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 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-18.6K- 41.18% |
$539K - $600K
|
26.6K
$845K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-16.6K- 5.44% |
$479K - $533K
|
287K
$9.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-16.3K- 3.42% |
$473K - $526K
|
461K
$14.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-16.3K- 5.43% |
$470K - $524K
|
284K
$9M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-16K- 60.12% |
$462K - $515K
|
10.6K
$337K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-15.8K- 6.58% |
$458K - $510K
|
225K
$7.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-15.7K- 0.36% |
$453K - $504K
|
4.3M
$136M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-15.6K- 4.82% |
$450K - $501K
|
307K
$9.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14.6K- 30.97% |
$423K - $471K
|
32.6K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14K- 2.24% |
$405K - $451K
|
612K
$19.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-13.8K- 1.61% |
$398K - $443K
|
844K
$26.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-13.1K- 61.99% |
$380K - $423K
|
8.05K
$255K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-13.1K- 6.65% |
$378K - $421K
|
184K
$5.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-13K- 22.2% |
$376K - $418K
|
45.5K
$1.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-12.2K- 10.04% |
$353K - $393K
|
109K
$3.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-11.6K- 38.16% |
$336K - $374K
|
18.8K
$598K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11K- 48.33% |
$317K - $353K
|
11.7K
$372K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-10.8K- 18.48% |
$314K - $349K
|
47.9K
$1.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10.7K- 9.85% |
$310K - $345K
|
98.2K
$3.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-10.5K- 18.37% |
$304K - $339K
|
46.7K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.4K- 5.41% |
$301K - $335K
|
182K
$5.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10K- 1.9% |
$289K - $322K
|
517K
$16.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.26K- 4.08% |
$268K - $298K
|
218K
$6.91M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-9.23K- 7.53% |
$267K - $297K
|
113K
$3.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-8.94K- 3.39% |
$259K - $288K
|
255K
$8.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-8.91K- 33.77% |
$258K - $287K
|
17.5K
$555K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-8.88K- 4.46% |
$257K - $286K
|
190K
$6.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8.82K- 3.68% |
$255K - $284K
|
231K
$7.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-8.76K- 2.76% |
$253K - $282K
|
309K
$9.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-8.5K- 5.24% |
$246K - $274K
|
154K
$4.88M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-8.14K- 99.3% |
$235K - $262K
|
57
$1.81K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.06K- 3.14% |
$233K - $259K
|
248K
$7.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-7.99K- 23.22% |
$231K - $257K
|
26.4K
$838K
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-7.81K- 1.94% |
$226K - $251K
|
394K
$12.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-7.71K- 0.98% |
$223K - $248K
|
783K
$24.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.7K- 41.96% |
$223K - $248K
|
10.7K
$338K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.7K- 0.7% |
$223K - $248K
|
1.1M
$34.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7.65K- 0.59% |
$221K - $246K
|
1.29M
$40.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-7.63K- 7.61% |
$221K - $246K
|
92.7K
$2.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.31K- 0.46% |
$211K - $235K
|
1.59M
$50.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.61K- 2.2% |
$191K - $213K
|
294K
$9.35M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-6.28K- 11.64% |
$181K - $202K
|
47.6K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-6.26K- 0.62% |
$181K - $201K
|
1M
$31.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-6.09K- 1.88% |
$176K - $196K
|
318K
$10.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.69K- 0.46% |
$165K - $183K
|
1.22M
$38.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.67K- 0.39% |
$164K - $182K
|
1.46M
$46.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-5.41K- 30.68% |
$156K - $174K
|
12.2K
$388K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-5.1K- 18.03% |
$148K - $164K
|
23.2K
$737K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.06K- 2.2% |
$146K - $163K
|
225K
$7.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-4.9K- 0.62% |
$142K - $158K
|
788K
$25M
|