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 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5.01K- 63.82% |
$112K - $146K
|
2.84K
$87.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.8K- 6.0% |
$107K - $140K
|
75.2K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.77K- 19.52% |
$106K - $139K
|
19.6K
$605K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-4.62K- 5.74% |
$103K - $135K
|
75.9K
$2.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-4.58K- 2.49% |
$102K - $134K
|
179K
$5.52M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-4.56K- 1.1% |
$101K - $133K
|
408K
$12.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-4.24K- 2.12% |
$94.5K - $124K
|
196K
$6.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.23K- 5.55% |
$94.1K - $123K
|
71.9K
$2.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.21K- 1.9% |
$93.8K - $123K
|
218K
$6.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.2K- 21.92% |
$93.5K - $123K
|
15K
$461K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.1K- 0.44% |
$91.3K - $120K
|
930K
$28.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-4.08K- 2.47% |
$90.9K - $119K
|
161K
$4.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.94K- 2.26% |
$87.7K - $115K
|
171K
$5.25M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.93K- 5.11% |
$87.6K - $115K
|
73K
$2.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.92K- 18.7% |
$87.2K - $114K
|
17K
$524K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-3.87K- 5.37% |
$86.3K - $113K
|
68.3K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.85K- 2.28% |
$85.6K - $112K
|
165K
$5.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.7K- 13.62% |
$82.5K - $108K
|
23.5K
$723K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-3.69K- 1.38% |
$82.2K - $108K
|
264K
$8.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.67K- 0.3% |
$81.7K - $107K
|
1.23M
$37.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.64K- 2.49% |
$81.1K - $106K
|
143K
$4.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-3.63K- 9.1% |
$80.8K - $106K
|
36.3K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.53K- 27.22% |
$78.5K - $103K
|
9.43K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-3.52K- 11.92% |
$78.4K - $103K
|
26K
$802K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-3.52K- 4.15% |
$78.4K - $103K
|
81.3K
$2.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.46K- 1.51% |
$77.1K - $101K
|
226K
$6.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-3.35K- 16.4% |
$74.7K - $98K
|
17.1K
$527K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.26K- 7.14% |
$72.5K - $95.1K
|
42.3K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.24K- 26.02% |
$72.2K - $94.8K
|
9.22K
$284K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.21K- 3.63% |
$71.4K - $93.6K
|
85.1K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-3.18K- 4.12% |
$70.7K - $92.8K
|
73.9K
$2.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.17K- 2.02% |
$70.7K - $92.7K
|
154K
$4.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-3.17K- 15.49% |
$70.7K - $92.7K
|
17.3K
$533K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.12K- 4.56% |
$69.5K - $91.1K
|
65.3K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-3.11K- 2.22% |
$69.3K - $90.8K
|
137K
$4.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.05K- 4.61% |
$68K - $89.2K
|
63.2K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.96K- 5.32% |
$65.9K - $86.5K
|
52.7K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.95K- 0.29% |
$65.7K - $86.2K
|
1.01M
$31.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-2.95K- 3.28% |
$65.6K - $86K
|
87K
$2.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.88K- 27.79% |
$64.1K - $84.1K
|
7.48K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.77K- 4.51% |
$61.6K - $80.8K
|
58.5K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.72K- 3.74% |
$60.6K - $79.5K
|
70.1K
$2.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.72K- 9.85% |
$60.5K - $79.4K
|
24.9K
$766K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-2.72K- 12.67% |
$60.5K - $79.3K
|
18.7K
$576K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.67K- 3.79% |
$59.5K - $78.1K
|
67.8K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-2.66K- 7.55% |
$59.2K - $77.7K
|
32.5K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 2.37% |
$59.2K - $77.6K
|
110K
$3.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.64K- 26.61% |
$58.8K - $77.1K
|
7.28K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.59K- 20.61% |
$57.7K - $75.7K
|
9.99K
$308K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.55K- 1.14% |
$56.7K - $74.3K
|
220K
$6.77M
|