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
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-753- 1.64% |
$14.8K - $18.4K
|
45K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-743- 3.68% |
$14.6K - $18.2K
|
19.4K
$476K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-686- 7.01% |
$13.4K - $16.8K
|
9.1K
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-661- 3.18% |
$13K - $16.2K
|
20.1K
$494K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-611- 5.84% |
$12K - $14.9K
|
9.86K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-586- 0.85% |
$11.5K - $14.3K
|
68K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-560- 1.02% |
$11K - $13.7K
|
54.2K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-545- 2.65% |
$10.7K - $13.3K
|
20K
$491K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-530- 0.07% |
$10.4K - $13K
|
725K
$17.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-529- 2.71% |
$10.4K - $12.9K
|
19K
$466K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-483- 0.3% |
$9.47K - $11.8K
|
158K
$3.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-469- 3.41% |
$9.19K - $11.5K
|
13.3K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-395- 1.02% |
$7.74K - $9.65K
|
38.2K
$935K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-389- 2.48% |
$7.62K - $9.51K
|
15.3K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-387- 0.4% |
$7.59K - $9.46K
|
96.1K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-376- 0.63% |
$7.37K - $9.19K
|
59.3K
$1.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-355- 0.51% |
$6.96K - $8.68K
|
69.2K
$1.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-348- 0.57% |
$6.82K - $8.51K
|
60.8K
$1.49M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-271- 2.59% |
$5.31K - $6.62K
|
10.2K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-243- 1.79% |
$4.76K - $5.94K
|
13.3K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-172- 1.48% |
$3.37K - $4.2K
|
11.4K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-156- 5.03% |
$3.06K - $3.81K
|
2.94K
$72.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-149- 0.03% |
$2.92K - $3.64K
|
541K
$13.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-127- 0.37% |
$2.49K - $3.1K
|
33.8K
$829K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-125- 0.14% |
$2.45K - $3.06K
|
87.9K
$2.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-109- 1.03% |
$2.14K - $2.66K
|
10.4K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-82- 0.44% |
$1.61K - $2K
|
18.4K
$452K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-41- 0.67% |
$804 - $1K
|
6.11K
$150K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.23M- 24.24% |
$48.6M - $54.2M
|
6.98M
$171M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.89M- 84.87% |
$41M - $45.8M
|
336K
$8.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.46M- 9.97% |
$31.9M - $35.6M
|
13.2M
$324M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-762K- 19.64% |
$16.6M - $18.5M
|
3.12M
$76.4M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-706K- 20.3% |
$15.4M - $17.1M
|
2.77M
$67.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-490K- 31.84% |
$10.6M - $11.9M
|
1.05M
$25.7M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-469K- 17.19% |
$10.2M - $11.4M
|
2.26M
$55.3M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-390K- 1.11% |
$8.47M - $9.46M
|
34.8M
$852M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-368K- 92.25% |
$8.01M - $8.94M
|
30.9K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-363K- 24.26% |
$7.9M - $8.82M
|
1.13M
$27.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-348K- 17.95% |
$7.57M - $8.46M
|
1.59M
$39M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-330K- 23.9% |
$7.18M - $8.01M
|
1.05M
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-294K- 2.89% |
$6.39M - $7.13M
|
9.87M
$242M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-281K- 9.17% |
$6.12M - $6.83M
|
2.79M
$68.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-238K- 82.94% |
$5.18M - $5.78M
|
49K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-230K- 13.49% |
$5.01M - $5.6M
|
1.48M
$36.2M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-226K- 7.73% |
$4.92M - $5.5M
|
2.7M
$66.2M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-222K- 7.45% |
$4.82M - $5.38M
|
2.75M
$67.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-218K- 23.15% |
$4.74M - $5.29M
|
723K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-194K- 3.14% |
$4.22M - $4.72M
|
5.99M
$147M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-190K- 8.0% |
$4.14M - $4.62M
|
2.19M
$53.6M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-190K- 49.69% |
$4.13M - $4.61M
|
192K
$4.71M
|
|