Latest Institutional Sells of Schwab Strategic Tr Us Large C (SCHG)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) 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 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.18M- 80.76% |
$48.5M - $63.7M
|
519K
$16M
|
|
|
Aug 01, 2025
Q2 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.26M- 62.89% |
$28M - $36.8M
|
743K
$22.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.04M- 12.48% |
$23.1M - $30.3M
|
7.27M
$224M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.03M- 63.64% |
$22.9M - $30.1M
|
588K
$18.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-993K- 35.72% |
$22.1M - $29M
|
1.79M
$55.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-981K- 9.65% |
$21.9M - $28.7M
|
9.19M
$283M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-627K- 6.57% |
$14M - $18.3M
|
8.93M
$275M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-591K- 16.28% |
$13.2M - $17.3M
|
3.04M
$93.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-578K- 21.69% |
$12.9M - $16.9M
|
2.09M
$64.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-468K- 51.48% |
$10.4M - $13.7M
|
441K
$13.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-441K- 85.96% |
$9.83M - $12.9M
|
72.1K
$2.22M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-409K- 87.55% |
$9.11M - $11.9M
|
58.2K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-398K- 56.42% |
$8.87M - $11.6M
|
308K
$9.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-396K- 78.9% |
$8.82M - $11.6M
|
106K
$3.26M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-369K- 73.97% |
$8.22M - $10.8M
|
130K
$4M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-305K- 27.75% |
$6.78M - $8.9M
|
793K
$24.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-287K- 26.76% |
$6.4M - $8.39M
|
786K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-260K- 10.99% |
$5.8M - $7.6M
|
2.11M
$65M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-258K- 65.14% |
$5.75M - $7.55M
|
138K
$4.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-253K- 55.19% |
$5.63M - $7.38M
|
205K
$6.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-246K- 91.37% |
$5.49M - $7.2M
|
23.3K
$717K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-242K- 22.02% |
$5.4M - $7.08M
|
858K
$26.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-241K- 14.29% |
$5.38M - $7.05M
|
1.45M
$44.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-227K- 6.39% |
$5.06M - $6.64M
|
3.33M
$103M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-227K- 78.19% |
$5.05M - $6.62M
|
63.2K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-212K- 15.81% |
$4.73M - $6.2M
|
1.13M
$34.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-193K- 10.73% |
$4.29M - $5.63M
|
1.6M
$49.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-185K- 35.61% |
$4.13M - $5.42M
|
335K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-185K- 84.59% |
$4.12M - $5.41M
|
33.7K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-182K- 7.9% |
$4.06M - $5.32M
|
2.12M
$65.4M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-182K- 25.91% |
$4.04M - $5.3M
|
519K
$16M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-173K- 7.87% |
$3.85M - $5.05M
|
2.02M
$62.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-169K- 9.63% |
$3.76M - $4.93M
|
1.58M
$48.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-168K- 12.17% |
$3.74M - $4.91M
|
1.21M
$37.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-141K- 77.62% |
$3.15M - $4.13M
|
40.8K
$1.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-139K- 52.91% |
$3.1M - $4.07M
|
124K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-138K- 84.03% |
$3.07M - $4.02M
|
26.2K
$806K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-136K- 4.24% |
$3.04M - $3.98M
|
3.08M
$94.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-128K- 28.27% |
$2.85M - $3.74M
|
325K
$10M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-123K- 51.44% |
$2.74M - $3.59M
|
116K
$3.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-117K- 22.09% |
$2.6M - $3.42M
|
412K
$12.7M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-107K- 13.3% |
$2.39M - $3.13M
|
699K
$21.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-106K- 6.57% |
$2.37M - $3.11M
|
1.51M
$46.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-100K- 32.21% |
$2.23M - $2.93M
|
211K
$6.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-100K- 30.14% |
$2.23M - $2.92M
|
232K
$7.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-99.3K- 8.27% |
$2.21M - $2.9M
|
1.1M
$33.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-98.9K- 98.96% |
$2.2M - $2.89M
|
1.04K
$31.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-91.4K- 25.37% |
$2.04M - $2.67M
|
269K
$8.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-85.1K- 8.98% |
$1.9M - $2.49M
|
863K
$26.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-76.5K- 17.37% |
$1.7M - $2.24M
|
364K
$11.2M
|