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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-12.8K- 0.27% |
$331K - $348K
|
4.68M
$124M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-12.1K- 2.42% |
$313K - $329K
|
487K
$12.9M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8.68K- 3.02% |
$224K - $236K
|
278K
$7.39M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.42K- 9.3% |
$140K - $147K
|
52.8K
$1.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-4.64K- 1.23% |
$120K - $126K
|
373K
$9.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.87K- 2.5% |
$48.3K - $50.8K
|
72.9K
$1.93M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.56K- 1.4% |
$40.4K - $42.4K
|
110K
$2.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.41K- 0.9% |
$36.4K - $38.3K
|
154K
$4.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-849- 3.92% |
$21.9K - $23.1K
|
20.8K
$552K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-345- 3.37% |
$8.92K - $9.38K
|
9.89K
$262K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-200- 0.67% |
$5.17K - $5.44K
|
29.6K
$784K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-132- 0.86% |
$3.41K - $3.59K
|
15.3K
$406K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-52- 0.31% |
$1.34K - $1.41K
|
16.8K
$446K
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-27- 0.02% |
$698 - $734
|
131K
$3.47M
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.24M- 69.17% |
$226M - $245M
|
4.12M
$109M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.57M- 12.72% |
$112M - $121M
|
31.4M
$833M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.25M- 3.55% |
$30.6M - $33.2M
|
34M
$903M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-1.2M- 88.95% |
$29.4M - $31.8M
|
149K
$3.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.09M- 9.53% |
$26.7M - $28.9M
|
10.3M
$275M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-908K- 8.19% |
$22.2M - $24.1M
|
10.2M
$270M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-844K- 1.03% |
$20.6M - $22.4M
|
80.7M
$2.14B
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-758K- 0.37% |
$18.5M - $20.1M
|
206M
$5.46B
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-714K- 65.4% |
$17.5M - $18.9M
|
378K
$10M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-665K- 3.54% |
$16.3M - $17.6M
|
18.1M
$480M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-662K- 79.04% |
$16.2M - $17.5M
|
176K
$4.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-572K- 70.02% |
$14M - $15.2M
|
245K
$6.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-566K- 9.36% |
$13.9M - $15M
|
5.49M
$146M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-560K- 34.67% |
$13.7M - $14.9M
|
1.06M
$28M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-506K- 97.13% |
$12.4M - $13.4M
|
15K
$397K
|
|
|
Nov 06, 2025
Q3 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
SELL
|
- |
-492K- 15.19% |
$12M - $13M
|
2.75M
$73M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-478K- 18.08% |
$11.7M - $12.7M
|
2.16M
$57.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-465K- 95.91% |
$11.4M - $12.3M
|
19.8K
$527K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-461K- 16.91% |
$11.3M - $12.2M
|
2.27M
$60.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-412K- 77.46% |
$10.1M - $10.9M
|
120K
$3.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-397K- 17.4% |
$9.72M - $10.5M
|
1.89M
$50M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-381K- 97.16% |
$9.32M - $10.1M
|
11.1K
$296K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-377K- 97.4% |
$9.23M - $10M
|
10.1K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-297K- 3.27% |
$7.27M - $7.87M
|
8.78M
$233M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-225K- 67.17% |
$5.5M - $5.96M
|
110K
$2.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-220K- 93.41% |
$5.39M - $5.84M
|
15.5K
$412K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-184K- 19.7% |
$4.49M - $4.87M
|
748K
$19.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-176K- 2.4% |
$4.31M - $4.66M
|
7.17M
$190M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-169K- 42.88% |
$4.12M - $4.47M
|
224K
$5.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-168K- 7.2% |
$4.12M - $4.46M
|
2.17M
$57.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-164K- 79.61% |
$4.01M - $4.35M
|
42K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-152K- 4.99% |
$3.72M - $4.03M
|
2.9M
$76.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-150K- 9.23% |
$3.66M - $3.97M
|
1.47M
$39.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-149K- 7.09% |
$3.64M - $3.94M
|
1.95M
$51.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-147K- 8.39% |
$3.58M - $3.88M
|
1.6M
$42.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-146K- 0.75% |
$3.57M - $3.87M
|
19.4M
$515M
|
|