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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-38K- 78.15% |
$981K - $3.06M
|
10.6K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-32.8K- 2.5% |
$845K - $2.63M
|
1.28M
$34.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-315- 1.69% |
$8.12K - $25.3K
|
18.3K
$496K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-284- 2.2% |
$7.32K - $22.8K
|
12.6K
$342K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-714K- 17.76% |
$52.4M - $57.4M
|
3.31M
$89.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-220K- 4.95% |
$16.2M - $17.7M
|
4.24M
$115M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58.6K- 17.45% |
$4.31M - $4.71M
|
277K
$7.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-44.8K- 2.71% |
$3.29M - $3.6M
|
1.61M
$43.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41.7K- 13.3% |
$3.06M - $3.35M
|
272K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.9K- 5.54% |
$2.34M - $2.56M
|
544K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-26K- 85.44% |
$1.91M - $2.09M
|
4.43K
$120K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19.5K- 5.92% |
$1.43M - $1.57M
|
310K
$8.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.2K- 56.64% |
$1.26M - $1.38M
|
13.2K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 2.16% |
$1.2M - $1.31M
|
737K
$20M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.7K- 5.81% |
$1.15M - $1.26M
|
255K
$6.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-11.7K- 1.96% |
$856K - $936K
|
584K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.7K- 7.34% |
$785K - $860K
|
135K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-10.7K- 33.07% |
$784K - $858K
|
21.6K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.6K- 10.67% |
$775K - $849K
|
88.4K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 2.99% |
$745K - $816K
|
330K
$8.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.85K- 10.42% |
$723K - $792K
|
84.7K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.64K- 2.72% |
$707K - $774K
|
345K
$9.35M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.38K- 7.95% |
$688K - $753K
|
109K
$2.94M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.29K- 4.31% |
$682K - $746K
|
206K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.92K- 9.3% |
$581K - $636K
|
77.2K
$2.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.84K- 6.14% |
$576K - $630K
|
120K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.71K- 7.36% |
$566K - $619K
|
97K
$2.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.63K- 63.54% |
$560K - $613K
|
4.38K
$119K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.01K- 1.26% |
$515K - $564K
|
548K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.99K- 52.99% |
$439K - $481K
|
5.31K
$144K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-5.96K- 18.14% |
$438K - $479K
|
26.9K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.2K- 9.27% |
$382K - $418K
|
50.9K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.02K- 6.62% |
$368K - $403K
|
70.8K
$1.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.97K- 29.8% |
$365K - $400K
|
11.7K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.79K- 0.74% |
$351K - $385K
|
643K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.65K- 2.69% |
$341K - $374K
|
168K
$4.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.62K- 5.8% |
$339K - $371K
|
75K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.39K- 30.8% |
$322K - $353K
|
9.86K
$267K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-4.13K- 8.46% |
$303K - $332K
|
44.7K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.11K- 1.0% |
$302K - $331K
|
406K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.78K- 8.82% |
$278K - $304K
|
39.1K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.38K- 12.42% |
$248K - $272K
|
23.8K
$646K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.2K- 11.8% |
$235K - $257K
|
23.9K
$647K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-3.06K- 28.77% |
$225K - $246K
|
7.58K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.93K- 3.87% |
$215K - $236K
|
72.7K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.79K- 4.28% |
$205K - $224K
|
62.4K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.67K- 24.75% |
$196K - $215K
|
8.12K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.64K- 90.02% |
$194K - $212K
|
293
$7.94K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.62K- 7.28% |
$192K - $211K
|
33.4K
$904K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.55K- 24.99% |
$187K - $205K
|
7.66K
$208K
|
|