
81.9K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-36.7K- 40.65% |
$865K - $1.02M
|
53.6K
$1.5M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-34.6K- 5.04% |
$816K - $958K
|
652K
$18.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-27.1K- 8.66% |
$638K - $750K
|
286K
$8M
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-27.1K- 2.3% |
$637K - $749K
|
1.15M
$32.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.1K- 32.01% |
$637K - $749K
|
57.5K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-24K- 57.78% |
$564K - $663K
|
17.5K
$490K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-22.3K- 12.45% |
$526K - $618K
|
157K
$4.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-22.2K- 13.08% |
$523K - $614K
|
148K
$4.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20.5K- 40.85% |
$483K - $568K
|
29.7K
$832K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.5K- 24.74% |
$483K - $568K
|
62.4K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.5K- 56.91% |
$482K - $566K
|
15.5K
$434K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.4K- 27.02% |
$482K - $566K
|
55.2K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-19.7K- 1.72% |
$464K - $545K
|
1.13M
$31.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 15.37% |
$450K - $528K
|
105K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-17.4K- 20.59% |
$410K - $481K
|
67.1K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-16.7K- 62.56% |
$394K - $463K
|
10K
$280K
|