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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-13Closed |
$494 - $667
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1Closed |
$38 - $51.3
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-13.6KClosed |
$470K - $695K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-11.8KClosed |
$409K - $606K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Orser Capital Management, LLC
|
SELL
|
- |
-4.3KClosed |
$149K - $220K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.8KClosed |
$132K - $195K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.39KClosed |
$82.8K - $123K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.15KClosed |
$74.5K - $110K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-2.1KClosed |
$72.8K - $108K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.37KClosed |
$47.4K - $70.1K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-877Closed |
$30.3K - $44.9K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-570Closed |
$19.7K - $29.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-219Closed |
$7.58K - $11.2K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-53Closed |
$1.83K - $2.71K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-30Closed |
$1.04K - $1.54K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-24Closed |
$830 - $1.23K
|
0
$0
|
|
|
Nov 18, 2020
Q1 2020
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-20Closed |
$692 - $1.02K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5Closed |
$173 - $256
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 15, 2020
Q4 2019
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-70.6KClosed |
$2.89M - $3.3M
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Lincoln Capital Corp
|
SELL
|
- |
-57KClosed |
$2.33M - $2.66M
|
0
$0
|
|
|
Sep 02, 2020
Q4 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-32.4KClosed |
$1.33M - $1.51M
|
0
$0
|
|
|
Jan 06, 2020
Q4 2019
|
Spence Asset Management
|
SELL
|
- |
-23.3KClosed |
$956K - $1.09M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-21.6KClosed |
$886K - $1.01M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-10.7KClosed |
$436K - $498K
|
0
$0
|
|
|
Jan 09, 2020
Q4 2019
|
Mcia Inc
|
SELL
|
- |
-10.4KClosed |
$426K - $485K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.09KClosed |
$126K - $144K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-1.2KClosed |
$49.3K - $56.2K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-740Closed |
$30.3K - $34.6K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-95Closed |
$3.89K - $4.44K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2KClosed |
$83.4K - $85.7K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.1KClosed |
$45.8K - $47.1K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-400Closed |
$16.7K - $17.1K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-108Closed |
$4.5K - $4.63K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-7Closed |
$292 - $300
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-54Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.4KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Brightworth
|
SELL
|
- |
-5.73KClosed |
N/A
|
0
$0
|
|
|
Apr 01, 2019
Q1 2019
|
Park National Corp
|
SELL
|
- |
-4.3KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.38KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-209Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Washington Trust Bank
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-36Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 06, 2019
Q4 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-45.5KClosed |
N/A
|
0
$0
|
|