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 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-484K- 3.15% |
$12.1M - $14M
|
14.9M
$433M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-458K- 26.65% |
$11.4M - $13.3M
|
1.26M
$36.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-379K- 92.57% |
$9.44M - $11M
|
30.4K
$885K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-353K- 6.04% |
$8.79M - $10.2M
|
5.49M
$160M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-295K- 27.08% |
$7.36M - $8.58M
|
796K
$23.2M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-263K- 61.67% |
$6.55M - $7.63M
|
163K
$4.75M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-254K- 24.66% |
$6.33M - $7.38M
|
776K
$22.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-221K- 30.22% |
$5.5M - $6.41M
|
510K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-176K- 74.83% |
$4.39M - $5.12M
|
59.3K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-173K- 36.77% |
$4.32M - $5.03M
|
298K
$8.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-170K- 69.13% |
$4.24M - $4.94M
|
76K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-163K- 39.56% |
$4.05M - $4.72M
|
248K
$7.23M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-144K- 71.53% |
$3.58M - $4.17M
|
57.2K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-134K- 2.98% |
$3.33M - $3.88M
|
4.35M
$127M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-129K- 52.77% |
$3.21M - $3.74M
|
115K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-123K- 22.2% |
$3.07M - $3.58M
|
432K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-123K- 21.26% |
$3.07M - $3.57M
|
456K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-118K- 31.98% |
$2.93M - $3.42M
|
251K
$7.29M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-117K- 92.84% |
$2.91M - $3.39M
|
9.01K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-109K- 8.72% |
$2.72M - $3.17M
|
1.14M
$33.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-108K- 17.34% |
$2.68M - $3.13M
|
514K
$14.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-105K- 11.74% |
$2.63M - $3.06M
|
793K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-94K- 78.89% |
$2.34M - $2.73M
|
25.1K
$731K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-91.9K- 8.55% |
$2.29M - $2.67M
|
983K
$28.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-91.6K- 13.12% |
$2.28M - $2.66M
|
607K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-90.8K- 28.44% |
$2.26M - $2.64M
|
229K
$6.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-89.4K- 4.03% |
$2.23M - $2.59M
|
2.13M
$61.9M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-85.1K- 2.67% |
$2.12M - $2.47M
|
3.1M
$90.3M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-84.1K- 58.87% |
$2.1M - $2.44M
|
58.8K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-80.8K- 11.07% |
$2.01M - $2.34M
|
649K
$18.9M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-79.6K- 6.67% |
$1.98M - $2.31M
|
1.11M
$32.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-79.4K- 4.03% |
$1.98M - $2.31M
|
1.89M
$55M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-76K- 4.31% |
$1.89M - $2.21M
|
1.69M
$49.1M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-74.7K- 3.9% |
$1.86M - $2.17M
|
1.84M
$53.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-72.6K- 6.12% |
$1.81M - $2.11M
|
1.11M
$32.4M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-71.8K- 91.81% |
$1.79M - $2.08M
|
6.41K
$186K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-70.8K- 7.32% |
$1.76M - $2.06M
|
896K
$26.1M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-69.7K- 5.6% |
$1.74M - $2.02M
|
1.18M
$34.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-66.1K- 5.77% |
$1.65M - $1.92M
|
1.08M
$31.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-65.6K- 5.63% |
$1.63M - $1.9M
|
1.1M
$32M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-64.7K- 96.17% |
$1.61M - $1.88M
|
2.57K
$74.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
SELL
|
- |
-64.5K- 29.87% |
$1.61M - $1.87M
|
151K
$4.4M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-63.4K- 96.01% |
$1.58M - $1.84M
|
2.64K
$76.7K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-61.4K- 11.73% |
$1.53M - $1.78M
|
462K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-61.1K- 16.41% |
$1.52M - $1.77M
|
311K
$9.05M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.7K- 6.06% |
$1.46M - $1.7M
|
910K
$26.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-56.3K- 10.44% |
$1.4M - $1.63M
|
483K
$14M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-55.6K- 13.77% |
$1.39M - $1.61M
|
348K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-53.4K- 17.77% |
$1.33M - $1.55M
|
247K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-52.6K- 23.12% |
$1.31M - $1.53M
|
175K
$5.08M
|