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 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-8.09K- 9.67% |
$202K - $235K
|
75.6K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-7.92K- 1.13% |
$197K - $230K
|
691K
$20.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-7.92K- 21.14% |
$197K - $230K
|
29.5K
$860K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7.81K- 29.07% |
$194K - $227K
|
19K
$554K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-7.79K- 11.43% |
$194K - $226K
|
60.3K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.41K- 3.33% |
$185K - $215K
|
215K
$6.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7.41K- 18.29% |
$185K - $215K
|
33.1K
$963K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-7.38K- 3.53% |
$184K - $214K
|
201K
$5.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-7.32K- 6.93% |
$182K - $213K
|
98.4K
$2.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-7.23K- 30.89% |
$180K - $210K
|
16.2K
$470K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.23K- 6.38% |
$180K - $210K
|
106K
$3.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.13K- 1.32% |
$178K - $207K
|
532K
$15.5M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-6.94K- 6.05% |
$173K - $201K
|
108K
$3.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-6.94K- 5.99% |
$173K - $201K
|
109K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.93K- 17.27% |
$173K - $201K
|
33.2K
$967K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-6.72K- 1.49% |
$167K - $195K
|
442K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.43K- 6.37% |
$160K - $187K
|
94.5K
$2.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.42K- 1.86% |
$160K - $186K
|
340K
$9.88M
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.42K- 20.26% |
$160K - $186K
|
25.3K
$735K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.26K- 1.15% |
$156K - $182K
|
537K
$15.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.18K- 0.5% |
$154K - $179K
|
1.23M
$35.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-6.11K- 2.23% |
$152K - $177K
|
267K
$7.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.99K- 1.49% |
$149K - $174K
|
396K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.99K- 29.45% |
$149K - $174K
|
14.3K
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-5.97K- 7.63% |
$149K - $173K
|
72.2K
$2.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-5.89K- 11.85% |
$147K - $171K
|
43.8K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.81K- 0.34% |
$145K - $169K
|
1.73M
$50.2M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.72K- 0.35% |
$143K - $166K
|
1.64M
$47.6M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.7K- 20.26% |
$142K - $165K
|
22.4K
$653K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.68K- 4.81% |
$141K - $165K
|
112K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-5.67K- 0.76% |
$141K - $165K
|
738K
$21.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-5.47K- 1.86% |
$136K - $159K
|
289K
$8.41M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.46K- 15.81% |
$136K - $159K
|
29.1K
$846K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-5.15K- 5.68% |
$128K - $149K
|
85.5K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.13K- 6.64% |
$128K - $149K
|
72.1K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-5.09K- 5.42% |
$127K - $148K
|
88.8K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-4.96K- 32.63% |
$124K - $144K
|
10.2K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.96K- 0.26% |
$124K - $144K
|
1.9M
$55.2M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.77K- 6.71% |
$119K - $138K
|
66.3K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-4.64K- 5.13% |
$116K - $135K
|
85.9K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.62K- 7.01% |
$115K - $134K
|
61.2K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.47K- 1.65% |
$111K - $130K
|
267K
$7.77M
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-4.43K- 1.22% |
$110K - $129K
|
359K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-4.42K- 20.35% |
$110K - $128K
|
17.3K
$504K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.41K- 12.36% |
$110K - $128K
|
31.3K
$910K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-4.19K- 2.75% |
$104K - $122K
|
148K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.04K- 1.93% |
$101K - $117K
|
205K
$5.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.01K- 16.83% |
$99.9K - $116K
|
19.8K
$577K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.88K- 2.16% |
$96.6K - $113K
|
176K
$5.11M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.81K- 2.61% |
$94.9K - $111K
|
142K
$4.13M
|