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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-374K- 21.33% |
$9.32M - $10.9M
|
1.38M
$34.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-108K- 90.63% |
$2.7M - $3.15M
|
11.2K
$281K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-33.6K- 73.81% |
$838K - $976K
|
11.9K
$299K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-30.7K- 0.76% |
$766K - $892K
|
4M
$100M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.7K- 4.81% |
$517K - $602K
|
410K
$10.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.6K- 31.05% |
$463K - $539K
|
41.3K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-13.6K- 2.09% |
$340K - $396K
|
640K
$16M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-10.9K- 55.32% |
$272K - $317K
|
8.83K
$221K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-9.95K- 1.58% |
$248K - $289K
|
619K
$15.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.15K- 16.22% |
$228K - $266K
|
47.3K
$1.18M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-7.79K- 11.43% |
$194K - $226K
|
60.3K
$1.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-7.72K- 0.62% |
$192K - $224K
|
1.24M
$31.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.43K- 29.5% |
$110K - $129K
|
10.6K
$265K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-2.69K- 5.13% |
$66.9K - $77.9K
|
49.7K
$1.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.8K- 5.39% |
$44.9K - $52.3K
|
31.6K
$791K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.71K- 6.31% |
$42.7K - $49.7K
|
25.4K
$636K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-340- 0.39% |
$8.47K - $9.87K
|
87K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-144- 1.78% |
$3.59K - $4.18K
|
7.95K
$199K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-144- 0.77% |
$3.59K - $4.18K
|
18.5K
$464K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-36- 7.26% |
$897 - $1.04K
|
460
$11.5K
|
|
| Q4 2024 | |||||||
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-851K- 97.76% |
$22.1M - $89.6M
|
19.5K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-653K- 96.24% |
$16.9M - $68.8M
|
25.5K
$639K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-57.7K- 1.19% |
$1.5M - $6.08M
|
4.8M
$120M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-46.7K- 77.17% |
$1.21M - $4.92M
|
13.8K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.6K- 34.28% |
$300K - $1.22M
|
22.2K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11K- 99.28% |
$285K - $1.16M
|
80
$2K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.61K- 51.84% |
$223K - $907K
|
8K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-6.98K- 3.66% |
$181K - $735K
|
184K
$4.59M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.21K- 96.21% |
$57.3K - $233K
|
87
$2.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.55K- 0.59% |
$40.3K - $164K
|
260K
$6.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-908- 5.69% |
$23.5K - $95.6K
|
15.1K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-673- 60.58% |
$17.5K - $70.9K
|
438
$11K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-317- 0.33% |
$8.22K - $33.4K
|
95.4K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-308- 1.56% |
$7.99K - $32.4K
|
19.4K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-182- 0.43% |
$4.72K - $19.2K
|
41.9K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-169- 2.42% |
$4.38K - $17.8K
|
6.83K
$171K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-48- 0.01% |
$1.24K - $5.05K
|
642K
$16.1M
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-128K- 3.86% |
$11.8M - $13.5M
|
3.18M
$79.6M
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-56.8K- 72.27% |
$5.26M - $6M
|
21.8K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-52.9K- 73.2% |
$4.9M - $5.59M
|
19.4K
$485K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-47.5K- 72.44% |
$4.4M - $5.02M
|
18.1K
$452K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-20.3K- 13.5% |
$1.88M - $2.14M
|
130K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-8.43K- 8.72% |
$781K - $891K
|
88.3K
$2.21M
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-7.61K- 6.91% |
$705K - $805K
|
103K
$2.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.42K- 7.46% |
$594K - $678K
|
79.6K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-5.83K- 6.51% |
$540K - $616K
|
83.6K
$2.09M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.52K- 7.46% |
$326K - $372K
|
43.7K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.67K- 2.12% |
$154K - $176K
|
77.1K
$1.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.48K- 25.47% |
$137K - $156K
|
4.32K
$108K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-949- 2.67% |
$87.9K - $100K
|
34.6K
$866K
|
|