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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-209- 5.77% |
$5.39K - $5.77K
|
3.42K
$95.3K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-202- 2.4% |
$5.21K - $5.58K
|
8.21K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-201- 0.48% |
$5.18K - $5.55K
|
41.6K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-196- 0.47% |
$5.05K - $5.41K
|
41.7K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-186- 1.9% |
$4.79K - $5.13K
|
9.62K
$268K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-175- 0.93% |
$4.51K - $4.83K
|
18.6K
$520K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-174- 1.72% |
$4.48K - $4.8K
|
9.94K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-150- 71.43% |
$3.87K - $4.14K
|
60
$1.67K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-141- 75.81% |
$3.63K - $3.89K
|
45
$1.26K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-130- 0.62% |
$3.35K - $3.59K
|
20.7K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-108- 1.06% |
$2.78K - $2.98K
|
10.1K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-105- 0.31% |
$2.71K - $2.9K
|
33.5K
$934K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-105- 0.56% |
$2.71K - $2.9K
|
18.6K
$519K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-99- 0.5% |
$2.55K - $2.73K
|
19.8K
$551K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-94- 16.97% |
$2.42K - $2.59K
|
460
$12.8K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-75- 0.48% |
$1.93K - $2.07K
|
15.4K
$430K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-73- 0.15% |
$1.88K - $2.01K
|
48.8K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-67- 0.15% |
$1.73K - $1.85K
|
45.6K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-63- 11.86% |
$1.62K - $1.74K
|
468
$13.1K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-63- 5.43% |
$1.62K - $1.74K
|
1.1K
$30.6K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-50- 0.57% |
$1.29K - $1.38K
|
8.72K
$243K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-48- 0.59% |
$1.24K - $1.32K
|
8.12K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-47- 0.15% |
$1.21K - $1.3K
|
31.3K
$872K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-45- 0.42% |
$1.16K - $1.24K
|
10.6K
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-45- 0.1% |
$1.16K - $1.24K
|
45K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-35- 44.87% |
$902 - $966
|
43
$1.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-33- 0.37% |
$850 - $911
|
8.85K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.12% |
$773 - $828
|
25.9K
$722K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-29- 0.24% |
$747 - $800
|
12K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-27- 0.24% |
$696 - $745
|
11.3K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-10- 0.07% |
$258 - $276
|
13.4K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7- 0.06% |
$180 - $193
|
12.6K
$352K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-3- 0.03% |
$77.3 - $82.8
|
9.24K
$258K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.02% |
$51.5 - $55.2
|
10.1K
$282K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-349K- 3.02% |
$9M - $28.1M
|
11.2M
$313M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-38K- 78.15% |
$981K - $3.06M
|
10.6K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.93K- 87.61% |
$49.8K - $155K
|
273
$7.61K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-439- 1.02% |
$11.3K - $35.3K
|
42.5K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-259- 24.5% |
$6.68K - $20.8K
|
798
$22.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-237- 27.15% |
$6.11K - $19.1K
|
636
$17.7K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.85K- 10.42% |
$723K - $792K
|
84.7K
$2.36M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5KClosed |
$367K - $402K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-3.06K- 28.77% |
$225K - $246K
|
7.58K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.58K- 38.28% |
$116K - $127K
|
2.54K
$71K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.29K- 19.22% |
$94.4K - $103K
|
5.4K
$151K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-1.16K- 29.12% |
$85.3K - $93.3K
|
2.83K
$78.8K
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-822- 23.87% |
$60.4K - $66.1K
|
2.62K
$73.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-755- 18.28% |
$55.4K - $60.7K
|
3.38K
$94.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-734- 8.19% |
$53.9K - $59K
|
8.23K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-732- 18.81% |
$53.8K - $58.8K
|
3.16K
$88.1K
|
|