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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-89.5K- 11.07% |
$2.19M - $2.37M
|
719K
$19.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-87K- 0.61% |
$2.13M - $2.31M
|
14.2M
$377M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-85.9K- 6.56% |
$2.1M - $2.28M
|
1.22M
$32.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-77.6K- 2.11% |
$1.9M - $2.06M
|
3.6M
$95.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-77.5K- 8.04% |
$1.89M - $2.05M
|
886K
$23.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-68.8K- 67.48% |
$1.68M - $1.82M
|
33.1K
$880K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-67.5K- 0.71% |
$1.65M - $1.79M
|
9.41M
$250M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-65.2K- 45.49% |
$1.6M - $1.73M
|
78.1K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-64.8K- 3.24% |
$1.59M - $1.72M
|
1.94M
$51.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-64.8K- 1.43% |
$1.59M - $1.72M
|
4.48M
$119M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-61.4K- 15.37% |
$1.5M - $1.63M
|
338K
$8.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-61.4K- 2.62% |
$1.5M - $1.63M
|
2.28M
$60.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-59.6K- 3.19% |
$1.46M - $1.58M
|
1.81M
$47.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-59.5K- 86.11% |
$1.45M - $1.58M
|
9.6K
$255K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-57.7K- 7.77% |
$1.41M - $1.53M
|
686K
$18.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-56.5K- 3.98% |
$1.38M - $1.5M
|
1.36M
$36.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-52.7K- 9.19% |
$1.29M - $1.4M
|
520K
$13.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50.5K- 6.57% |
$1.23M - $1.34M
|
718K
$19M
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-49.1K- 6.54% |
$1.2M - $1.3M
|
702K
$18.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-48.7K- 25.77% |
$1.19M - $1.29M
|
140K
$3.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-46.6K- 8.56% |
$1.14M - $1.23M
|
498K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-46.2K- 0.77% |
$1.13M - $1.23M
|
6M
$159M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-44.8K- 0.47% |
$1.1M - $1.19M
|
9.58M
$254M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-44.3K- 19.76% |
$1.08M - $1.17M
|
180K
$4.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-44.2K- 1.71% |
$1.08M - $1.17M
|
2.54M
$67.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-43.1K- 2.15% |
$1.05M - $1.14M
|
1.96M
$52M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-41.7K- 8.97% |
$1.02M - $1.1M
|
423K
$11.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-40.3K- 8.01% |
$986K - $1.07M
|
463K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39K- 63.34% |
$953K - $1.03M
|
22.6K
$599K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-38.9K- 29.21% |
$951K - $1.03M
|
94.2K
$2.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-38.6K- 14.27% |
$944K - $1.02M
|
232K
$6.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-38.5K- 3.26% |
$942K - $1.02M
|
1.14M
$30.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-36.5K- 23.76% |
$893K - $968K
|
117K
$3.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-35.6K- 1.56% |
$871K - $944K
|
2.24M
$59.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-35.6K- 1.56% |
$871K - $944K
|
2.24M
$59.6M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-35.5K- 5.74% |
$867K - $940K
|
582K
$15.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-35.1K- 68.7% |
$857K - $929K
|
16K
$424K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-34.3K- 0.73% |
$838K - $908K
|
4.69M
$125M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-33.7K- 77.97% |
$824K - $892K
|
9.52K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32.5K- 2.49% |
$795K - $861K
|
1.27M
$33.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-31.6K- 2.42% |
$774K - $838K
|
1.28M
$33.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-30.6K- 3.69% |
$750K - $812K
|
799K
$21.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-29.6K- 8.49% |
$725K - $785K
|
319K
$8.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-28.5K- 5.27% |
$697K - $755K
|
513K
$13.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-28.5K- 1.83% |
$696K - $754K
|
1.53M
$40.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-28.3K- 11.6% |
$693K - $750K
|
216K
$5.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-27.7K- 2.82% |
$676K - $733K
|
954K
$25.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-27.1K- 49.27% |
$663K - $718K
|
27.9K
$741K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-26.9K- 26.84% |
$658K - $713K
|
73.4K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-26.6K- 2.74% |
$651K - $706K
|
944K
$25M
|
|