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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-705- 0.55% |
$17.6K - $20.5K
|
128K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-704- 7.67% |
$17.5K - $20.4K
|
8.48K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-702- 17.11% |
$17.5K - $20.4K
|
3.4K
$99K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-691- 1.64% |
$17.2K - $20.1K
|
41.6K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-667- 7.45% |
$16.6K - $19.4K
|
8.29K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-640- 8.67% |
$15.9K - $18.6K
|
6.74K
$196K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-627- 3.12% |
$15.6K - $18.2K
|
19.5K
$567K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-596- 2.7% |
$14.8K - $17.3K
|
21.5K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-575- 1.61% |
$14.3K - $16.7K
|
35.2K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-563- 99.82% |
$14K - $16.3K
|
1
$29.1
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-513- 1.49% |
$12.8K - $14.9K
|
33.9K
$986K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-478- 3.82% |
$11.9K - $13.9K
|
12K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-471- 1.18% |
$11.7K - $13.7K
|
39.3K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-464- 2.59% |
$11.6K - $13.5K
|
17.5K
$508K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-460- 0.92% |
$11.5K - $13.3K
|
49.7K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-447- 1.76% |
$11.1K - $13K
|
24.9K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-444- 4.98% |
$11.1K - $12.9K
|
8.46K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-416- 9.84% |
$10.4K - $12.1K
|
3.81K
$111K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-406- 1.43% |
$10.1K - $11.8K
|
28K
$816K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-400- 1.29% |
$9.96K - $11.6K
|
30.7K
$892K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-398- 3.07% |
$9.91K - $11.5K
|
12.5K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-394- 0.48% |
$9.81K - $11.4K
|
81.7K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-376- 1.66% |
$9.37K - $10.9K
|
22.3K
$648K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-353- 8.68% |
$8.79K - $10.2K
|
3.72K
$108K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-348- 1.74% |
$8.67K - $10.1K
|
19.7K
$572K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-340- 0.39% |
$8.47K - $9.87K
|
87K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-339- 1.16% |
$8.44K - $9.84K
|
28.9K
$839K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-337- 0.48% |
$8.39K - $9.78K
|
70.5K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-335- 2.16% |
$8.34K - $9.72K
|
15.2K
$441K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-324- 18.44% |
$8.07K - $9.4K
|
1.43K
$41.7K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-300- 40.38% |
$7.47K - $8.71K
|
443
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-297- 0.44% |
$7.4K - $8.62K
|
67.1K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-294- 0.21% |
$7.32K - $8.53K
|
140K
$4.07M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-292- 0.7% |
$7.27K - $8.47K
|
41.5K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-283- 0.53% |
$7.05K - $8.21K
|
53.4K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-269- 0.2% |
$6.7K - $7.81K
|
132K
$3.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-268- 1.55% |
$6.68K - $7.78K
|
17K
$494K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-266- 0.91% |
$6.63K - $7.72K
|
28.9K
$840K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-265- 5.27% |
$6.6K - $7.69K
|
4.76K
$139K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-264- 2.71% |
$6.58K - $7.66K
|
9.49K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-262- 2.37% |
$6.53K - $7.6K
|
10.8K
$314K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-235- 0.72% |
$5.85K - $6.82K
|
32.6K
$947K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-232- 51.33% |
$5.78K - $6.73K
|
220
$6.4K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-216- 0.2% |
$5.38K - $6.27K
|
107K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-212- 1.06% |
$5.28K - $6.15K
|
19.8K
$575K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-208- 41.27% |
$5.18K - $6.04K
|
296
$8.61K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-203- 0.91% |
$5.06K - $5.89K
|
22K
$641K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-200- 1.71% |
$4.98K - $5.8K
|
11.5K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-196- 1.14% |
$4.88K - $5.69K
|
17K
$493K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-195- 0.12% |
$4.86K - $5.66K
|
162K
$4.72M
|