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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.8K- 11.38% |
$94.7K - $110K
|
29.6K
$861K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.8K- 2.89% |
$94.7K - $110K
|
127K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.57K- 1.58% |
$88.9K - $104K
|
222K
$6.45M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-3.53K- 2.09% |
$87.8K - $102K
|
165K
$4.81M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.51K- 0.22% |
$87.4K - $102K
|
1.58M
$45.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.49K- 0.24% |
$86.8K - $101K
|
1.46M
$42.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.46K- 11.74% |
$86.2K - $100K
|
26K
$757K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.42K- 10.26% |
$85.2K - $99.2K
|
29.9K
$870K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.42K- 1.63% |
$85.1K - $99.1K
|
206K
$5.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-3.33K- 4.77% |
$82.9K - $96.6K
|
66.4K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.2K- 1.16% |
$79.7K - $92.8K
|
272K
$7.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.15K- 10.52% |
$78.5K - $91.5K
|
26.8K
$780K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-3.08K- 27.95% |
$76.7K - $89.3K
|
7.93K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-2.99K- 54.68% |
$74.6K - $86.9K
|
2.48K
$72.2K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.99K- 4.56% |
$74.5K - $86.8K
|
62.6K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.94K- 2.03% |
$73.3K - $85.4K
|
142K
$4.12M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.79K- 0.59% |
$69.5K - $81K
|
474K
$13.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.79K- 4.98% |
$69.5K - $81K
|
53.2K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-2.77K- 6.05% |
$69K - $80.3K
|
43K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.64K- 0.57% |
$65.9K - $76.7K
|
458K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.63K- 5.93% |
$65.6K - $76.4K
|
41.8K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2.62K- 14.81% |
$65.1K - $75.9K
|
15K
$437K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-2.52K- 1.67% |
$62.7K - $73K
|
148K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-2.48K- 5.22% |
$61.8K - $72K
|
45.1K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.46K- 0.67% |
$61.4K - $71.5K
|
364K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.44K- 1.49% |
$60.8K - $70.9K
|
162K
$4.71M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.43K- 2.68% |
$60.5K - $70.4K
|
88.3K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
CALL |
-2.4K- 7.69% |
$59.8K - $69.6K
|
28.8K
$838K
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
SELL
|
- |
-2.4K- 3.2% |
$59.7K - $69.6K
|
72.5K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.3K- 2.77% |
$57.2K - $66.6K
|
80.5K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.22K- 1.87% |
$55.3K - $64.5K
|
117K
$3.4M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-2.2K- 17.09% |
$54.7K - $63.7K
|
10.7K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.19K- 5.86% |
$54.5K - $63.5K
|
35.2K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.17K- 12.81% |
$54.1K - $63K
|
14.8K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.14K- 9.46% |
$53.3K - $62.1K
|
20.5K
$596K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.08K- 67.18% |
$51.8K - $60.4K
|
1.02K
$29.6K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.08K- 1.3% |
$51.7K - $60.2K
|
158K
$4.6M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.04K- 5.52% |
$50.8K - $59.2K
|
34.9K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2K- 6.01% |
$49.8K - $58K
|
31.3K
$910K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-1.96K- 1.69% |
$48.9K - $56.9K
|
114K
$3.33M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.95K- 8.27% |
$48.5K - $56.5K
|
21.6K
$629K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.94K- 0.8% |
$48.4K - $56.4K
|
242K
$7.03M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.94K- 1.23% |
$48.2K - $56.2K
|
156K
$4.53M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.93K- 0.71% |
$48.2K - $56.1K
|
270K
$7.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.93K- 12.02% |
$48.1K - $56K
|
14.1K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.93K- 6.51% |
$48.1K - $56K
|
27.7K
$806K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.92K- 1.64% |
$47.7K - $55.6K
|
115K
$3.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.91K- 2.4% |
$47.6K - $55.5K
|
77.9K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.87K- 1.26% |
$46.6K - $54.3K
|
146K
$4.25M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.83K- 1.34% |
$45.5K - $53K
|
134K
$3.91M
|