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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-723- 0.22% |
$20.9K - $23.3K
|
323K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-660- 1.08% |
$19.1K - $21.2K
|
60.6K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-659- 8.53% |
$19.1K - $21.2K
|
7.07K
$228K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-659- 0.06% |
$19.1K - $21.2K
|
1.16M
$37.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-658- 0.97% |
$19K - $21.2K
|
67.2K
$2.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-649- 0.36% |
$18.8K - $20.9K
|
178K
$5.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-644- 1.74% |
$18.6K - $20.7K
|
36.4K
$1.17M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-632- 0.66% |
$18.3K - $20.3K
|
95K
$3.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-602- 6.82% |
$17.4K - $19.4K
|
8.23K
$265K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-592- 4.9% |
$17.1K - $19.1K
|
11.5K
$371K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-563- 0.96% |
$16.3K - $18.1K
|
58.1K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-554- 7.25% |
$16K - $17.8K
|
7.08K
$229K
|
|
|
Oct 27, 2025
Q3 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-540- 4.66% |
$15.6K - $17.4K
|
11K
$356K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-520- 2.75% |
$15K - $16.7K
|
18.4K
$592K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-476- 2.22% |
$13.8K - $15.3K
|
21K
$677K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-465- 2.62% |
$13.4K - $15K
|
17.3K
$558K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-442- 3.79% |
$12.8K - $14.2K
|
11.2K
$362K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-433- 1.97% |
$12.5K - $13.9K
|
21.5K
$693K
|
|
|
Nov 12, 2025
Q3 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-432- 1.04% |
$12.5K - $13.9K
|
41.1K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-427- 1.99% |
$12.3K - $13.7K
|
21K
$677K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-423- 0.56% |
$12.2K - $13.6K
|
75.1K
$2.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-423- 3.5% |
$12.2K - $13.6K
|
11.7K
$376K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-418- 1.14% |
$12.1K - $13.5K
|
36.2K
$1.17M
|
|
|
Jan 23, 2026
Q3 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-414- 13.65% |
$12K - $13.3K
|
2.62K
$84.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-397- 1.31% |
$11.5K - $12.8K
|
29.9K
$963K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-390- 2.58% |
$11.3K - $12.6K
|
14.7K
$476K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-372- 0.76% |
$10.8K - $12K
|
48.6K
$1.57M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-368- 0.97% |
$10.6K - $11.8K
|
37.7K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-359- 0.21% |
$10.4K - $11.6K
|
169K
$5.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-353- 0.15% |
$10.2K - $11.4K
|
242K
$7.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-352- 0.74% |
$10.2K - $11.3K
|
47.1K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-321- 3.16% |
$9.28K - $10.3K
|
9.85K
$318K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-320- 2.65% |
$9.25K - $10.3K
|
11.8K
$379K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-320- 3.12% |
$9.25K - $10.3K
|
9.93K
$320K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-320- 6.56% |
$9.25K - $10.3K
|
4.56K
$147K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-309- 3.41% |
$8.94K - $9.95K
|
8.75K
$282K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-297- 0.88% |
$8.59K - $9.56K
|
33.3K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-295- 1.72% |
$8.53K - $9.5K
|
16.8K
$543K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-283- 1.49% |
$8.18K - $9.11K
|
18.7K
$602K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-270- 1.87% |
$7.81K - $8.69K
|
14.2K
$458K
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-255- 0.51% |
$7.37K - $8.21K
|
49.4K
$1.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-254- 25.32% |
$7.35K - $8.18K
|
749
$24.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-232- 0.65% |
$6.71K - $7.47K
|
35.4K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-220- 2.43% |
$6.36K - $7.08K
|
8.84K
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-191- 2.04% |
$5.52K - $6.15K
|
9.19K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-190- 1.93% |
$5.49K - $6.12K
|
9.64K
$311K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-182- 0.64% |
$5.26K - $5.86K
|
28.3K
$913K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-179- 7.32% |
$5.18K - $5.76K
|
2.27K
$73.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-169- 0.51% |
$4.89K - $5.44K
|
33.2K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-168- 1.96% |
$4.86K - $5.41K
|
8.39K
$271K
|
|