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 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.78K- 2.88% |
$71.5K - $76.6K
|
93.6K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.76K- 2.06% |
$71.1K - $76.1K
|
131K
$3.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 2.0% |
$65.2K - $69.9K
|
124K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.51K- 6.62% |
$64.7K - $69.2K
|
35.4K
$987K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-2.5K- 1.33% |
$64.4K - $69K
|
185K
$5.17M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.5K- 5.3% |
$64.3K - $68.9K
|
44.6K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.41K- 18.09% |
$62.2K - $66.6K
|
10.9K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.36K- 3.38% |
$60.9K - $65.2K
|
67.5K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.27K- 1.53% |
$58.5K - $62.7K
|
146K
$4.07M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 11.52% |
$58K - $62.1K
|
17.3K
$482K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.16K- 12.27% |
$55.7K - $59.7K
|
15.5K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.12K- 64.04% |
$54.5K - $58.4K
|
1.19K
$33.1K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.08K- 2.74% |
$53.6K - $57.4K
|
73.7K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.08K- 9.13% |
$53.6K - $57.4K
|
20.7K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2K- 0.91% |
$51.5K - $55.2K
|
217K
$6.05M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-1.98K- 0.93% |
$51K - $54.6K
|
211K
$5.88M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.87K- 10.37% |
$48.2K - $51.6K
|
16.1K
$450K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.87K- 5.57% |
$48.2K - $51.6K
|
31.7K
$883K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.86K- 3.78% |
$48K - $51.4K
|
47.4K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.81K- 6.83% |
$46.6K - $50K
|
24.7K
$689K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.8K- 1.55% |
$46.3K - $49.5K
|
114K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.71K- 7.26% |
$44K - $47.1K
|
21.8K
$608K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.62K- 5.72% |
$41.8K - $44.8K
|
26.7K
$746K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.61K- 5.3% |
$41.4K - $44.3K
|
28.7K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.56K- 1.58% |
$40.3K - $43.1K
|
97.4K
$2.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.54K- 13.19% |
$39.7K - $42.5K
|
10.1K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.46K- 3.46% |
$37.7K - $40.4K
|
40.8K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.45K- 4.0% |
$37.4K - $40K
|
34.8K
$972K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.4K- 1.31% |
$36.1K - $38.7K
|
106K
$2.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.37K- 2.1% |
$35.3K - $37.8K
|
63.8K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.36K- 1.06% |
$35.1K - $37.6K
|
128K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 1.53% |
$34.9K - $37.4K
|
86.9K
$2.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.34K- 3.53% |
$34.5K - $36.9K
|
36.5K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 1.47% |
$34.4K - $36.8K
|
89.3K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.3K- 7.91% |
$33.4K - $35.7K
|
15.1K
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.29K- 7.68% |
$33.2K - $35.6K
|
15.5K
$432K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.28K- 1.03% |
$33K - $35.4K
|
123K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.24K- 2.25% |
$31.8K - $34.1K
|
53.7K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.17K- 9.65% |
$30.3K - $32.4K
|
11K
$306K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.16K- 3.44% |
$29.9K - $32K
|
32.5K
$907K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.15K- 7.3% |
$29.5K - $31.6K
|
14.5K
$405K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.15K- 7.05% |
$29.5K - $31.6K
|
15.1K
$421K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.12K- 5.35% |
$28.9K - $31K
|
19.8K
$554K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.07K- 9.02% |
$27.6K - $29.5K
|
10.8K
$301K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.03K- 5.26% |
$26.5K - $28.3K
|
18.5K
$516K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.01K- 3.46% |
$26.1K - $28K
|
28.3K
$789K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-994- 3.81% |
$25.6K - $27.4K
|
25.1K
$699K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-985- 2.79% |
$25.4K - $27.2K
|
34.3K
$957K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-964- 6.0% |
$24.8K - $26.6K
|
15.1K
$421K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-949- 1.1% |
$24.5K - $26.2K
|
85.5K
$2.38M
|