Latest Institutional Sells of Schwab Strategic Tr Us Large C (SCHX)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHX) 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 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-633K- 19.68% |
$12.4M - $15.5M
|
2.58M
$63.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-571K- 49.9% |
$11.2M - $14M
|
574K
$14.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-320K- 94.29% |
$6.27M - $7.82M
|
19.4K
$475K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-201K- 56.82% |
$3.94M - $4.91M
|
153K
$3.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-156K- 15.15% |
$3.06M - $3.81M
|
874K
$21.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-135K- 20.0% |
$2.65M - $3.31M
|
541K
$13.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-56.1K- 0.91% |
$1.1M - $1.37M
|
6.14M
$150M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48.9K- 9.65% |
$959K - $1.2M
|
458K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-22.4K- 10.6% |
$439K - $548K
|
189K
$4.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-19K- 23.91% |
$372K - $463K
|
60.3K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-14.3K- 1.19% |
$280K - $349K
|
1.19M
$29.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-12.8K- 29.38% |
$251K - $313K
|
30.8K
$754K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.2K- 9.12% |
$199K - $248K
|
101K
$2.48M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.65K- 2.57% |
$189K - $236K
|
366K
$8.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-8.03K- 15.68% |
$157K - $196K
|
43.2K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-8.03K- 35.16% |
$157K - $196K
|
14.8K
$363K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.87K- 4.91% |
$154K - $192K
|
152K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.25K- 4.02% |
$142K - $177K
|
173K
$4.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-6.96K- 7.2% |
$136K - $170K
|
89.8K
$2.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.81K- 2.63% |
$134K - $167K
|
252K
$6.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.46K- 8.34% |
$127K - $158K
|
71K
$1.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.74K- 5.37% |
$113K - $140K
|
101K
$2.48M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.67K- 30.3% |
$111K - $139K
|
13.1K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.09K- 2.75% |
$99.7K - $124K
|
180K
$4.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.06K- 32.19% |
$99.2K - $124K
|
10.7K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.04K- 14.32% |
$98.7K - $123K
|
30.1K
$738K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 10.69% |
$93.2K - $116K
|
39.7K
$973K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-4.32K- 6.22% |
$84.7K - $106K
|
65.1K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.2K- 15.5% |
$62.7K - $78.2K
|
17.4K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.91K- 4.32% |
$56.9K - $71K
|
64.4K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2.61K- 6.4% |
$51.2K - $63.8K
|
38.2K
$936K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.21K- 0.92% |
$43.3K - $53.9K
|
237K
$5.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.97K- 9.78% |
$38.5K - $48K
|
18.1K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.9K- 2.4% |
$37.2K - $46.4K
|
77.1K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.8K- 7.48% |
$35.3K - $44K
|
22.3K
$545K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.76K- 4.0% |
$34.6K - $43.1K
|
42.3K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.7K- 0.75% |
$33.2K - $41.4K
|
224K
$5.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1.64K- 0.37% |
$32.2K - $40.2K
|
443K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 1.98% |
$31.5K - $39.3K
|
79.4K
$1.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-1.59K- 14.38% |
$31.2K - $38.9K
|
9.47K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.57K- 0.54% |
$30.8K - $38.4K
|
291K
$7.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.55K- 1.89% |
$30.3K - $37.8K
|
80.1K
$1.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.5K- 9.83% |
$29.4K - $36.7K
|
13.8K
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-1.45K- 3.52% |
$28.4K - $35.4K
|
39.7K
$973K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 0.57% |
$24.2K - $30.2K
|
215K
$5.27M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.17K- 1.54% |
$23K - $28.6K
|
75.1K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 18.84% |
$19.9K - $24.8K
|
4.37K
$107K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-966- 2.23% |
$18.9K - $23.6K
|
42.4K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-955- 1.54% |
$18.7K - $23.3K
|
60.9K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-844- 1.05% |
$16.5K - $20.6K
|
79.4K
$1.95M
|