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 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-940- 1.0% |
$24.2K - $25.9K
|
93.4K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-927- 1.84% |
$23.9K - $25.6K
|
49.4K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-912- 8.22% |
$23.5K - $25.2K
|
10.2K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-813- 0.11% |
$21K - $22.4K
|
716K
$20M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-787- 5.39% |
$20.3K - $21.7K
|
13.8K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-775- 1.96% |
$20K - $21.4K
|
38.8K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-774- 4.09% |
$19.9K - $21.4K
|
18.2K
$507K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-762- 5.33% |
$19.6K - $21K
|
13.5K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-744- 10.38% |
$19.2K - $20.5K
|
6.43K
$179K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-729- 3.5% |
$18.8K - $20.1K
|
20.1K
$561K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-714- 4.23% |
$18.4K - $19.7K
|
16.2K
$451K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-713- 25.41% |
$18.4K - $19.7K
|
2.09K
$58.4K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-698- 1.59% |
$18K - $19.3K
|
43.1K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-660- 27.3% |
$17K - $18.2K
|
1.76K
$49K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-653- 4.47% |
$16.8K - $18K
|
13.9K
$389K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-635- 17.64% |
$16.4K - $17.5K
|
2.97K
$82.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-618- 3.65% |
$15.9K - $17.1K
|
16.3K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-603- 4.47% |
$15.5K - $16.6K
|
12.9K
$360K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-600- 11.83% |
$15.5K - $16.6K
|
4.47K
$125K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-599- 1.02% |
$15.4K - $16.5K
|
58.1K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-598- 5.56% |
$15.4K - $16.5K
|
10.2K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-591- 64.52% |
$15.2K - $16.3K
|
325
$9.06K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-570- 5.96% |
$14.7K - $15.7K
|
9K
$251K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-560- 6.77% |
$14.4K - $15.5K
|
7.71K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-531- 3.57% |
$13.7K - $14.7K
|
14.4K
$400K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-525- 50.72% |
$13.5K - $14.5K
|
510
$14.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-517- 0.76% |
$13.3K - $14.3K
|
67.4K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-496- 4.3% |
$12.8K - $13.7K
|
11.1K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-484- 3.2% |
$12.5K - $13.4K
|
14.6K
$408K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-444- 2.96% |
$11.4K - $12.3K
|
14.6K
$406K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-425- 60.37% |
$11K - $11.7K
|
279
$7.78K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-412- 3.02% |
$10.6K - $11.4K
|
13.2K
$369K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-411- 16.59% |
$10.6K - $11.3K
|
2.07K
$57.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-391- 3.44% |
$10.1K - $10.8K
|
11K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-387- 10.83% |
$9.97K - $10.7K
|
3.19K
$88.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-380- 0.75% |
$9.79K - $10.5K
|
50K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-349- 1.07% |
$8.99K - $9.63K
|
32.2K
$899K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-334- 2.07% |
$8.61K - $9.22K
|
15.8K
$440K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-314- 1.64% |
$8.09K - $8.67K
|
18.9K
$527K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-291- 0.89% |
$7.5K - $8.03K
|
32.6K
$908K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-288- 0.65% |
$7.42K - $7.95K
|
44.1K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-282- 0.11% |
$7.27K - $7.78K
|
246K
$6.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-281- 0.23% |
$7.24K - $7.76K
|
122K
$3.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-278- 0.95% |
$7.16K - $7.67K
|
29K
$808K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-270- 1.43% |
$6.96K - $7.45K
|
18.7K
$521K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-268- 1.25% |
$6.91K - $7.4K
|
21.2K
$592K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-255- 2.21% |
$6.57K - $7.04K
|
11.3K
$315K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-243- 2.34% |
$6.26K - $6.71K
|
10.2K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-240- 1.95% |
$6.18K - $6.62K
|
12.1K
$337K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-239- 0.17% |
$6.16K - $6.6K
|
144K
$4.03M
|