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 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.4K- 4.45% |
$106K - $132K
|
116K
$2.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5.16K- 2.74% |
$101K - $126K
|
183K
$4.48M
|
|
|
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 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.88K- 0.24% |
$95.6K - $119K
|
2M
$49.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 10.69% |
$93.2K - $116K
|
39.7K
$973K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.47K- 40.4% |
$87.6K - $109K
|
6.6K
$162K
|
|
|
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 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-4.02K- 4.13% |
$78.7K - $98.2K
|
93.2K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-3.95K- 7.15% |
$77.4K - $96.5K
|
51.3K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.82K- 3.09% |
$74.9K - $93.4K
|
120K
$2.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.78K- 0.29% |
$74.1K - $92.4K
|
1.32M
$32.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.69K- 27.52% |
$72.4K - $90.2K
|
9.72K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.2K- 15.5% |
$62.7K - $78.2K
|
17.4K
$427K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3K- 6.35% |
$58.8K - $73.3K
|
44.2K
$1.08M
|
|
|
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 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.84K- 3.01% |
$55.6K - $69.3K
|
91.5K
$2.24M
|
|
|
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 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.37K- 3.36% |
$46.4K - $57.8K
|
68K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.21K- 15.05% |
$43.4K - $54.1K
|
12.5K
$306K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.21K- 0.92% |
$43.3K - $53.9K
|
237K
$5.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.06K- 5.1% |
$40.3K - $50.3K
|
38.3K
$938K
|
|
|
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 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.77K- 0.41% |
$34.8K - $43.4K
|
433K
$10.6M
|
|
|
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 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-1.48K- 93.22% |
$29.1K - $36.3K
|
108
$2.65K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.48K- 1.76% |
$28.9K - $36K
|
82.5K
$2.02M
|
|
|
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 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.25K- 0.34% |
$24.5K - $30.6K
|
366K
$8.97M
|
|
|
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 16, 2025
Q2 2025
|
Flower City Capital
|
SELL
|
- |
-1.16K- 0.97% |
$22.8K - $28.4K
|
119K
$2.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.16K- 1.59% |
$22.6K - $28.2K
|
71.5K
$1.75M
|
|
|
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 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-900- 4.04% |
$17.6K - $22K
|
21.4K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-844- 1.05% |
$16.5K - $20.6K
|
79.4K
$1.95M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-795- 0.84% |
$15.6K - $19.4K
|
94.1K
$2.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-785- 0.86% |
$15.4K - $19.2K
|
90.7K
$2.22M
|