Latest Institutional Sells of Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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
Jul 18, 2022 Q2 2022
Strategic Capital Advisers, Inc.

SELL
 -
-431
- 8.07%
$24K - $33K
4.91K $142K
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-400
Closed
$22.3K - $30.6K
0 $0
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

SELL
 -
-370
- 78.72%
$20.6K - $28.3K
100 $2.89K
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-200
Closed
$11.1K - $15.3K
0 $0
Jul 11, 2022 Q2 2022
Foresight Capital Management Advisors, Inc.

SELL
 -
-198
Closed
$11K - $15.2K
0 $0
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

SELL
 -
-184
- 1.51%
$10.3K - $14.1K
12K $346K
Jul 20, 2022 Q2 2022
Endurance Wealth Management, Inc.

SELL
 -
-176
- 8.91%
$9.81K - $13.5K
1.8K $52.1K
Aug 15, 2022 Q2 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-134
- 20.87%
$7.47K - $10.3K
508 $14.7K
Aug 09, 2022 Q2 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-125
- 11.19%
$6.97K - $9.57K
992 $28.7K
Aug 15, 2022 Q2 2022
St. James Investment Advisors, LLC

Port Jefferson, NY
SELL
 -
-110
Closed
$6.13K - $8.42K
0 $0
Q1 2022
Apr 28, 2022 Q1 2022
Planning Alternatives LTD

SELL
 -
-79.3K
Closed
$5.2M - $6.55M
0 $0
May 31, 2022 Q1 2022
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
SELL
 -
-39.9K
Closed
$2.62M - $3.3M
0 $0
May 12, 2022 Q1 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-10.5K
Closed
$690K - $868K
0 $0
Apr 20, 2022 Q1 2022
Epic Trust Investment Advisors, LLC

SELL
 -
-2.74K
Closed
$180K - $226K
0 $0
May 04, 2022 Q1 2022
Lyell Wealth Management, LP

SELL
 -
-1.53K
Closed
$101K - $127K
0 $0
May 11, 2022 Q1 2022
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-1.5K
Closed
$98.4K - $124K
0 $0
May 09, 2022 Q1 2022
Ingalls & Snyder LLC

New York, NY
SELL
 -
-1.34K
Closed
$88.2K - $111K
0 $0
May 09, 2022 Q1 2022
Canandaigua National Corp

SELL
 -
-1.24K
Closed
$81.5K - $103K
0 $0
May 04, 2022 Q1 2022
Slate Stone Wealth, LLC

SELL
 -
-1.22K
Closed
$80.2K - $101K
0 $0
Apr 29, 2022 Q1 2022
Atwood & Palmer Inc

SELL
 -
-1K
Closed
$65.6K - $82.6K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-608
Closed
$39.9K - $50.2K
0 $0
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-506
Closed
$33.2K - $41.8K
0 $0
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-435
Closed
$28.5K - $35.9K
0 $0
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

SELL
 -
-400
Closed
$26.3K - $33K
0 $0
May 05, 2022 Q1 2022
Rgt Wealth Advisors, LLC

SELL
 -
-246
Closed
$16.1K - $20.3K
0 $0
Apr 26, 2022 Q1 2022
Masso Torrence Wealth Management Inc.

SELL
 -
-245
Closed
$16.1K - $20.2K
0 $0
Apr 19, 2022 Q1 2022
Paragon Capital Management LTD

SELL
 -
-108
Closed
$7.09K - $8.92K
0 $0
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-80
Closed
$5.25K - $6.61K
0 $0
May 16, 2022 Q1 2022
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-58
Closed
$3.81K - $4.79K
0 $0
May 10, 2022 Q1 2022
Ifs Advisors, LLC

SELL
 -
-1
Closed
$65.6 - $82.6
0 $0
Q4 2021
Jan 31, 2022 Q4 2021
Pring Turner Capital Group Inc

Walnut Creek, CA
SELL
 -
-56.8K
Closed
$4.15M - $4.74M
0 $0
Jan 21, 2022 Q4 2021
Signify Wealth

SELL
 -
-47.8K
Closed
$3.49M - $3.98M
0 $0
Feb 04, 2022 Q4 2021
Seaview Investment Managers LLC

SELL
 -
-20.4K
Closed
$1.49M - $1.71M
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-5.44K
Closed
$397K - $453K
0 $0
Feb 07, 2022 Q4 2021
M&T Bank Corp

SELL
 -
-2.38K
Closed
$174K - $199K
0 $0
Jan 19, 2022 Q4 2021
Purus Wealth Management, LLC

SELL
 -
-1.35K
Closed
$98.6K - $113K
0 $0
Feb 14, 2022 Q4 2021
Thompson Davis & Co., Inc.

SELL
 -
-874
Closed
$63.9K - $72.9K
0 $0
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-661
Closed
$48.3K - $55.1K
0 $0
Feb 10, 2022 Q4 2021
Running Point Capital Advisors, LLC

SELL
 -
-473
Closed
$34.6K - $39.4K
0 $0
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-380
Closed
$27.8K - $31.7K
0 $0
Dec 30, 2022 Q4 2021
Warther Private Wealth, LLC

Akron, OH
SELL
 -
-69
- 0.83%
$5.04K - $5.75K
8.2K $237K
Q3 2021
Nov 19, 2021 Q3 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-105K
Closed
$7.66M - $8.26M
0 $0
Nov 15, 2021 Q3 2021
Claybrook Capital, LLC

SELL
 -
-6.61K
Closed
$484K - $522K
0 $0
Nov 16, 2021 Q3 2021
Security National Bank Of Sioux City Iowa

Sioux City, IA
SELL
 -
-6.57K
Closed
$481K - $518K
0 $0
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

SELL
 -
-6.25K
Closed
$458K - $493K
0 $0
Nov 16, 2021 Q3 2021
Parisi Gray Wealth Management

SELL
 -
-2.39K
Closed
$175K - $189K
0 $0
Nov 01, 2021 Q3 2021
Sfmg, LLC

SELL
 -
-2.06K
Closed
$151K - $162K
0 $0
Oct 14, 2021 Q3 2021
Farmers & Merchants Trust CO Of Long Beach

SELL
 -
-1.5K
Closed
$110K - $119K
0 $0
Nov 15, 2021 Q3 2021
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-1.38K
Closed
$101K - $109K
0 $0

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