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 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-21.4K- 8.69% |
$533K - $621K
|
225K
$6.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.7K- 4.81% |
$517K - $602K
|
410K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.5K- 1.23% |
$511K - $596K
|
1.64M
$47.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-19.6K- 29.32% |
$489K - $570K
|
47.4K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-19.4K- 16.85% |
$483K - $562K
|
95.7K
$2.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-19.1K- 4.18% |
$477K - $555K
|
439K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-19.1K- 3.61% |
$475K - $553K
|
509K
$14.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.6K- 31.05% |
$463K - $539K
|
41.3K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-18.2K- 11.3% |
$453K - $527K
|
143K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-18.1K- 39.8% |
$451K - $526K
|
27.4K
$798K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-18.1K- 4.39% |
$450K - $525K
|
394K
$11.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-17.5K- 55.17% |
$436K - $508K
|
14.2K
$414K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-17.5K- 7.17% |
$435K - $506K
|
226K
$6.58M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-17.1K- 0.96% |
$425K - $495K
|
1.75M
$51M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.8K- 10.31% |
$419K - $488K
|
146K
$4.25M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-16.8K- 20.74% |
$417K - $486K
|
64K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16K- 42.11% |
$398K - $463K
|
22K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15.6K- 9.82% |
$387K - $451K
|
143K
$4.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-15.5K- 18.26% |
$386K - $450K
|
69.4K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-15K- 43.49% |
$373K - $434K
|
19.5K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-14.8K- 12.43% |
$370K - $430K
|
105K
$3.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-14.8K- 4.73% |
$369K - $430K
|
298K
$8.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-14.6K- 37.5% |
$363K - $423K
|
24.3K
$707K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-14.3K- 1.89% |
$356K - $414K
|
741K
$21.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-13.8K- 4.02% |
$343K - $400K
|
329K
$9.56M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-13.7K- 4.98% |
$342K - $399K
|
262K
$7.63M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-13.6K- 2.09% |
$340K - $396K
|
640K
$18.6M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-13.6K- 14.27% |
$339K - $395K
|
81.8K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-13.4K- 46.14% |
$333K - $388K
|
15.6K
$454K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-13.3K- 14.58% |
$332K - $387K
|
78.2K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-13.1K- 2.53% |
$325K - $379K
|
502K
$14.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13K- 50.0% |
$323K - $376K
|
13K
$377K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12.6K- 1.88% |
$315K - $367K
|
659K
$19.2M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-12.3K- 12.68% |
$307K - $357K
|
84.8K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-12K- 15.27% |
$299K - $348K
|
66.5K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-11.5K- 2.55% |
$286K - $333K
|
439K
$12.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-11.4K- 2.99% |
$284K - $331K
|
369K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-11.2K- 2.42% |
$280K - $326K
|
453K
$13.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-10.9K- 55.32% |
$272K - $317K
|
8.83K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10.1K- 2.54% |
$251K - $292K
|
386K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10.1K- 8.44% |
$250K - $292K
|
109K
$3.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-9.98K- 2.04% |
$249K - $290K
|
479K
$13.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-9.93K- 1.23% |
$247K - $288K
|
796K
$23.2M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-9.84K- 31.44% |
$245K - $285K
|
21.5K
$624K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-9.62K- 0.45% |
$240K - $279K
|
2.15M
$62.5M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-9.33K- 85.27% |
$232K - $271K
|
1.61K
$46.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-8.99K- 35.56% |
$224K - $261K
|
16.3K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-8.94K- 6.08% |
$223K - $259K
|
138K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.61K- 2.4% |
$214K - $250K
|
350K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.49K- 0.9% |
$212K - $246K
|
935K
$27.2M
|