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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-4.21K- 3.46% |
$99.2K - $117K
|
118K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.17K- 1.68% |
$98.2K - $115K
|
244K
$6.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.91K- 6.68% |
$92K - $108K
|
54.6K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.72K- 7.98% |
$87.7K - $103K
|
42.9K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-3.72K- 2.59% |
$87.7K - $103K
|
140K
$3.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.66K- 1.59% |
$86.2K - $101K
|
226K
$6.33M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.5K- 7.6% |
$82.5K - $96.9K
|
42.6K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.48K- 1.52% |
$81.9K - $96.2K
|
226K
$6.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.44K- 1.51% |
$80.9K - $95.1K
|
224K
$6.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.42K- 18.85% |
$80.6K - $94.7K
|
14.7K
$413K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.38K- 1.18% |
$79.5K - $93.4K
|
283K
$7.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.21K- 3.7% |
$75.7K - $88.9K
|
83.7K
$2.34M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.15K- 6.07% |
$74.3K - $87.3K
|
48.8K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.1K- 8.28% |
$72.9K - $85.7K
|
34.3K
$961K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.02K- 0.12% |
$71K - $83.4K
|
2.57M
$72.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.99K- 7.65% |
$70.4K - $82.7K
|
36.1K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.95K- 1.46% |
$69.5K - $81.7K
|
199K
$5.58M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.86K- 26.99% |
$67.4K - $79.2K
|
7.75K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.82K- 8.06% |
$66.5K - $78.1K
|
32.2K
$901K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-2.79K- 1.2% |
$65.8K - $77.3K
|
229K
$6.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.77K- 3.24% |
$65.1K - $76.5K
|
82.7K
$2.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-2.5K- 1.18% |
$58.8K - $69.1K
|
208K
$5.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-2.46K- 4.83% |
$58K - $68.2K
|
48.5K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-2.42K- 1.1% |
$56.9K - $66.8K
|
217K
$6.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.36K- 7.68% |
$55.5K - $65.2K
|
28.4K
$794K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.36K- 20.94% |
$55.5K - $65.2K
|
8.9K
$249K
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.33K- 20.84% |
$54.8K - $64.4K
|
8.84K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-2.32K- 0.69% |
$54.7K - $64.3K
|
333K
$9.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.28K- 4.56% |
$53.7K - $63.1K
|
47.7K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 13.36% |
$53K - $62.3K
|
14.6K
$409K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.25K- 18.85% |
$53K - $62.3K
|
9.68K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.21K- 5.18% |
$52K - $61.2K
|
40.4K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.17K- 49.34% |
$51.1K - $60K
|
2.23K
$62.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-2.15K- 1.81% |
$50.6K - $59.5K
|
117K
$3.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.13K- 7.31% |
$50.1K - $58.9K
|
27K
$755K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 4.44% |
$47.2K - $55.5K
|
43.2K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.96K- 2.78% |
$46.2K - $54.3K
|
68.6K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.95K- 10.34% |
$46K - $54K
|
16.9K
$474K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.84K- 1.21% |
$43.2K - $50.8K
|
150K
$4.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.82K- 1.6% |
$42.8K - $50.3K
|
112K
$3.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.79K- 13.25% |
$42.2K - $49.6K
|
11.7K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.76K- 16.32% |
$41.5K - $48.7K
|
9.03K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.75K- 6.41% |
$41.3K - $48.5K
|
25.6K
$717K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.72K- 3.62% |
$40.4K - $47.5K
|
45.7K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.62K- 1.73% |
$38.1K - $44.8K
|
92K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.56K- 7.47% |
$36.8K - $43.2K
|
19.3K
$541K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.54K- 25.84% |
$36.2K - $42.6K
|
4.41K
$124K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.5K- 17.17% |
$35.3K - $41.4K
|
7.22K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-1.48K- 2.99% |
$34.8K - $40.9K
|
47.9K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.44K- 1.63% |
$34K - $39.9K
|
87.1K
$2.44M
|