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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34M- 21.36% |
$108M - $125M
|
4.93M
$465M
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.03M- 57.02% |
$82.9M - $96M
|
775K
$73.2M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-768K- 6.33% |
$61.9M - $71.7M
|
11.4M
$1.07B
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-629K- 98.85% |
$50.7M - $58.7M
|
7.35K
$694K
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-502K- 25.52% |
$40.5M - $46.9M
|
1.47M
$138M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-355K- 96.1% |
$28.6M - $33.1M
|
14.4K
$1.36M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-330K- 45.12% |
$26.6M - $30.8M
|
402K
$38M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-265K- 83.68% |
$21.4M - $24.7M
|
51.7K
$4.88M
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-181K- 82.26% |
$14.6M - $16.9M
|
39K
$3.68M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-179K- 76.97% |
$14.4M - $16.7M
|
53.6K
$5.06M
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-177K- 42.37% |
$14.3M - $16.5M
|
241K
$22.8M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-167K- 99.63% |
$13.5M - $15.6M
|
614
$58K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-143K- 33.35% |
$11.6M - $13.4M
|
287K
$27.1M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-138K- 2.79% |
$11.1M - $12.8M
|
4.79M
$453M
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
SELL
|
- |
-104K- 89.59% |
$8.38M - $9.7M
|
12.1K
$1.14M
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-89.2K- 49.29% |
$7.19M - $8.33M
|
91.8K
$8.67M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-86.6K- 18.34% |
$6.98M - $8.08M
|
385K
$36.4M
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-61.1K- 8.46% |
$4.93M - $5.71M
|
661K
$62.5M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-56.4K- 34.88% |
$4.55M - $5.26M
|
105K
$9.95M
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-51.5K- 28.82% |
$4.15M - $4.81M
|
127K
$12M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-48.5K- 8.81% |
$3.91M - $4.53M
|
503K
$47.5M
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-48.3K- 10.15% |
$3.89M - $4.5M
|
427K
$40.4M
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-47.8K- 5.11% |
$3.86M - $4.46M
|
888K
$83.9M
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-47.3K- 85.45% |
$3.81M - $4.41M
|
8.05K
$760K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-39.7K- 0.44% |
$3.2M - $3.71M
|
8.98M
$849M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.6K- 7.86% |
$3.19M - $3.69M
|
464K
$43.8M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-38.9K- 14.12% |
$3.13M - $3.63M
|
237K
$22.3M
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-35.9K- 10.17% |
$2.9M - $3.35M
|
317K
$30M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-35.1K- 93.24% |
$2.83M - $3.28M
|
2.54K
$240K
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-35K- 66.32% |
$2.82M - $3.27M
|
17.8K
$1.68M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.6K- 94.1% |
$2.79M - $3.23M
|
2.17K
$205K
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-33.3K- 3.69% |
$2.69M - $3.11M
|
871K
$82.2M
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-31.9K- 32.98% |
$2.57M - $2.98M
|
64.8K
$6.12M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-31.7K- 15.34% |
$2.55M - $2.95M
|
175K
$16.5M
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-29.6K- 12.93% |
$2.39M - $2.77M
|
200K
$18.9M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-28.9K- 18.76% |
$2.33M - $2.69M
|
125K
$11.8M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-25K- 14.05% |
$2.02M - $2.34M
|
153K
$14.5M
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-23.2K- 2.83% |
$1.87M - $2.17M
|
796K
$75.2M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-23.1K- 14.61% |
$1.86M - $2.16M
|
135K
$12.8M
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-22.5K- 24.75% |
$1.81M - $2.1M
|
68.3K
$6.45M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22.1K- 37.63% |
$1.78M - $2.07M
|
36.7K
$3.47M
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-22.1K- 86.83% |
$1.78M - $2.06M
|
3.35K
$317K
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-21.6K- 38.94% |
$1.74M - $2.02M
|
33.9K
$3.2M
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-20.3K- 11.54% |
$1.63M - $1.89M
|
155K
$14.7M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19.8K- 89.32% |
$1.6M - $1.85M
|
2.37K
$224K
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-18.8K- 11.59% |
$1.52M - $1.76M
|
144K
$13.6M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.7K- 29.97% |
$1.51M - $1.75M
|
43.7K
$4.13M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18.4K- 33.27% |
$1.49M - $1.72M
|
37K
$3.49M
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-18.2K- 3.74% |
$1.46M - $1.7M
|
468K
$44.2M
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-18.1K- 69.44% |
$1.45M - $1.68M
|
7.94K
$750K
|