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 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-427K- 72.55% |
$13.4M - $14.4M
|
162K
$5.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-358K- 0.85% |
$11.2M - $12.1M
|
41.8M
$1.35B
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-321K- 97.61% |
$10.1M - $10.8M
|
7.85K
$253K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-183K- 5.93% |
$5.75M - $6.17M
|
2.9M
$93.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-150K- 87.29% |
$4.7M - $5.04M
|
21.8K
$704K
|
|
|
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 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-64.4K- 4.01% |
$2.02M - $2.17M
|
1.54M
$49.7M
|
|
|
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 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-56.2K- 1.93% |
$1.77M - $1.89M
|
2.85M
$92M
|
|
|
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 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-51.9K- 1.21% |
$1.63M - $1.75M
|
4.24M
$137M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-46K- 5.88% |
$1.45M - $1.55M
|
737K
$23.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-45.7K- 0.92% |
$1.43M - $1.54M
|
4.92M
$159M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-37.2K- 4.41% |
$1.17M - $1.25M
|
807K
$26M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-36.7K- 2.21% |
$1.15M - $1.24M
|
1.63M
$52.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-33.3K- 3.19% |
$1.05M - $1.12M
|
1.01M
$32.6M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-31.9K- 12.72% |
$1M - $1.08M
|
219K
$7.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-29.9K- 10.16% |
$940K - $1.01M
|
265K
$8.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-29K- 28.76% |
$911K - $977K
|
71.8K
$2.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-27.9K- 3.09% |
$876K - $940K
|
874K
$28.2M
|
|
|
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 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26.3K- 26.81% |
$827K - $887K
|
71.9K
$2.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-21.7K- 0.96% |
$682K - $731K
|
2.25M
$72.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-20.3K- 3.3% |
$638K - $684K
|
595K
$19.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-19.3K- 2.71% |
$606K - $650K
|
692K
$22.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-18.3K- 62.64% |
$576K - $618K
|
10.9K
$353K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16.7K- 1.7% |
$523K - $561K
|
965K
$31.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-16.5K- 3.45% |
$520K - $558K
|
464K
$15M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-13.9K- 4.57% |
$436K - $467K
|
290K
$9.35M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 1.81% |
$422K - $452K
|
730K
$23.5M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-12.7K- 2.07% |
$399K - $428K
|
599K
$19.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-11.8K- 4.45% |
$371K - $398K
|
254K
$8.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11.3K- 5.85% |
$355K - $380K
|
182K
$5.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-10.8K- 8.18% |
$338K - $362K
|
121K
$3.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10.6K- 2.06% |
$334K - $358K
|
506K
$16.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-10.2K- 2.14% |
$320K - $343K
|
467K
$15.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-9.65K- 3.12% |
$303K - $325K
|
300K
$9.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-9.61K- 1.33% |
$302K - $324K
|
713K
$23M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-7.78K- 12.29% |
$244K - $262K
|
55.5K
$1.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7.72K- 23.32% |
$243K - $260K
|
25.4K
$819K
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-7.58K- 3.01% |
$238K - $255K
|
244K
$7.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-7.31K- 2.44% |
$230K - $246K
|
292K
$9.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-7.16K- 9.47% |
$225K - $241K
|
68.5K
$2.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-6.74K- 1.16% |
$212K - $227K
|
573K
$18.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.19K- 1.28% |
$194K - $208K
|
477K
$15.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-5.86K- 17.71% |
$184K - $197K
|
27.2K
$879K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.72K- 1.17% |
$180K - $193K
|
481K
$15.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-5.55K- 10.17% |
$174K - $187K
|
49.1K
$1.58M
|
|