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 |
---|---|---|---|---|---|---|---|
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
$1.41B
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-723K- 89.53% |
$18.6M - $20M
|
84.5K
$2.24M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-639K- 8.4% |
$16.5M - $17.6M
|
6.97M
$184M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-435K- 38.54% |
$11.2M - $12M
|
693K
$18.3M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-277K- 18.26% |
$7.15M - $7.66M
|
1.24M
$32.8M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-223K- 96.24% |
$5.75M - $6.16M
|
8.72K
$231K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-213K- 28.62% |
$5.49M - $5.88M
|
531K
$14.1M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-189K- 4.05% |
$4.86M - $5.2M
|
4.46M
$118M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-187K- 10.36% |
$4.82M - $5.16M
|
1.62M
$42.8M
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-172K- 13.47% |
$4.44M - $4.75M
|
1.11M
$29.3M
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-156K- 69.86% |
$4.02M - $4.3M
|
67.3K
$1.78M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-151K- 4.38% |
$3.9M - $4.18M
|
3.31M
$87.5M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-151K- 78.18% |
$3.89M - $4.16M
|
42.1K
$1.11M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-119K- 13.36% |
$3.08M - $3.3M
|
774K
$20.5M
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-103K- 68.33% |
$2.66M - $2.85M
|
47.8K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-102K- 82.5% |
$2.62M - $2.81M
|
21.6K
$572K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-101K- 88.75% |
$2.59M - $2.78M
|
12.8K
$337K
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-95.7K- 7.63% |
$2.47M - $2.64M
|
1.16M
$30.7M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86.7K- 12.91% |
$2.23M - $2.39M
|
585K
$15.5M
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-75.9K- 27.39% |
$1.96M - $2.09M
|
201K
$5.32M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75.7K- 10.29% |
$1.95M - $2.09M
|
660K
$17.5M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-72.9K- 63.11% |
$1.88M - $2.01M
|
42.6K
$1.13M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71.2K- 46.19% |
$1.83M - $1.97M
|
83K
$2.19M
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-69.9K- 87.7% |
$1.8M - $1.93M
|
9.8K
$259K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-63.5K- 71.81% |
$1.64M - $1.75M
|
24.9K
$660K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-57.4K- 96.24% |
$1.48M - $1.58M
|
2.24K
$59.4K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.3K- 3.15% |
$1.45M - $1.56M
|
1.73M
$45.8M
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-52.1K- 39.86% |
$1.34M - $1.44M
|
78.5K
$2.08M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-47.9K- 2.42% |
$1.24M - $1.32M
|
1.93M
$51M
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-47.9K- 17.24% |
$1.23M - $1.32M
|
230K
$6.08M
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-42.2K- 2.59% |
$1.09M - $1.16M
|
1.59M
$42M
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-40.3K- 16.79% |
$1.04M - $1.11M
|
200K
$5.28M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-39.4K- 3.36% |
$1.02M - $1.09M
|
1.13M
$30M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-39K- 15.37% |
$1M - $1.08M
|
215K
$5.68M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.7K- 3.66% |
$998K - $1.07M
|
1.02M
$27M
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-38.3K- 5.63% |
$988K - $1.06M
|
642K
$17M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.6K- 13.79% |
$944K - $1.01M
|
229K
$6.06M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-36.4K- 29.66% |
$938K - $1M
|
86.3K
$2.28M
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-29.8K- 36.11% |
$769K - $823K
|
52.8K
$1.4M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-28.3K- 41.26% |
$730K - $782K
|
40.3K
$1.07M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-27.9K- 2.33% |
$718K - $769K
|
1.17M
$30.9M
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-27.8K- 2.39% |
$717K - $768K
|
1.14M
$30.1M
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-25.3K- 10.9% |
$653K - $699K
|
207K
$5.48M
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-25.3K- 8.92% |
$653K - $699K
|
259K
$6.84M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.3K- 3.6% |
$626K - $670K
|
650K
$17.2M
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-24.2K- 0.89% |
$623K - $668K
|
2.7M
$71.5M
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-23.6K- 8.93% |
$607K - $650K
|
240K
$6.36M
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23.4K- 10.3% |
$603K - $646K
|
204K
$5.39M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.8K- 46.25% |
$562K - $602K
|
25.3K
$670K
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-20.8K- 1.74% |
$536K - $574K
|
1.18M
$31.1M
|