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 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.53K- 16.18% |
$56.3K - $73.8K
|
13.1K
$403K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.49K- 2.33% |
$55.5K - $72.8K
|
105K
$3.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.48K- 0.73% |
$55.3K - $72.5K
|
337K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-2.4K- 8.13% |
$53.4K - $70.1K
|
27.1K
$835K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2.36K- 14.25% |
$52.6K - $68.9K
|
14.2K
$438K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.23K- 7.68% |
$49.7K - $65.2K
|
26.8K
$827K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.18K- 11.02% |
$48.6K - $63.8K
|
17.6K
$543K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.18K- 2.82% |
$48.6K - $63.8K
|
75.2K
$2.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 0.28% |
$47.9K - $62.9K
|
767K
$23.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.14K- 1.05% |
$47.7K - $62.6K
|
202K
$6.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.11K- 14.42% |
$47K - $61.7K
|
12.5K
$386K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-2.08K- 15.58% |
$46.4K - $60.8K
|
11.3K
$347K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.04K- 21.4% |
$45.4K - $59.5K
|
7.49K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.03K- 6.9% |
$45.3K - $59.4K
|
27.4K
$845K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.91K- 0.79% |
$42.6K - $55.8K
|
240K
$7.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.9K- 15.44% |
$42.2K - $55.4K
|
10.4K
$320K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.87K- 7.13% |
$41.6K - $54.5K
|
24.3K
$749K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.85K- 16.01% |
$41.2K - $54K
|
9.7K
$299K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.84K- 0.63% |
$40.9K - $53.7K
|
288K
$8.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.84K- 3.72% |
$40.9K - $53.6K
|
47.5K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.82K- 4.72% |
$40.4K - $53K
|
36.7K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.81K- 0.06% |
$40.2K - $52.8K
|
3.09M
$95.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.8K- 14.34% |
$40.1K - $52.5K
|
10.7K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.78K- 72.99% |
$39.5K - $51.8K
|
657
$20.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.75K- 0.27% |
$39K - $51.1K
|
647K
$19.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.74K- 1.17% |
$38.7K - $50.7K
|
146K
$4.51M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.68K- 2.74% |
$37.4K - $49K
|
59.5K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.6K- 6.7% |
$35.7K - $46.8K
|
22.3K
$687K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.6K- 11.24% |
$35.6K - $46.7K
|
12.6K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-1.56K- 11.31% |
$34.7K - $45.6K
|
12.2K
$377K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-1.55K- 11.08% |
$34.5K - $45.2K
|
12.4K
$383K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-1.47K- 4.52% |
$32.8K - $43K
|
31.1K
$957K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.45K- 12.47% |
$32.3K - $42.3K
|
10.2K
$313K
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.44K- 11.06% |
$32.1K - $42.1K
|
11.6K
$357K
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.43K- 15.62% |
$31.8K - $41.7K
|
7.71K
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.4K- 24.39% |
$31.2K - $40.9K
|
4.34K
$134K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.38K- 0.79% |
$30.6K - $40.2K
|
173K
$5.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.36K- 1.8% |
$30.3K - $39.7K
|
74.3K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-1.35K- 12.69% |
$30.1K - $39.5K
|
9.3K
$287K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.33K- 0.51% |
$29.6K - $38.8K
|
261K
$8.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.33K- 1.33% |
$29.6K - $38.8K
|
98.4K
$3.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-1.33K- 68.16% |
$29.6K - $38.8K
|
620
$19.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.26K- 1.81% |
$28K - $36.7K
|
68K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.24K- 8.34% |
$27.6K - $36.2K
|
13.6K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.24K- 2.15% |
$27.5K - $36.1K
|
56.2K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.2K- 1.73% |
$26.7K - $35.1K
|
68.2K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.19K- 0.72% |
$26.5K - $34.7K
|
165K
$5.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.19K- 1.9% |
$26.5K - $34.7K
|
61.2K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.19K- 4.5% |
$26.4K - $34.7K
|
25.2K
$777K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.16K- 0.08% |
$25.9K - $33.9K
|
1.55M
$47.7M
|