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 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-189- 0.69% |
$4.21K - $5.52K
|
27.2K
$838K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-188- 15.25% |
$4.19K - $5.49K
|
1.05K
$32.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-182- 0.34% |
$4.05K - $5.32K
|
53K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-181- 1.86% |
$4.03K - $5.29K
|
9.53K
$294K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-181- 1.01% |
$4.03K - $5.29K
|
17.8K
$547K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-174- 6.11% |
$3.87K - $5.08K
|
2.68K
$82.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-170- 6.95% |
$3.79K - $4.97K
|
2.28K
$70.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-167- 0.34% |
$3.72K - $4.88K
|
49.5K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-165- 0.15% |
$3.67K - $4.82K
|
106K
$3.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-155- 1.42% |
$3.45K - $4.53K
|
10.8K
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-150- 0.9% |
$3.34K - $4.38K
|
16.5K
$508K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-145- 0.03% |
$3.23K - $4.24K
|
560K
$17.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-145- 0.13% |
$3.23K - $4.24K
|
109K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-144- 1.49% |
$3.21K - $4.21K
|
9.52K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-140- 0.19% |
$3.12K - $4.09K
|
72K
$2.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-135- 0.58% |
$3.01K - $3.94K
|
23.1K
$711K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-132- 0.19% |
$2.94K - $3.86K
|
70.6K
$2.17M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-131- 0.79% |
$2.92K - $3.83K
|
16.4K
$505K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-129- 0.44% |
$2.87K - $3.77K
|
29K
$893K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-126- 0.57% |
$2.81K - $3.68K
|
21.9K
$674K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 75.0% |
$2.67K - $3.51K
|
40
$1.23K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-119- 0.24% |
$2.65K - $3.48K
|
48.9K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-105- 0.13% |
$2.34K - $3.07K
|
81.6K
$2.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-102- 0.04% |
$2.27K - $2.98K
|
248K
$7.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-99- 1.05% |
$2.2K - $2.89K
|
9.36K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-97- 0.07% |
$2.16K - $2.83K
|
133K
$4.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-96- 0.74% |
$2.14K - $2.8K
|
12.8K
$395K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-85- 0.8% |
$1.89K - $2.48K
|
10.5K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-75- 1.11% |
$1.67K - $2.19K
|
6.67K
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-75- 0.59% |
$1.67K - $2.19K
|
12.6K
$389K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-72- 13.04% |
$1.6K - $2.1K
|
480
$14.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-68- 0.24% |
$1.51K - $1.99K
|
28.8K
$887K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-61- 0.64% |
$1.36K - $1.78K
|
9.55K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-50- 0.52% |
$1.11K - $1.46K
|
9.62K
$296K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-49- 0.13% |
$1.09K - $1.43K
|
37.2K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
SELL
|
- |
-42- 0.01% |
$935 - $1.23K
|
343K
$10.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-42- 0.34% |
$935 - $1.23K
|
12.2K
$375K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-40- 3.13% |
$891 - $1.17K
|
1.24K
$38.2K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 6.76% |
$445 - $584
|
276
$8.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-19- 0.06% |
$423 - $555
|
32.1K
$989K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-11- 0.61% |
$245 - $321
|
1.8K
$55.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-10- 0.03% |
$223 - $292
|
33.8K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10- 0.05% |
$223 - $292
|
18.6K
$574K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8- 0.02% |
$178 - $234
|
34.6K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-6- 0.03% |
$134 - $175
|
17.5K
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1- 0.03% |
$22.3 - $29.2
|
3.91K
$120K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1- 0.01% |
$22.3 - $29.2
|
16.2K
$498K
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-254K- 24.66% |
$6.33M - $7.38M
|
776K
$23.9M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-144K- 71.53% |
$3.58M - $4.17M
|
57.2K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-123K- 22.2% |
$3.07M - $3.58M
|
432K
$13.3M
|
|