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 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.6K- 20.75% |
$391K - $460K
|
63.4K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-16K- 16.69% |
$377K - $443K
|
79.9K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16K- 16.72% |
$376K - $442K
|
79.6K
$2.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-16K- 42.19% |
$376K - $442K
|
21.9K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15.9K- 46.42% |
$375K - $441K
|
18.4K
$515K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.7K- 16.26% |
$370K - $435K
|
80.9K
$2.27M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.7K- 2.49% |
$369K - $433K
|
613K
$17.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-15.4K- 89.36% |
$362K - $425K
|
1.83K
$51.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-15.1K- 8.04% |
$356K - $418K
|
173K
$4.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-12.7K- 5.1% |
$300K - $353K
|
237K
$6.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.4K- 1.6% |
$291K - $342K
|
762K
$21.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-12K- 10.72% |
$282K - $331K
|
99.7K
$2.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-11.8K- 3.79% |
$279K - $328K
|
300K
$8.41M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.4K- 1.95% |
$269K - $316K
|
573K
$16M
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-11.2K- 1.75% |
$264K - $310K
|
631K
$17.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11.2K- 5.05% |
$264K - $310K
|
211K
$5.9M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-11K- 16.13% |
$260K - $305K
|
57.4K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-10.7K- 37.99% |
$253K - $297K
|
17.5K
$491K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.5K- 26.38% |
$247K - $290K
|
29.3K
$819K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-10.3K- 49.37% |
$243K - $286K
|
10.6K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-10.3K- 32.07% |
$242K - $285K
|
21.8K
$610K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-9.99K- 1.88% |
$235K - $276K
|
522K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-9.83K- 34.61% |
$231K - $272K
|
18.6K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-8.92K- 4.31% |
$210K - $247K
|
198K
$5.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-8.83K- 1.13% |
$208K - $244K
|
775K
$21.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-8.69K- 5.12% |
$205K - $240K
|
161K
$4.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.68K- 9.72% |
$204K - $240K
|
80.6K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.6K- 11.09% |
$202K - $238K
|
68.9K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8.32K- 6.13% |
$196K - $230K
|
127K
$3.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.17K- 23.66% |
$192K - $226K
|
26.3K
$737K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-7.09K- 13.44% |
$167K - $196K
|
45.7K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.03K- 17.48% |
$166K - $195K
|
33.2K
$929K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.77K- 14.23% |
$160K - $187K
|
40.8K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.7K- 1.63% |
$158K - $185K
|
404K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-6.35K- 1.9% |
$150K - $176K
|
328K
$9.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.86K- 7.94% |
$138K - $162K
|
67.9K
$1.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-5.44K- 25.62% |
$128K - $150K
|
15.8K
$442K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.3K- 39.9% |
$125K - $147K
|
7.99K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.22K- 1.48% |
$123K - $145K
|
349K
$9.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.12K- 17.8% |
$121K - $142K
|
23.7K
$662K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.06K- 14.94% |
$119K - $140K
|
28.8K
$807K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.86K- 2.88% |
$115K - $135K
|
164K
$4.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.84K- 2.94% |
$114K - $134K
|
160K
$4.47M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.63K- 33.7% |
$109K - $128K
|
9.11K
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.59K- 1.16% |
$108K - $127K
|
391K
$10.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.47K- 7.7% |
$105K - $124K
|
53.6K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4.44K- 11.14% |
$105K - $123K
|
35.4K
$992K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.32K- 29.76% |
$102K - $119K
|
10.2K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.32K- 2.13% |
$102K - $119K
|
198K
$5.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.3K- 0.73% |
$101K - $119K
|
580K
$16.2M
|