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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-62.2K- 3.74% |
$1.95M - $2.1M
|
1.6M
$51.6M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-793- 7.6% |
$24.9K - $26.7K
|
9.64K
$311K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-759- 1.89% |
$23.8K - $25.6K
|
39.5K
$1.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-616- 25.5% |
$19.3K - $20.8K
|
1.8K
$58.1K
|
|
| Q3 2025 | |||||||
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.59M- 6.77% |
$74.8M - $83.2M
|
35.6M
$1.15B
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.08MClosed |
$60.1M - $66.9M
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.98M- 98.08% |
$57.3M - $63.8M
|
38.8K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.29M- 2.83% |
$37.4M - $41.7M
|
44.5M
$1.43B
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.17M- 35.03% |
$33.7M - $37.5M
|
2.16M
$69.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-800K- 5.22% |
$23.1M - $25.8M
|
14.5M
$468M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-731K- 97.39% |
$21.1M - $23.5M
|
19.6K
$633K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-679K- 85.42% |
$19.6M - $21.9M
|
116K
$3.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-669K- 33.71% |
$19.3M - $21.5M
|
1.32M
$42.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-498K- 23.77% |
$14.4M - $16M
|
1.6M
$51.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-457K- 73.2% |
$13.2M - $14.7M
|
167K
$5.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-366K- 46.94% |
$10.6M - $11.8M
|
414K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-309K- 92.85% |
$8.93M - $9.94M
|
23.8K
$767K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-288K- 13.64% |
$8.32M - $9.26M
|
1.82M
$58.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-267K- 5.77% |
$7.72M - $8.59M
|
4.36M
$141M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-253K- 34.69% |
$7.32M - $8.14M
|
476K
$15.4M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250K- 95.79% |
$7.23M - $8.05M
|
11K
$355K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-200K- 64.0% |
$5.78M - $6.43M
|
112K
$3.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-199K- 87.4% |
$5.75M - $6.4M
|
28.7K
$925K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-192K- 1.26% |
$5.54M - $6.17M
|
15M
$484M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-185K- 90.93% |
$5.36M - $5.97M
|
18.5K
$597K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-185K- 27.35% |
$5.36M - $5.97M
|
492K
$15.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-183K- 10.23% |
$5.29M - $5.88M
|
1.6M
$51.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-165K- 35.36% |
$4.76M - $5.3M
|
301K
$9.72M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-159K- 37.23% |
$4.59M - $5.11M
|
268K
$8.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-158K- 77.2% |
$4.58M - $5.1M
|
46.8K
$1.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-150K- 3.99% |
$4.34M - $4.83M
|
3.62M
$117M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-144K- 72.04% |
$4.17M - $4.64M
|
56K
$1.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-141K- 63.7% |
$4.08M - $4.54M
|
80.4K
$2.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-139K- 31.32% |
$4.02M - $4.47M
|
305K
$9.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-134K- 49.65% |
$3.87M - $4.31M
|
136K
$4.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-130K- 43.17% |
$3.75M - $4.17M
|
170K
$5.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-126K- 9.27% |
$3.63M - $4.04M
|
1.23M
$39.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-124K- 32.66% |
$3.59M - $3.99M
|
256K
$8.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-124K- 3.86% |
$3.59M - $3.99M
|
3.08M
$99.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-119K- 0.28% |
$3.43M - $3.82M
|
42.2M
$1.36B
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-113K- 34.31% |
$3.26M - $3.63M
|
216K
$6.96M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-109K- 2.16% |
$3.17M - $3.52M
|
4.97M
$160M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-104K- 3.43% |
$3.02M - $3.36M
|
2.94M
$94.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-98.1K- 78.67% |
$2.84M - $3.16M
|
26.6K
$858K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-92.3K- 34.34% |
$2.67M - $2.97M
|
177K
$5.69M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-90.7K- 5.65% |
$2.62M - $2.92M
|
1.52M
$48.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
SELL
|
- |
-88.4K- 11.1% |
$2.56M - $2.85M
|
708K
$22.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-81.3K- 4.65% |
$2.35M - $2.62M
|
1.67M
$53.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-81K- 10.08% |
$2.34M - $2.61M
|
723K
$23.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-75.2K- 2.41% |
$2.17M - $2.42M
|
3.04M
$98.2M
|
|