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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-192K- 12.11% |
$4.53M - $5.32M
|
1.4M
$38.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-192K- 18.82% |
$4.52M - $5.31M
|
828K
$23.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-162K- 2.32% |
$3.81M - $4.47M
|
6.81M
$190M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-53.5K- 33.16% |
$1.26M - $1.48M
|
108K
$3.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-36.7K- 40.65% |
$865K - $1.02M
|
53.6K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20.5K- 40.85% |
$483K - $568K
|
29.7K
$829K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-16K- 42.19% |
$376K - $442K
|
21.9K
$610K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.7K- 2.49% |
$369K - $433K
|
613K
$17.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-11.8K- 3.79% |
$279K - $328K
|
300K
$8.38M
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-11.2K- 1.75% |
$264K - $310K
|
631K
$17.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.5K- 26.38% |
$247K - $290K
|
29.3K
$816K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-8.92K- 4.31% |
$210K - $247K
|
198K
$5.53M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.63K- 33.7% |
$109K - $128K
|
9.11K
$254K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.38K- 1.18% |
$79.5K - $93.4K
|
283K
$7.88M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.86K- 26.99% |
$67.4K - $79.2K
|
7.75K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-2.79K- 1.2% |
$65.8K - $77.3K
|
229K
$6.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-2.32K- 0.69% |
$54.7K - $64.3K
|
333K
$9.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.25K- 18.85% |
$53K - $62.3K
|
9.68K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.84K- 1.21% |
$43.2K - $50.8K
|
150K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.5K- 17.17% |
$35.3K - $41.4K
|
7.22K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.2K- 9.0% |
$28.3K - $33.2K
|
12.1K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-1.1K- 3.45% |
$25.9K - $30.4K
|
30.8K
$860K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-998- 5.26% |
$23.5K - $27.6K
|
18K
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-652- 1.36% |
$15.4K - $18K
|
47.4K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-598- 1.73% |
$14.1K - $16.5K
|
34.1K
$950K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-580- 24.62% |
$13.7K - $16K
|
1.78K
$49.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-494- 1.47% |
$11.6K - $13.7K
|
33.1K
$922K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-414- 3.19% |
$9.75K - $11.5K
|
12.6K
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-346- 0.55% |
$8.15K - $9.57K
|
62.1K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-334- 0.21% |
$7.87K - $9.24K
|
159K
$4.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-264- 1.08% |
$6.22K - $7.3K
|
24.2K
$675K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-206- 23.02% |
$4.85K - $5.7K
|
689
$19.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-196- 67.35% |
$4.62K - $5.42K
|
95
$2.65K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-181- 0.53% |
$4.26K - $5.01K
|
34.1K
$952K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-147- 1.05% |
$3.46K - $4.07K
|
13.8K
$386K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-130- 0.08% |
$3.06K - $3.6K
|
170K
$4.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 0.61% |
$1.18K - $1.38K
|
8.12K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-14- 0.03% |
$330 - $387
|
41.4K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4- 0.02% |
$94.2 - $111
|
21.6K
$602K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.11M- 3.81% |
$54.3M - $58.2M
|
53.3M
$1.49B
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-723K- 89.53% |
$18.6M - $20M
|
84.5K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-435K- 38.54% |
$11.2M - $12M
|
693K
$19.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-277K- 18.26% |
$7.15M - $7.66M
|
1.24M
$34.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-233K- 90.2% |
$6.01M - $6.44M
|
25.4K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-213K- 28.62% |
$5.49M - $5.88M
|
531K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-189K- 4.05% |
$4.86M - $5.2M
|
4.46M
$125M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-187K- 10.36% |
$4.82M - $5.16M
|
1.62M
$45.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-172K- 13.47% |
$4.44M - $4.75M
|
1.11M
$30.8M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-156K- 69.86% |
$4.02M - $4.3M
|
67.3K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-151K- 4.38% |
$3.9M - $4.18M
|
3.31M
$92.2M
|
|