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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-321K- 97.61% |
$10.1M - $10.8M
|
7.85K
$253K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-130K- 85.67% |
$4.08M - $4.38M
|
21.7K
$701K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-80K- 58.63% |
$2.51M - $2.69M
|
56.4K
$1.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-76.1K- 17.18% |
$2.39M - $2.56M
|
367K
$11.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-62.2K- 3.74% |
$1.95M - $2.1M
|
1.6M
$51.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-56.1K- 4.49% |
$1.76M - $1.89M
|
1.2M
$38.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27.2K- 14.11% |
$854K - $916K
|
165K
$5.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-20.3K- 3.3% |
$638K - $684K
|
595K
$19.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-13.9K- 4.57% |
$436K - $467K
|
290K
$9.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11.3K- 5.85% |
$355K - $380K
|
182K
$5.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-7.31K- 2.44% |
$230K - $246K
|
292K
$9.43M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-5.86K- 17.71% |
$184K - $197K
|
27.2K
$879K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-5.55K- 10.17% |
$174K - $187K
|
49.1K
$1.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
SELL
|
- |
-5.54K- 13.61% |
$174K - $187K
|
35.2K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.66K- 6.49% |
$115K - $123K
|
52.7K
$1.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.54K- 2.0% |
$111K - $119K
|
173K
$5.58M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-2.55K- 4.66% |
$80K - $85.8K
|
52.1K
$1.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-2.49K- 3.2% |
$78.3K - $84K
|
75.4K
$2.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-848- 4.83% |
$26.6K - $28.6K
|
16.7K
$540K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-793- 7.6% |
$24.9K - $26.7K
|
9.64K
$311K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-759- 1.89% |
$23.8K - $25.6K
|
39.5K
$1.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-616- 25.5% |
$19.3K - $20.8K
|
1.8K
$58.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-490- 0.73% |
$15.4K - $16.5K
|
66.5K
$2.15M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-483- 0.8% |
$15.2K - $16.3K
|
59.8K
$1.93M
|
|
|
Jan 06, 2026
Q4 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-473- 1.65% |
$14.9K - $15.9K
|
28.3K
$912K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-300- 0.43% |
$9.42K - $10.1K
|
69K
$2.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-244- 3.07% |
$7.66K - $8.22K
|
7.71K
$249K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-110- 1.5% |
$3.46K - $3.71K
|
7.23K
$233K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-50- 0.72% |
$1.57K - $1.68K
|
6.89K
$222K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-13- 0.11% |
$408 - $438
|
11.4K
$366K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-13- 0.08% |
$408 - $438
|
16.4K
$528K
|
|
| Q3 2025 | |||||||
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.59M- 6.77% |
$74.8M - $83.2M
|
35.6M
$1.15B
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.08MClosed |
$60.1M - $66.9M
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.98M- 98.08% |
$57.3M - $63.8M
|
38.8K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.29M- 2.83% |
$37.4M - $41.7M
|
44.5M
$1.43B
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.17M- 35.03% |
$33.7M - $37.5M
|
2.16M
$69.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-800K- 5.22% |
$23.1M - $25.8M
|
14.5M
$468M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-731K- 97.39% |
$21.1M - $23.5M
|
19.6K
$633K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-679K- 85.42% |
$19.6M - $21.9M
|
116K
$3.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-669K- 33.71% |
$19.3M - $21.5M
|
1.32M
$42.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-498K- 23.77% |
$14.4M - $16M
|
1.6M
$51.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-457K- 73.2% |
$13.2M - $14.7M
|
167K
$5.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-366K- 46.94% |
$10.6M - $11.8M
|
414K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-309K- 92.85% |
$8.93M - $9.94M
|
23.8K
$767K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-288K- 13.64% |
$8.32M - $9.26M
|
1.82M
$58.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-267K- 5.77% |
$7.72M - $8.59M
|
4.36M
$141M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-253K- 34.69% |
$7.32M - $8.14M
|
476K
$15.4M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250K- 95.79% |
$7.23M - $8.05M
|
11K
$355K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-200K- 64.0% |
$5.78M - $6.43M
|
112K
$3.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-199K- 87.4% |
$5.75M - $6.4M
|
28.7K
$925K
|
|