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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-8.8K- 31.28% |
$196K - $257K
|
19.3K
$595K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8.52K- 2.72% |
$190K - $249K
|
305K
$9.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.33K- 27.91% |
$186K - $243K
|
21.5K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8.26K- 3.04% |
$184K - $241K
|
263K
$8.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-8.2K- 13.1% |
$183K - $239K
|
54.4K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-8.05K- 44.43% |
$179K - $235K
|
10.1K
$310K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-7.94K- 19.56% |
$177K - $232K
|
32.6K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-7.75K- 39.44% |
$173K - $226K
|
11.9K
$367K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-7.73K- 3.25% |
$172K - $226K
|
230K
$7.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.72K- 2.5% |
$172K - $225K
|
301K
$9.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7.71K- 0.59% |
$172K - $225K
|
1.29M
$39.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-7.66K- 40.11% |
$171K - $224K
|
11.4K
$352K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-7.65K- 18.92% |
$170K - $224K
|
32.8K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-7.42K- 3.94% |
$165K - $217K
|
181K
$5.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-7.42K- 10.41% |
$165K - $217K
|
63.8K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.41K- 0.39% |
$165K - $216K
|
1.87M
$57.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-7.29K- 6.82% |
$162K - $213K
|
99.5K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-7.28K- 30.34% |
$162K - $213K
|
16.7K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-7.24K- 1.84% |
$161K - $212K
|
386K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.2K- 18.72% |
$160K - $210K
|
31.3K
$963K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-7.09K- 11.02% |
$158K - $207K
|
57.3K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-7.09K- 7.04% |
$158K - $207K
|
93.6K
$2.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7K- 14.06% |
$156K - $204K
|
42.8K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.95K- 3.41% |
$155K - $203K
|
197K
$6.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-6.93K- 1.8% |
$154K - $202K
|
379K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.91K- 4.88% |
$154K - $202K
|
135K
$4.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-6.83K- 25.66% |
$152K - $200K
|
19.8K
$610K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.81K- 1.28% |
$152K - $199K
|
524K
$16.1M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-6.49K- 30.42% |
$145K - $190K
|
14.8K
$457K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-6.43K- 3.74% |
$143K - $188K
|
166K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.98K- 4.85% |
$133K - $175K
|
117K
$3.61M
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-5.83K- 24.82% |
$130K - $170K
|
17.7K
$544K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.65K- 2.76% |
$126K - $165K
|
199K
$6.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.64K- 37.0% |
$126K - $165K
|
9.61K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.63K- 2.08% |
$125K - $164K
|
265K
$8.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.6K- 1.26% |
$125K - $164K
|
440K
$13.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5.58K- 1.05% |
$124K - $163K
|
527K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-5.58K- 19.08% |
$124K - $163K
|
23.6K
$728K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-5.57K- 4.58% |
$124K - $163K
|
116K
$3.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.55K- 13.46% |
$124K - $162K
|
35.7K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-5.52K- 18.66% |
$123K - $161K
|
24.1K
$741K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.5K- 3.85% |
$122K - $161K
|
137K
$4.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-5.47K- 1.57% |
$122K - $160K
|
343K
$10.6M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-5.36K- 9.3% |
$119K - $157K
|
52.3K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-5.24K- 1.03% |
$117K - $153K
|
503K
$15.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.23K- 4.09% |
$116K - $153K
|
123K
$3.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-5.22K- 12.05% |
$116K - $152K
|
38.1K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-5.2K- 8.25% |
$116K - $152K
|
57.8K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-5.11K- 26.45% |
$114K - $149K
|
14.2K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-5.09K- 0.64% |
$113K - $149K
|
791K
$24.4M
|