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 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.8K- 7.35% |
$44.7K - $52.1K
|
22.6K
$658K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.78K- 15.77% |
$44.4K - $51.7K
|
9.52K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.77K- 5.94% |
$44K - $51.2K
|
28K
$814K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 4.79% |
$43.9K - $51.2K
|
35K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.74K- 11.77% |
$43.2K - $50.4K
|
13K
$378K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.71K- 6.31% |
$42.7K - $49.7K
|
25.4K
$740K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.71K- 22.97% |
$42.6K - $49.7K
|
5.74K
$167K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.7K- 11.53% |
$42.2K - $49.2K
|
13K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.66K- 3.26% |
$41.3K - $48.1K
|
49.3K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.64K- 96.01% |
$40.7K - $47.4K
|
68
$1.98K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.62K- 0.41% |
$40.3K - $46.9K
|
397K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-1.61K- 5.15% |
$40K - $46.6K
|
29.6K
$861K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.56K- 15.41% |
$38.8K - $45.2K
|
8.55K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.55K- 6.53% |
$38.6K - $45K
|
22.2K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.54K- 32.41% |
$38.4K - $44.7K
|
3.21K
$93.4K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.52K- 7.25% |
$38K - $44.2K
|
19.5K
$567K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.49K- 1.92% |
$37.1K - $43.2K
|
76.1K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.48K- 6.06% |
$36.9K - $42.9K
|
22.9K
$667K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-1.4K- 7.26% |
$34.9K - $40.6K
|
17.9K
$520K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.35K- 10.87% |
$33.6K - $39.1K
|
11.1K
$322K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.32K- 9.65% |
$32.9K - $38.3K
|
12.4K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.32K- 5.82% |
$32.8K - $38.2K
|
21.3K
$619K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.3K- 9.84% |
$32.4K - $37.7K
|
11.9K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.3K- 5.97% |
$32.3K - $37.6K
|
20.4K
$593K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.26K- 75.84% |
$31.4K - $36.5K
|
401
$11.7K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.2K- 5.78% |
$30K - $34.9K
|
19.6K
$571K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.17K- 8.36% |
$29K - $33.8K
|
12.8K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-1.16K- 0.17% |
$29K - $33.8K
|
669K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-1.16K- 1.24% |
$28.8K - $33.6K
|
92.4K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.1K- 2.06% |
$27.5K - $32K
|
52.6K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.08K- 3.98% |
$26.9K - $31.4K
|
26.1K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-1.06K- 3.8% |
$26.5K - $30.8K
|
26.9K
$782K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.06K- 5.37% |
$26.5K - $30.8K
|
18.7K
$545K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.05K- 1.51% |
$26.2K - $30.5K
|
68.4K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.03K- 1.39% |
$25.7K - $29.9K
|
73.3K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.01K- 1.4% |
$25.1K - $29.3K
|
71.2K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.01K- 3.71% |
$25.1K - $29.3K
|
26.2K
$762K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-967- 9.12% |
$24.1K - $28.1K
|
9.64K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-966- 2.68% |
$24.1K - $28K
|
35.1K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-942- 7.12% |
$23.5K - $27.3K
|
12.3K
$357K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-928- 8.45% |
$23.1K - $26.9K
|
10.1K
$292K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-915- 17.02% |
$22.8K - $26.6K
|
4.46K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-907- 3.77% |
$22.6K - $26.3K
|
23.1K
$673K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-881- 0.35% |
$21.9K - $25.6K
|
251K
$7.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-866- 0.65% |
$21.6K - $25.1K
|
133K
$3.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-862- 3.62% |
$21.5K - $25K
|
23K
$668K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-850- 8.02% |
$21.2K - $24.7K
|
9.75K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-848- 1.04% |
$21.1K - $24.6K
|
80.8K
$2.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-730- 1.1% |
$18.2K - $21.2K
|
65.8K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-710- 2.37% |
$17.7K - $20.6K
|
29.2K
$850K
|