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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-889- 9.51% |
$82.3K - $94K
|
8.46K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-888- 2.1% |
$82.3K - $93.9K
|
41.4K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-876- 19.21% |
$81.1K - $92.6K
|
3.68K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-863- 14.64% |
$79.9K - $91.2K
|
5.03K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-858- 1.29% |
$79.5K - $90.7K
|
65.6K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-820- 11.85% |
$76K - $86.7K
|
6.1K
$168K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-820- 0.58% |
$76K - $86.7K
|
140K
$3.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-816- 0.25% |
$75.6K - $86.2K
|
328K
$9.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-816- 0.1% |
$75.6K - $86.2K
|
843K
$23.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-807- 3.64% |
$74.8K - $85.3K
|
21.4K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-787- 7.37% |
$72.9K - $83.2K
|
9.89K
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-782- 8.89% |
$72.4K - $82.6K
|
8.01K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-767- 0.85% |
$71K - $81.1K
|
89.7K
$2.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-766- 1.63% |
$71K - $81K
|
46.1K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-761- 2.87% |
$70.5K - $80.4K
|
25.7K
$707K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-754- 3.76% |
$69.8K - $79.7K
|
19.3K
$531K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-751- 9.65% |
$69.6K - $79.4K
|
7.03K
$193K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-743- 2.95% |
$68.8K - $78.5K
|
24.5K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-740- 8.58% |
$68.5K - $78.2K
|
7.89K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-734- 11.25% |
$68K - $77.6K
|
5.79K
$159K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-732- 5.84% |
$67.8K - $77.4K
|
11.8K
$324K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-708- 4.41% |
$65.6K - $74.8K
|
15.4K
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-687- 3.53% |
$63.6K - $72.6K
|
18.8K
$516K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-678- 2.55% |
$62.8K - $71.7K
|
25.9K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-675- 1.84% |
$62.5K - $71.3K
|
36K
$990K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-664- 9.09% |
$61.5K - $70.2K
|
6.64K
$183K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-658- 3.68% |
$61K - $69.5K
|
17.2K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-624- 2.15% |
$57.8K - $66K
|
28.4K
$779K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-624- 0.59% |
$57.8K - $66K
|
105K
$2.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-600- 12.51% |
$55.6K - $63.4K
|
4.2K
$115K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-592- 45.47% |
$54.8K - $62.6K
|
710
$19.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-588- 0.87% |
$54.5K - $62.1K
|
66.6K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-587- 3.75% |
$54.4K - $62K
|
15.1K
$414K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-585- 2.78% |
$54.2K - $61.8K
|
20.5K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-582- 0.79% |
$53.9K - $61.5K
|
73.4K
$2.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-568- 3.94% |
$52.6K - $60K
|
13.8K
$380K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-560- 24.88% |
$51.9K - $59.2K
|
1.69K
$46.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-549- 8.24% |
$50.9K - $58K
|
6.11K
$168K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-547- 0.77% |
$50.7K - $57.8K
|
70.7K
$1.94M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-542- 3.27% |
$50.2K - $57.3K
|
16K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-537- 0.12% |
$49.7K - $56.8K
|
441K
$12.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-536- 4.38% |
$49.6K - $56.6K
|
11.7K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-535- 81.8% |
$49.6K - $56.5K
|
119
$3.27K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-525- 11.46% |
$48.6K - $55.5K
|
4.06K
$111K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-511- 27.55% |
$47.3K - $54K
|
1.34K
$36.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-510- 2.52% |
$47.2K - $53.9K
|
19.7K
$543K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-501- 4.51% |
$46.4K - $53K
|
10.6K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-492- 0.86% |
$45.6K - $52K
|
56.9K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-484- 7.29% |
$44.8K - $51.2K
|
6.16K
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-472- 1.78% |
$43.7K - $49.9K
|
26.1K
$717K
|