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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-14- 0.03% |
$330 - $387
|
41.4K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-8- 0.38% |
$188 - $221
|
2.09K
$58.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4- 0.02% |
$94.2 - $111
|
21.6K
$604K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-3- 20.0% |
$70.7 - $83
|
12
$336
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.01% |
$47.1 - $55.3
|
37.2K
$1.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2- 0.03% |
$47.1 - $55.3
|
7.86K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1- 0.01% |
$23.6 - $27.7
|
8.35K
$234K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-101K- 88.75% |
$2.59M - $2.78M
|
12.8K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-57.4K- 96.24% |
$1.48M - $1.58M
|
2.24K
$62.8K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-40.3K- 16.79% |
$1.04M - $1.11M
|
200K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.6K- 13.79% |
$944K - $1.01M
|
229K
$6.41M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.8K- 46.25% |
$562K - $602K
|
25.3K
$709K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-13.1K- 22.81% |
$338K - $362K
|
44.4K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-12K- 2.88% |
$309K - $331K
|
404K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-7.29K- 18.93% |
$188K - $201K
|
31.2K
$874K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.78K- 44.73% |
$175K - $187K
|
8.38K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-6.39K- 12.16% |
$165K - $176K
|
46.2K
$1.29M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.9K- 4.6% |
$152K - $163K
|
122K
$3.42M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 11.52% |
$58K - $62.1K
|
17.3K
$484K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.71K- 7.26% |
$44K - $47.1K
|
21.8K
$610K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.61K- 5.3% |
$41.4K - $44.3K
|
28.7K
$802K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.54K- 13.19% |
$39.7K - $42.5K
|
10.1K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.46K- 3.46% |
$37.7K - $40.4K
|
40.8K
$1.14M
|
|
|
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 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.29K- 7.68% |
$33.2K - $35.6K
|
15.5K
$434K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.28K- 1.03% |
$33K - $35.4K
|
123K
$3.43M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.12K- 5.35% |
$28.9K - $31K
|
19.8K
$556K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-775- 1.96% |
$20K - $21.4K
|
38.8K
$1.09M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-653- 4.47% |
$16.8K - $18K
|
13.9K
$390K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-635- 17.64% |
$16.4K - $17.5K
|
2.97K
$83K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-600- 11.83% |
$15.5K - $16.6K
|
4.47K
$125K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-591- 64.52% |
$15.2K - $16.3K
|
325
$9.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-570- 5.96% |
$14.7K - $15.7K
|
9K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-560- 6.77% |
$14.4K - $15.5K
|
7.71K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-525- 50.72% |
$13.5K - $14.5K
|
510
$14.3K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-425- 60.37% |
$11K - $11.7K
|
279
$7.81K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-412- 3.02% |
$10.6K - $11.4K
|
13.2K
$371K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-411- 16.59% |
$10.6K - $11.3K
|
2.07K
$57.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-391- 3.44% |
$10.1K - $10.8K
|
11K
$307K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-291- 0.89% |
$7.5K - $8.03K
|
32.6K
$911K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-282- 0.11% |
$7.27K - $7.78K
|
246K
$6.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-278- 0.95% |
$7.16K - $7.67K
|
29K
$810K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-270- 1.43% |
$6.96K - $7.45K
|
18.7K
$522K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-243- 2.34% |
$6.26K - $6.71K
|
10.2K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-240- 1.95% |
$6.18K - $6.62K
|
12.1K
$339K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-209- 5.77% |
$5.39K - $5.77K
|
3.42K
$95.6K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-150- 71.43% |
$3.87K - $4.14K
|
60
$1.68K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-141- 75.81% |
$3.63K - $3.89K
|
45
$1.26K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-108- 1.06% |
$2.78K - $2.98K
|
10.1K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-105- 0.56% |
$2.71K - $2.9K
|
18.6K
$521K
|
|