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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-993K- 35.72% |
$22.1M - $29M
|
1.79M
$53.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-398K- 56.42% |
$8.87M - $11.6M
|
308K
$9.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-305K- 27.75% |
$6.78M - $8.9M
|
793K
$23.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-242K- 22.02% |
$5.4M - $7.08M
|
858K
$25.5M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-227K- 78.19% |
$5.05M - $6.62M
|
63.2K
$1.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-185K- 84.59% |
$4.12M - $5.41M
|
33.7K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-169K- 9.63% |
$3.76M - $4.93M
|
1.58M
$47.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-168K- 12.17% |
$3.74M - $4.91M
|
1.21M
$36M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-141K- 77.62% |
$3.15M - $4.13M
|
40.8K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-136K- 4.24% |
$3.04M - $3.98M
|
3.08M
$91.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-123K- 51.44% |
$2.74M - $3.59M
|
116K
$3.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-100K- 32.21% |
$2.23M - $2.93M
|
211K
$6.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-91.4K- 25.37% |
$2.04M - $2.67M
|
269K
$7.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-76.5K- 17.37% |
$1.7M - $2.24M
|
364K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-74.1K- 9.32% |
$1.65M - $2.17M
|
722K
$21.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-64.3K- 3.83% |
$1.43M - $1.88M
|
1.61M
$47.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-59.2K- 49.87% |
$1.32M - $1.73M
|
59.5K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-53.8K- 14.3% |
$1.2M - $1.57M
|
323K
$9.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-50.3K- 6.79% |
$1.12M - $1.47M
|
691K
$20.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-48.6K- 36.0% |
$1.08M - $1.42M
|
86.3K
$2.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-47K- 27.5% |
$1.05M - $1.37M
|
124K
$3.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-47K- 5.88% |
$1.05M - $1.37M
|
751K
$22.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-46K- 75.24% |
$1.02M - $1.34M
|
15.1K
$449K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-38.8K- 95.05% |
$863K - $1.13M
|
2.02K
$60K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-34.4K- 3.33% |
$765K - $1M
|
999K
$29.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-34K- 66.67% |
$758K - $995K
|
17K
$505K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-33.6K- 58.23% |
$748K - $982K
|
24.1K
$716K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-32.4K- 1.52% |
$722K - $947K
|
2.1M
$62.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-31K- 18.47% |
$691K - $906K
|
137K
$4.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-29.7K- 49.34% |
$660K - $866K
|
30.4K
$904K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.8K- 11.8% |
$597K - $782K
|
200K
$5.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-25.2K- 7.69% |
$562K - $737K
|
303K
$8.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-24.1K- 12.16% |
$536K - $703K
|
174K
$5.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-23.9K- 35.04% |
$532K - $697K
|
44.3K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-23.2K- 2.36% |
$516K - $677K
|
959K
$28.5M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-21.5K- 8.92% |
$479K - $629K
|
220K
$6.53M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-20K- 61.61% |
$446K - $585K
|
12.5K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-19.1K- 9.26% |
$424K - $557K
|
187K
$5.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-18.8K- 47.05% |
$420K - $551K
|
21.2K
$630K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-18.2K- 8.07% |
$406K - $533K
|
208K
$6.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-18K- 3.63% |
$401K - $525K
|
478K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.4K- 2.24% |
$320K - $419K
|
626K
$18.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-13.1K- 4.0% |
$293K - $384K
|
316K
$9.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.4K- 39.1% |
$275K - $361K
|
19.3K
$572K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12.4K- 2.81% |
$275K - $361K
|
427K
$12.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12K- 15.81% |
$268K - $351K
|
64K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-12K- 1.72% |
$266K - $349K
|
683K
$20.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-10K- 6.87% |
$223K - $293K
|
136K
$4.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9.18K- 7.96% |
$204K - $268K
|
106K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8.52K- 2.72% |
$190K - $249K
|
305K
$9.05M
|