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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.61M- 99.29% |
$149M - $170M
|
11.5K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-589K- 13.12% |
$54.6M - $62.3M
|
3.9M
$107M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-572K- 98.95% |
$52.9M - $60.4M
|
6.04K
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-515K- 19.89% |
$47.7M - $54.4M
|
2.07M
$57M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-309K- 75.61% |
$28.6M - $32.6M
|
99.6K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-292K- 6.79% |
$27M - $30.8M
|
4M
$110M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-291K- 99.27% |
$26.9M - $30.7M
|
2.14K
$58.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-201K- 84.62% |
$18.7M - $21.3M
|
36.6K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-135K- 3.89% |
$12.5M - $14.3M
|
3.34M
$91.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-128K- 3.86% |
$11.8M - $13.5M
|
3.18M
$87.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-113K- 97.37% |
$10.5M - $11.9M
|
3.05K
$83.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-107K- 38.61% |
$9.9M - $11.3M
|
170K
$4.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-106K- 20.96% |
$9.81M - $11.2M
|
399K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-82.6K- 34.89% |
$7.65M - $8.73M
|
154K
$4.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-78.4K- 10.41% |
$7.26M - $8.28M
|
675K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-70.5K- 97.14% |
$6.53M - $7.45M
|
2.08K
$57K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-69.7K- 29.67% |
$6.46M - $7.37M
|
165K
$4.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-65K- 36.1% |
$6.02M - $6.87M
|
115K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.2K- 8.05% |
$5.58M - $6.36M
|
688K
$18.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-54.8K- 10.8% |
$5.08M - $5.79M
|
453K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-53.1K- 10.29% |
$4.91M - $5.61M
|
463K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-52.9K- 73.2% |
$4.9M - $5.59M
|
19.4K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.5K- 58.49% |
$4.4M - $5.02M
|
33.7K
$927K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-44.9K- 14.73% |
$4.16M - $4.75M
|
260K
$7.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-43.9K- 19.7% |
$4.07M - $4.64M
|
179K
$4.92M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-35.9K- 10.73% |
$3.32M - $3.79M
|
299K
$8.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-35.9K- 5.13% |
$3.32M - $3.79M
|
663K
$18.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-35K- 47.1% |
$3.24M - $3.7M
|
39.3K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-34.5K- 1.57% |
$3.19M - $3.64M
|
2.16M
$59.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-34.2K- 99.55% |
$3.16M - $3.61M
|
154
$4.23K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.2K- 4.1% |
$2.7M - $3.08M
|
682K
$18.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-28.9K- 9.84% |
$2.67M - $3.05M
|
264K
$7.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-27.9K- 46.59% |
$2.58M - $2.95M
|
32K
$879K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.9K- 4.51% |
$2.49M - $2.84M
|
570K
$15.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.1K- 2.84% |
$2.33M - $2.66M
|
859K
$23.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25.1K- 4.84% |
$2.32M - $2.65M
|
493K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-24.3K- 3.19% |
$2.25M - $2.57M
|
737K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
SELL
|
- |
-23.2K- 14.08% |
$2.15M - $2.45M
|
142K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-23.1K- 2.6% |
$2.14M - $2.44M
|
867K
$23.8M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-21.7K- 15.65% |
$2.01M - $2.3M
|
117K
$3.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21K- 8.13% |
$1.95M - $2.22M
|
238K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20.4K- 67.33% |
$1.89M - $2.16M
|
9.89K
$272K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-20.3K- 13.5% |
$1.88M - $2.14M
|
130K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-19.8K- 10.86% |
$1.83M - $2.09M
|
162K
$4.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-19.7K- 2.33% |
$1.83M - $2.09M
|
828K
$22.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.9K- 7.46% |
$1.75M - $2M
|
234K
$6.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-18.9K- 3.26% |
$1.75M - $1.99M
|
560K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-18.8K- 10.62% |
$1.74M - $1.99M
|
158K
$4.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-17.1K- 1.72% |
$1.59M - $1.81M
|
981K
$27M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-16.9K- 3.66% |
$1.57M - $1.79M
|
446K
$12.3M
|