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 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.8K- 10.09% |
$1.37M - $1.56M
|
132K
$3.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-14.6K- 7.78% |
$1.35M - $1.54M
|
173K
$4.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-14.5K- 7.74% |
$1.34M - $1.53M
|
173K
$4.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 3.59% |
$1.33M - $1.51M
|
384K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-13.4K- 65.01% |
$1.24M - $1.42M
|
7.23K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-12.5K- 3.11% |
$1.16M - $1.32M
|
390K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-12.3K- 5.6% |
$1.14M - $1.3M
|
208K
$5.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-12.3K- 5.62% |
$1.14M - $1.3M
|
207K
$5.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.2K- 2.57% |
$1.13M - $1.29M
|
461K
$12.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-10.9K- 3.55% |
$1.01M - $1.15M
|
296K
$8.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.8K- 3.17% |
$1M - $1.14M
|
331K
$9.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 1.6% |
$993K - $1.13M
|
657K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-10.7K- 19.72% |
$992K - $1.13M
|
43.6K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9.22K- 7.63% |
$854K - $975K
|
112K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.81K- 13.9% |
$816K - $931K
|
54.6K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.8K- 13.84% |
$815K - $930K
|
54.8K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.53K- 5.41% |
$790K - $901K
|
149K
$4.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-8.43K- 8.72% |
$781K - $891K
|
88.3K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-8.36K- 7.13% |
$774K - $884K
|
109K
$2.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.22K- 13.19% |
$761K - $869K
|
54.1K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8.15K- 12.58% |
$755K - $861K
|
56.6K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.99K- 6.04% |
$740K - $844K
|
124K
$3.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-7.87K- 1.2% |
$729K - $832K
|
647K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.59K- 98.7% |
$703K - $802K
|
100
$2.75K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.49K- 4.12% |
$694K - $792K
|
174K
$4.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.46K- 8.63% |
$691K - $788K
|
78.9K
$2.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-7.36K- 34.11% |
$682K - $778K
|
14.2K
$391K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.28K- 65.89% |
$675K - $770K
|
3.77K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-7.27K- 52.42% |
$673K - $768K
|
6.59K
$181K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.09K- 2.83% |
$656K - $749K
|
244K
$6.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.97K- 2.63% |
$646K - $737K
|
258K
$7.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-6.82K- 49.94% |
$631K - $720K
|
6.83K
$188K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.66K- 64.23% |
$617K - $704K
|
3.71K
$102K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.42K- 7.46% |
$594K - $678K
|
79.6K
$2.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.22K- 5.59% |
$576K - $658K
|
105K
$2.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.22K- 3.15% |
$576K - $657K
|
191K
$5.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-6.22K- 27.8% |
$576K - $657K
|
16.1K
$444K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-6.2K- 4.02% |
$575K - $656K
|
148K
$4.07M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-5.89K- 2.92% |
$545K - $622K
|
195K
$5.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-5.83K- 6.51% |
$540K - $616K
|
83.6K
$2.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.71K- 1.89% |
$529K - $603K
|
297K
$8.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5.38K- 63.31% |
$498K - $569K
|
3.12K
$85.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.34K- 2.66% |
$494K - $564K
|
195K
$5.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.93K- 25.04% |
$457K - $521K
|
14.8K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-4.89K- 2.96% |
$453K - $517K
|
161K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.84K- 9.92% |
$449K - $512K
|
44K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.66K- 0.88% |
$431K - $492K
|
526K
$14.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-4.57K- 5.46% |
$424K - $483K
|
79.1K
$2.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.55K- 9.77% |
$422K - $481K
|
42K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.54K- 3.45% |
$420K - $480K
|
127K
$3.49M
|