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
|
Independent Advisor Alliance
|
SELL
|
- |
-101K- 88.75% |
$2.59M - $2.78M
|
12.8K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-95.7K- 7.63% |
$2.47M - $2.64M
|
1.16M
$32.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86.7K- 12.91% |
$2.23M - $2.39M
|
585K
$16.3M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-75.9K- 27.39% |
$1.96M - $2.09M
|
201K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75.7K- 10.29% |
$1.95M - $2.09M
|
660K
$18.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-72.9K- 63.11% |
$1.88M - $2.01M
|
42.6K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71.2K- 46.19% |
$1.83M - $1.97M
|
83K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-69.9K- 87.7% |
$1.8M - $1.93M
|
9.8K
$273K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-63.5K- 71.81% |
$1.64M - $1.75M
|
24.9K
$696K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-57.4K- 96.24% |
$1.48M - $1.58M
|
2.24K
$62.6K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.3K- 3.15% |
$1.45M - $1.56M
|
1.73M
$48.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-47.9K- 2.42% |
$1.24M - $1.32M
|
1.93M
$53.8M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-47.9K- 17.24% |
$1.23M - $1.32M
|
230K
$6.41M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-40.3K- 16.79% |
$1.04M - $1.11M
|
200K
$5.57M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-39.4K- 3.36% |
$1.02M - $1.09M
|
1.13M
$31.6M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-39K- 15.37% |
$1M - $1.08M
|
215K
$5.98M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.7K- 3.66% |
$998K - $1.07M
|
1.02M
$28.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.6K- 13.79% |
$944K - $1.01M
|
229K
$6.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-36.4K- 29.66% |
$938K - $1M
|
86.3K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-29.8K- 36.11% |
$769K - $823K
|
52.8K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-28.3K- 41.26% |
$730K - $782K
|
40.3K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-27.9K- 2.33% |
$718K - $769K
|
1.17M
$32.6M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-27.8K- 2.39% |
$717K - $768K
|
1.14M
$31.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-25.3K- 8.92% |
$653K - $699K
|
259K
$7.21M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.3K- 3.6% |
$626K - $670K
|
650K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-24.2K- 0.89% |
$623K - $668K
|
2.7M
$75.3M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23.4K- 10.3% |
$603K - $646K
|
204K
$5.68M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.8K- 46.25% |
$562K - $602K
|
25.3K
$706K
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-20.8K- 1.74% |
$536K - $574K
|
1.18M
$32.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.7K- 33.98% |
$533K - $571K
|
40.2K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-19.6K- 2.84% |
$505K - $541K
|
671K
$18.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-19.2K- 10.16% |
$495K - $530K
|
170K
$4.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-19.1K- 52.58% |
$491K - $526K
|
17.2K
$480K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.9K- 8.54% |
$488K - $522K
|
203K
$5.65M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-18.8K- 3.9% |
$485K - $519K
|
463K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-17.9K- 16.4% |
$462K - $495K
|
91.4K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-17K- 5.14% |
$437K - $468K
|
313K
$8.73M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-16.5K- 6.78% |
$426K - $456K
|
227K
$6.33M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-16.1K- 28.79% |
$416K - $445K
|
39.9K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-14.7K- 8.21% |
$379K - $406K
|
164K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.5K- 0.76% |
$373K - $399K
|
1.88M
$52.6M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-14K- 15.51% |
$361K - $387K
|
76.3K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-13.1K- 22.81% |
$338K - $362K
|
44.4K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-12.5K- 54.97% |
$322K - $345K
|
10.2K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-12.4K- 14.53% |
$321K - $344K
|
73.2K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-12K- 2.88% |
$309K - $331K
|
404K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-11.6K- 10.81% |
$299K - $321K
|
95.9K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-11.6K- 7.46% |
$298K - $320K
|
144K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11K- 96.09% |
$282K - $302K
|
446
$12.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-10.9K- 10.8% |
$282K - $302K
|
90.4K
$2.52M
|