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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-38.3K- 5.63% |
$988K - $1.06M
|
642K
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-25.3K- 10.9% |
$653K - $699K
|
207K
$5.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-25.3K- 8.92% |
$653K - $699K
|
259K
$6.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-23.6K- 8.93% |
$607K - $650K
|
240K
$6.33M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.3K- 23.64% |
$317K - $339K
|
39.7K
$1.05M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-8.81K- 61.37% |
$227K - $243K
|
5.54K
$146K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-8.06K- 2.52% |
$208K - $222K
|
312K
$8.22M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-6.66K- 11.31% |
$172K - $184K
|
52.2K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.63K- 25.3% |
$171K - $183K
|
19.6K
$515K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.25K- 8.17% |
$161K - $173K
|
70.2K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.38K- 1.94% |
$87.1K - $93.3K
|
171K
$4.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.36K- 3.88% |
$60.9K - $65.2K
|
58.5K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-2.07K- 6.66% |
$53.3K - $57.1K
|
29K
$763K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.01K- 6.55% |
$51.7K - $55.3K
|
28.6K
$753K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.54K- 13.19% |
$39.7K - $42.5K
|
10.1K
$267K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.49K- 0.44% |
$38.4K - $41.2K
|
336K
$8.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.15K- 7.05% |
$29.5K - $31.6K
|
15.1K
$398K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-516- 3.82% |
$13.3K - $14.2K
|
13K
$342K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 1.49% |
$490 - $524
|
1.26K
$33.1K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-163K- 75.13% |
$4.21M - $13.1M
|
54K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-38K- 78.15% |
$981K - $3.06M
|
10.6K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-32.8K- 2.5% |
$845K - $2.63M
|
1.28M
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.7K- 55.82% |
$508K - $1.58M
|
15.6K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.49K- 1.91% |
$90K - $281K
|
179K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.93K- 87.61% |
$49.8K - $155K
|
273
$7.19K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-882- 61.42% |
$22.7K - $70.9K
|
554
$14.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-439- 1.02% |
$11.3K - $35.3K
|
42.5K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-315- 1.69% |
$8.12K - $25.3K
|
18.3K
$482K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-284- 2.2% |
$7.32K - $22.8K
|
12.6K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-259- 24.5% |
$6.68K - $20.8K
|
798
$21K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-237- 27.15% |
$6.11K - $19.1K
|
636
$16.7K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1Closed |
$25.8 - $80.4
|
0
$0
|
|
| Q3 2024 | |||||||
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-21.9K- 64.5% |
$1.61M - $1.76M
|
12.1K
$318K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.85K- 10.42% |
$723K - $792K
|
84.7K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.99K- 52.99% |
$439K - $481K
|
5.31K
$140K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-4.13K- 8.46% |
$303K - $332K
|
44.7K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-3.06K- 28.77% |
$225K - $246K
|
7.58K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.58K- 38.28% |
$116K - $127K
|
2.54K
$67K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.55K- 5.53% |
$114K - $125K
|
26.5K
$698K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.3K- 2.79% |
$95.1K - $104K
|
45.1K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.29K- 19.22% |
$94.4K - $103K
|
5.4K
$142K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-1.16K- 29.12% |
$85.3K - $93.3K
|
2.83K
$74.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-755- 18.28% |
$55.4K - $60.7K
|
3.38K
$88.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-734- 8.19% |
$53.9K - $59K
|
8.23K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-732- 18.81% |
$53.8K - $58.8K
|
3.16K
$83.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-572- 1.63% |
$42K - $46K
|
34.5K
$908K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-534- 9.08% |
$39.2K - $42.9K
|
5.35K
$141K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-525- 13.36% |
$38.6K - $42.2K
|
3.4K
$89.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-158- 2.38% |
$11.6K - $12.7K
|
6.48K
$171K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-140- 3.93% |
$10.3K - $11.3K
|
3.42K
$90.1K
|
|