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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-705K- 1.34% |
$19.5M - $20.6M
|
51.9M
$1.5B
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-533K- 93.03% |
$14.7M - $15.5M
|
40K
$1.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-477KClosed |
$13.2M - $13.9M
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-317K- 27.54% |
$8.74M - $9.23M
|
833K
$24.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-227K- 3.34% |
$6.27M - $6.62M
|
6.58M
$191M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-217K- 10.3% |
$5.99M - $6.32M
|
1.89M
$54.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-187K- 55.57% |
$5.16M - $5.45M
|
149K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-114K- 35.1% |
$3.14M - $3.31M
|
210K
$6.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-112K- 15.94% |
$3.08M - $3.26M
|
589K
$17.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-111K- 2.54% |
$3.06M - $3.23M
|
4.25M
$123M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-108K- 2.43% |
$2.97M - $3.14M
|
4.33M
$126M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-87.5K- 10.57% |
$2.42M - $2.55M
|
740K
$21.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-74.7K- 6.46% |
$2.06M - $2.18M
|
1.08M
$31.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-46.1K- 3.3% |
$1.27M - $1.34M
|
1.35M
$39.1M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-44.3K- 12.64% |
$1.22M - $1.29M
|
307K
$8.89M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-43.1K- 2.49% |
$1.19M - $1.26M
|
1.69M
$49M
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-42.8K- 6.78% |
$1.18M - $1.25M
|
588K
$17.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-42.3K- 1.59% |
$1.17M - $1.23M
|
2.61M
$75.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-42K- 5.52% |
$1.16M - $1.23M
|
720K
$20.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-39.5K- 3.97% |
$1.09M - $1.15M
|
956K
$27.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-36.2K- 25.19% |
$999K - $1.05M
|
107K
$3.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-36.2K- 4.25% |
$999K - $1.05M
|
815K
$23.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-32.5K- 6.99% |
$897K - $947K
|
432K
$12.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-32.1K- 74.35% |
$886K - $935K
|
11.1K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-31.9K- 6.97% |
$882K - $931K
|
426K
$12.4M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-31K- 86.57% |
$856K - $904K
|
4.81K
$139K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-30.9K- 45.15% |
$854K - $902K
|
37.6K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-29.3K- 16.96% |
$808K - $853K
|
143K
$4.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-29.3K- 12.3% |
$808K - $853K
|
209K
$6.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-27.6K- 9.66% |
$763K - $805K
|
258K
$7.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25.2K- 3.14% |
$697K - $736K
|
777K
$22.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-24.7K- 47.28% |
$683K - $721K
|
27.6K
$800K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-23.3K- 2.47% |
$644K - $680K
|
922K
$26.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.6K- 6.13% |
$624K - $659K
|
347K
$10M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.5K- 3.24% |
$620K - $655K
|
671K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.2K- 3.68% |
$586K - $619K
|
555K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.9K- 3.65% |
$576K - $608K
|
551K
$16M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-20.5K- 1.8% |
$565K - $597K
|
1.12M
$32.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.4K- 2.9% |
$564K - $596K
|
684K
$19.8M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-20K- 4.59% |
$554K - $584K
|
417K
$12.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-19.9K- 4.76% |
$548K - $579K
|
398K
$11.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Counselors Inc
|
SELL
|
- |
-19.6K- 2.61% |
$541K - $571K
|
730K
$21.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-18.8K- 3.6% |
$519K - $548K
|
503K
$14.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-18K- 43.78% |
$497K - $525K
|
23.1K
$670K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-17.8K- 2.72% |
$490K - $518K
|
635K
$18.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.1K- 7.58% |
$472K - $498K
|
208K
$6.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-16.1K- 61.1% |
$444K - $469K
|
10.3K
$297K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-15.1K- 7.29% |
$416K - $439K
|
191K
$5.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.1K- 8.09% |
$390K - $412K
|
160K
$4.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-13.6K- 15.97% |
$375K - $396K
|
71.5K
$2.07M
|
|