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 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.73K- 0.44% |
$116K - $125K
|
1.08M
$28.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.67K- 1.39% |
$114K - $124K
|
332K
$8.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.64K- 13.04% |
$113K - $123K
|
30.9K
$821K
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-4.46K- 9.43% |
$109K - $118K
|
42.8K
$1.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-4.46K- 1.05% |
$109K - $118K
|
421K
$11.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-4.42K- 4.22% |
$108K - $117K
|
100K
$2.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.31K- 16.66% |
$105K - $114K
|
21.6K
$572K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.31K- 2.75% |
$105K - $114K
|
152K
$4.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-4.26K- 0.96% |
$104K - $113K
|
439K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.23K- 3.64% |
$103K - $112K
|
112K
$2.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-4.18K- 2.05% |
$102K - $111K
|
200K
$5.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
SELL
|
- |
-4.09K- 3.43% |
$100K - $108K
|
115K
$3.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.06K- 3.65% |
$99.3K - $108K
|
107K
$2.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-4.04K- 11.29% |
$98.8K - $107K
|
31.8K
$843K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.94K- 2.11% |
$96.3K - $104K
|
183K
$4.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.91K- 0.98% |
$95.7K - $104K
|
396K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.9K- 11.38% |
$95.5K - $103K
|
30.4K
$806K
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.8K- 0.72% |
$92.8K - $101K
|
522K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.74K- 6.9% |
$91.5K - $99.1K
|
50.5K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.73K- 1.67% |
$91.1K - $98.7K
|
220K
$5.84M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.54K- 2.66% |
$86.6K - $93.8K
|
129K
$3.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.53K- 13.41% |
$86.4K - $93.7K
|
22.8K
$606K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.53K- 10.32% |
$86.2K - $93.4K
|
30.6K
$813K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.5K- 2.68% |
$85.6K - $92.8K
|
127K
$3.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-3.48K- 6.43% |
$85.2K - $92.3K
|
50.7K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.39K- 4.4% |
$82.9K - $89.8K
|
73.7K
$1.96M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-3.38K- 2.29% |
$82.6K - $89.4K
|
144K
$3.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-3.37K- 2.0% |
$82.4K - $89.3K
|
165K
$4.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-3.31K- 3.46% |
$81K - $87.7K
|
92.4K
$2.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-3.31K- 1.97% |
$80.9K - $87.7K
|
165K
$4.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-3.27K- 4.47% |
$80K - $86.7K
|
70K
$1.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.26K- 3.0% |
$79.8K - $86.4K
|
105K
$2.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 11.87% |
$79.4K - $86K
|
24.1K
$639K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.24K- 1.3% |
$79.2K - $85.8K
|
247K
$6.55M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.18K- 1.7% |
$77.9K - $84.4K
|
184K
$4.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-3.15K- 14.11% |
$77.1K - $83.6K
|
19.2K
$509K
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-3.13K- 1.93% |
$76.4K - $82.8K
|
159K
$4.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.12K- 4.11% |
$76.3K - $82.7K
|
72.8K
$1.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-3.1K- 3.42% |
$75.9K - $82.2K
|
87.6K
$2.32M
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-3.08K- 3.27% |
$75.2K - $81.5K
|
91K
$2.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.07K- 2.56% |
$75K - $81.3K
|
117K
$3.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.03K- 15.51% |
$74K - $80.2K
|
16.5K
$437K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-3K- 8.98% |
$73.5K - $79.6K
|
30.5K
$808K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-3K- 9.75% |
$73.4K - $79.5K
|
27.8K
$737K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.97K- 0.64% |
$72.7K - $78.7K
|
458K
$12.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-2.93K- 6.24% |
$71.7K - $77.7K
|
44.1K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.93K- 27.45% |
$71.6K - $77.5K
|
7.73K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.91K- 2.16% |
$71.3K - $77.2K
|
132K
$3.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.88K- 0.8% |
$70.5K - $76.4K
|
357K
$9.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.85K- 31.26% |
$69.6K - $75.4K
|
6.26K
$166K
|
|