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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-731K- 97.39% |
$21.1M - $23.5M
|
19.6K
$623K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-679K- 85.42% |
$19.6M - $21.9M
|
116K
$3.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-498K- 23.77% |
$14.4M - $16M
|
1.6M
$50.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-457K- 73.2% |
$13.2M - $14.7M
|
167K
$5.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-366K- 46.94% |
$10.6M - $11.8M
|
414K
$13.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-200K- 64.0% |
$5.78M - $6.43M
|
112K
$3.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-192K- 1.26% |
$5.54M - $6.17M
|
15M
$477M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-185K- 90.93% |
$5.36M - $5.97M
|
18.5K
$587K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-165K- 35.36% |
$4.76M - $5.3M
|
301K
$9.56M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-159K- 37.23% |
$4.59M - $5.11M
|
268K
$8.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-158K- 77.2% |
$4.58M - $5.1M
|
46.8K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-150K- 3.99% |
$4.34M - $4.83M
|
3.62M
$115M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-141K- 63.7% |
$4.08M - $4.54M
|
80.4K
$2.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-139K- 31.32% |
$4.02M - $4.47M
|
305K
$9.67M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-134K- 49.65% |
$3.87M - $4.31M
|
136K
$4.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-119K- 0.28% |
$3.43M - $3.82M
|
42.2M
$1.34B
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-109K- 2.16% |
$3.17M - $3.52M
|
4.97M
$158M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-98.1K- 78.67% |
$2.84M - $3.16M
|
26.6K
$844K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-92.3K- 34.34% |
$2.67M - $2.97M
|
177K
$5.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-82.7K- 4.32% |
$2.39M - $2.66M
|
1.83M
$58.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-81.3K- 4.65% |
$2.35M - $2.62M
|
1.67M
$52.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-81K- 10.08% |
$2.34M - $2.61M
|
723K
$22.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-75.2K- 2.41% |
$2.17M - $2.42M
|
3.04M
$96.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-71.8K- 1.49% |
$2.08M - $2.31M
|
4.74M
$151M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-59.8K- 1.9% |
$1.73M - $1.93M
|
3.08M
$97.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-53.6K- 8.67% |
$1.55M - $1.73M
|
564K
$17.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-49.8K- 7.8% |
$1.44M - $1.6M
|
589K
$18.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-44.7K- 3.88% |
$1.29M - $1.44M
|
1.11M
$35.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-44.2K- 55.33% |
$1.28M - $1.42M
|
35.7K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-41.7K- 9.18% |
$1.2M - $1.34M
|
412K
$13.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-40.2K- 11.63% |
$1.16M - $1.29M
|
305K
$9.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-39.3K- 6.01% |
$1.14M - $1.27M
|
615K
$19.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-34.8K- 5.99% |
$1.01M - $1.12M
|
546K
$17.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-34.3K- 4.55% |
$993K - $1.1M
|
720K
$22.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-30.8K- 5.87% |
$890K - $990K
|
493K
$15.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-28K- 2.54% |
$810K - $902K
|
1.07M
$34.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-27K- 1.39% |
$780K - $869K
|
1.92M
$60.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-26.9K- 31.3% |
$778K - $866K
|
59K
$1.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-26.8K- 3.68% |
$776K - $864K
|
702K
$22.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-26.5K- 99.76% |
$765K - $851K
|
64
$2.03K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-23.9K- 23.98% |
$690K - $768K
|
75.7K
$2.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-23.3K- 2.92% |
$674K - $750K
|
775K
$24.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-23.1K- 3.69% |
$668K - $744K
|
604K
$19.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-23K- 4.57% |
$665K - $740K
|
480K
$15.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-22.4K- 35.71% |
$648K - $722K
|
40.4K
$1.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22.2K- 21.59% |
$642K - $715K
|
80.6K
$2.56M
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-22K- 16.91% |
$635K - $707K
|
108K
$3.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-20.6K- 2.66% |
$596K - $663K
|
753K
$23.9M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20K- 7.4% |
$580K - $645K
|
251K
$7.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-19.8K- 5.04% |
$574K - $638K
|
374K
$11.9M
|