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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-24.7K- 0.53% |
$551K - $723K
|
4.63M
$143M
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-24.1K- 6.52% |
$536K - $704K
|
345K
$10.6M
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-24.1K- 12.16% |
$536K - $703K
|
174K
$5.35M
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-23.9K- 35.04% |
$532K - $697K
|
44.3K
$1.36M
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-23.2K- 2.36% |
$516K - $677K
|
959K
$29.5M
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-22.1K- 1.98% |
$492K - $646K
|
1.1M
$33.8M
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-21.5K- 8.92% |
$479K - $629K
|
220K
$6.77M
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-20.6K- 0.91% |
$460K - $603K
|
2.25M
$69.4M
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-20K- 61.61% |
$446K - $585K
|
12.5K
$384K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.5K- 0.13% |
$434K - $569K
|
15.5M
$476M
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-19.4K- 44.34% |
$432K - $567K
|
24.4K
$750K
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-19.2K- 5.36% |
$429K - $562K
|
340K
$10.5M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-19.1K- 9.26% |
$424K - $557K
|
187K
$5.75M
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-18.8K- 47.05% |
$420K - $551K
|
21.2K
$653K
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-18.6K- 14.2% |
$415K - $544K
|
113K
$3.47M
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-18.2K- 8.07% |
$406K - $533K
|
208K
$6.4M
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-18K- 3.63% |
$401K - $525K
|
478K
$14.7M
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-17.6K- 1.57% |
$391K - $513K
|
1.1M
$34M
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-17.4K- 3.25% |
$388K - $509K
|
518K
$16M
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-16.9K- 10.58% |
$376K - $493K
|
143K
$4.39M
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-16.7K- 25.16% |
$373K - $489K
|
49.8K
$1.53M
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-16K- 2.03% |
$357K - $469K
|
774K
$23.8M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16K- 4.56% |
$356K - $466K
|
334K
$10.3M
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-15.5K- 29.79% |
$345K - $453K
|
36.5K
$1.12M
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-15.4K- 10.57% |
$344K - $451K
|
130K
$4.02M
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15.1K- 11.67% |
$335K - $440K
|
114K
$3.51M
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-14.9K- 12.0% |
$332K - $436K
|
109K
$3.37M
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.4K- 2.24% |
$320K - $419K
|
626K
$19.3M
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-13.8K- 20.24% |
$307K - $403K
|
54.4K
$1.68M
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-13.7K- 22.74% |
$305K - $400K
|
46.5K
$1.43M
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-13.3K- 50.62% |
$295K - $387K
|
12.9K
$398K
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 2.13% |
$295K - $387K
|
608K
$18.7M
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-13.1K- 4.0% |
$293K - $384K
|
316K
$9.72M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-12.4K- 1.68% |
$276K - $362K
|
726K
$22.4M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.4K- 39.1% |
$275K - $361K
|
19.3K
$593K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12.4K- 2.81% |
$275K - $361K
|
427K
$13.1M
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12K- 15.81% |
$268K - $351K
|
64K
$1.97M
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-12K- 1.48% |
$267K - $350K
|
799K
$24.6M
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-12K- 1.72% |
$266K - $349K
|
683K
$21M
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.8K- 0.03% |
$263K - $344K
|
38.2M
$1.18B
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-11.8K- 39.09% |
$262K - $344K
|
18.4K
$565K
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.2K- 12.39% |
$250K - $327K
|
79.2K
$2.44M
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-10.9K- 14.69% |
$243K - $319K
|
63.4K
$1.95M
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-10.7K- 12.34% |
$239K - $313K
|
76.1K
$2.34M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-10K- 6.87% |
$223K - $293K
|
136K
$4.19M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9.84K- 7.3% |
$219K - $288K
|
125K
$3.85M
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-9.76K- 16.8% |
$217K - $285K
|
48.3K
$1.49M
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.65K- 29.16% |
$215K - $282K
|
23.4K
$722K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.58K- 3.82% |
$213K - $280K
|
241K
$7.42M
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9.18K- 7.96% |
$204K - $268K
|
106K
$3.27M
|