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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-52K- 56.03% |
$1.3M - $1.51M
|
40.8K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-49.6K- 5.77% |
$1.24M - $1.44M
|
811K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-47.1K- 12.7% |
$1.17M - $1.37M
|
324K
$9.42M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-43.3K- 9.73% |
$1.08M - $1.26M
|
402K
$11.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-42.6K- 19.82% |
$1.06M - $1.23M
|
172K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41.3K- 13.78% |
$1.03M - $1.2M
|
258K
$7.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-41.1K- 3.61% |
$1.02M - $1.19M
|
1.1M
$31.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-40.7K- 61.58% |
$1.01M - $1.18M
|
25.4K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-40.2K- 9.84% |
$1M - $1.17M
|
368K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-39.9K- 31.85% |
$995K - $1.16M
|
85.5K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-38.9K- 4.64% |
$968K - $1.13M
|
798K
$23.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-38.4K- 39.93% |
$956K - $1.11M
|
57.7K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-38.2K- 3.3% |
$952K - $1.11M
|
1.12M
$32.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-37.2K- 8.61% |
$927K - $1.08M
|
395K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-35.9K- 1.61% |
$894K - $1.04M
|
2.2M
$63.9M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-35.4K- 6.2% |
$881K - $1.03M
|
536K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-35.4K- 18.0% |
$881K - $1.03M
|
161K
$4.69M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-35.1K- 3.44% |
$874K - $1.02M
|
986K
$28.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-34.9K- 36.34% |
$870K - $1.01M
|
61.2K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.4K- 98.15% |
$856K - $997K
|
649
$18.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-33.2K- 23.72% |
$827K - $964K
|
107K
$3.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-32.8K- 98.84% |
$818K - $952K
|
386
$11.2K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32K- 6.38% |
$797K - $929K
|
470K
$13.7M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-31.6K- 1.7% |
$786K - $916K
|
1.83M
$53.2M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-30.8K- 3.39% |
$767K - $893K
|
876K
$25.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-30.7K- 0.76% |
$766K - $892K
|
4M
$116M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-30.3KClosed |
$756K - $880K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-29.8K- 21.25% |
$742K - $865K
|
110K
$3.21M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29.7K- 8.62% |
$739K - $861K
|
315K
$9.15M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-28.6K- 5.11% |
$713K - $830K
|
531K
$15.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-27.3K- 5.1% |
$681K - $793K
|
509K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-27.3K- 5.85% |
$680K - $793K
|
440K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-27.2K- 38.85% |
$677K - $789K
|
42.8K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-26K- 3.49% |
$648K - $755K
|
719K
$20.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-25.9K- 16.06% |
$645K - $752K
|
135K
$3.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-25.6K- 7.24% |
$637K - $743K
|
328K
$9.54M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-25.2K- 7.71% |
$629K - $733K
|
302K
$8.8M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-24.6K- 12.68% |
$612K - $713K
|
169K
$4.92M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-24.4K- 3.33% |
$607K - $707K
|
708K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-24.1K- 12.14% |
$601K - $700K
|
175K
$5.08M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-24K- 2.94% |
$597K - $695K
|
790K
$23M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-23.7K- 4.52% |
$591K - $689K
|
502K
$14.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-22.5K- 4.82% |
$562K - $654K
|
446K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-22.5K- 14.83% |
$559K - $652K
|
129K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-22.3K- 9.85% |
$555K - $646K
|
204K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-22.2K- 8.54% |
$554K - $646K
|
238K
$6.93M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-22.2K- 1.21% |
$554K - $645K
|
1.81M
$52.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22K- 12.45% |
$547K - $638K
|
155K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-21.8K- 3.39% |
$543K - $633K
|
621K
$18.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-21.7K- 5.24% |
$541K - $630K
|
393K
$11.4M
|