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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.6M- 93.49% |
$344M - $429M
|
1.22M
$30.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10.8M- 4.97% |
$212M - $264M
|
206M
$5.2B
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.84M- 30.4% |
$94.9M - $118M
|
11.1M
$280M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-3.36M- 88.74% |
$65.8M - $82M
|
426K
$10.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.52M- 23.95% |
$29.9M - $37.2M
|
4.84M
$122M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.08M- 1.31% |
$21.2M - $26.5M
|
81.6M
$2.06B
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-823K- 52.27% |
$16.1M - $20.1M
|
751K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-801K- 84.2% |
$15.7M - $19.6M
|
150K
$3.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
SELL
|
- |
-798K- 19.76% |
$15.6M - $19.5M
|
3.24M
$81.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-731K- 69.8% |
$14.3M - $17.9M
|
317K
$7.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-633K- 19.68% |
$12.4M - $15.5M
|
2.58M
$65.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-612K- 7.69% |
$12M - $15M
|
7.34M
$185M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-576K- 9.33% |
$11.3M - $14.1M
|
5.6M
$141M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-571K- 49.9% |
$11.2M - $14M
|
574K
$14.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-567K- 25.9% |
$11.1M - $13.9M
|
1.62M
$40.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-535K- 2.11% |
$10.5M - $13.1M
|
24.8M
$625M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-468K- 9.33% |
$9.16M - $11.4M
|
4.54M
$115M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-441K- 34.71% |
$8.65M - $10.8M
|
830K
$20.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-397K- 85.47% |
$7.77M - $9.69M
|
67.4K
$1.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-392K- 3.97% |
$7.69M - $9.59M
|
9.48M
$239M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-373K- 32.44% |
$7.31M - $9.12M
|
777K
$19.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-354K- 95.2% |
$6.93M - $8.65M
|
17.8K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-350K- 22.42% |
$6.85M - $8.55M
|
1.21M
$30.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-320K- 94.29% |
$6.27M - $7.82M
|
19.4K
$489K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-304K- 27.3% |
$5.95M - $7.42M
|
809K
$20.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-286K- 17.98% |
$5.61M - $6.99M
|
1.31M
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-275K- 2.35% |
$5.39M - $6.72M
|
11.4M
$288M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-261K- 38.91% |
$5.12M - $6.39M
|
410K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-254K- 17.17% |
$4.98M - $6.2M
|
1.22M
$30.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-246K- 2.49% |
$4.81M - $6M
|
9.63M
$243M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-241K- 3.96% |
$4.72M - $5.89M
|
5.84M
$147M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-231K- 8.99% |
$4.52M - $5.64M
|
2.34M
$58.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-223K- 99.99% |
$4.38M - $5.46M
|
24
$605
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-201K- 56.82% |
$3.94M - $4.91M
|
153K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-180K- 7.9% |
$3.53M - $4.4M
|
2.1M
$52.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-174K- 86.42% |
$3.42M - $4.26M
|
27.4K
$690K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-169K- 16.77% |
$3.31M - $4.12M
|
837K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-165K- 1.5% |
$3.23M - $4.03M
|
10.8M
$273M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-159K- 4.14% |
$3.11M - $3.88M
|
3.68M
$92.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-156K- 15.15% |
$3.06M - $3.81M
|
874K
$22M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-154K- 12.54% |
$3.02M - $3.77M
|
1.08M
$27.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-153K- 44.82% |
$2.99M - $3.73M
|
188K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-152K- 13.43% |
$2.99M - $3.72M
|
982K
$24.8M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-146K- 82.92% |
$2.87M - $3.58M
|
30.1K
$760K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-139K- 9.99% |
$2.73M - $3.4M
|
1.25M
$31.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-135K- 20.0% |
$2.65M - $3.31M
|
541K
$13.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-135K- 50.77% |
$2.65M - $3.3M
|
131K
$3.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-118K- 30.32% |
$2.31M - $2.87M
|
270K
$6.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-113K- 7.95% |
$2.21M - $2.75M
|
1.3M
$32.9M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-108K- 81.72% |
$2.12M - $2.64M
|
24.2K
$610K
|