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 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.43K- 0.99% |
$33.7K - $39.5K
|
143K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.43K- 1.09% |
$33.6K - $39.4K
|
129K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.32K- 8.26% |
$31.2K - $36.6K
|
14.7K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.22K- 5.16% |
$28.7K - $33.7K
|
22.4K
$626K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-1.21K- 13.93% |
$28.6K - $33.6K
|
7.5K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.2K- 1.87% |
$28.4K - $33.3K
|
63.1K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.2K- 9.0% |
$28.3K - $33.2K
|
12.1K
$340K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.2K- 0.92% |
$28.2K - $33.2K
|
130K
$3.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 1.38% |
$28K - $32.8K
|
85.1K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.16K- 1.47% |
$27.3K - $32.1K
|
78K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-1.1K- 3.45% |
$25.9K - $30.4K
|
30.8K
$863K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-998- 5.26% |
$23.5K - $27.6K
|
18K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-993- 1.23% |
$23.4K - $27.5K
|
79.5K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-984- 2.36% |
$23.2K - $27.2K
|
40.6K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-980- 6.11% |
$23.1K - $27.1K
|
15.1K
$421K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-941- 6.81% |
$22.2K - $26K
|
12.9K
$360K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-834- 1.59% |
$19.6K - $23.1K
|
51.7K
$1.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-811- 7.24% |
$19.1K - $22.4K
|
10.4K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-811- 2.59% |
$19.1K - $22.4K
|
30.5K
$852K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-809- 0.48% |
$19.1K - $22.4K
|
167K
$4.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-806- 0.76% |
$19K - $22.3K
|
105K
$2.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-805- 5.61% |
$19K - $22.3K
|
13.5K
$379K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-800- 8.16% |
$18.8K - $22.1K
|
9K
$252K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-756- 1.08% |
$17.8K - $20.9K
|
69.5K
$1.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-754- 0.89% |
$17.8K - $20.9K
|
83.7K
$2.34M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-753- 2.06% |
$17.7K - $20.8K
|
35.8K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-751- 1.74% |
$17.7K - $20.8K
|
42.3K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-730- 2.18% |
$17.2K - $20.2K
|
32.8K
$917K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-723- 1.49% |
$17K - $20K
|
47.8K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-669- 3.37% |
$15.8K - $18.5K
|
19.2K
$536K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-666- 1.32% |
$15.7K - $18.4K
|
49.7K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-652- 1.36% |
$15.4K - $18K
|
47.4K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-638- 3.45% |
$15K - $17.7K
|
17.9K
$500K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-630- 2.37% |
$14.8K - $17.4K
|
26K
$727K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-625- 7.67% |
$14.7K - $17.3K
|
7.52K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-620- 4.23% |
$14.6K - $17.2K
|
14K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-619- 6.05% |
$14.6K - $17.1K
|
9.62K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-598- 1.73% |
$14.1K - $16.5K
|
34.1K
$953K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-580- 24.62% |
$13.7K - $16K
|
1.78K
$49.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-554- 2.25% |
$13K - $15.3K
|
24.1K
$674K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-550- 1.17% |
$13K - $15.2K
|
46.3K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-513- 0.15% |
$12.1K - $14.2K
|
351K
$9.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-506- 0.4% |
$11.9K - $14K
|
127K
$3.55M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-503- 1.1% |
$11.8K - $13.9K
|
45.1K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-496- 1.98% |
$11.7K - $13.7K
|
24.6K
$688K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-494- 1.47% |
$11.6K - $13.7K
|
33.1K
$925K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-471- 7.33% |
$11.1K - $13K
|
5.95K
$167K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-470- 3.93% |
$11.1K - $13K
|
11.5K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-459- 3.56% |
$10.8K - $12.7K
|
12.4K
$348K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-450- 3.1% |
$10.6K - $12.5K
|
14.1K
$394K
|