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
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-447- 3.47% |
$10.5K - $12.4K
|
12.4K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-442- 4.5% |
$10.4K - $12.2K
|
9.38K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-435- 2.1% |
$10.2K - $12K
|
20.3K
$567K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-417- 2.58% |
$9.82K - $11.5K
|
15.7K
$441K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-414- 3.19% |
$9.75K - $11.5K
|
12.6K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-387- 7.73% |
$9.11K - $10.7K
|
4.62K
$129K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-372- 1.79% |
$8.76K - $10.3K
|
20.4K
$571K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-364- 2.26% |
$8.57K - $10.1K
|
15.8K
$441K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-346- 0.55% |
$8.15K - $9.57K
|
62.1K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-334- 0.21% |
$7.87K - $9.24K
|
159K
$4.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-330- 2.59% |
$7.77K - $9.13K
|
12.4K
$348K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-327- 0.03% |
$7.7K - $9.05K
|
1.05M
$29.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-299- 2.79% |
$7.04K - $8.27K
|
10.4K
$292K
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-285- 1.89% |
$6.71K - $7.89K
|
14.8K
$414K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-264- 1.08% |
$6.22K - $7.3K
|
24.2K
$678K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-257- 2.54% |
$6.05K - $7.11K
|
9.87K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-250- 1.53% |
$5.89K - $6.92K
|
16.1K
$450K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-230- 2.39% |
$5.42K - $6.36K
|
9.39K
$263K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-226- 1.43% |
$5.32K - $6.25K
|
15.5K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-219- 0.23% |
$5.16K - $6.06K
|
95.4K
$2.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-214- 0.53% |
$5.04K - $5.92K
|
40.2K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-212- 0.67% |
$4.99K - $5.87K
|
31.5K
$881K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-206- 23.02% |
$4.85K - $5.7K
|
689
$19.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 0.5% |
$4.71K - $5.53K
|
40K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-198- 1.23% |
$4.66K - $5.48K
|
16K
$446K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-196- 67.35% |
$4.62K - $5.42K
|
95
$2.66K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-181- 0.53% |
$4.26K - $5.01K
|
34.1K
$956K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-177- 1.43% |
$4.17K - $4.9K
|
12.2K
$341K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-165- 1.62% |
$3.89K - $4.57K
|
10K
$280K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-164- 0.39% |
$3.86K - $4.54K
|
41.5K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-156- 1.01% |
$3.67K - $4.32K
|
15.3K
$429K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-150- 0.49% |
$3.53K - $4.15K
|
30.7K
$858K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-147- 1.05% |
$3.46K - $4.07K
|
13.8K
$387K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-130- 0.08% |
$3.06K - $3.6K
|
170K
$4.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-128- 0.64% |
$3.01K - $3.54K
|
20K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-112- 0.66% |
$2.64K - $3.1K
|
16.8K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-98- 0.4% |
$2.31K - $2.71K
|
24.7K
$690K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-96- 5.33% |
$2.26K - $2.66K
|
1.71K
$47.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-87- 0.87% |
$2.05K - $2.41K
|
9.92K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-75- 0.95% |
$1.77K - $2.08K
|
7.78K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-66- 0.03% |
$1.55K - $1.83K
|
217K
$6.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-65- 1.28% |
$1.53K - $1.8K
|
5.01K
$140K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-54- 0.49% |
$1.27K - $1.49K
|
11K
$308K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-51- 0.07% |
$1.2K - $1.41K
|
73.2K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 0.61% |
$1.18K - $1.38K
|
8.12K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-30- 0.22% |
$707 - $830
|
13.7K
$382K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-24- 0.06% |
$565 - $664
|
40.3K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-22- 0.21% |
$518 - $609
|
10.5K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-20- 0.03% |
$471 - $553
|
63.8K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18- 0.12% |
$424 - $498
|
15.3K
$428K
|