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 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-573- 0.41% |
$12.8K - $16.7K
|
138K
$4.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-544- 3.76% |
$12.1K - $15.9K
|
13.9K
$429K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-523- 5.2% |
$11.6K - $15.3K
|
9.53K
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-520- 2.27% |
$11.6K - $15.2K
|
22.4K
$691K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-519- 3.77% |
$11.6K - $15.2K
|
13.3K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-511- 0.13% |
$11.4K - $14.9K
|
401K
$12.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-499- 5.17% |
$11.1K - $14.6K
|
9.15K
$282K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-496- 1.13% |
$11K - $14.5K
|
43.4K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-487- 2.5% |
$10.8K - $14.2K
|
19K
$585K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-487- 3.12% |
$10.8K - $14.2K
|
15.1K
$466K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-465- 1.27% |
$10.4K - $13.6K
|
36.1K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-455- 3.36% |
$10.1K - $13.3K
|
13.1K
$402K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-436- 0.27% |
$9.71K - $12.7K
|
162K
$4.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-428- 1.51% |
$9.53K - $12.5K
|
28K
$862K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-410- 2.03% |
$9.13K - $12K
|
19.8K
$610K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 6.16% |
$8.91K - $11.7K
|
6.1K
$188K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-372- 1.26% |
$8.28K - $10.9K
|
29.2K
$900K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-367- 0.04% |
$8.17K - $10.7K
|
985K
$30.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-366- 0.67% |
$8.15K - $10.7K
|
54.3K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-359- 3.08% |
$7.99K - $10.5K
|
11.3K
$348K
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-358- 0.23% |
$7.97K - $10.5K
|
154K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-350- 0.99% |
$7.79K - $10.2K
|
34.8K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-346- 0.1% |
$7.71K - $10.1K
|
340K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-335- 3.28% |
$7.46K - $9.79K
|
9.88K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-332- 0.41% |
$7.39K - $9.7K
|
81.4K
$2.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-324- 3.07% |
$7.22K - $9.46K
|
10.2K
$315K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-322- 1.69% |
$7.17K - $9.41K
|
18.7K
$577K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-315- 1.17% |
$7.02K - $9.2K
|
26.5K
$817K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-298- 20.99% |
$6.64K - $8.7K
|
1.12K
$34.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-294- 2.71% |
$6.55K - $8.59K
|
10.6K
$325K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-292- 1.29% |
$6.5K - $8.53K
|
22.3K
$688K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-283- 2.29% |
$6.3K - $8.27K
|
12.1K
$372K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-269- 2.1% |
$5.99K - $7.86K
|
12.5K
$385K
|
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-265- 0.78% |
$5.9K - $7.74K
|
33.6K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-256- 2.32% |
$5.7K - $7.48K
|
10.8K
$333K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-256- 87.97% |
$5.7K - $7.48K
|
35
$1.08K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-242- 0.98% |
$5.39K - $7.07K
|
24.5K
$755K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-240- 1.08% |
$5.34K - $7.01K
|
21.9K
$675K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-235- 0.47% |
$5.23K - $6.86K
|
49.3K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-233- 0.81% |
$5.19K - $6.81K
|
28.5K
$877K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-225- 0.66% |
$5.01K - $6.57K
|
33.6K
$1.04M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-219- 0.08% |
$4.88K - $6.4K
|
273K
$8.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-217- 0.88% |
$4.83K - $6.34K
|
24.4K
$753K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-207- 4.55% |
$4.61K - $6.05K
|
4.34K
$134K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-204- 2.48% |
$4.54K - $5.96K
|
8.01K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-201- 0.13% |
$4.48K - $5.87K
|
156K
$4.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 16.08% |
$4.45K - $5.84K
|
1.04K
$32.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-199- 0.27% |
$4.43K - $5.81K
|
74.7K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-195- 1.66% |
$4.34K - $5.7K
|
11.6K
$357K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-193- 1.98% |
$4.3K - $5.64K
|
9.56K
$294K
|